OUR TEAM

John Hanley joined Ziegler in 2003. As senior managing director and head of healthcare finance, he is responsible for the management and direction of the healthcare practice line. John has more than 20 years of experience providing a broad range of capital market solutions and strategic, financial advisory services to clients throughout the country. His clients consist of large regional healthcare systems and independent community hospitals.

Over his career, John has structured a diverse number of tax-exempt and taxable debt solutions. In addition, he has provided unique and innovative capital solutions for complex projects,­­ which include the use of off-balance sheet financing and sale-leaseback structures. Most recently, he has spent a considerable amount of time on strategic planning discussions with clients resulting in his participation in acquisitions.

Prior to joining Ziegler, John was a co-head of healthcare for the investment banking division of National City Bank. He received his B.A. from the University of Detroit in Michigan.

Scott Winter joined the healthcare team at Ziegler in 2011. As a managing director, he provides strategic, quantitative and analytical advice relating to the capital needs of clients throughout the healthcare services industry. Scott has extensive experience structuring various types of fixed and variable rate bond issues, implementing debt management, hedging strategies through the use of derivative products, and assisting with mergers, acquisitions, divestitures and affiliations. He has served a variety of healthcare organizations in the Midwest including multi-state hospital systems, stand-alone community hospitals, specialty hospitals, for-profit physician groups and long-term care companies.

Prior to joining Ziegler, Scott was the head of the Cleveland Public Finance office of PNC Capital Markets.  He has held investment banking positions with NatCity Investments and A.G. Edwards & Sons. Scott also initiated and headed the municipal derivatives marketing efforts at National City Bank. 

Scott received a B.S. from Miami University and a masters in business administration from Cleveland State University. He is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Cleveland. Additionally, Scott is a member of Northeast Ohio Chapter of the Healthcare Financial Management Association and currently serves as the Board Chair of Jennings Center for Older Adults, a multi-site continuing care retirement community in Northeast Ohio.  He is also the former Treasurer and member of the Board of Directors of Catholic Community Connection, a collaborative organization that brings together Catholic healthcare, human services and education in Northeast Ohio.

Kemp DeMarais joined Ziegler’s healthcare team in 2021. As an associate, Kemp’s highest priority is providing analytical support within the healthcare team. Kemp has five years’ experience supporting a number of transactions for cities and public entities throughout the US, helping clients receive capital in the most effective manner.

Prior to Ziegler, Kemp was an Associate at Cabrera Capital Markets, a full-service broker-dealer, specializing in Public Finance. Kemp received his B.S. in mathematics and minor in business from the University of Illinois Urbana-Champaign.

Neil Borg joined Ziegler in 2006. As a senior managing director, he is responsible for the management of the firm’s M&A advisory practice focusing on healthcare services and information technology. Neil also focuses on Ziegler’s for-profit strategic advisory and principal investing efforts and is a managing partner of the Ziegler Linkage Longevity Fund. 

Prior to joining Ziegler, Neil was in the Healthcare Services Investment Banking divisions of J.P. Morgan (previously Chase H&Q and Hambrecht & Quist) and Friedman, Billings, Ramsey & Co. While at Hambrecht & Quist, Neil was a partner in an affiliated venture capital fund, H&Q Serv*s Ventures, focused on early stage healthcare investments on behalf of Hambrecht & Quist and Johnson & Johnson.

Over his career, Neil has completed over 70 transactions including strategic advisory assignments, public and private equity financings and equity investments principally for emerging growth, middle market companies in the healthcare services and healthcare information technology sectors. In addition, Neil was most recently on the Board of Directors of Auditz, LLC prior to its sale to Transunion, LLC in 2016; on the Board of Directors of Ingenios, LLC prior to its sale to Almost Family in 2015; and on the Board of Directors of Certify Data Systems, Inc. prior to its sale to Humana Inc. in 2012.

Neil earned an M.B.A. from Columbia Business School and a B.A. in economics and minor in philosophy (cum laude) from Denison University.

Grant Chamberlain joined Ziegler in 2015 as a managing director in the Healthcare Investment Banking Practice. With over 25 years of investment banking experience, Grant has dedicated the majority of his career to advising HCIT and tech-enabled outsourced services companies with particular focus on transactions with telehealth companies such as Vimly, CXC, TM2U, Somnoware, Avera eCare, Philips Lifeline / ConnectAmerica, Tridiuum, Anelto, SmartMeter, CancerIQ, Validic, Doctible, CentralLogic, SCI, Regroup, Forefront, Basys, Airstrip, Forefront, IRIS, MDLIVE and Voalte.

Prior to Ziegler, Grant led the mHealth sector coverage at Raymond James – which included telehealth, remote monitoring and wireless healthcare solutions – after spending 25 years advising HCIT and tech-enabled outsourced services companies on a broad variety of M&A, joint ventures/partnerships and private financings. Additionally, Grant has completed dozens of transactions in the physician practice management space with a specific concentration in oncology, having closed over 15 deals in that sector in his career.

Prior to Raymond James, Grant was a principal at Shattuck Hammond Partners, which was acquired by Morgan Keegan. He was also a part of the corporate finance group of General Electric Capital Corporation and the financial services division of GE Medical Systems.

In addition, Grant is an elected Director of the ATA, the leading international advocate for the use of advanced remote medical technologies. He is also on the Board of Directors for The MAVEN Project, which uses telehealth and a network of volunteer physicians affiliated with the nation’s foremost medical school alumni associations to improve healthcare access for underserved populations.

Grant earned a B.A. in finance and investment banking from University of Wisconsin-Madison.

Andrew Colbert joined Ziegler in 2006 as a founding member of Ziegler’s Healthcare Investment Banking practice. He specializes in advising healthcare services and healthcare information technology companies on a spectrum of strategic and financing alternatives including mergers and acquisitions, capital raising transactions and partnership development. Andrew is also involved in Ziegler’s principal investing efforts and serves on the Strategic Leadership Committee at Ziegler.

Andrew takes pride in developing long-term relationships with his clients and brings creative structuring insights and deep domain expertise to achieve premium outcomes. He has been engaged in over 65 transactions totaling over $5.7 billion in value; including sell-side and buy-side representation, strategic partnerships, public equity financings, private placements, joint ventures, leveraged buyouts and fairness opinions.  

Andrew has completed numerous M&A and capital raising transactions for healthcare companies across a wide spectrum of healthcare subsectors including healthcare information technology, physician groups/MSOs (radiology, emergency medicine, anesthesia, hospitalist, etc.), telemedicine, wellness, managed care, provider and payor outsourcing, and revenue cycle management.  Prior to joining Ziegler, Andrew was an investment banker in the healthcare group at Friedman, Billings, Ramsey & Co.

He is the author of 25 publications in the following press and media outlets: AuntMinnie.com, Axis Imaging News, Becker’s Hospital CFO Report, Healthcare Business News, Imaging Technology News, Radiology Today Magazine, Advance Healthcare Network. Andrew is the recipient of the Emerging Leaders Award by the M&A Advisor. He is a frequent speaker at many conferences and industry events, including ACG, HIMSS, HFMA ANI, Health2.0 and RBMA, among others. He graduated magna cum laude from Colgate University with a B.A. in international relations and a minor in economics. He holds Series 7 and 63 securities licenses. Andrew also serves as a mentor to the Blueprint Health startup accelerator in New York City.

Chris Hendrickson joined the Healthcare Investment Banking team at Ziegler in 2012. He has over 25 years of healthcare services experience focusing on mergers and acquisitions and capital raising for home health, hospice, managed care, healthcare information technology, and chronic condition management entities. Chris has participated in the execution of over 65 healthcare transactions, totaling over $30 billion.

Previously, Chris spent the last four years as a senior leader in Lazard Middle Market’s healthcare services team. Prior to joining Lazard, he spent seven years as a vice president at UnitedHealth Group in numerous roles including mergers and acquisitions, strategic development, national hospital and physician network development, and president of Ovations’ home health, hospice  and chronic condition management business unit. Prior to UnitedHealth Group, Chris was a vice president at RBC Capital Markets and a senior member in their healthcare and technology investment banking groups. In addition, he was a manager at Grant Thornton LLP and a senior associate at Coopers & Lybrand LLP.

Chris graduated from the University of Michigan Graduate School of Business where he received his M.B.A. with concentrations in strategy and finance. He received a B.A. in accounting from the University of St. Thomas. Chris is also a Certified Public Accountant.

Brian McGough joined Ziegler in 2017. As a managing director in Ziegler’s Healthcare Investment Banking practice, Brian is responsible for providing the structuring and delivery of investment banking products and services to not-for-profit healthcare clients. Over the course of his career, Brian has been responsible for a variety of financings and advisory transactions in excess of $30 billion including virtually every type of cash market and derivative structure. He has also provided advisory services ranging from long-term capital markets planning to debt capacity, mergers and acquisitions, and asset-liability management strategies.

Prior to joining Ziegler, Brian led transactions for Aurora Health System (WI), Fairbanks Memorial Hospital (AK), Intermountain Health (UT), Mercy Health (CHP) (OH), Cincinnati Children’s Hospital (OH), All Children’s Medical Center (FL), Sarasota Memorial Hospital (FL), Northwestern Memorial Hospital (IL), Scripps Health (CA),  University of Maryland Medical System (MD), and the Vanderbilt University Medical Center, among others.

Prior to joining U.S. Bancorp, Brian led the healthcare investment banking practice at US Bank and BMO Capital Markets and was previously a senior banker at JP Morgan. He also practiced law with a national law firm in the areas of healthcare financing and mergers and acquisitions. Brian remains admitted to practice law in a variety of jurisdictions.

A graduate of Bradley University, Brian received his juris-doctorate degree from Northern Illinois University.

Chris Rogers joined Ziegler in 2014 as a Managing Director in the Healthcare Investment Banking Practice. He has over 23 years of healthcare investment banking experience and has executed over 60 transactions including strategic advisory assignments, public/private equity financings and fairness opinions for companies in the healthcare services and healthcare information technology sectors. 

Chris enjoys the opportunity to work with clients that innovate traditional healthcare models and he provides advisory services to healthcare companies across multiple sectors that provide unique service models or technology solutions to improve access and outcomes through better engagement with providers, patients and payors. Specifically, Chris has worked with companies in the following sectors: outsourced clinical services, behavioral/mental health, telehealth/virtual engagement, alternate site care, disease management and wellness solutions. Select clients include HCA, Tivity (Healthways), Acadia Healthcare (Psychiatric Solutions), Trilliant Health, Nashville Anesthesia Partners, TeamHealth, SpecialtyCare, StatDoctors, Valify and Regroup.

Prior to joining Ziegler, he helped expand the healthcare focused private equity senior lending platform at Regions Financial. Prior to Regions, Chris worked in the healthcare investment banking divisions of Morgan Keegan and SunTrust Robinson Humphrey in Nashville, Merrill Lynch in New York and Cowen & Company in San Francisco, Munich and London and was a Partner and co-Founder of Viscardi AG, a venture capital firm and merchant bank headquartered in Munich, Germany. Prior to healthcare investment banking, he started his career at Coopers & Lybrand in Boston and San Francisco.

Chris earned an M.B.A. from the Owen Graduate School of Management at Vanderbilt University with a finance concentration. He earned a B.A. in political science and economics from Connecticut College.

Bill Claus joined Ziegler in 2018. As a managing director, he provides strategic, quantitative, and analytical advice relating to the capital needs of clients throughout the healthcare services industry. Bill has more than a decade of investment banking experience in structuring debt and derivative solutions in excess of $10 billion for healthcare systems. In addition, Bill is the founder and current board member of Link Capital, a medical focused student loan lending company raising over $200 million of capital.

Bill has advised many healthcare clients with respect to affiliations, joint ventures, asset sales and full mergers. Most recently, he has been working closely with newly formed health system corporate venture capital teams providing insights and access to Ziegler led capital raises for emerging growth healthcare companies. 

Prior to joining Ziegler, Bill worked at Morgan Stanley and Barclays. He received a triple major from Hope College and his M.B.A from Northwestern University’s Kellogg School of Management specializing in analytical finance and entrepreneurship.

Christopher Swenson joined the healthcare investment banking team at Ziegler in 2020. He specializes in negotiated financing solutions for private companies through private placement of equity and equity-linked securities in the life sciences, healthcare services, and digital health and tech-enabled services sectors. Chris has completed more than 75 financing transactions with an aggregate value of $3.5 billion. Chris also has significant experience advising growth companies on a variety of corporate finance matters, including mergers and acquisitions, strategic and business planning, restructuring and licensing transactions.

Prior to Ziegler, Chris served as the head of healthcare private equity placements at Piper Jaffray where he led Piper’s efforts to provide privately held growth companies with financing solutions through the private placement of equity securities. He previously was a director with MTS Health Partners, where he focused on private negotiated financings for public and private life science companies. Earlier in his career, Chris held positions with Banc of America Securities, MicroCapital and Robertson Stephens. Chris began his professional career as a corporate and transactional attorney.

Chris holds a MBA in finance from the Kellogg School of Management at Northwestern University, a JD from Pepperdine University School of Law and a BA in economics from the University of California at Berkeley. He hold Series 7 and 63 securities licenses and is a member of the state bar in California, Illinois and New York.

Mark Turco joined the Healthcare Investment Banking team at Ziegler in 2014. He works with healthcare services and healthcare information technology companies, advising on  various strategic and financial alternatives. Mark brings 10 years of investment banking  experience to Ziegler, specializing in M&A, restructuring, financing and strategic  financial advisory services in the healthcare, financial services and IT industries.

Mark has completed numerous M&A and capital raising transactions for healthcare companies across a wide spectrum of healthcare subsectors including revenue cycle management, decision support software, data analytics, telemedicine, provider outsourcing, and post-acute software & consulting.

Prior to joining Ziegler, he was a director in the investment banking division at Alvarez & Marsal Securities, as well as an analyst at Barnett & Partners, an investment bank  focused on M&A advisory.

Mark earned a B.A. in history from Yale University. He holds Series 7 and 63 securities  licenses.

Patrick Walsh joined the healthcare investment banking team at Ziegler in 2015. He specializes in mergers and acquisitions, strategic advisory and capital formation engagements for clients in the healthcare services and healthcare information technology sectors.

Prior to Ziegler, Patrick spent six years at American Pathology Partners, a high-growth, venture-backed healthcare services company. As vice president of financial planning and analysis, as well as a member of the senior management team, he developed and managed much of the company’s analytical and reporting infrastructure related to revenue recognition and revenue cycle, as well as financial, operational and sales reporting. In addition, Patrick was responsible for acquisition due diligence, equity and debt raising, enterprise-wide budgeting and regular board updates.

Prior to American Pathology Partners, he served as an associate on the healthcare investment banking teams at Shattuck Hammond Partners and SunTrust Robinson Humphrey.

Patrick earned an M.B.A with honors from the Owen Graduate School of Management at Vanderbilt University with finance and accounting concentrations, and a healthcare specialization. He earned a bachelor’s degree from the University of Virginia in economics.

Ken Benton joined Ziegler’s healthcare investment banking team in 2017. He specializes in mergers and acquisitions, strategic advisory and capital formation engagements for Ziegler’s middle-market healthcare client base. Ken focuses on providers at all stages of the continuum of care as well as information technology and managed care entities.

Prior to Ziegler, Ken was a vice president at Hammond Hanlon Camp LLC (H2C), an independent, healthcare-focused strategic advisory and investment banking firm. Prior to H2C, Ken worked in the healthcare groups of boutique firms Scott-Macon Ltd. and Navigant Capital Advisors. In these roles, Ken advised on M&A, equity and debt capital raises and restructurings to middle-market healthcare clients with a particular focus on serving healthcare providers and payors, both for-profit and not-for-profit.  

Ken earned a joint J.D./M.B.A. degree in finance from Emory University. He earned a B.A. degree from Williams College, where he majored in political economy. Ken holds Series 7, 63 and 79 securities licenses.

Drew Braucht joined Ziegler in 2019. He advises healthcare services and healthcare information technology companies on strategic and financial alternatives including mergers and acquisitions, capital raising, joint ventures, and strategic partnership development.

Prior to joining Ziegler, Drew was a Vice President at Evercore where he focused on M&A and corporate advisory across a range of public and private transactions. Earlier in his career, Drew worked in healthcare strategy roles at TPG Biotech, IQVIA, The Lewin Group, and the National Institutes of Health (NIH).

Drew holds an MBA from Columbia Business School and a BSE in Biomedical Engineering from Duke University.

Patrick Chen joined Ziegler’s healthcare investment banking team in 2014. He works with healthcare services and healthcare information technology companies, advising on various strategic and financial alternatives.

Patrick has five years of experience in transaction execution and advising sell-side growth clients in the healthcare services and consumer sectors, specializing in mergers and acquisitions and corporate finance.

Prior to joining Ziegler, Patrick was a senior associate at Midtown Partners, a lower middle market focused, boutique investment bank, where he participated in the execution of 10 financing and advisory transactions.

Patrick graduated from Babson College where he received his Bachelor of Science in finance.

Chris Cason joined the Healthcare Investment Banking team at Ziegler in 2019. He specializes in mergers and acquisitions, strategic advisory and capital formation engagements for clients in the healthcare services and healthcare information technology sectors.

Prior to his tenure at Ziegler, Chris worked at LFM Capital, a middle-market private equity fund where his responsibilities included evaluating new investment opportunities and working with existing portfolio companies.

Chris began his career in investment banking, working as an associate and analyst for Houlihan Lokey, Dowling Hales, and Hussar & Co. in New York, NY. In these roles, Chris advised on sell-side and buy-side mergers and acquisitions and equity and debt capital raises for middle-market companies.

Chris holds an MBA from Vanderbilt University’s Owen Graduate School of Management and a B.A. from Bates College.

Jack Kersten joined the Healthcare Investment Banking team at Ziegler in 2017. He works with healthcare services and healthcare information technology companies, advising on various strategic and financial alternatives.

Prior to joining Ziegler, Jack was an investment banking analyst at Brocair Partners, a New York-based boutique investment bank, where he advised companies within various healthcare sectors including behavioral health, medical technology, and provider business processes outsourcing.

Jack graduated from Bentley University where he received his bachelor of science in economics and finance.

Nick Warfield joined the Healthcare Investment Banking team at Ziegler in 2015. He works with healthcare IT & tech-enabled services companies, advising on various strategic and financial alternatives.

Nick has nearly a decade of experience specializing in mergers and acquisitions, capital raising, corporate divestitures and strategic partnership development for middle-market healthcare clients across various subsectors including patient engagement solutions, revenue cycle management, decision support / data analytics, telehealth, provider outsourcing, post-acute technologies, federal health & consulting.

Prior to joining Ziegler, Nick worked at Allen & Company and CTS Capital Advisors where he focused on M&A and valuation advisory services for companies in the healthcare and technology sectors.

Nick earned a B.S. in finance and international business from the University of Maryland. He holds Series 7 and 79 securities licenses.

Natalie Webb joined Ziegler in 2019. She specializes in mergers and acquisitions, strategic advisory and capital formation engagements for clients in the healthcare services and healthcare information technology sectors.

Prior to Ziegler, Natalie was a vice president at Cain Brothers where she focused on advising not-for-profit health systems in a variety of capital raising and strategic advisory transactions. Her prior experience also includes working for Barclays in the Healthcare and Higher Education Public Finance Division. 

Natalie earned a B.A. in economics from Cornell University and an M.B.A. from The University of Chicago Booth School of Business.

Patrick Hayes joined Ziegler in 2020. He specializes in mergers and acquisitions, strategic advisory and capital formation engagements for clients in the healthcare services and healthcare information technology sectors.

Prior to joining Ziegler, Patrick was an analyst at Tyton Partners, where he executed M&A and equity transactions for high growth companies within the global knowledge and technology sectors. Patrick began his career in EY’s Transaction Advisory Services practice, where he advised public and sponsor-backed companies on operational cash flow improvement initiatives across healthcare, medical devices, and life sciences.

Patrick earned his B.S. in finance from the Farmer School of Business at Miami University in Oxford, Ohio.

Jack McCall joined Ziegler in 2022. He specializes in mergers and acquisitions, strategic advisory and capital formation engagements for clients in the healthcare services and healthcare information technology sectors.

Prior to joining Ziegler, Jack worked in RSM’s Transaction Advisory Services practice, where he advised private equity and corporate clients on financial aspects of contemplated transactions within the healthcare, technology, and business services sectors. Jack began his career in RSM’s Risk Advisory Services practice, where he advised public and start-up companies on SOX 404 compliance and control process improvement initiatives across the life sciences and technology sectors.

Jack earned his B.S. in accounting and finance from the Carroll School of Management at Boston College in Chestnut Hill, Massachusetts. Jack is also a Certified Public Accountant.

Peter Anderson joined the Ziegler healthcare investment banking team in 2021. He specializes in mergers and acquisitions, strategic advisory and capital formation engagements for clients in the healthcare services and healthcare information technology sectors. His experience spans sales, finance, operations, and marketing across a broad range of healthcare verticals, including biopharmaceuticals, in vitro diagnostics, patient care, and digital health.

Prior to Ziegler, Peter held a variety of international business development and operational roles in the clinical diagnostics industry, first at Siemens Healthineers and later at Thermo Fisher Scientific. He began his investment banking career at Cain Brothers in San Francisco. Peter’s prior experience also includes teaching biology and physics at a high school in South Central Los Angeles and five years active duty service as a Fleet Marine Force Corpsman in the United States Navy.

Peter attended Johns Hopkins University where he concurrently earned MPH and MBA degrees with a focus on biostatistics and health economics. He also holds a Master of Science in Microbiology & Immunology from Georgetown University and a Bachelor of Science in Health Sciences from The George Washington University

Brian Brink re-joined Ziegler in 2023, after previously working for Ziegler from 2019 to 2021. He specializes in mergers and acquisitions, strategic advisory and capital formation engagements for clients in the healthcare services as well as healthcare information technology sectors.

Prior to re-joining Ziegler, Brian was an Investment Banking Associate at Raymond James covering the biotech and med tech sectors. Prior to joining Ziegler in 2019, Brian was a Corporate Development Consultant for Moody’s Investors Service, advising on strategic acquisitions. Prior to Moody’s, Brian was an Analyst at Merit Capital Advisors, where he worked on project finance and mergers and acquisition advisory. Brian began his career at Macquarie Capital as an Investment Banking Analyst in the Financial Institutions Group, performing and advising on mergers and acquisitions as well as capital raising transactions.

Brian received a B.S. in Business with a concentration in Finance and Economics from New York University.

Jack Laubach joined Ziegler in 2020. He specializes in mergers and acquisitions, strategic advisory and capital formation engagements for clients in the healthcare services and healthcare information technology sectors.

Prior to starting full time, Jack previously held a position as a summer intern in the healthcare investment banking practice at Ziegler.

Jack graduated Cum Laude from the Farmer School of Business at Miami University with a B.S. in Finance. He also holds a Series 79 securities license.

JP Sloan joined the healthcare investment banking team at Ziegler in 2022. He specializes in M&A, strategic advisory, and capital formation engagements for clients in the healthcare services and healthcare information technology sectors.

Prior to joining Ziegler, JP was with Founders Advisors, where he focused on sell-side M&A and recapitalizations for companies in the software and tech-enabled services sectors. Prior to Founders, JP worked in the corporate development team at Regions Financial, where he focused on corporate M&A and minority investments in FinTech and financial services.

JP graduated Magna Cum Laude from the University of Mississippi, where he received a B.B.A. in Managerial Finance and Banking & Finance.

Joe joined Ziegler in 2021 after interning with the firm the prior summer. He specializes in mergers and acquisitions, strategic advisory and capital formation engagements for clients within the healthcare services and healthcare information technology sectors.

Joe graduated from the University of Dayton and earned a B.S. in Finance with an Investment Management Concentration. While at Dayton, he was a member of the Davis Center for Portfolio Management, the largest undergraduate endowment fund in the nation with $60M in AUM as of May 2021.

Eric Lex joined Ziegler in 2022. He specializes in negotiated financing solutions for private companies through private placement of equity and equity-linked securities in the healthcare services, digital health and tech-enabled services sectors.

Prior to joining Ziegler, Eric worked in First Republic Bank’s private equity services, where he underwrote multiple different credit products and maintained the quality of existing credit facilities. Before starting his corporate career, Eric played professional baseball in the St. Louis Cardinals organization.

Eric graduated with a B.S. in economics and M.A in leadership & management from Santa Clara University.

Jon Morgan joined Ziegler in 2022. He specializes in providing strategic, quantitative, and analytical advice relating to the capital needs of clients throughout the healthcare services industry. Most recently, he has been working closely with newly formed health system corporate venture capital teams providing insights and access to Ziegler led capital raises for emerging growth healthcare companies. 

Prior to joining Ziegler, Jon held various operations management roles in the physician practice sector with several large health systems including OhioHealth, Inova, and Trinity Health.

Jon received his MHSA from the Milken Institute School of Public Health at The George Washington University in Washington, D.C., and his B.A. in Communications and English from Hope College in Holland, Michigan

Brian Murphy joined the Healthcare Investment Banking team at Ziegler in 2021.  He specializes in mergers and acquisitions, strategic advisory, and capital formation engagements for clients in the healthcare services and healthcare information technology sectors.

Prior to joining Ziegler, Brian served as a co-founder and business analyst for a Chicago-based biomedical device company. He began his career as a neurofeedback technician with a focus on behavioral and mental health.

Brian graduated with a neuroscience and business degree from Northwestern University.

Brett Epstein joined Ziegler in 2023. He specializes in M&A, strategic advisory, and capital formation engagements for clients in the healthcare services and healthcare information technology sectors. Prior to joining Ziegler, Brett served as an intern at Canaccord Genuity (TMT group, focusing on M&A) in Boston.

Brett graduated from Elon University with a B.S. in Finance.

Mitch joined Ziegler in 2023 after interning with the firm the prior summer. He specializes in mergers and acquisitions, strategic advisory and capital formation engagements for clients within the healthcare services and healthcare information technology sectors.

Mitch graduated from the University of Wisconsin–Madison with a B.S. in Mechanical Engineering.

Jake Salisbury joined Ziegler in 2023. He specializes in mergers and acquisitions, strategic advisory, and capital formation engagements for clients in the healthcare services and healthcare information technology sectors.

Jake graduated from the University of St. Thomas with a B.A. in Finance and minor in Data Analytics.

Milena joined Ziegler in 2023. She specializes in mergers and acquisitions, strategic advisory and capital formation engagements for clients within the healthcare services and healthcare information technology sectors.

Milena graduated from the University of Southern California with a B.S. in Business Administration.

Dan Revie has been with Ziegler for over 23 years. As a Managing Director and practice head, he is responsible for the management of the firm’s Senior Housing & Care Finance Practice. Dan specializes in strategic advisory assignments including: mergers, acquisitions, divestitures, and recapitalizations for healthcare entities including: skilled nursing, assisted living, memory care facilities, and entrance fee and rental Continuing Care Retirement Communities (CCRCs)/ Life Plan Communities (LPCs).

During his 20+ years with Ziegler, Dan has completed M&A assignments for public, private, and non-profit organizations. Dan has also been involved with recapitalization assignments for large assisted living and skilled nursing portfolios. He has frequently represented Ziegler’s nonprofit clients with divesting non-core assets. Recently, Dan and his team have been heavily involved with distressed situations in the senior and long-term care living space, including bankruptcies. Dan also has extensive experience with FHA/HUD financing programs.

Dan has been frequently quoted in senior housing and long-term care publications and is a frequent speaker at industry conferences.

Dan’s background is in accounting. Prior to joining Ziegler he worked for PriceWaterhouseCoopers (PWC) as an audit manager, as well as an accounting manager for Northwestern Mutual.

Dan holds undergraduate degrees in both accounting and finance from the University of Wisconsin – Madison, and an M.B.A. from the University of Wisconsin – Milwaukee. Dan has also passed the Certified Public Accountant (CPA) exam. 

Lindsay Konkel joined Ziegler in 2020. Lindsay has an extensive background in FHA-insured loans for both multifamily and seniors housing. As COO, she is responsible for overseeing loan production, underwriting, servicing and asset management of Ziegler’s FHA-insured loan business.

Prior to joining Ziegler, Lindsay was COO of PGIM Real Estate’s FHA and Affordable Lending groups, where she focused on expanding loan originations efforts through talent initiatives, new products and strategic relationships. During her time with PGIM Real Estate, Lindsay served in multiple roles beginning as an underwriter as well as director of operations of the FHA Lending group where she implemented strategies to improve efficiency and quality in all aspects of the business.

Lindsay received a B.S.B.A. and M.B.A. from the University of Denver. She is also MAP and LEAN approved.

Samantha (Morrow) Rosenblum is a Director & Deputy Chief Underwriter for Ziegler with over 11 years’ experience in underwriting FHA multifamily and Section 232 Health Care applications. Ms. Rosenblum received her MAP Multifamily underwriter approval on June 5, 2014 and Section 232 Underwriter Approval on August 11, 2015. In 2016 Ms. Rosenblum received a Master of Science in Real Estate in Infrastructure from The Johns Hopkins University, The Carey Business School.

Ms. Rosenblum has worked on the underwriting of numerous HUD Applications under the Section 232 Healthcare and Multifamily (Affordable and Market Rate) programs. Application types include: 232/223(f), 232/223(a)(7), 232/241 Supplemental, 223(f), 223(a)(7), Transfer of Physical Assets, Corporate Credit Reviews, Interest Rate Modifications.

Kristin Michels joined the FHA/HUD team at Ziegler in April 2006. She is a vice president and operations manager of Ziegler Financing Corporation. Kristin is involved with every step of the FHA-insured lending process at Ziegler, coordinating the assembly of HUD mortgage insurance applications and subsequently directing servicing activities of those loans. Her focus is on providing superior customer service to our clients throughout all stages of the financing process.

Kristin received her B.S. in finance from Grove City College and undertook master’s coursework at The Ohio State University. She has earned the Professional Certificate towards a Certified Mortgage Servicer (CMS) Specialist Designation through the Mortgage Bankers Association. Kristin is also a HUD approved MAP and LEAN Underwriter and Construction Loan Administrator.

Jacqueline Robey joined the FHA/HUD team at Ziegler in October 2012. She is an assistant vice president and mortgage loan analyst of Ziegler Financing Corporation. Jacqueline is involved with every step of the FHA-insured lending process, from assembling HUD mortgage insurance applications to completing servicing activities of those loans. Providing excellent customer service is her goal.

Prior to joining Ziegler, Jacqueline served as a customer service specialist at JPMorgan Chase, where she responded to a variety of customer inquiries and requests. Jacqueline earned a B.S. in business administration from the Ohio State University with a marketing specialization.