OUR TEAM

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. 

K. Nicholas (Nick) Glaisner joined Ziegler in January 2000​. He specializes in mergers and acquisitions and strategic advisory engagements for senior living and healthcare providers. Nick has significant transaction experience involving skilled nursing facilities, senior living campuses, CCRCs and home health organizations.

In his 20+ years with Ziegler, he has focused on sell-side transactions involving both public and private healthcare providers. He has participated in over $2.0 billion worth of healthcare, senior living, and long-term care transactions and works closely with Ziegler Finance Corporation using the FHA/HUD 232 LEAN Program to finance  projects for Ziegler clients.

Nick graduated from the University of Wisconsin in December 1999. He holds a B.B.A in Marketing and Finance. He holds a FINRA Series 79 license.

Eric Johnson joined the Senior Housing & Care Finance team at Ziegler in 2019. He specializes in complex structured senior housing transactions, including debt and equity transactions, financial advisory, as well as mergers and acquisitions. Eric has a unique background in finance, market analysis, project management and engineering.

Prior to joining Ziegler, Eric was a senior relationship manager at Bank of the West/BNP Paribas where he was responsible for transaction sourcing, deal execution and for managing relationships with private and institutional healthcare groups across the U.S.

Eric received his Master of Science in real estate finance and construction management from the University of Denver. He also received a Master of Science with an emphasis in structural engineering from the University of Colorado and a Bachelor of Science in civil engineering from Colorado State University.

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.

Humair Sabir is a Managing Director in the Senior Housing and Care Finance team at Ziegler and is based in San Diego, CA. Humair is responsible for originating, developing, and managing the firm’s relationships along with the execution of complex seniors housing and skilled nursing engagements.

Humair has spent his entire career in the seniors housing and care industry and his prior experiences at reputable institutions in the private equity and REIT sectors, allow him to understand his client’s unique needs and goals.

Prior to joining Ziegler in 2023, Humair was a Managing Director at Blueprint Healthcare Real Estate Advisors, where he was an integral member of the sales team and responsible for originating and executing seniors housing and skilled nursing transactions. Humair also worked for Granite Investment Group, a private equity firm out of Orange County, California, and spent several years at Ventas, Inc. in a variety of different roles, including acquisitions and asset management.

Humair earned a Bachelor of Science in finance with honors from the University of Illinois at Urbana-Champaign and is also a Level III candidate for the Chartered Financial Analyst (CFA) Program. Humair continues to author various industry articles and expert publications and is a frequent speaker at regional conferences.

Christopher Utz joined the Healthcare Investment Banking team at Ziegler in 2018. As Managing Director he specializes in complex structured seniors housing transactions, including debt and equity transactions, financial advisory, and mergers and acquisitions. Chris has over 16 years of healthcare banking and finance experience on both the buy-side and the sell-side.

Prior to joining Ziegler, Chris was a Managing Director at Pinta Capital Partners where he was responsible for transaction sourcing, deal execution and the monitoring of portfolio companies. Specifically, he managed the firm’s Senior Housing investment portfolio with over 1,400 beds in the Northeastern United States.

Chris has held corporate finance and banking positions with CIT, Greystone, Fifth Street Finance Corp’s Healthcare Finance Group (HFG), BNY Mellon, and Merrill Lynch where he completed more than 30 corporate finance and private equity related transactions totaling over $3.0 billion in aggregate deal value.

Chris received his Master of Business Administration (MBA) degree from the Samuel Curtis Johnson Graduate School of Management at Cornell University and his Bachelor of Science (BS) degree from Ithaca College.

Chris holds his FINRA Series 79 – Investment Banking Representative license.

Robert Gall joined Ziegler in 2019.  As a director in the Senior Housing & Care Finance Practice, he brings over 18 years of investment banking experience working with both not-for-profit and for-profit senior living organizations in the Southeastern United States. 

Prior to joining Ziegler, Rob had a successful career at HJ Sims.  There he provided investment banking and advisory services to clients in the Southeastern United States and serving as the lead relationship banker in Florida, Georgia, North Carolina and South Carolina.  Rob worked with a spectrum of clients, from start-up communities to investment grade rated organizations.

Since 2002, Rob has completed more than 60 senior living and long-term care financings, totaling more than $2.6 billion. His experience includes structures such as investment grade rated and non-rated bonds, direct bank placements, draw-down fixed rate bonds, bridge loans, mezzanine/subordinate financing, preferred equity, joint venture partnerships, seed capital, lease arrangements, portfolio financing and sale-manage-back transactions.

In addition, he served as the primary lead banker for multiple 142d for-profit tax-exempt bond financings totaling over $480 million. Throughout Rob’s career, he has continued to be on the forefront of creative financing structures to benefit senior living organizations implementing certain growth strategies. 

Rob graduated from the Wallace E. Carroll School of Management at Boston College with a B.S. degree in finance, and operations and technology management

Clint Miller joined Ziegler in February 2022 as a Director in the Senior Housing and Care Finance Practice. He brings over 15 years of healthcare experience, beginning his career with a large global healthcare software company. Clint has spent the last nine years in banking and finance.

Prior to joining Zeigler, Clint worked at Dwight Capital, where he focused on debt and equity solutions for skilled nursing and private pay senior housing. He was responsible for the origination of FHA, bridge and mezzanine financing for senior housing owner-operators across the U.S.

In addition, Clint was previously a relationship manager for BOK Financial, where he was responsible for transaction sourcing, as well as portfolio management for regional senior housing owner-operators, hospitals, health systems and several institutional clients throughout the southwest.

Clint holds a BS in Management and an MBA in Finance, both from Oklahoma State University.

Patrick Mallen joined Ziegler in 2020 as a vice president in the Senior Housing & Care Finance Practice. Patrick’s Primary responsibilities include providing analytical, underwriting support, and ensuring efficient and effective transaction execution.

Patrick has worked to bring over $2.4 billion of capital for senior living providers and $2.3 billion of general municipal bond transactions. Prior to joining Ziegler, Patrick spent five years at Herbert J. Sims and Company and four years at Public Financial Management (PFM). While at Sims, Patrick worked exclusively with senior living and healthcare organizations on achieving their capital needs, with structures that have included taxable and tax-exempt debt, rated and nonrated bonds, bank and public fixed rate debt, temporary and permanent debt, fixed and variable interest rate bonds and lines of credit. While at PFM, Patrick provided analytical support on structuring and pricing competitive and negotiated municipal bond transactions.

Patrick received his B.S.B.A in finance with a concentration in accounting from York College of Pennsylvania.

Dalton Esmond joined Ziegler in 2022 as a Vice President in the Senior Housing & Care Finance Practice. Dalton’s primary responsibilities include transaction structuring, analytical analysis and underwriting support.

Prior to joining Ziegler, Dalton spent six years at BOK Financial and one year in management consulting. While at BOK Financial, he was a relationship manager in the bank’s hospital, health system and senior housing group. He was responsible for managing a sizable commercial credit portfolio, underwriting new transactions and expanding the book of business.

While in management consulting, Dalton designed and created a proprietary commercial loan review system sold to commercial banks.

Dalton received his BSBA in Finance from Oklahoma State University.

Michael Anthony joined the Senior Housing & Care Finance team at Ziegler in 2019 as a Senior Analyst and has since progressed through the ranks to the position of Vice President. He works with mergers and acquisitions, strategic advisory, and capital formation engagements for senior living and healthcare providers.

Since joining Ziegler, Michael has had extensive involvement in providing analytical support for new business origination and deal execution involving both public and private healthcare providers on numerous sell-side and buy-side M&A engagements, equity raises, and bank direct placements. He also has experience working with the FHA/HUD, FNMA, and FHLMC financing programs and mezzanine debt/preferred equity providers.

Prior to Ziegler, Michael worked as an Investment Banking Analyst at Regions Securities LLC first in the Healthcare Corporate Finance coverage vertical and later in the Healthcare Real Estate coverage vertical where he focused on sponsor acquisition financing, leveraged loan syndications, and sell-side M&A advisory engagements across the healthcare space.

Michael graduated with a B.A. in Economics from Vanderbilt University where he also minored in Finance and Corporate Strategy. He holds FINRA Series 79 and Series 63 securities licenses.

Megan Cunningham joined Ziegler in 2022. Her primary responsibilities include executing industry research projects and assisting with research module creation/updates. She gathers data and assists on presentation materials for conferences and speaking engagements, as well as maintaining Ziegler’s library of research materials. Additionally, Megan provides indirect research support to the banking team.

Prior to joining Ziegler, Megan spent several years in marketing at a senior living community in Chicago, as well as online marketing for FTD.com. She has also held positions with Williamson County Schools, Northwestern Mutual, and Revlon International.

Megan graduated from Lake Forest College with a B.A. in Communications and a minor in History.

Michael McGinnis joined the Senior Housing & Care Finance team at Ziegler in 2022. He works with mergers and acquisitions, strategic advisory, and capital formation engagements for senior living and healthcare providers. Since joining Ziegler, Michael has had extensive involvement in providing analytical support for new business origination and deal execution involving both public and private healthcare providers on numerous sell-side transactions, equity raises, and bank direct placements, as well as work with the HUD/FHA, FNMA, and FHLMC financing programs.

Prior to Ziegler, Michael was a financial analyst at Texas Capital Bank where he focused on corporate strategies, new project investments, interest rate forecasting, and capital budgeting. Michael graduated with his B.S. in Accounting and Finance and an M.S. in Finance from Texas Tech University.

Jake Sexton joined the Senior Housing and Care Finance Practice at Ziegler in 2022 as an analyst.

Prior to starting full time, Jake previously held a position as a summer intern on the Senior Housing and Care Finance team at Ziegler.

Jake graduated in 2022 with a B.A. in economics from Wesleyan University where he also minored in Data Analysis.

Melanie joined Ziegler in 2022 as an analyst on the Senior Housing and Care Finance team. Prior to starting full time, Melanie previously held a position as a summer intern in the Senior Housing and Care Practice.

Melanie graduated in 2022 from the Raymond A. Mason School of Business at the College of William & Mary with a BBA in finance and an economics minor.

Dan Hermann joined Ziegler in 1987. In 2018 he was named President and CEO. He also is the Head of Investment Banking, a member of the Ziegler Board and Executive Committee. As the Head of Investment Banking, Dan is directly responsible for managing Ziegler’s Investment Banking activities. He not only fosters the growth of existing practices, but also pursues potential new practices. With a focus on cross-practice collaboration, he plays on active role in maximizing synergistic opportunities across all investment practices, especially within the healthcare and senior living sectors.

As the head of both the healthcare and senior living practices, Dan was instrumental in the creation of and fundraising for the Ziegler Link•Age Longevity Fund, L.P. (the “Fund”). The Fund is one of the first to focus on the aging market and companies that provide innovative products, services and technologies to meet the growing needs of seniors and senior living providers in this changing era of healthcare reform.

During his 30-year tenure with Ziegler, Dan has become a leading investment banker in the senior living industry. He has structured and led or co-led more than 325 senior living financings exceeding $8.2 billion, cumulating far-ranging experience in the management, structuring and financial analysis of every type of senior living financing.

Dan has utilized his expertise to create financing structures for a large clientele – from stand-alone nursing homes to multi-facility, multi-state systems, including start-up campuses and campuses undergoing major renovation projects. His particular emphasis in recent years has been to provide resources for key decision-makers in an organization to effectuate sound financial and strategic planning initiatives. To that end, Dan has assisted numerous multi-facility systems in their corporate planning efforts. When appropriate, he assists these and other organizations in the structuring of their financings and has developed financing alternatives using the broadest range of financing structures available to maximize yields and flexibility for his clients: traditional fixed rate issues, credit enhanced variable rate structures, extendable rate unenhanced issues, derivative applications, and off-balance sheet financings. Prior to joining Ziegler, he worked for a “Big Four” public accounting firm.

Dan currently resides on a number of investment committees, including the Ziegler Link•Age Longevity Fund, and is on the Advisory Board for Caremerge and the Board for Masterpiece Living. In October 2005, Dan was named to the Contemporary Long Term Care 2005 CLTC Power & Influence Top 25 listing, the magazine’s selection of today’s decision makers “who hold the reins and help shape the path” for senior living. He has lectured at Harvard and internationally on senior living finance (its historical trends, strategic positioning issues, growth potential and other), and served as a member of the CARF-Continuing Care Accreditation Commission’s Financial Advisory Panel.

Dan received a B.S. in finance and accounting from Illinois State University, Normal, Illinois, and an M.B.A. with an emphasis in health services management from Kellogg Graduate School of Management at Northwestern University, Evanston, Illinois. He is a Certified Public Accountant and holds a number of securities certifications.

Thomas Meyers joined the senior living team at Ziegler in 1996. He is a Co-Practice Leader of Ziegler’s Senior Living Finance Practice and he is responsible for marketing Ziegler’s brand in five Midwest states. He has considerable experience in structuring rated and unrated financings for Ziegler’s multi and single-site senior living clients. Transaction experience includes bond financings for start-up new campus life plan communities, expansion and repositioning projects as well as refinancings. Tom has considerable expertise surrounding the solicitation of bank credit for senior living providers. His experience also includes sponsorship transition work.

In his 26-year tenure, Tom has participated in 160 financings raising approximately $4.2 billion of capital for Ziegler’s senior living clients. He is a frequent speaker at the national and state level on senior living related topics. Tom is regularly asked to present to and to interact with senior living provider board and leadership teams. Prior to joining Ziegler, he worked with the Union Bank of Switzerland’s (UBS) Corporate and Institutional Finance Team serving the bank’s Fortune 250 and large international clients.

Tom received a Bachelor of Science degree in Finance from Miami University in Oxford, Ohio and a Master of Business Administration from Northwestern University’s Kellogg School of Management in Evanston, IL.

Mary Muñoz joined the senior living team at Ziegler in 1999. She manages the western region of Ziegler’s senior living practice.

Mary works with a broad variety of senior living communities and multi-facility systems in strategic planning for growth, as well as creative financing strategies. She has extensive experience with start-up CCRC projects, campus expansions and redevelopments, and refinancings. She also specializes in financing senior living mergers and acquisitions, and in strategic and capital planning consulting services. Mary’s senior living bond transactions since joining Ziegler total over $8.5 billion plus in par amount.

Prior to joining Ziegler, Mary spent 12 years in a variety of healthcare lending and corporate finance roles. Immediately prior to joining Ziegler, she was a managing director in KPMG’s Health Ventures practice. She worked with clients on strategic capital planning, private equity financing, and business plan development. While at KPMG, she structured and executed over $500 million of senior and subordinated debt offerings for healthcare clients. Prior to joining KPMG, Mary managed the national healthcare finance groups at Wells Fargo Bank and The Bank of Nova Scotia, raising over $5 billion to fund healthcare provider mergers and acquisitions and leveraged recapitalizations.

Mary is a frequent speaker at state and national conferences on a wide variety of senior living topics, and has published numerous articles on senior living finance and credit topics. She received a B.A. and a M.B.A. from Emory University, Atlanta, Georgia. Mary also holds Series 7, 66, 53 and 24 licenses.

Richard Scanlon joined the senior living team at Ziegler in November 1993. He opened the firm’s office in St. Petersburg, Florida, to serve the investment banking needs of not-for-profit senior living providers located in the southern United States and is one of the longest tenured bankers in the senior living sector. As part of his responsibilities as a Senior Managing Director, Rich coordinates the firms fixed rate, senior living practice as well as serving as investment banking liaison to the sales/trading desk and institutional investor community.

Throughout his 27 years as a senior living investment banker at Ziegler, Rich has been responsible for the structuring of more than $6.1 billion in healthcare bond issues for not-for-profit senior living providers ranging from small campus expansions to large start-up communities utilizing a complex plan of finance. He has been a strategic partner to a number of the largest multi-facility providers and single-sites with communities located in the southeast. 

With the continued evolution, growth, and maturation of senior living providers in the south, Rich has been called upon to make available the full range of Ziegler’s resources and research specialists allowing the firm to become a key strategic partner for multifacility providers looking to reposition themselves or expand into new markets.

Rich is a frequent speaker on senior living finance and strategy issues on both the state and national levels. He has been appointed to multiple terms for the Governor’s Continuing Care Advisory Council in Florida. In 2008, Rich received the Herbert Shore Leadership Award from the Coalition for Leadership in Aging Services (CLAS formerly RHP) and was a member of the CLAS Advisory Board for eight years.

Tommy Brewer joined the senior living team at Ziegler in May 2014. As a managing director in the senior living finance practice covering the Southeast states, he brings over 25 years of senior living and healthcare related experience to Ziegler.

Prior to joining Ziegler, Tommy was a managing director in investment banking at BB&T Capital Markets, where he was dedicated to the senior living and hospital sectors. Prior to joining BB&T Capital Markets, he spent three years at UBS PaineWebber and two years at First Union Securities, Inc., in both cases serving as a banker to continuing care retirement communities and acute care hospitals. Tommy also previously served as the chief financial officer for the non-acute care division of Bon Secours Richmond Health Systems.

Tommy received his B.S. in accounting and business management from Guilford College. 

William Carney joined the senior living team at Ziegler in 1999 after 15 years of credit and banking experience with clients in the Midwestern and Western states. He has assisted providers with financing new construction, campus repositioning, and start-up projects. In helping his clients find the optimum financing structure, he has worked with unenhanced, fixed rate debt, credit enhanced variable rate bonds, extendable rate securities, HUD debt programs, and interest rate derivative products. He is a frequent speaker at state and national conferences on senior living topics. Will is based in the Chicago office and is responsible for clients in the Midwest region, including, the states of Illinois, Kansas, Missouri, Oklahoma, North and South Dakota, Colorado, Iowa, and Nebraska.

Prior to joining Ziegler, Will worked for an investment bank in Dallas, TX where he provided comprehensive financial advisory and underwriting services. In addition to Will’s banking experience, he worked at Standard & Poor’s Corp (S&P) as a rating officer in the Healthcare Group. Prior to that he worked for the U.S. Treasury in Washington D.C. as a press aide in the Department of Public Affairs.

Will earned a B.A. from Colorado College, Colorado Springs, Colorado, where he won the Senior Thesis Prize from the Economics Department. He also received a M.Sc. in economics from the London School of Economics and Political Science (London, England).

Amy Castleberry has served the senior living industry for over 20 years, joining the senior living finance practice at Ziegler in 2006. She is responsible for providing investment banking services to senior living providers in the Mid-Atlantic region. Amy has led over $2 billion in financing transactions through public bond issues, private placements and direct bank placements for the refinancing, acquisition, expansion and repositioning of senior living organizations. She has led the credit structuring of an additional $3 billion in transactions for new campus and major repositioning development. Amy serves on the CARF Financial Advisory Panel and as a lead contributor to the Financial Ratios & Trend Analysis of CARF Accredited Continuing Care Retirement Organizations. She is a leading speaker on financial and senior living industry trends for boards and conferences nationwide.

Prior to joining Ziegler, Amy was Vice President in the Municipal Credit Research & Strategies Group for Legg Mason Wood Walker, Inc., where she specialized in credit and relative value analysis for the senior living, healthcare, and high-yield sectors. She currently serves as Treasurer for the Board of Directors of the Collington Foundation. She also serves on the Board of Directors of the Hospice of the Chesapeake Foundation.

Amy earned a B.A. in journalism from the University of Maryland, College Park and an M.B.A. from the Robert H. Smith School of Business at the University of Maryland, College Park. Amy served by gubernatorial appointment on the Maryland Commission on Aging from 2002 through 2004. She was awarded the Chartered Financial Analyst designation in 2004 and is a registered general securities representative and registered municipal principal.

Sarkis Garabedian is an investment banker specializing in serving the needs of senior living clients throughout the Western United States. Over his 18-year career, Sarkis has sourced over $5 billion of capital for a wide variety of senior living and healthcare organizations. Sarkis established the Seattle Ziegler office in 2013 where he serves as Managing Director.

Sarkis has extensive experience working with senior living and healthcare providers to develop customized finance plans to help balance and optimize his client’s capital objectives with their long-term strategic goals. His senior living experience runs the full spectrum of projects and financing vehicles. Sarkis is proficient in leading complex fixed- and variable-rate public bond offerings and private placements, while providing credit, legal and refunding analyses to help evaluate potential impact to credit ratings, market access and cost of capital.

Sarkis also has considerable experience negotiating and implementing new legal structures and favorable credit terms for the benefit of his clients, including financial covenants, security and disclosure requirements and call features. Sarkis regularly speaks at Board retreats and industry conferences with topics ranging from industry strategy and trends to capital market conditions, new and emerging capital sources and creative financing structures.

Sarkis is a member of LeadingAge and serves as a frequent speaker at industry conferences. He received a B.A. in business administration with a concentration in finance and an M.B.A from Western Washington University. He holds Series 7, 79, 63, and 52 securities licenses.

Steve Johnson joined the senior living team at Ziegler in 1999. His primary responsibility is to serve the investment banking needs of senior living organizations in Illinois, Minnesota, Wisconsin, and Indiana. His areas of expertise include the financing of start-up projects, campus repositionings, major expansions, and the workout of troubled facilities.

Most recently his focus has included advising senior living systems on growth through divestitures, acquisitions and new projects. Over the last twelve years, Steve has senior managed or co-senior managed more than 45 public debt offerings – raising more than $2.5 billion through a variety of diverse capital structures. In all of these activities, he has become a leading authority on the metro-Chicago senior living marketplace.

Prior to joining Ziegler, Steve had served as executive director of one of the nation’s premiere senior living organizations, Willow Valley Retirement Communities. For more than five years, he served as an evaluator and team chair for the Continuing Care Accreditation Commission (CCARF-CCAC). Previously, he worked for a leading venture firm in the Silicon Valley of northern California. There, he participated in raising and managing more than $50 million of private equity in both the United States and Japan.

Steve received a M.B.A. from Northwestern University’s Kellogg Graduate School of Management, Evanston, IL and a B.A. from Wheaton College, Wheaton, IL.

Mark Landreville joined Ziegler in 2019 as a managing director. He has over 30 years of investment and commercial banking experience, concentrating almost exclusively in the senior living sector.

Mark’s clients range in size from large multi-state organizations to single site facilities. Having completed more than $1.5 billion of projects in his career, he has financed CCRC’s, independent living projects, nursing homes, assisted living facilities and memory care facilities using both the rental and entry fee model.

In addition, Mark has completed a number of repositioning, restructuring, and work-out financings. Theses types of financings include rated and non-rated tax-exempt bonds, credit enhanced bonds, private placements and bank financings.

Prior to joining Ziegler, Mark spent eight years at HJ Sims as a managing director in the senior living group as well as Piper Jaffray & Co.

Mark is a past president of the Minnesota Institute of Public Finance and has served on not-for-profit healthcare and education boards. Additionally, he served on the board of Wingspan Life Resources, a Minnesota based not-for-profit provider of group homes for disabled adults, and currently serves on its finance sub-committee. He is a regular speaker at senior living forums both regionally and nationally.

Mark earned a B.S. from St. John’s University in business administration.

Tad Melton is a managing director in the senior living finance practice and he brings more than 25 years of investment banking experience working with senior living and healthcare borrowers in the Mid-Atlantic and Southeastern United States.

Tad has served as day-to-day banker on approximately $6.0 billion of financings for CCRCs, assisted living facilities, skilled nursing facilities, and hospitals. Project scope included start-ups, repositionings, refinancings, acquisitions and divestitures. In the context of such experience, Tad has direct experience with fixed-rate debt (rated and unrated), variable rate debt (bank loans, BQ loans, variable rate demand bonds), bond ratings, reinvestment contracts, and third-party credit enhancement.

Tad is a graduate of Randolph-Macon College, where he studied economics and history. He is also active in his community, currently serving on the board of trustees of Randolph-Macon College. He is a former board member of the Boys and Girls Clubs of Metro Richmond and is a past Chair of the Virginia 4-H Foundation.

Brandon Powell joined the senior living team at Ziegler in May 2014. As a managing director in the senior living finance practice, he brings 25+ years of investment banking experience working with senior living providers in the Southeast and Gulf Coast states. Throughout his career, he has completed more than $3 billion in senior living transactions for both single site providers and large multi-site systems using a variety of structures. Additionally, Mr. Powell has advised his clients on their growth strategies through divestitures, acquisitions and new projects that has resulted in clients successfully meeting their objectives.

Prior to joining Ziegler, Brandon was a managing director at BB&T Capital Markets where he successfully managed a wide range of complex economic, legal and credit transactions. Brandon also spent seven years in similar roles at Wells Fargo Securities and UBS.

Brandon graduated from the University of Virginia with a B.A. in economics and minor in government. He has also been a featured speaker at a variety of senior living conferences such as LeadingAge and various state affiliates including LeadingAge Texas and LeadingAge Florida.

Keith Robertson joined the senior living team at Ziegler in January of 2007 with significant experience in senior living finance and development. His primary responsibility with Ziegler is to provide investment banking services to not-for-profit sponsors of senior living communities in the northeast. Keith is also Ziegler’s northeast regional team leader.

Keith has considerable experience in structuring rated and unrated financings as well as in the solicitation of bank credit for Ziegler’s northeast senior living clients. In his role covering the northeast, he has significant experience working with clients as they explore sponsorship transition opportunities. During his time with Ziegler, Keith has participated in financings that have raised more than $3.2 billion of capital for Ziegler’s senior living clients.

Prior to joining Ziegler, Keith was a vice president with a nationally recognized full service development firm specializing in providing development, financial, marketing, and management services to not-for-profit continuing care retirement communities. Prior to this, he also worked as an investment banker for a Connecticut based firm and provided financing solutions for not-for-profit senior living communities. 

Keith has a Bachelor of Science in political science from Southern Connecticut State University and a Masters of Business Administration from the University of Hartford’s Barney School of Business.

Daren Bell is a Director in Ziegler’s senior living investment banking group, based out of Seattle, WA.  His 15-year investment banking career has been dedicated to the not-for-profit sector.  Since joining Ziegler in 2014, Daren’s primary focus has been on serving not-for-profit senior living organizations throughout the western U.S.  

Daren brings extensive senior living experience, working on complex financings across a full spectrum of projects, including new campus financings, expansion and repositioning financing, and restructurings.  Additionally, Daren is well versed in all avenues of capital sources, including fixed- and variable-rate bond financings, tax-exempt and taxable debt, limited and private placements, as well as a plethora of bank capital structures.  Daren is an expert in capital planning, strategic planning, finance structuring and restructuring, credit analysis, covenant structuring, and a variety of other relevant services.

Throughout his tenure at Ziegler, Daren has helped bring more than 85 senior living financings to market, totaling nearly $5.0 billion in par amount.

Daren received a B.A. in business administration with a concentration in finance from Western Washington University.  He holds Series 7, 63 and 79 licenses. 

Marie Carlson is Director in the Senior Living Sponsorship Transition Advisory Practice at Ziegler’s Chicago office.

Marie has been in the senior living sector for over 30 years. Her prior experience has included serving as CFO, SVP-Strategic Development, and Interim VP-Finance at two different multi-site providers, with responsibilities including financial, regulatory, and operational reporting for internal and external users. She has participated in the disposition and acquisition of senior living campuses and multiple bond financings.

In addition to the CFO and development roles, Marie worked at Ponder & Co. providing financial advisory services to senior living clients related to tax exempt bond financings. Previous experience at KPMG for eight years — exclusively in its senior living practice — included performing financial feasibility studies, market demand analyses, financial projections, troubled debt restructurings, and audits.

Marie has served as a surveyor for the Commission on Accreditation of Rehabilitation Facilities/Continuing Care Accreditation Commission and on the Finance Committee for LeadingAge Illinois. She has a B.S. in accountancy from the University of Illinois–Chicago and is a CPA.

Adam Garcia joined the senior living team at Ziegler in May 2014. His principal focus is to serve the needs of senior living and healthcare clients in the Mid-Atlantic and Southeastern United States, in addition to select national clients. With over 10 years of industry experience, his primary responsibilities will include executing senior living bond transactions, performing credit and quantitative analysis, debt structure evaluation, legal document review and preparation of marketing materials for clients

Prior to joining Ziegler, Adam was an assistant vice president in the healthcare finance group at BB&T Capital Markets where he actively participated in nearly $1.4 billion of financings for senior living facilities and hospitals. He has extensive experience with fixed-rate bonds (rated and unrated), variable rate debt (direct taxable and tax-exempt bank loans and variable rate demand bonds), bond ratings and reinvestment contracts. Adam also previously worked in BB&T’s corporate banking group where he was responsible for credit underwriting and relationship management

Adam is a graduate of James Madison University where he received a Bachelor of Business Administration in finance. 

Terry Herndon joined the senior living team at Ziegler in the spring of 2001. As a director, his primary focus is concentrated on providing analytical and technical support to senior living bankers in the Southeast and Gulf States.

Terry has 23 years of experience in the securities industry. His responsibilities have included fund accounting, financial modeling, debt capacity, and cash flow analysis. He has been involved in a wide variety of debt structures, including unrated, rated, enhanced, fixed-rate, variable rate, step-coupon, and capital appreciation bonds. Transaction types include start-up CCRCs, campus repositionings, current, advance, and forward refundings. Terry has worked with a diverse group of entities including health care providers, utility systems and manufacturing firms, having participated in over 100 financings totaling more than $5.0 billion.

Prior to joining Ziegler, Terry was employed at William R. Hough & Co. as a vice president in their public finance group.

Terry earned a B.S.B.A. with a double major in finance and accounting from Appalachian State University. He is a Certified Public Accountant (inactive), a Series 7 – General Securities Representative licensee, a Series 53 – Municipal Securities Principal, and a Series 63 – Uniform Securities Agent State Law licensee.

Chad Himel joined the senior living team at Ziegler in November of 2014 to provide  investment banking services to not-for-profit senior living providers across the  Northeastern United States. In addition to his investment banking services, Chad  assists clients nationwide in securing FHA-insured loans for residential health care,  multifamily housing and affordable housing properties.

Chad brings to Ziegler a wealth of experience financing senior housing, healthcare, affordable housing and multifamily housing properties. Immediately prior to joining  Ziegler, he originated FHA-insured loans for Prudential Mortgage Capital Company,  the mortgage lending arm of Prudential Financial. Prior to Prudential, Chad spent  nearly 12 years at HJ Sims and its FHA lending affiliate, Sims Mortgage Funding, Inc.  At HJ Sims, he provided investment banking services to clients across the Northeast.  Chad also provided financial advisory services to banks and institutional bond  investors in the restructuring of distressed credits. At Sims Mortgage Funding, he  provided FHA-insured financing for health care facilities and apartments communities.  In total, Chad has closed approximately $2.5 billion in financings for health care and  senior housing providers since 2001.

Chad earned a B.A. in History from Louisiana State University and an M.B.A. in  Finance from the Crummer Graduate School of Business at Rollins College.

Jennifer Lavelle joined the senior living team at Ziegler in 1995. Since then, Jennifer has enjoyed assisting Ziegler not-for-profit senior living clients with the fulfillment of their missions to provide high quality housing and healthcare services to seniors in socially stimulating environments. Over the years, Jennifer has been privileged to serve a number of the country’s largest providers in the highly specialized senior living space.  

Jennifer functions as an “inside banker” within Ziegler, and in this capacity, she provides an array of services to her senior living clients including many forms of credit and financial analysis as well as hands-on team leadership and management of the day-to-day tasks involved in bringing a tax-exempt financing from conception to completion. These efforts frequently involve coordination of large working groups, such that all participants in a financing process (attorneys, developers, conduit issuers, general contractors, etc.) end up at the same place at the same time – with an attractive financing structure that will serve the community and its residents well over the long term.

Jennifer’s depth of experience and her eye for detail have resulted in the completion of more than 100 successful tax-exempt senior living financings ranging from refinancings to small expansions to large and complex new green field campuses.  She has become deeply involved in the financial affairs of senior living clients, both large and small, rated and non-rated, all across the country. The firm has deployed her skills over the years to a large number of financings characterized as particularly large, complex, or unique. The financial structures that Jennifer has helped bring to market are diverse, including fixed-rate bonds, Variable Rate Demand Bonds, Ziegler EXTRASSM, credit–enhanced financings, synthetic fixed structures, and the like. She also has highly specialized skills frequently utilized in developing new products within the industry and drafting covenants/legal provisions not seen before. She is known for her excellent client service, follow-up, passion for the senior living field, and ability to coordinate large groups in a harmonious fashion.

Prior to joining Ziegler, Jennifer spent three years with a management consulting firm specializing in the aviation industry. Jennifer graduated from Depaul University in Chicago with a finance degree.

Jason Choi is a Senior Vice President in Ziegler’s senior living investment banking group, based out of Chicago, IL. Since joining Ziegler in 2012, Jason’s primary focus has been serving the needs of senior living and healthcare clients in the Midwest by providing banking support and financial analysis to successfully deliver new money financings and refinancings as well as evaluating and financing mergers, acquisitions, and dispositions.

Jason has worked to bring over $3 billion of capital to not-for-profit senior living providers and healthcare organizations, with structures that have included taxable and tax-exempt debt, rated and nonrated bonds, bank and public fixed rate debt, variable interest rate bonds, and seed capital.

Jason earned his B.A. in economics from Yale University in New Haven, CT. 

Matt Mulé joined the senior living team at Ziegler in 2012. His primary responsibility is to provide banking support and financial analysis for senior living providers to deliver financings from conception to completion. Since joining Ziegler, Matt has worked to bring over $3 billion of capital to not-for-profit senior living providers, with structures that have included taxable and tax-exempt debt, rated and nonrated bonds, bank and public fixed rate debt, temporary and permanent debt, fixed and variable interest rate bonds, and lines of credit. Notable financings include structuring the first Floating Rate Note for a not-for-profit senior living provider in the country in 2016 and the first Cinderella Bond involving public tax-exempt fixed rate bonds in 2018.

Matt initially joined Ziegler in January 2012 as an intern where he provided analytical and transactional support to both the senior living investment banking and the corporate finance healthcare team.

Matt earned his B.A. in both economics and political science from Colgate University in Hamilton, NY.

Genia Weeks joined the senior living finance team at Ziegler in September 2019. Her principal focus is to serve the needs of senior living and healthcare clients in the Mid-Atlantic and Southeastern United States. With over 13 years of industry experience, her primary responsibilities will include executing senior living bond transactions, performing credit and quantitative analysis, debt structure evaluation, legal document review and preparation of marketing materials for clients.

Prior to joining Ziegler, Genia was a senior vice president at BB&T Capital Markets having worked with both the M&A investment banking team and the healthcare finance team.  She has extensive experience with a wide variety of financing structures having actively participated in nearly $4 billion of financings for senior living facilities and hospitals.

Genia is a graduate of Randolph-Macon Woman’s College, where she studied economics and accounting.

Cathy Owen joined the senior living team at Ziegler in 1996. As vice president of senior living research, her primary focus is on senior living industry research pertaining to demographics, investment banking, capital markets and ratings, while also assisting the charter school practice. Cathy’s other responsibilities include assisting with ZieglerResearch.com; creating and maintaining presentation modules and databases; assisting senior living clients, providers and industry professionals on conference speech preparation; responding to internal and external research requests; and assisting with Ziegler’s senior living weekly electronic newsletter, Z-News. Most recently, Cathy has assumed responsibility for coordinating the LeadingAge Ziegler 150 publication, lending supervisory support to a part-time research assistant and the senior living administrative staff.

Prior to joining Ziegler, Cathy spent nine years at The Merchandise Mart’s office of the building in Chicago, where she assisted the associate general counsel. Her responsibilities included the preparation of tenant lease renewals and residential real estate documents, and assisted with the preparation of legal documents for The Merchandise Mart’s 5-year rehabilitation project. Prior to Cathy’s position in the legal department, she worked in the credit and collections department. After an unsuccessful transfer of accounts from paper to electronic processing by an outside firm, Cathy was responsible for researching, correcting, and collecting on tenant accounts for both The Merchandise Mart and The Apparel Center.

Cathy graduated cum laude and holds a BS in business administration with a specialization in marketing from Ashford University. She is also a member of the Alpha Sigma Lambda honor society and served as a mentor in Ashford University’s CHAMPS Peer Mentoring Program, which matches high achieving, upper-division students with new students.

Christie Rappl joined Ziegler in 2019. Her primary responsibilities include providing technical support, performing and overseeing the financial analysis of actual and prospective transactions, researching and analyzing the needs of current and potential clients, performing detailed credit analysis, and assisting in industry research for senior living providers.

Christie has worked to bring over $1 billion of capital to not-for-profit senior living providers and education organizations, with structures that have included taxable and tax-exempt debt, rated and nonrated bonds, bank and public fixed rate debt, temporary and permanent debt, fixed and seed capital. 

Prior to joining Ziegler, Christie worked at Herbert J. Sims and Company working with senior living and healthcare and education organizations. There she focused on helping clients achieve their capital needs, with structures that have included taxable and tax-exempt debt, rated and nonrated bonds, bank and public fixed rate debt, temporary and permanent debt, fixed and variable interest rate bonds, and lines of credit. 

Christie earned a B.A. from the University of Minnesota with a degree in accounting and marketing.

Susan McDonough joined the senior living team at Ziegler in 2016. As a special consultant for Catholic Elder Care and post-acute issues, she is providing strategy advice to Ziegler’s clients, while also working to promote a sustainable future for Catholic elder care services.

From 1996 until 2016, Susan was the vice president, Strategy & System Development for Covenant Health in Massachusetts. In this position, she was responsible for creating system-wide strategy and new business development. Susan provided strategic planning, oversaw advocacy and communication efforts, analyzed new business and acquisition opportunities, supported operational improvement initiatives and directed start-up management and operational support services to both acute and elder care programs. She directed Covenant’s consulting services to congregations, dioceses, and other not-for-profit organizations. Over the course of her career, she was a principal with the firm Lanzikos, McDonough & Associates, a Boston-based management consulting firm specializing in elder care. She has also served as the State Long Term Care Ombudsman for the Commonwealth of Massachusetts.

Susan serves and has served as a board member or sponsor for a wide range of organizations including Presence Health, in Chicago, IL, now part of Ascension/Amita Health, LeadingAge, Washington DC, the Catholic Health Association of the United States, the Massachusetts Alzheimer’s Association, LeadingAge Massachusetts and several skilled nursing, assisted living and elder care campuses. She is a frequent speaker on health and elder care issues.

Susan is licensed as both a Nursing Home Administrator and Social Worker and is a Fellow of the American College of Healthcare Executives.

Adam Vanucci joined Ziegler’s senior living team in 2016. His primary responsibilities include providing technical support to the investment banking team, performing high-level financial analysis of current and prospective clients, performing detailed credit analysis, and providing industry research and analysis to address the needs of senior living organizations.

He has provided transactional support on financings that have utilized tax-exempt and taxable debt, Ziegler’s TEMPS^SM products, private bank placements, and lines of credit. In total, he has been involved in over $3 billion worth of financings for Ziegler since 2016.

Prior to joining Ziegler, he interned with Standard & Poor’s in New York City and Stifel Financial Corp in Chicago.

Adam received a BSBA in finance from Xavier University in Cincinnati, OH. He holds Series 79 and 52 securities licenses.

Patrick Moran joined Ziegler in June 2019. His primary responsibilities include providing technical support to the investment banking team, performing high-level financial analysis of current and prospective clientele. Additionally, he is responsible for performing detailed credit analysis, and providing industry research and analysis to address clientele needs.

Since 2019, Patrick has provided analytical support to over 25 transactions totaling more than $1.5 billion in par value across a variety of debt structures including public fixed interest rate bonds, floating rate notes, entrance fee redemption bonds (TEMPS^SM), “Cinderella” bonds, drawdown bonds, and bank direct placement bonds.

Prior to Ziegler, Patrick worked as an accounting, economics and information systems tutor at the University of Arizona. He also interned at a small tax accounting firm located in Tucson, Arizona. Additionally, Patrick previously held a position as a summer intern in the Senior Living Finance Practice at Ziegler. Patrick is a registered representative and holds both a Series 79 (Investment Banking) securities license and a Series 52 (Municipal) securities license.

Patrick graduated Summa Cum Laude with a B.S.B.A. in Accounting from the Eller College of Management at the University of Arizona in 2019.

Kyle joined Ziegler in 2021. His primary responsibilities include providing technical support to the investment banking team, performing high-level financial analysis of current and prospective clientele. Additionally, he is responsible for performing detailed credit analysis, and providing industry research and analysis to address clientele needs.

Prior to starting full time, Kyle previously held a position as a summer intern in the Senior Living Finance Practice at Ziegler.

Kyle graduated with honors with two B.S.’s in Finance and Real Estate from Florida State University in 2020.

Ryan Anders joined Ziegler in 2022 and serves as an analyst for the senior living investment banking team team. His primary responsibilities include providing technical support to the investment banking team, performing high-level financial analysis of current and prospective clientele, and providing industry research and analysis to address clientele needs.

Prior to starting full time, Ryan previously held a position as a summer intern in the Senior Living Finance Practice at Ziegler.

Ryan graduated Cum Laude with a B.S.B.A. in Business Administration with a concentration in Finance from the University of Central Florida in 2022. Ryan is a registered representative, holding both the Series 79 and Series 52 securities licenses.

Lily Ludwig joined Ziegler in 2021. Her primary responsibilities include executing key industry research projects and assisting with research module creation/updates. She gathers data and assists on presentation materials for conferences and speaking engagements, as well as maintaining Ziegler’s library of research materials. Additionally, Lily provides indirect research support to the banking team, and has assumed responsibility for coordinating Ziegler’s CFO Hotline^SM.

Prior to Ziegler, Lily worked for the Arizona Twin Project, where she assisted in the research of biological processes. She programmed ambulatory monitoring watches before cleaning and analyzing their data to investigate the relationship between sleep patterns and environmental factors. Lily also worked for the REACH Institute, managing their large database of participant information.

Lily graduated cum laude with a B.S. in Psychology from Arizona State University and its honors college in 2019.

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.