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The Ziegler Companies, Inc.

Investment Banking > Senior Living > Selected Transactions

  • 2012

    Friendship Village of Tempe

    Tempe, Arizona

    Fixed-Rate Refunding

    March 2012
    $77,030,000

    2011

    New England Deaconess Association

    Concord Massachusetts

    Refunding

    December 2011
    $52,250,000

    Emerald Heights

    Redmond, Washington

    Bank Construction Loan/Collateral Restructuring

    December 2011
    $20,000,000

    Asbury Pointe

    Getzveille, New York

    Refunding

    December 2011
    $7,790,000

    Rolling Green Village

    Greenville, South Carolina

    Tax-Exempt Bank Loan

    December 2011
    $13,500,000

    Covenant Retirement Communities

    Skokie, Illinois

    Direct Placement

    December 2011
    $43,335,000

    Covenant Retirement Communities

    Skokie, Illinois

    Direct Placement

    December 2011
    $15,830,000

    Lourdes Senior Community

    Waterford, Michigan

    Bank Placement

    December 2011
    $6,935,000

    Well-Spring

    Greensboro, North Carolina

    Taxable Term Loan

    December 2011
    $43,160,000

    Kline Galland

    Seattle, Washington

    Bank Private Placement

    December 2011
    $20,880,000

    Southminster

    Charlotte, North Carolina

    LOC Replacement

    December 2011
    $4,290,000

    RiverMead

    Peterborough, New Hampshire

    Expansion

    December 2011
    $31,210,000

    MRC Crestview

    Bryan, Texas

    New Money/Phase II

    December 2011
    $28,295,000

    Shell Point Retirement Community

    Fort Myers, Florida

    Refunding

    December 2011
    $12,065,000

    Total Longterm Care, Inc.

    Denver, Colorado

    New Money Financing/PACE

    December 2011
    $7,000,000

    Phoebe-Devitt Homes

    Allentown, Pennsylvania

    LOC Replacement

    November 2011
    $5,240,000

    Tamarisk, Inc.

    Warwick, Rhode Island

    Bank Direct Purchase

    November 2011
    $10,375,000

    Mary's Woods at Marylhurst

    Lake Oswego, Oregon

    Bank Construction Loan Placement

    November 2011
    $3,500,000

    Bishop Gadsden

    Charleston, South Carolina

    LOC Extension

    November 2011
    $17,200,000

    Diakon Lutheran Social Ministries

    Allentown, Pennsylvania

    Refinancing - Mortgage Loan

    November 2011
    $4,500,000

    Christian Homes, Inc.

    Lincoln, Illinois

    Line of Credit

    November 2011
    $10,000,000

    Sunset Retirement Communities

    Toledo, Ohio

    Fixed-Rate Refunding

    November 2011
    $18,925,000

    The Terraces at Bonita Springs

    Bonita Springs, Florida

    New Construction CCRC

    November 2011
    $143,120,000

    Christian Living Communities

    Denver, Colorado

    New Money Financing/Clermont Park Phase II

    November 2011
    $24,445,000

    Christian Living Communities

    Denver, Colorado

    Bank Placement/ Clermont Park Phase II

    November 2011
    $12,000,000

    Retirement Housing Foundation

    National Obligated Group & California Obligated Group

    LOC Replacement

    October 2011
    $117,615,000

    Riddle Village

    Media, Pennsylvania

    LOC Replacement

    October 2011
    $19,735,000

    Riddle Village

    Media, Pennsylvania

    Private Placement

    October 2011
    $30,000,000

    Episcopal Senior Communities

    Walnut Creek, California California Obligated Group

    New Money Financing/Refunding

    October 2011
    $62,200,000

    Virginia Mennonite Retirement Community, Inc.

    Harrisonburg, Virginia

    LOC Substitution

    October 2011
    $30,455,000

    Goodwill Industries of Southeastern Wisconsin, Inc.

    Wisconsin

    Remarketing

    September 2011
    $7,675,000

    American Baptist Homes of the West (ABHOW)

    Pleasanton, California

    LOC Bank Replacement

    September 2011
    $15,000,000

    Linden Ponds

    Hingham, Massachusetts

    Fixed Rate Bond Exchange

    September 2011
    EXCHANGE AGENT

    BHI Senior Living

    Indianapolis, Indiana

    New Money Financing/Expansion

    September 2011
    $29,000,000

    Wake Robin

    Shelburne, Vermont

    LOC Extension

    September 2011
    $15,355,000

    Briarwood Retirement Community

    Worcester, Massachusetts

    LOC Replacement

    September 2011
    $8,315,000

    Lutheran Senior Services

    St. Louis, Missouri

    New Money Financing/Expansion & Renovation

    September 2011
    $47,425,000

    Mission Ridge

    Billings, Montana

    Bank Placement

    August 2011
    $10,000,000

    St. John's Lutheran Ministries

    Billings, Montana

    Bank Placement

    August 2011
    $4,500,000

    Martin and Edith Stein Assisted Living Residence

    Somerset, New Jersey

    LOC Substitution

    August 2011
    $12,055,000

    Masonic Home Independent Living II, Inc. - Miralea Project

    Louisville, Kentucky

    New Community

    August 2011
    $43,785,000

    Community Village, Inc. d/b/a/ Hartsfield Village

    Munster, Indiana

    LOC Renewal

    June 2011
    $10,385,000

    Collington

    Mithcelville, Maryland

    Affiliation Advisor

    June 2011
    AFFILIATION ADVISOR

    The Arlington of Naples

    Naples, Florida

    BANs Issue

    June 2011
    $10,900,000

    Smith Crossing

    Orland Park, Illinois

    Construction Loan
    Phase 2B

    June 2011
    $30,500,000

    Sisters of St. Francis of the Holy Cross

    Green Bay, Wisconsin

    Bank Qualified

    June 2011
    $3,150,000

    Brothers of the Holy Cross

    Notre Dame, Indiana

    Private Replacement

    June 2011
    $2,865,000

    Greenwood Village South

    Greenwood, Indiana

    Bank Placement

    June 2011
    $21,655,000

    Fox Run

    Orchard Park, New York

    LOC Extension

    April 2011
    $4,800,000

    Clark Retirement Community

    Grand Rapids, Michigan

    Taxable Term Loan

    April 2011
    $5,000,000

    Lytton Gardens

    Palo Alto, California

    Private Placement

    March 2011
    $11,885,000

    Smith Crossing

    Orland Park, Illinois

    Construction Loan
    Phase 2A

    February 2011
    $7,000,000

    2010

    Friendship Village of Kalamazoo

    Kalamazoo, Michigan

    Bank Qualified

    December 2010
    $10,640,000

    Briarwood Retirement Community

    Worcester, Massachusetts

    LOC Replacement

    December 2010
    $26,940,000

    Charlestown Community

    Catonsville, Maryland

    New Money Financing/Refunding

    December 2010
    $124,995,000

    Sunny Vista

    Colorado Springs, Colorado

    Bank Qualified

    December 2010
    $15,965,000

    Lutheran Home of Wisconsin

    Wauwatosa, Wisconsin

    Bank Qualified

    December 2010
    $7,885,000

    Community Village, Inc. d/b/a/ Hartsfield Village

    Munster, Indiana

    LOC Renewal

    December 2010
    $21,040,000

    United Methodist Retirement Community

    Chelsea, Michigan

    Bank Qualified

    December 2010
    $12,500,000

    Lifespace Communities

    Des Moines, Iowa

    New Money Financing/Refunding

    November 2010
    $30,385,000

    Glacier Hills

    Ann Arbor, Michigan

    Bank Qualified

    November 2010
    $14,000,000

    Pennybyrn at Maryfield

    High Point, North Carolina

    Bank Qualified

    November 2010
    $5,000,000

    Redstone Presbyterian SeniorCare

    Greensburg, Pennsylvania

    Refunding

    November 2010
    $30,000,000

    The Admiral at the Lake

    Chicago, Illinois

    New Construction

    November 2010
    $202,350,000

    ACTS Retirement-Life Communities

    West Point, Pennsylvania

    Expansion & Renovation

    November 2010
    $54,630,000

    Asbury Pennsylvania Obligated Group

    Germantown, Maryland

    Refunding

    October 2010
    $74,630,000

    Mary's Woods at Marylhurst

    Portland, Oregon

    Refunding

    October 2010
    $28,730,000

    Pleasant View Luther Home

    Ottawa, Illinois

    New Money Financing/
    Repositioning

    September 2010
    $16,695,000

    Lutheran Senior Services

    St. Louis, Missouri

    New Money Financing/Expansion & Renovation

    September 2010
    $38,300,000

    Total Longterm Care

    Denver, Colorado

    New Money Financing/
    PACE/Refunding

    September 2010
    $28,000,000

    GreenFields of Geneva

    Geneva, Illinois

    New Community CCRC

    August 2010
    $117,600,000

    AdventCare

    Marblehead, Massachusetts

    New Money Financing

    July 2010
    $2,640,000

    Crestview Retirement Community

    Bryan, Texas

    New Money Financing/
    Repositioning

    July 2010
    $27,250,000

    Brewster Place

    Topeka, Kansas

    New Money Financing/Refunding

    July 2010
    $9,765,000

    Christian Homes, Inc.

    Lincoln, Illinois

    New Money Financing/Refunding

    July 2010
    $25,000,000

    Ohio Presbyterian Retirement Services

    Columbus, Ohio

    New Money Financing

    June 2010
    $25,000,000

    Jewish Community Housing Corporation of Metropolitan New Jersey

    West Orange, New Jersey

    Refunding

    June 2010
    $19,365,000

    Baywood Court

    Castro Valley, California

    New Money Financing/Refunding

    June 2010
    $18,940,000

    Green Hill

    West Orange, New Jersey

    Expansion

    May 2010
    $14,275,000

    Park Place of Elmhurst

    Elmhurst, Illinois

    New Community CCRC

    May 2010
    $175,540,000

    La Loma Village (Sun Health Senior Living)

    Litchfield Park, Arizona

    Private Placement

    April 2010
    $42,000,000

    Montereau, Inc.

    Tulsa, Oklahoma

    Expansion & Refunding

    March 2010
    $115,615,000

    Friendship Village
    of Schaumburg

    Schaumburg, Illinois

    New Money Financing/Refunding
    (LOC Debt)

    March 2010
    $33,610,000

    Carleton-Willard Village

    Bedford, Massachusetts

    New Money Financing/Refunding (LOC Debt)

    March 2010
    $17,800,000

    Mirador

    Corpus Christi, Texas

    New Community CCRC

    February 2010
    $79,040,000

    American Baptist Homes of the West (ABHOW)

    Pleasanton, California

    Expansion/Refunding

    February 2010
    $106,580,000

    Aberdeen Heights

    Kirkwood, Missouri

    New Community CCRC

    February 2010
    $178,825,000

    2009

    The Episcopal Home Communities

    Alhambra, California

    Fixed-Rate Conversion

    December 2009
    $26,150,000

    C.C. Young Memorial Home

    Dallas, Texas

    Expansion Financing

    December 2009
    $53,995,000

    Asbury Maryland Obligated Group

    Gaithersburg, Maryland

    Private Placement

    December 2009
    $16,000,000

    Asbury Maryland Obligated Group

    Gaithersburg, Maryland

    Fixed-Rate Refunding

    December 2009
    $43,820,000

    Holland Home

    Grand Rapids, Michigan

    Bank Qualified

    December 2009
    $7,085,000

    Sunset Retirement Communities & Services

    Jenison, Michigan

    Bank Qualified

    December 2009
    $26,000,000

    Wittenberg Lutheran Village

    Crown Point, Indiana

    Expansion & Refinancing

    December 2009
    $37,710,000

    Villa Guadalupe

    Chicago, Illinois

    Bank Qualified

    December 2009
    $3,345,000

    Holland Home

    Grand Rapids, Michigan

    Bank Qualified

    December 2009
    $9,940,000

    Holland Home

    Grand Rapids, Michigan

    Bank Qualified

    December 2009
    $9,740,000

    Lakeview Village

    Lenexa, Kansas

    Renovation and Expansion

    November 2009
    $16,000,000

    The Groves in Lincoln

    Lincoln, Massachusetts

    New Community

    November 2009
    $117,265,000

    Diakon Lutheran Social Ministries

    Allentown, Pennsylvania

    Fixed-Rate Refinancing and New Money

    November 2009
    $123,210,000

    Episcopal Retirement Homes

    Cincinnati, Ohio

    Bank Qualified

    October 2009
    $30,000,000

    The Stayton at Museum Way

    Fort Worth, Texas

    Start-Up CCRC Financing

    October 2009
    $166,575,000

    Hill View Retirement Center

    Portsmouth, Ohio

    Bank Qualified

    October 2009
    $7,875,000

    United Methodist Retirement Communities

    Chelsea, Michigan

    Construction Loan

    October 2009
    $9,000,000

    Friendship Village of Dublin

    Dublin, Ohio

    LOC Replacement

    October 2009
    $31,355,000

    15 Craigside

    Honolulu, Hawaii

    Start-Up CCRC Financing

    September 2009
    $86,020,000

    Saint John's Communities

    Milwaukee, Wisconsin

    Expansion

    September 2009
    $84,835,000

    Southern California Presbyterian Homes

    Glendale, California

    Fixed-Rate Debt Refinancing

    August 2009
    $77,805,000

    Congregation of the Third Order of St. Francis of Mary Immaculate

    Joliet, Illinois

    Bank Qualified

    August 2009
    $7,911,000

    Christian Health Care Center

    Wyckoff, New Jersey

    Fixed-Rate Debt Restructuring

    February 2009
    $14,970,000

    Christian Living Communities

    Denver, Colorado

    Redevelopment/
    Interest Funding

    February 2009
    $29,755,000
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