A joint venture between Ziegler and Link•Age
PRIVATE EQUITY FUND FOCUSED ON THE AGING AND POST-ACUTE CARE MARKETS
Strategic Investor Base
An investment from the Fund is strategic to both potential co-investors and portfolio companies, due not only to the knowledge base of its general partner and affiliates, but also in part to the composition of its investor base. The Fund’s investors consist of organizations across the healthcare and aging services landscape that have a significant interest in finding innovative solutions to improve the independence, quality and cost of care and overall lives of the aging population including health systems, healthcare industry professionals, and 75 senior care providers from across the nation. Through an investment from the Fund, portfolio companies gain access to both growth capital and a pool of potential customers for new products and services, pilot programs, and general target-market expertise.
Key investment themes will include, but are not limited to:
- Emerging managed care models;
- Patient and provider engagement solutions;
- Innovative home and community-based services;
- Medication management, adherence and pharmaceutical-related services;
- Physician and ACO models for at-risk populations;
- Proactive mental and behavioral health care solutions;
- Telehealth (telemedicine, virtual care and remote monitoring); and
- Virtual-based care enablement
Investor Access Investor Statements Portal
Target Investment Size
- $3,000,000 to 5,000,000 in total with initial tranche of $1,000,000 or more
- Differentiated solution with broad market potential
- Experienced management team
- Business model demonstrating scale potential
- Attractive marketing and sales capabilities, and a stable and growing client base
- Legally-protected and proprietary intellectual property where applicable
- Favorable risk/reward investment profile with identified and realistic exit strategy
- Ability to work with and leverage our strategic investor base
Current Portfolio Companies
John Hopper, Chief Investment Officer
John Hopper currently serves as the Managing Director of Link•Age Ventures, a wholly owned subsidiary of Link•Age focused on making investments in companies providing products, services and technology to the aging marketplace. John was also the Founder and Partner of Silverstone Advisors – Blackbird Capital Group, LLC (“Silverstone”). Silverstone is a boutique investment banking firm providing merger and acquisition services, including valuation, due diligence, capital raising, buy side engagements and sell side engagements. Prior to the founding of Silverstone, he was the Chief Executive Officer of a regional network servicing company, and held numerous executive positions in the financial services industry with Fifth Third Bank, AmSouth Bank and Mellon Bank. John holds a J.D. degree from The Ohio State University College of Law and an M.B.A. from the University of Pittsburgh. Hopper received his B.A. from Mount Union College.
Neil Borg, Chief Strategic Officer
Neil Borg currently serves as the managing director and head of Ziegler’s Corporate Finance Healthcare efforts and is an advisor to the firm’s principal investing initiatives. 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. While at Hambrecht & Quist, he was associated with 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 advised on over 65 transactions, including strategic advisory assignments, public and private equity financings and equity investments principally for emerging growth companies in the healthcare services and healthcare information technology sectors. In addition, Neil currently sits on the Board of Directors of Auditz, and was most recently on the Board of Directors of Certify Data Systems prior to its sale to Humana in 2012.
Scott Collins, Managing Director
Scott Collins is the CEO of Link•Age and is responsible for its strategic direction and growth. Link•Age is comprised of three integrated entities: Link•Age Solutions – providing cost containment services to more than 600 senior living providers, Link•Age Ventures – investing in companies with products, services and technologies for the aging population and Link•Age Connect – delivering market research and insight for organizations seeking to better understand the older adult demographic. Prior to joining Link•Age, Scott was a vice president and senior account executive with GE Capital Commercial Asset Funding and held senior management positions in the commercial real estate as well as textile industries.
Mark Baumgartner, Chief Administrative Officer
Mark Baumgartner joined Ziegler in 1984. For the past five years he has served as a senior managing director and chief credit officer. Prior to that, he worked as an investment banker for 25 years. His investment banking activities included mergers, acquisitions and financial advisory work, as well as tax-exempt and taxable financings on a fixed, variable or blended interest rate basis. He has senior managed more than 150 public debt offerings in excess of $5 billion. Mark has also had the opportunity to work on numerous strategic advisory transactions for healthcare providers involved in merging, acquiring or partnering with other healthcare entities.