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Ziegler Press
Ziegler Closes $63 Million Financing For Southwest General Health Center
01/09/2012 - News Release
Ziegler, a specialty investment bank, is pleased to announce the successful closing of a $63,045,000 tax-exempt, fixed-rate financing for Southwest General Health Center (Southwest General). Southwest General Health Center is a non-profit 358-registered bed acute care hospital facility located in Middleburg Heights, Ohio. At the time of issuance, the securities were rated ‘A2’ by Moody’s.
Scott Rolfs Authors Featured Article in Worship Facilities Magazine
01/08/2012 - Worship Facilities Magazine
As we enter 2012, the real estate market is still ripe with values for churches seeking to expand. During the 2003-2008 boom period, it was a challenge for churches to find good space for expansion as the booming economy was driving up prices and construction costs. That dynamic obviously has been different since the downturn in late 2008.
Ziegler Client, Clermont Park, featured in the Denver Post
01/05/2012 - Denver Post
Finding money to refurbish and expand aging retirement communities hasn't been an easy task in this economy. But Clermont Park, a southeast Denver retirement community started in 1972, recently raised another $36.5 million on top of a $30 million offering in early 2009.
Ziegler Takes Part on Green House Project
01/01/2012 - The Green House Project
Existing research establishes that THE GREEN HOUSE® model of licensed nursing home care provides significant and sustained satisfaction and clinical improvements when compared to traditional nursing homes. Questions remain about the model’s initial and long-term financial viability due to its significant transformation of traditional nursing home practices in caregiver staffing, administrative and organizational structure, and environmental design. Several recent studies, each limited in scope but with mutually reinforcing findings, provide growing evidence that The Green House model’s operations are comparable in cost to traditional nursing home operations as well as nursing homes implementing other culture change practices.
Ziegler Closes $59 Million Covenant Retirement Communities Financing
12/29/2011 - News Release
Ziegler, a specialty investment bank, is pleased to announce the successful closing of a tax-exempt bank direct purchase for Covenant Retirement Communities (CRC). The direct purchase was completed by JP Morgan Chase and was structured as two series of bonds, $15,830,000 of Series A Bonds and $43,335,000 Series B Bonds, for a total aggregate par amount of $59,165,000 (Series 2011 Bonds).
Ziegler Closes $15 Million Lake Charles Charter Academy Financing
12/20/2011 - News Release
CHICAGO, IL – December 20, 2011 - Ziegler, a specialty investment banking firm with a dedicated charter school banking team, is pleased to announce the successful closing of the $15,515,000 Lake Charles Charter Academy Foundation, Inc. transaction. This is the first bond issue for this borrower and the fourth bond issue Ziegler has underwritten for schools managed by Charter Schools USA.
Ziegler Closes $31 Million RiverMead Financing
12/19/2011 - News Release
Ziegler, a specialty investment bank, is pleased to announce the successful closing of a $31,210,000 non-rated, fixed-rate bond issue for Peterborough Retirement Community at Upland Farm, Inc. (RiverMead).
Bill Mulligan and Romy McCarthy quoted in the Milwaukee Business Journal
12/16/2011 - Milwaukee Business Journal
Rising health care costs and declining Medicaid reimbursements have been major drains on the balance sheets of American skilled nursing homes for some time. Now, tack on an 11.1-percent cut to federal Medicare reimbursements, which went into effect on Oct. 1, and the nursing home industry is nearing a tipping point.
Ziegler Closes $12 Million Financing For Shell Point Retirement Community
12/15/2011 - News Release
Ziegler, a specialty investment bank, is pleased to announce the successful closing of a $12,065,000 fixed-rate bond issue for Shell Point Retirement Community. Shell Point Retirement Community is a Type-A CCRC located in Ft. Myers, Florida and is rated “BB” with a stable outlook by Standard & Poor’s.
Ziegler Closes $28 Million MRC Crestview Financing
12/14/2011 - News Release
– Ziegler, a specialty investment bank, is pleased to announce the successful closing of a $28,295,000 non-rated bond issue for MRC Crestview. MRC Crestview, d/b/a Crestview Retirement Community, is located on 14 acres in Bryan, Texas. Ziegler served as sole manager for the Series 2011 Bonds.
Scott Rolfs quoted in Nov/Dec Issue of Worship Facilities Magazine
12/14/2011 - Worship Facilities Magazine
Scott Rolfs quoted in Nov/Dec Issue of Worship Facilities Magazine
Ziegler Closes $7 Million Financing for Total Longterm Care, Inc.
12/12/2011 - News Release
Ziegler, a specialty investment bank, is pleased to announce the successful closing of a $7,000,000 fixed-rate tax-exempt bond issue for Total Longterm Care, Inc. (TLC). TLC was formed in December 1989 to establish Colorado’s first Program of All-inclusive Care for the Elderly (PACE).
Ziegler Closes $38 Million Bay Area Charter Financing
12/07/2011 - News Release
Ziegler, a specialty investment banking firm with over a 100 years of experience, is pleased to announce the successful closing of the $38 million Bay Area Charter Foundation, LLC financing. This is the first bond issue for this borrower and the third bond issue Ziegler has underwritten for schools managed by Charter Schools USA.
Ziegler Closes $8M Financing for the YMCA in Pabst Farms, WI
12/05/2011 - News Release
Ziegler, a specialty investment banking firm, is pleased to announce the successful closing of Young Men’s Christian Association (YMCA) at Pabst Farms, Inc., in Oconomowoc, Wisconsin. The net proceeds of the 2011 Series Bonds will be used to pay four outstanding bank notes that were originally used for the purchase of the land and construction of the Pabst Farms facility.
Red Granite Advisors Sold To Ziegler Lotsoff Capital Management, LLC
11/30/2011 - Journal Sentinel
Red Granite Advisors LLC has agreed to be acquired by a Chicago money management firm with Wisconsin roots. Ziegler Lotsoff Capital Management LLC hopes to close on the deal for an undisclosed price by the end of the year, said Scott A. Roberts, president and chief executive.
Ziegler Closes $19 Million Sunset Retirement Communities Financing
11/21/2011 - News Release
Ziegler, a specialty investment bank, is pleased to announce the successful closing of a $18,925,000 fixed-rate issue for Sunset Retirement Communities (Sunset). Sunset is a 501(c)3 non-profit organization which was founded in 1871 as the Home for Friendless Women, providing care and housing for women with limited financial means and without family or friends to care for them.
Ziegler Closes $36 Million Clermont Park Financing For Christian Living Communities
11/18/2011 - News Release
Ziegler, a specialty investment bank, is pleased to announce the successful closing of a $24,445,000 fixed-rate placement issue and a $12,000,000 direct bank placement issue for Christian Living Communities (CLC). Stifel Nicolaus served as co-senior manager on this financing with Ziegler and provided considerable distribution support, especially to retail investors.
Ziegler Closes $143 Million Financing For The Terraces at Bonita Springs
11/17/2011 - News Release
Ziegler, a specialty investment bank, is pleased to announce the successful closing of a $143,120,000 non-rated, fixed-rate issue for The Terraces at Bonita Springs (the Terraces). The Terraces is a start-up continuing care retirement community to be constructed in Bonita Springs, Florida, just north of Naples in southern Lee County.
Ziegler’s Corporate Finance BestPractices transaction up for a 2011 M&A Advisor Deal of the Year Award
11/14/2011 - The M&A Advisor
The M&A Advisor is pleased to announce a record 389 nominations representing over 500 companies have been submitted for the 10th Annual M&A Advisor Awards.
Ziegler’s Corporate Finance Salar transaction up for a 2011 M&A Advisor Deal of the Year Award
11/14/2011 - The M&A Advisor
The M&A Advisor is pleased to announce a record 389 nominations representing over 500 companies have been submitted for the 10th Annual M&A Advisor Awards.
Bill Mulligan quoted in McKnight's Long-term Care News
11/07/2011 - McKnight's Long-Term Care News
Although major nursing home operators have lowered their 2011 outlooks for investors after factoring in reimbursement cuts, experts say some providers may survive better than others in the long term.
Ziegler Closes $62 Million Financing for Episcopal Senior Communities
10/31/2011 - News Release
Ziegler, a specialty investment bank, is pleased to announce the successful closing of a $62,200,000 fixed-rate issue for Episcopal Senior Communities (ESC). ESC is a California non-profit public benefit corporation providing housing, related facilities, and services for elderly persons on a non-profit, religious, and charitable basis.
Ziegler Announces 2011 Third Quarter Financial Results
10/25/2011 - News Release
The Ziegler Companies, Inc., a diversified financial services holding company, today released its financial results for the third quarter ending September 30, 2011.
Ziegler Closes $65 Million Conway Hospital Healthcare Transaction
10/24/2011 - News Release
Ziegler, a specialty investment banking firm, is pleased to announce the successful closing of a $19,510,000 fixed-rate private placement issue and a $45,855,000 variable rate private placement issue for Conway Hospital (Conway). Conway, rated “A3” by Moody’s, operates a 210-bed general acute care facility located eight miles west of Myrtle Beach, SC.
Z-News SL Featured in Healthsense Newsletter
10/14/2011 - Healthsense Newsletter
As the number of Americans 65 and older increases, existing continuing care retirement and other congregate living communities will face many challenges.
Ziegler Participates in Regional Green Building Case Study
09/29/2011 - CTN Energy Case Study Report
The Regional Green Building Case Study, also referred to as the Illinois LEED Study or the Study in this report, is a multiyear project to collect and analyze post-occupancy data from Leadership in Energy and Environmental Design (LEED®) certified projects in Illinois.
Ziegler client, Eagle Brook Church, featured in StarTribune
09/23/2011 - StarTribune
Despite tough times, the cash flow is steady and some of the biggest evangelical churches in Minnesota are getting even bigger.
Ziegler Closes $1.9M Financing For Christian Heritage Assembly of God
09/20/2011 - News Release
Commission Approves Tax-exempt Bonds For New Charter Academy
09/19/2011 - AmericanPress.com
Laclede Groves Expansion Under Way
09/16/2011 - stltoday.com
Work is under way on a nearly $50 million expansion and renovation of Laclede Groves, a Lutheran Senior Services retirement community and nursing home built originally as a convent in Webster Groves.
Ziegler Hires New Senior Living Banker
09/14/2011 - News Release
Ziegler, a specialty investment bank with unique expertise in complex credit structures and advisory services, welcomes Rebecca Neth Townsend as its newest member of the senior living and post-acute care banking team in Scottsdale, Arizona.
Bill Morse quoted in The Christian Science Monitor
09/12/2011 - The Christian Science Monitor
First, the Greek debt crisis spreads to Portugal, Spain, and Italy. America's debt gets its first downgrade since World War II. Then the stock market plunges. What's a prudent investor to do?
Ziegler Helps Grow Mecklenburg Community Church
08/28/2011 - News Release
Ziegler, a specialty investment banking firm financing ministries across the nation, is pleased to announce the successful closing of Mecklenburg Community Church (Mecklenburg) of Charlotte, North Carolina. Ziegler secured an $8,500,000 par amount of 2011 Series Bonds, which were all sold through Ziegler Wealth Management, the firm’s full-service retail distribution business.
Ziegler Closes $44M Financing For Miralea; An Independent Senior Living Development
08/24/2011 - News Release
Ziegler, a specialty investment banking firm, is pleased to announce the successful closing of the Miralea in Louisville, Kentucky transaction. Miralea is a new independent senior living development located on the current grounds of Masonic Homes of Kentucky’s Louisville campus.
Ziegler Welcomes New Healthcare Banker
08/17/2011 - News Release
Ziegler, a specialty investment banking firm with more than 100 years of experience, welcomes Scott Winter as its newest member of its healthcare banking team in Cleveland, Ohio.
Ziegler Partners With The American Cancer Society
08/15/2011 - News Release
Ziegler, a specialty investment banking firm serving the healthcare, senior living, religion, and education sectors, is honored to sponsor and participate in The American Cancer Society’s 16th Annual Chicago Select Golf Invitational to be held on Monday, August 15, 2011, at the Medinah Country Club.
Ziegler Serves as Exclusive Financial Advisor To Salar, Inc.
08/08/2011 - News Release
Ziegler, a specialty investment banking firm serving the healthcare sector, is pleased to announce the successful sale of Salar, Inc. to Transcend Services. Salar was advised by Ziegler’s corporate finance team.
Ziegler Wealth Management Welcomes Steve Prew to Denver Office
08/04/2011 - News Release
Ziegler is pleased to welcome Steve Prew to its Greenwood Village wealth management office. Steve has a breadth of experience in the industry and is returning to Ziegler after having previously worked for the firm.
John Dunn III Joins Ziegler
08/01/2011 - News Release
Ziegler, a specialty investment bank with unique expertise in complex credit structures and advisory services, welcomed John H. Dunn, III as its newest member to the capital markets division.
Ziegler Amends Stock Repurchase Program
07/27/2011 - News Release
The Ziegler Companies, Inc. is pleased to announce a price per share increase in its stock repurchase program in accordance with the provisions of Rule 10b5-1 of the Securities Exchange Act.
Ziegler Announces 2011 Second Quarter Financial Results
07/26/2011 - News Release
The Ziegler Companies, Inc., a diversified financial services holding company, today released its financial results for the second quarter ending June 30, 2011.
Ziegler Closes Second Largest Charter School Financing
07/06/2011 - News Release
Ziegler is pleased to announce the successful closing of the Renaissance Charter School (Renaissance) transaction, the second financing for this borrower and the second largest charter school bond issuance to date. Ziegler also underwrote the first financing, which was for $68 million in 2010.
Ziegler Closes First Charter School Financing in LA for Belle Chasse Academy
06/23/2011 - News Release
Ziegler is pleased to announce the successful closing of the Belle Chasse Academy financing; the first tax-exempt revenue bond issued by a charter school in the state of Louisiana. Ziegler structured a $21 million fixed-rate issuance to finance the construction of the Fine Arts Center, which was designed to help alleviate stresses affecting military dependent students.
St. John’s on the Lake Tower Nears Opening
06/22/2011 - BizTimes.com
The first residents will move into the 21-story tower expansion of Saint John’s on the Lake, a senior apartment complex, on Tuesday, July 5. An official opening ceremony will also be held that day for the tower, located at 1800 N. Prospect Ave. on Milwaukee’s East Side, which includes 87 residences and 25,000 square feet of common space.
Ziegler Capital Management Completes Acquisition of Lotsoff Capital Management
06/10/2011 - News Release
Ziegler Capital Management completed its acquisition of Lotsoff Capital Management effective June 10, 2011.
REALM Group, Inc. to Host Workshop for Religious Communities about 21st Century Eldercare Solutions
06/08/2011 - Realm Group, Inc. News Release
Renowned expert Ted Dunn, PhD, to keynote one-day workshop outlining new ways for transformation and vitality among communities of religious women.
Ziegler's Annual Philanthropy Program
06/07/2011 - News Release
Ziegler announced today its new philanthropy program, ZAPP. Ziegler’s Annual Philanthropy Program (ZAPP) is designed to give its associates an opportunity to nominate a charity of their choice for a corporate contribution and firm-wide volunteer efforts.
Ziegler Welcomes Jerry Ryan
06/06/2011 - News Release
Ziegler, a specialty investment banking firm with more than 100 years of experience, welcomed Jerry Ryan as its newest member of the Ziegler Financing Corporation (ZFC) team.
MedAssets Closes Acquisition of XactiMed
05/23/2011 - insideARM.com
MedAssets Inc. announced today they have closed the acquisition of XactiMed, Inc., a leading provider of web-based revenue cycle technologies and services to the healthcare industry.
Ziegler Welcomes Paula Permenter
05/09/2011 - News Release
Ziegler, a specialty investment banking firm with more than 100 years of experience, welcomed Paula Permenter as its newest charter school banker to the team in Texas.
Ziegler Announces 2011 First Quarter Financial Results
04/29/2011 - News Release
The Ziegler Companies, Inc., a diversified financial services holding company, today released its financial results for the first quarter ending March 31, 2011.
Ziegler Capital Management Acquires Lotsoff Capital Management
04/28/2011 - News Release
Ziegler Capital Management will be acquiring Lotsoff Capital Management effective June 10, 2011.
2010 Annual Report
03/30/2011 - Annual Report
Ziegler Announces Revised Full Year and Fourth Quarter 2010 Financial Results
03/29/2011 - News Release
The Ziegler Companies, Inc., a diversified financial services holding company, today announced a revision to its previously reported full year 2010 and fourth quarter earnings.
Steve Johnson is quoted in the Senior Living Business article, "Smart Partnerships: Elements of a Good Fit" in the February issue
02/08/2011 - Senior Living Business
When the needle on an organization's financial stress meter goes up, the level of interest in affiliating with a strong partner also goes up. And as long as the valuation of the financially challenged asset is high enough to make the math work for the sponsor, assumption of debt in exchange for the keys to that asset can be a reasonable deal.
Scott Rolfs quoted in the Worship Facilities article, "The Changing Landscape for Church Borrowing"
02/02/2011 - Worship Facilities
Scott Rolfs quoted in the Worship Facilities article, "The Changing Landscape for Church Borrowing"
Ziegler Announces 2010 Fourth Quarter Financial Results
02/01/2011 - News Release
The Ziegler Companies, Inc., a diversified financial services holding company, today released its financial results for the year ending December 31, 2010.
Scott Rolfs quoted in NPR Interview
01/31/2011 - NPR
Scott Rolfs is quoted in the NPR interview entitled, "Church Foreclosures: Hard Times For God's Work."
Scott Rolfs quoted in OneNewsNow.com Article
01/31/2011 - OneNewsNow.com
A recent Wall Street Journal article claims that more churches are defaulting on loans. But while one expert recognizes that the economic crisis may expand its reach into the religious realm, he believes the findings that led to that conclusion are overstated.
Ziegler Meditech Invests In Florida Firm
01/26/2011 - Milwaukee Business Journal
Ziegler Meditech Equity Partners, of Milwaukee, led $21 million in financing for OrthoSensor Inc., a Ft. Lauderdale, Fla., developer of orthopedic implants and sensor-assisted surgery systems.
Dan Hermann quoted in AAHSA's Future of Aging blog
01/04/2011 - Future of Aging blog
Dan Hermann is quoted in the Future of Aging blog post, "How AAHSA Members are Helping Each Other to Survive and Thrive."
Ziegler Welcomes Chris Zelesnick
11/22/2010 - News Release
Ziegler, a specialty investment banking firm serving healthcare, senior living, religion, and education sectors, welcomed Chris Zelesnick as its new senior managing director and head of Ziegler Wealth Management.
Ziegler Amends Stock Repurchase Plan
11/16/2010 - News Release
The Ziegler Companies, Inc. is pleased to announce a stock repurchase program in accordance with the provisions of Rule 10b5-1 of the Securities Exchange Act.
Ziegler Announces New General Counsel
11/12/2010 - News Release
Ziegler, a specialty investment banking firm serving healthcare, senior living, religion and education sectors, announced the promotion of Angelique David to the role of general counsel and corporate secretary.
Dan Hermann and Other Senior Living Associates Quoted in McKnight's
10/26/2010 - McKnight's
The Ziegler Senior Living Finance + Strategy SLF+S) conference at the Coconut Point Hyatt Regency Resort & Spa in Bonita Springs, FL, this week provided a literal and figurative calm after the storm. The literal storm (Tropical Storm Nicole) passed quickly through South Florida just before the conference began, leaving blue skies in its wake for conference attendees to enjoy; the figurative economic “storm” of 2008 and 2009 has left a few remnants of “foul weather” in its midst, though senior living providers seem to be riding several positive trends in its wake.
Ziegler Announces 2010 Third Quarter Financial Results
10/26/2010 - News Release
The Ziegler Companies, Inc., a diversified financial services holding company, today released its financial results for the third quarter ending September 30, 2010.
Quantros Accelerates Growth Trajectory with Strategic Investment from Francisco Partners
10/25/2010 - Quantros News Release
Quantros, Inc., a leading provider of healthcare software and services for data management, decision support analytics, and clinical business intelligence, today announced that Francisco Partners, one of the world’s largest technologyfocused private equity firms, has agreed to make a significant capital investment in the company.
Ziegler Announced as a Finalist for the 9th Annual M&A Advisor Awards
10/25/2010 - The M&A Advisor
The M&A Advisor today announced 239 finalists in 47 categories for its 9th Annual M&A Awards. The finalists will now be judged by an independent panel and the award winners will be revealed at the 9th Annual M&A Awards Gala and Summit at the New York Athletic Club in New York City on December 14, 2010.
Ziegler Closes $68 Million Charter School Financing For Renaissance Charter School, Inc.
10/20/2010 - News Release
Ziegler is pleased to announce the successful closing of the Renaissance Charter School financing; one of the largest charter school financings completed to-date.
Ziegler Announces Underwriting Milestone
10/15/2010 - News Release
Ziegler, a specialty investment bank serving the healthcare, senior living, religion, and education sectors, achieved a $1 billion milestone for underwritings in the senior living sector. Nationally, Ziegler is ranked as one of the leading investment banking firms in senior living finance issues.
13th Annual Ziegler Senior Living Finance + Strategy Conference
10/13/2010 - News Release
Ziegler kicked off its 13th annual Ziegler Senior Living Finance + Strategy Conference at The Hyatt Regency Resort & Spa in Bonita Springs, Florida on Wednesday, September 29, 2010. The three-day, invitation-only educational conference attracted over 500 attendees and presented cutting-edge finance and strategic positioning trends and issues in senior living and the senior living capital markets.
Ziegler Announces Transaction Closing For Bronson Methodist Hospital
10/04/2010 - News Release
Ziegler, a specialty investment banking firm serving hospital and healthcare systems clients since 1928, announced the successful transaction closing for Bronson Methodist Hospital (Bronson). Bronson is a 405-licensed bed general acute care hospital located in Kalamazoo, Michigan; Bronson is a part of the Bronson Healthcare Group, Inc.
Tom Paprocki is A Featured Speaker at SIFMA's 2010 Annual Meeting
09/29/2010 - Speaking Engagement
Tom Paprocki is a featured speaker at SIFMA’s 2010 Annual Meeting. He will be addressing how financial reform will affect firms with various business models.
Ziegler Announces New Head Of Healthcare Finance Practice, John Hanley Promoted
09/27/2010 - News Release
Ziegler, a specialty investment banking firm serving hospital and healthcare systems clients since 1928, announced the promotion of John Hanley to the head of its healthcare investment banking practice.
Scott Rolfs is quoted in the WFX Newsletter
09/16/2010 - WFX Newsletter
Scott Rolfs is quoted in the WFX Newsletter article, Financial Advice For The Small Church Leader
John Hanley quoted in The Bond Buyer
09/09/2010 - The Bond Buyer
Kalamazoo, Mich.-based Bronson Methodist Hospital next Tuesday is expected to enter the muni market with $200 million of mostly refunding bonds that will shift nearly all of its debt into a fixed-rate mode.
Earnings Statement Q2 2010
08/12/2010 - News Release
The Ziegler Companies, Inc. (symbol: ZGCO), a diversified financial services holding company, today released its financial results for the quarter ending June 30, 2010.
Ziegler Welcomes Two New Board Members - PR
08/11/2010 - News Release
The Ziegler Companies, Inc. (PINKSHEETS: ZGCO), a diversified financial services holding company, today welcomes William D. McGuire and Daniel J. Hermann to its board of directors.
Successful Closing: Second Baptist Church of Elgin - $4,395,000
07/15/2010 - News Release
Ziegler is pleased to announce the successful closing of the Second Baptist Church of Elgin financing. Second Baptist Church of Elgin, Illinois is an independent Baptist congregation with weekly worship attendance of approximately 850. Bond proceeds were used by the church to refinance and consolidate existing debt, and to purchase an adjacent property to construct additional parking.
Triet Nguyen quoted in Financial Times
07/13/2010 - Financial Times
Triet Nguyen is quoted in the Financial Times article "Struggling Illinois eyes $900m bond sale."
Ziegler Launches Social Media
07/06/2010 - News Release
While many financial services firms are grappling with how to handle the regulation of social media, one Chicago-based firm is among the leaders. Ziegler took advantage of National Social Media day on June 30, to announce the launch of their social media initiative.
Successful Closing: JCHC - $19,365,000
07/01/2010 - Ziegler News Release
Ziegler successfully closed the $19,365,000 Variable Rate Demand Bonds Series 2010 for Jewish Community Housing Corporation of Metropolitan New Jersey. Jewish Community Housing Corporation of Metropolitan New Jersey (“JCHC”) is a New Jersey nonprofit corporation formed in 1983. JCHC has developed and operates five (5) housing facilities for the elderly.
Ziegler Closes First Rated Charter School Financing in Arkansas
06/15/2010 - News Release
Ziegler is pleased to announce the successful closing of the Benton County School of the Arts (BCSA) financing, the largest charter school in Arkansas.
Ziegler Announces Stock Repurchase Program
06/07/2010 - News Release
The Ziegler Companies, Inc. is pleased to announce a stock repurchase program in accordance with the provisions of Rule 10b5-1 of the Securities Exchange Act.
Paula Horn quoted in Creditflux
06/04/2010 - Creditflux
A team of experienced structured credit professionals has gained a big boost in their efforts to create a major new player in structured credit.
Rizvi Traverse Management, LLC and Ziegler Capital Management, LLC announce transaction
05/21/2010 - News Release
Rizvi Traverse Management, LLC, a private equity firm and Ziegler Capital Management, LLC, a subsidiary of The Ziegler Companies, Inc., announced today that they are partnering with ZCM management and have signed a unit purchase agreement.
Tom Paprocki featured in Crain's
05/17/2010 - Crain's
Tom Paprocki featured in Crain's "Info Junkie", a section highlighting select CEOs.
Ziegler featured in The Bond Buyer
05/11/2010 - The Bond Buyer
Ziegler is featured in The Bond Buyer article, "Ziegler Taps Quinn to Push East Coast Health Care."
Ed Merrigan & Ziegler Research honored at NFMA Annual Conference
05/10/2010 - The Bond Buyer
NFMA Honors MSRB and Five Individuals at Annual Conference including Ziegler's Ed Merrigan and Ziegler Research.
Mike Quinn joins Ziegler's Healthcare Practice
05/05/2010 - Ziegler News
Ziegler announced today that Mike Quinn has joined the firm as a director in its healthcare practice, focusing on the east coast region...
2010 First Quarter Earnings Release
04/29/2010 - News Release
The Ziegler Companies, Inc. (symbol: ZGCO), a diversified financial services holding company, today released its financial results for the quarter ending March 31, 2010.
Anita Heisl is quoted announcing our plans to enhance our website
04/27/2010 - Press Release
Anita Heisl is quoted announcing our website enhancement plans with our new web consultant, Marcel Media.
Dan Hermann discusses the value of investor relations at the 2009 AAHSA Conference
04/25/2010 - 2009 AAHSA Conference
Dan Hermann talks about the value of providers nurturing relationships with their investors to ensure financial stability. This clip was recorded at an AAHSA conference in November 2009.
Steve Jeffrey featured on a podcast series recorded at the 2010 Senior Living Conference sponsored by Horst Construction
04/22/2010 - Horst Construction
A new podcast series features presentations by senior-housing expert Jim Moore and senior-care financial professional Steve Jeffrey recorded at the 2010 Senior Living Conference sponsored by Horst Construction on April 8. The podcasts are part of Horst's "Best Practices in Senior Care Management" online curriculum designed to keep executives of senior living communities abreast of the changes and challenges in today's senior market.
Mike Kelly quoted in ADVANCE for Long-Term Care Management
04/14/2010 - ADVANCE for Long-Term Care Management
Mike Kelly is quoted in ADVANCE for Long-Term Care Management's article "Renewing your Mission."
Ziegler Launches Salesforce.com
04/06/2010 - Press Release
Ziegler is pleased to announce the launch of salesforce.com within Ziegler Wealth Management. Salesforce.com is the global leader in cloud computing, offering an award-winning family of contact relationship management (CRM) solutions.
Steve Johnson quoted in Elmhurst Press 4.02.2010
04/02/2010 - Elmhurst Press
Steve Johnson was quoted in the Elmhurst Press regarding Ziegler's recent senior living transaction, Park Place
Dan Hermann Featured in AAHSA's Future Age Magazine
03/30/2010 - Future Age Magazine
Dan Hermann is featured in AAHSA's Future Age Magazine discussing how providers are focusing their efforts to survive the poor economy and how they are setting themselves up to thrive in the future (pg. 36)
2009 Annual Report
03/26/2010 - Ziegler Financial News
The Ziegler Companies, Inc. (symbol: ZGCO), publishes its 2009 annual report to shareholders.
Ziegler Closes Successful Financing For The Summit Church
03/25/2010 - News Release
Ziegler is pleased to announce the successful closing of The Summit Church financing. The Summit Church is located in Durham, North Carolina and is affiliated with the Southern Baptist Convention.
Ziegler Announces 2009 Fourth Quarter Financial Results
02/09/2010 - News Release
The Ziegler Companies, Inc. (symbol: ZGCO), a diversified financial services holding company, today released its financial results for the year ending December 31, 2009.
Ziegler Names New CEO
02/05/2010 - News Release
The Ziegler Board of Directors announced Wednesday the retirement of its chief executive officer John Mulherin and the appointment of his successor Tom Paprocki.
Ziegler Places First CCRC New Community Financing of 2010
02/05/2010 - News Release
With the New Year in full swing, so too is the tax-exempt senior living finance sector. Ziegler (ZGCO) is pleased to announce the successful pricing of the Aberdeen Heights financing. Aberdeen Heights is a new continuing care retirement community (CCRC) sponsored by Presbyterian Manors of Mid-America, Inc. The CCRC will be built in Kirkwood, Missouri on a 17.7-acre site currently occupied by buildings that were formerly the site of St. Joseph’s Hospital. Greystone Communities, a nationally recognized full-service development and management firm, is the marketer and developer of the project.
Ziegler Underwritten Issue Wins Bond Buyer Midwest Deal of the Year Award
12/01/2009 - News Release
An $84.84 million tax-exempt fixed rate issue underwritten by Ziegler Capital Markets was named Midwest Deal of the Year for 2009 by the Bond Buyer. The deal underwritten through the Wisconsin Health and Educational Facilities Authority to benefit Saint John’s Communities, a continuing care retirement community in Milwaukee, was one of two award recipients in the Midwest Region.
Ziegler Publishes National CCRC Listing & Profile
11/09/2009 - News Release
At AAHSA’s Annual Meeting and Conference in Chicago this week, Ziegler Capital Markets released its inaugural version of the Ziegler National CCRC Listing & Profile, a comprehensive directory of continuing care retirement communities accompanied by detailed research related to the continuing care sector of senior living. The publication is the first of its kind, as no organization has ever defined “continuing care retirement communities” (CCRCs) for the purposes of producing a national listing while simultaneously categorizing one of the more popular living options for seniors.
2009 Third Quarter Earnings Release
10/27/2009 - Ziegler Financial News
The Ziegler Companies, Inc. (symbol: ZGCO), a diversified financial services holding company, released its financial results for the quarter ending September 30, 2009.
http://www.biztimes.com/realestateweekly/2009/9/16/st-johns-selling-bonds-for-tower-hopes-for-october-groundbreaking
09/16/2009 - Milwaukee Small Business Times
Saint John's hired Ziegler Wealth Management, a division of BC Ziegler and Company, to handle the bond sale.
Ziegler Places First Start-Up CCRC Financing in 2009: $86 Million for 15 Craigside, Honolulu, Hawaii
09/15/2009 - News Release
Chicago, Illinois – The long-frozen senior living capital markets continue to show signs of thawing, with the markets reaching a new landmark in the successful pricing of just over $86 million fixed-rate bonds for 15 Craigside, a new continuing care retirement community to be built in the Nu’uanu suburb of Honolulu, Hawaii. The pricing marks only the fifth sizable senior living issue in 2009, the first start-up CCRC (Continuing Care Retirement Community) financing in more than 18 months, and the largest fixed-rate financing so far this year.
2009 Second Quarter Earnings Release
07/29/2009 - Ziegler Financial News
The Ziegler Companies, Inc. (symbol: ZGCO), a diversified financial services holding company, released its financial results for the quarter ending July 31, 2009.
2009 First Quarter Earnings Release
05/05/2009 - Ziegler Financial News
The Ziegler Companies, Inc. (symbol: ZGCO), a diversified financial services holding company, today released its financial results for the quarter ending March 31, 2009.
2008 Annual Report
04/15/2009 - Ziegler Financial News
The Ziegler Companies, Inc. (symbol: ZGCO), publishes its 2008 annual report to shareholders.
Dan Hermann speaks to McKnight's during the Life Services Network conference
04/02/2009 - http://www.mcknights.com
Multi-facility providers are leading expansion of the senior living sector, according to Dan Hermann, head of senior living finance for Ziegler. He spoke to McKnight's during the Life Services Network conference in Chicago last week. Even though capital availability is down, organizations should position themselves for access and not be afraid to execute a strategic plan for borrowing, he said.
Ziegler CEO Returns and Interim CEO Is Elected to the Ziegler Board
02/26/2009 - Ziegler News
In the first quarter meeting of the Ziegler Board of Directors, the Ziegler Companies, Inc. (symbol: ZGCO), unanimously confirmed the nomination of Thomas R. Paprocki to the Board of Directors. For the past six months, Mr. Paprocki has served as Ziegler’s interim CEO as John J. Mulherin, Ziegler CEO, recuperated from a recent accident.
2008 Fourth Quarter Earnings Release
02/24/2009 - Ziegler Financial News
The Ziegler Companies, Inc. (symbol: ZGCO), a diversified financial services holding company, today released its financial results for the year ending December 31, 2008.
HighMark Funds and North Track Funds Announce Transaction
02/17/2009 - Ziegler Capital Management, LLC
San Francisco/Chicago – February 17, 2009 – The Board of Trustees of the HighMark Funds and the Board of Directors of the North Track Funds have approved reorganization agreements pursuant to which all of the funds in the North Track mutual fund family except for the Cash Reserve Fund and the Strategic Allocation Fund will, if the reorganizations are approved by the shareholders of the funds, transfer their assets and identified liabilities to certain funds in the HighMark Fund family. Shareholders of the affected North Track Funds would receive shares of the applicable HighMark Fund.
Ziegler HealthVest Portfolio Company featured in The Wall Street Journal
11/11/2008 - The Wall Street Journal
Ziegler HealthVest Management, LLC recently invested in Healthplace America™, an innovative new specialty referral network product designed as an addition to existing health plans. Healthplace was recently featured in The Wall Street Journal. Read more about "Traveling for Care – in the U.S."
Ziegler Makes Investment in Healthplace America™
11/06/2008 - Ziegler News Release
Ziegler HealthVest Management, LLC – a venture capital fund investing in early- to middle-stage healthcare support services, healthcare IT and wellness – is pleased to announce it has invested in Healthplace America™, an innovative new specialty referral network product designed as an addition to existing health plans.
A Message to Our Valued Clients
11/04/2008 - Ziegler News
A few key points during these turbulent times that you might find helpful and informative about your trusted advisor — Ziegler.
Peggy Weingartz Joins the Ziegler Team
10/15/2008 - Ziegler Announcement
Peggy Weingartz recently joined Ziegler as a director in the Healthcare Finance practice where she focuses on providing comprehensive financial solutions for nonprofit healthcare clients.
Ziegler Advises Purchaser of St. Francis Hospital & Health Center
10/13/2008 - Ziegler News Release
Ziegler was called upon to work with Falcon Investors, LLC, the purchaser of St. Francis Hospital & Health Center (now known as MetroSouth Medical Center), to recommend and strategize upon the desired post-acquisition capitalization strategy.
www.bondbuyer.com
09/29/2008 - Bond Buyer
The September 29, 2008 issue of the Bond Buyer covered an article entitled "Ziegler Hires 17, Using Dislocation to Bolster Their Bench." The article describes Ziegler's success in acquiring talent as it expands in two of its niche investment banking practices - healthcare and senior living finance, its institutional sales & trading teams and financial advisors. The link directs you to the Bond Buyer site.
Ziegler Announces Development of Mezzanine Loan Product
09/25/2008 - Ziegler News Release
Ziegler, a growth-oriented, boutique investment banking firm with a primary focus on healthcare and healthcare services, announces that it is in discussions with institutional investors to make mezzanine loans to developers of new medical-related real estate and purchasers of stabilized medical property portfolios.
Ziegler Continues to be Your Trusted Advisor
09/17/2008 - A Message to Our Clients
Please be assured that you continue to be in good hands in partnering with our firm. Unlike firms that expanded aggressively into property-related investments, Ziegler has strategically avoided these types of real estate and credit investments and remains committed to our niche sectors of senior living, healthcare, religion, school and renewable energy finance. Please see the pdf overview to read more about our commitment and focus and how that best serves our clients.
Shields Steps-up as Ziegler's Board
09/03/2008 - Ziegler News Release
In a special meeting of the Board of Directors, the Ziegler Companies, Inc., (symbol: ZGCO), unanimously confirmed Mr. Geoffrey B. Shields to the role of Chairman of the Board.
Ziegler Announces Investment in MEDmarketplace.com, Inc.
08/28/2008 -
Ziegler HealthVest Partners, LP – a venture capital fund investing in early- to middle-stage healthcare services, healthcare information technology and wellness companies – announced its Series A investment in MEDmarketplace.com – an innovative healthcare services company, which sponsors a Web-based marketplace for used and unwanted medical equipment.
Ziegler Announces Investment in Certify Data Systems, Inc.
08/28/2008 - Ziegler News Release
Ziegler HealthVest Partners, LP – a venture capital fund investing in early- to middle-stage healthcare services, healthcare IT and wellness – announced that it closed a Series A investment in Certify Data Systems, Inc. — a healthcare information technology company.
Ziegler Announces Investment in PickPoint™ Corporation
08/13/2008 - Ziegler News Release
The Ziegler Companies Announces Significant Equity Transaction
07/09/2008 - Ziegler News Release
National Real Estate Investor
06/30/2008 - National Real Estate Investor
ZCM Introduces Small-Cap Strategy
06/18/2008 - Ziegler News Release
Ziegler Capital Management brings its equity research strategy to the small-cap space with the launch of the Ziegler Small-Cap Core Equity strategy.
Capital Planning for Healthcare Borrowers
04/09/2008 - Ziegler Market View Call
Ziegler Market View Call Featuring Martin Arrick, Managing Director, Standard & Poor's, Not-for-Profit Healthcare
Current Market Swap Environment
03/19/2008 - Ziegler Market View Call
Ziegler Risk Management & Advisory's Current View on the Market Swap Environment
Healthcare Tidal Wave - Ziegler, Sector Issuers to Convert Debt
03/10/2008 - The Bond Buyer
Ziegler Announces Investment in Healthsense, Inc.
09/26/2007 - Ziegler News Release
ZHREF IV Adds Aurora Health Care Medical Office Building to Portfolio
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ZHREF IV, LLC Acquires Papp Clinic
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ZHREF Invests in Brunswick, Maine Medical Office Development
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