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What We Do
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Investment Banking & Corporate Finance
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Research
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Investment Banking & Corporate Finance
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Newsroom
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2017
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09
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Ziegler Closes $67 Million Financing for Wake Robin
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Ziegler Announced as Finalist for Three 16th Annual M&A Advisor Awards
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Chris Hendrickson is quoted in the Home Health Care News article "Despite Headwinds, Home Health Valuations Remain High."
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Lisa McCracken is quoted in the Seniors Housing Business article "Nonprofits: Incubators of Innovation."
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Dan Hermann is quoted in the Seniors Housing Business article "Capital Corner: Why Bond Financing Volume Remains Healthy."
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Adam Buchanan is quoted in The Bond Buyer article "Ziegler preps largest CCRC bond deal of 2017."
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Ziegler Closes $6.715 Million Financing for Franklin Phonetic Charter School
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Z-News: Religion Finance | Black Clouds for Big Retail May Have Silver Lining
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Lisa McCracken authored the article "Senior living affiliation drivers: Recognizing unique market factors" featured in McKnight's Senior Living.
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Scott Rolfs is quoted in The Bond Buyer article "High Court ruling means churches have new opportunities to issue tax-exempt bonds."
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Z-News | Senior Living Finance: The Power of Preparation & Support
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Ziegler is mentioned in the Seniors Housing Business article "Ziegler Arranges $67.1M Bond Financing for 294-Unit CCRC in Vermont."
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Ziegler Closes $67 Million Financing for Wake Robin
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08
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Know the Risks: Bank Direct Placements
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Ziegler CFO Hotline RESPONSE: Post-Acute Activity
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Ziegler Closes $4.2 Million Financing for Reliance Church
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Z-News | Senior Living Finance: A Renewed Appreciation for Emergency Preparedness
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Ziegler Closes Mountain Springs Church Financing
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Z-News | Senior Living Finance: The Evolution of Catholic Senior Living
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Ziegler is mentioned in the McKnight's Senior Living article "Top services outsourced by senior living organizations."
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Z-News | Senior Living Finance: Educating Senior Living Professionals on Forthcoming LIBOR Changes
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Andrew Colbert authored the article “Choosing the Best Partner for Growth” featured in RBMA’s RadCast newsletter.
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Dan Hermann and Lisa McCracken are featured in the Senior Housing Forum interview “The Depressing Skilled Nursing Occupancy Numbers and What They Might Mean.”
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Z-News | Senior Living Finance: Ziegler CFO Hotline: Outsourcing & Vendor Relationships
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Join Us For The Home Health Care News Summit
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Reliance Church
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Know the Risks: Bank Direct Placements
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07
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Z-News | Senior Living Finance: The Power of Senior Living Alliances
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Dan Hermann and Lisa McCracken are featured in the Senior Housing Forum interview “Ziegler on the Big Factors Impacting Senior Living.”
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Mountain Springs Church
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Ziegler on the Big Factors Impacting Senior Living
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Ziegler Advises Med Fusion in its Sale to Quest Diagnostics
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Ziegler is mentioned in the Healthcare Informatics article "Large Senior Living Providers Outperforming Smaller Providers in EHR Adoption."
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Z-News | Senior Living Finance: The State of Technology in Not-for-Profit Senior Services
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Ziegler is mentioned in the McKnight's article "Large nonprofits outperforming smaller organizations on EHR adoption."
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Ziegler is mentioned in the Becker's Hospital Review article "Large senior living facilities adopting EHRs faster than other long-term, post-acute care facilities."
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Ziegler Closes $3.175 Million Financing for Mercy Hill Church
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Ziegler is mentioned in the Senior Housing News article "EHR Adoption Lagging Among Small Nonprofit Providers."
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Ziegler is mentioned in The Virginian-Pilot article "RePower South offers sweeteners to hold onto its deal to handle Hampton Roads trash."
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Ziegler’s Rich Scanlon Named to Continuing Care Advisory Council
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Lisa McCracken is quoted in the Skilled Nursing News article "Amid Uncertainty, CCRCs Seek a Skilled Nursing Status Quo."
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Ziegler is mentioned in the Chicago Crain's Business article "William Blair exits muni bond business."
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Z-News | Senior Living Finance: The 14th Annual Ziegler Senior Living Investor Workshop
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Ziegler Named 2017 LeadingAge Michigan Business Partner of the Year
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Z-News | Senior Living Finance: Project Financings Drive Senior Living Debt Issuance in First Half of 2017
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Ziegler is featured in The SeniorCare Investor article "Ziegler's June Surge."
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Andrew Colbert authored the article "Opportunities for Growth in a Competitive Radiology Climate" featured in Imaging Technology News.
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Z-News | Senior Living Finance: The Power of Senior Living Alliances
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06
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Ziegler CFO Hotline RESPONSE: Outsourcing and Vendor Relationships
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Ziegler is mentioned in the Seattle Daily Journal of Commerce article "Ziegler helps Kent church refinance."
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Ziegler Advises Intelligent Retinal Imaging Systems on its Series B Growth Funding
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Dan Hermann is mentioned in the Seniors Housing Business article "Technology, Marketing Will Shape Future of Seniors Housing, Say InterFace Panelists."
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Ziegler is mentioned in The Florida Times Union article "Intelligent Retinal Imaging Systems Raises Series B Growth Funding."
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Ziegler is mentioned in the Senior Housing News article "Senior Housing Finance Activity: Ziegler, HJ Sims."
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Dan Hermann is mentioned in the Senior Housing Forum article "Part 1: Why Consolidation May Not Be All It Is Cracked Up to Be."
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Z-News | Senior Living Finance: Ziegler Assists Provider with Financing for New Texas Life Plan Community
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Ziegler Named Finalist for ACG New York’s “Champion’s Award” for Healthcare/Pharma Deal of the Year
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Ziegler is mentioned in the NJBiz article "Quest Diagnostics to form nationwide oncology center through acquisition of two lab businesses."
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Ziegler Closes Financing for River of Life Fellowship
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Ziegler is mentioned in the Seniors Housing Business article "Ziegler Closes $122.5M in Bond Financing for CCRC in Missouri."
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Ziegler is mentioned in the StreetInsider article "Quest Diagnostics (DGX) to Buy Two Texas Laboratory Businesses."
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Z-News | Senior Living Finance: Establishing a Wellness-Centric Senior Living Organization
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Ziegler Closes $232.345 Million Financing for Buckner Senior Living, Inc. - Ventana
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Ziegler Closes $122.45 Million Aberdeen Heights Financing
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Ziegler is mentioned in The Leader article "Ziegler closes $5.3 million financing for Coram Deo Academy."
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Ziegler is mentioned in the Orlando Sentinel article "Downtown church taps bonds for Conway move."
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Ziegler Closes $3.455 Million Orlando World Outreach Center Financing
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Z-News | Senior Living Finance: Not-for-Profit Sponsorship Transitions Update
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Ziegler is featured in the Worship Facilities article "Christian Coram Deo Academy Moving Forward with Ziegler."
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Ziegler CFO Hotline RESPONSE: Outsourcing and Vendor Relationships
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05
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Ziegler Closes $4.4 Million Financing for Calvary Evangelical Lutheran Church of Ruskin, Florida, Inc.
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Ziegler Closes $5.29 Million Financing for Coram Deo Academy
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Ziegler is mentioned in the McKnight's Senior Living article "Report calls for regulatory changes to address acuity, staffing challenges."
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Z-News | Senior Living Finance: 2017 Second Quarter: Ziegler's Recommended Reading
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Nick Corrente, Financial Advisor and Vice President Joins Ziegler Wealth Management
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Ziegler is featured in the REBusinessOnline article "Ziegler Closes $65.4M Bond Financing for 261-Unit Seniors Housing Community in Montana."
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Ziegler Hires Municipal Bond Trader & Underwriter
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Ziegler is featured in the Senior Housing News article "These Were the Busiest Senior Living Bond Underwriters in 2016."
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Z-News | Senior Living Finance: A Profile of Faith-Based Heritage in Senior Living
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Ziegler is mentioned in the Senior Housing News article "Seniors Use This Technology More Than Ever Before."
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Ziegler is mentioned in the Hickory Daily Record article "United Church Homes and Services CEO honored."
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Ziegler Closes $65.38 Million Financing for Immanuel Lutheran Corporation
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Ziegler is featured in the McKnight's Senior Living article "Ziegler named a leading healthcare/senior living underwriter."
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Ziegler is featured in the Seniors Housing Business article "Ziegler Closes $64M Bond Financing for 439-Unit CCRC Near Washington, D.C."
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Ziegler Closes $63.995 Million Financing for Collington Episcopal Life Care Community, Inc.
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Lisa McCracken is quoted in the Seniors Housing Business article "CCRCs at a Crossroads."
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Ziegler Closes $175.065 Million Financing for Mary's Woods at Marylhurst, Inc.
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Ziegler is mentioned in the Senior Housing News article "Senior Housing Finance Activity: Ziegler, Harborview Capital Partners."
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Z-News | Senior Living Finance: Organizational Growth: Governance Considerations
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Ziegler Closes $54.045 Million Channing House Financing
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Z-News | Senior Living Finance: The Evolving PACE Marketplace
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Adam Buchanan is quoted in The Bond Buyer article "Ohio-based MetroHealth readies big, low-investment-grade offering."
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Z-News | Senior Living Finance: The Value of CARF Accreditation
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Calvary Evangelical Lutheran Church
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River of Life Fellowship
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EastLake Community Church
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Ziegler Closes $4.4 Million Financing for Calvary Evangelical Lutheran Church of Ruskin, Florida, Inc.
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04
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Ziegler is featured in the DOTmed.com article “AccentCare acquired Mississippi based health and hospice provider.”
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Z-News | Senior Living Finance: The 19th Annual Ziegler LeadingAge National CFO Workshop: Part II
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Adam Buchanan is quoted in the Bloomberg article “Illinois Morass Fuels Speculation It’ll Be First Junk-Bond State.”
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Ziegler Advises Sta-Home Home Health & Hospice in its Sale to AccentCare
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Z-News | Senior Living Finance: The 19th Annual Ziegler LeadingAge National CFO Workshop
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Ziegler is mentioned in the McKnight’s Senior Living article “’Best days are ahead’ under Trump, with caveats, financial adviser says.”
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Ziegler is mentioned in the Senior Housing News article “These Contract Types Are Losing Favor in CCRCs.”
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Ziegler is mentioned in the McKnight’s Senior Living article “Type A and C contracts increasing in popularity with CCRCs.”
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Lisa McCracken is quoted in the McKnight's Senior Living article "36% of not-for-profit senior living providers manage other communities."
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Z-News | Senior Living Finance: Ziegler CFO Hotline: Life Plan Community (LPC) Entry Fees
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Invested In Community
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Z-News | Senior Living Finance: Diversification and Growth: Consulting, Management & Development Subsidiaries
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Ziegler is featured in the DOTmed.com article “AccentCare acquired Mississippi based health and hospice provider.”
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03
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Ziegler is ranked #13 (out of 22) in the Milwaukee Business Journal's Largest Milwaukee-area securities brokerages list.
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Ziegler CFO Hotline RESPONSE: Life Plan Communities Entry Fees
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Daniel J. Aiken and Dryden Geronimi are mentioned in the Milwaukee Journal Sentinel article “New hires, promotions at Wisconsin companies.”
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Scott Rolfs authored the article “Church Lending: The Boom, the Bust and the Future” featured in the ABF Journal.
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We’ve Moved…Ziegler Wealth Management Moves Its Altamonte Springs Branch Office
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Ziegler Wealth Management Promotes Financial Advisor Charles Butler to Vice President
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Ziegler Wealth Management Promotes Financial Advisor Spencer Frank to First Vice President
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Ziegler Wealth Management Promotes Financial Advisor Dryden Geronimi to First Vice President
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2017 National CFO Workshop
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Ziegler Conference Call: A Look at the First 100 Days of the Trump Presidency
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Ziegler Wealth Management Promotes Financial Advisor Daniel J. Aiken to First Vice President
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Z-News | Senior Living Finance: 2017 First Quarter: Ziegler's Recommended Reading
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Bill Morse is quoted in the MSN Money article “How to Save For Retirement When You’re Raising Kids Alone.”
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Bill Morse is quoted in the U.S. News and World Report article "How to Save For Retirement When You're Raising Kids Alone."
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We've Moved...Ziegler Wealth Management Moves Its Wausau Branch Office
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Z-News | Senior Living Finance: The Emerging Role of Telehealth in Senior Living
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Katie Schmitz is quoted in the Wisconsin State Journal article "The graying of America brings opportunity for 'elder tech' entrepreneurs."
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Mike Quinn is quoted in The Santa Clarita Valley Signal article "Bonds issued for Henry Mayo hospital expansion."
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Ziegler Closes $109.625 Million Henry Mayo Newhall Hospital Financing
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Ziegler is ranked #13 (out of 22) in the Milwaukee Business Journal's Largest Milwaukee-area securities brokerages list.
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02
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Z-News | Religion Finance: Six Questions to Ask Before Investing in Commercial Property
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Ziegler and My LifeSite Release Report Analyzing Texas Continuing Care Retirement Communities | Texas Report is Third in a State-by-State Series Analyzing CCRCs
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Lisa McCracken is quoted in the Senior Housing News article "CCRC Entry Fees, Total Margins Not Bigger in Texas."
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Lisa McCracken is quoted in the McKnight's Senior Living article "Life care contract most common type for Texas CCRCs: report."
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Z-News | Senior Living Finance: Life Plan Communities: A National Profile
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Ziegler and My LifeSite Texas Continuing Care Retirement Community Report
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Ziegler Closes $4.5 Million Shiloh Missionary Baptist Church Financing
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Ziegler Closes $6.85 Million Financing For Discovery Charter Preparatory School
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Bill Morse is quoted in the BizTimes Milwaukee article "Business should factor into owners' overall asset allocation plans."
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Z-News | Senior Living Finance: Ziegler CFO Hotline Polls: A Year in Review
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Ziegler Closes $3.9 Million Financing for CrossPoint City Church, Inc.
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Z-News | Senior Living Finance: Organization Growth: The Human Capital Conversation
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Ziegler is mentioned in the Senior Housing News article "Senior Housing Finance Activity: Greystone, Walker & Dunlop."
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Ziegler Closes $44 Million Financing for Miami Jewish Health
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Lisa McCracken is quoted in the Senior Housing News article “Record Number of Nonprofit Senior Living Transactions in 2016.”
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Lisa McCracken is quoted in the McKnight’s Senior Living article “2016 saw record-level M&A activity in not-for-profit senior living: Ziegler.”
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Z-News | Senior Living Finance: Ziegler Education, Research and Thought Leadership in 2017
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Ziegler is mentioned in the ABF Journal article "Ziegler Advises Radiology Alliance on Sale to MEDNAX."
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Ziegler Advises Radiology Alliance and Infinity Management on their Recent Acquisition by MEDNAX
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Ziegler is mentioned in the Senior Housing News article "Senior Housing Finance Activity: PointClickCare Raises $85 Million."
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Z-News | Religion Finance: Six Questions to Ask Before Investing in Commercial Property
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01
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Ziegler is featured in The SeniorCare Investor article "Ziegler Soars."
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Z-News | Senior Living Finance: 2016 Sets New Record for Not-For-Profit Sponsorship Transition Activity
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Ziegler is mentioned in the Senior Housing News article "Senior Living Providers Reduced Tech Spending in 2016."
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Ziegler Closes $130.175 Million Financing for C. C. Young Memorial Home
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Ziegler Closes $92.42 Million Community Foundation of Northwest Indiana (CFNI) Financing
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Ziegler is mentioned in the Senior Housing News article "The Highest-Paid Employees in Assisted Living."
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Z-News | Senior Living Finance: Ziegler CFO Hotline: Technology Spending
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Mike Quinn is quoted in The Bond Buyer article "Valencia, Calif. Hospital Pricing $110 Million as Standalone Credit."
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Ziegler CFO Hotline RESPONSE: Technology Spending
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Adam Buchanan is quoted in the Reuters article "UPDATE 2-Chicago hit with big market penalty for bond sale."
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Ziegler Closes $48.4 Million Conway Medical Center Financing
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Ziegler is mentioned in the Senior Housing News article "Senior Housing Finance Activity: Love Funding, NHI."
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Bill Mulligan is quoted in The Outlook article "Hospital refinances debt, sees significant savings."
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Ziegler Closes $68.47 Million Financing for Regional West Medical Center
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Andrew Colbert authored the article "Uncertain Times Ahead: What the Radiology Industry Can Expect in the Years to Come" featured in Radiology Life.
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Ziegler is mentioned in the Senior Housing News article "Senior Housing Finance Activity: Love Funding, NHI." (1)
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Ziegler Closes $22 Million Paradies Valley Estates Financing
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Ziegler Advises KREG Information Systems in its Recent Acquisition by Kaufman Hall
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Ziegler Closes $30.2 Million Refinancing of Russell Medical Center
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Z-News | Senior Living Finance: The Annual "Look Behind...And Look Ahead": Part II - 2017 Key Trends
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Z-News | Senior Living Finance: The Annual "Look Behind...And Look Ahead": Part I
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CrossPoint City Church
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Foothills Community Church
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Ziegler is featured in The SeniorCare Investor article "Ziegler Soars."
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2017