Ziegler has achieved a unique position within the not-for-profit senior living finance sector due to our ability to implement financing solutions that incorporate a variety of financial tools to meet our client’s needs. Our firm has developed a suite of innovative products and services that accommodate the most complex financings for virtually every type of non-profit senior living provider.
We value relationships. At Ziegler our primary goal is to build and maintain a strong and trusted relationship with each client based on the delivery of services, which go beyond the financing itself, and enables clients to meet their goals. The effectiveness of our team is evident in our plan of finance that pursues the lowest cost of capital, regardless of the market movements and a trusted advisor relationship that extends beyond the financing.
CAPITAL & STRATEGIC PLANNING
Increasingly, clients ask us to provide assistance in their strategic planning. In fact, we often meet with boards and senior living providers’ management to lead discussions on key senior living growth trends, repositioning, affiliations, mergers, acquisitions, and dispositions. Then, after considering the organization’s objectives and goals, we develop a capital plan that will enable the organization to perform and excel within the dynamic senior living environment. Our extensive market exposure allows us to continuously create new financial products to meet the changing demands of senior living providers.
Just as in the broader healthcare sector, corporate finance activity is increasingly apparent in senior living and has accelerated in not-for-profit senior living in particular, typically through affiliation.
Over the years, Ziegler has provided many clients with the strategic advice necessary to successfully navigate the complicated process of identifying, evaluating and executing mergers, acquisitions and divestitures as well as strategic options assessments. Ziegler offers comprehensive transaction advisory services ranging from sell-side and buy-side representation to valuation and fairness opinions.
Sell-side Advisory. Ziegler provides exceptional sell-side advice to both private and public firms seeking to sell their company or divest assets/business segments with senior level resources and personalized attention dedicated to each transaction.
Buy-side Advisory. We have an extensive track record advising clients on purchase transactions. Our experience enables us to help you identify appropriate targets, perform an effective valuation analysis, structure an offer, and conduct skillful negotiations leading to a successful close.
Capital Raising. Ziegler’s relationships with healthcare-focused private equity, venture capital, and lending organizations enable us to identify the right capital partner to support your company’s growth objectives, acquisition-related financings, recapitalizations, and shareholder restructurings.
Corporate Restructuring & Workout Assignments. We routinely advise companies, lenders, and institutional investors in restructuring and workout assignments for distressed situations. We have the tools to help you succeed.
Strategic Advisory Services. We can help you access a wide range of debt and equity capital including HUD, Fannie Mae, Freddie Mac, conventional financing, REITs, and institutional equity. Our years of experience allow us to provide sound expert advice on strategic alternatives and optimal capital structure.
Fairness and Valuation Opinions. Ziegler can provide you and your board of directors with a fairness and valuation opinion based on a thorough, in-depth analysis using valuation methodologies appropriate for your company and its market.
Strategic Partnerships & Customer Development Initiatives. With access to decision makers across multiple sectors in the healthcare industry, we are in a unique position to provide you with referrals that open the doors to new business opportunities, including strategic partnerships, customer introductions, and other growth initiatives.
Ziegler Financing Corporation (ZFC) combines Ziegler’s senior living industry knowledge, corporate finance advisory expertise and FHA/HUD-insured mortgage products to deliver optimal financing solutions for clients. With unparalleled resources and knowledge, our dedicated team of FHA lending experts can arrange FHA-insured fixed-rate debt for for-profit, not-for-profit, and community-based organizations.
FACILITY SALES & SPONSORSHIP TRANSITION
Ziegler’s ongoing commitment to supporting the senior living sector is evidenced by the creation of the specialized practice area for facility sales and sponsorship transition. This specialty practice represents Ziegler’s ability to play a strategic advisory role in support of not-for-profit organizational growth and mission enhancement.
Our services include:
- Assessing organizational readiness and strategic opportunities for sponsorship transition
- Identifying potential candidates for a sponsorship or affiliation transition (for either party involved)
- Supporting co-venture initiatives in support of healthcare realignment
- Advising organizations on due diligence work and risk identification
- Supporting all parties through the transition and integration of the two organizations
Senior living providers who need preconstruction capital, or “seed” money, to successfully finance new campus construction will benefit from Ziegler’s formation of private equity funds.
These private equity funds, when available, can provide funding for early-stage development of continuing care retirement communities (CCRCs). Such seed capital enables the owners of CCRCs to position new CCRC projects for permanent financing, usually with tax-exempt bonds. Plus, it enables developers to secure a site, to design and market the new campus to the point of permanent financing. That typically occurs when approximately 75 percent of the independent living units have been presold.