ZIEGLER INVESTMENT BANKING | SENIOR LIVING FINANCE: Ziegler is one of the nation’s leading underwriters of financing for not-for-profit senior living providers. Ziegler offers creative, tailored solutions to its senior living clients, including investment banking, financial risk management, merger and acquisition services, seed capital, FHA/HUD, capital and strategic planning, sponsorship transitions, as well as senior living research, education and communication. Ziegler has achieved a unique position within the not-for-profit senior living finance sector based on our ability to implement financing solutions that incorporate a variety of financial tools to meet our clients’ needs.
B.C. Ziegler and Company | Member SIPC & FINRA
Member of LeadingAge Indiana
OFFERINGS: Tax-Exempt Bonds/Taxable Bonds, Rated Fixed-Rate Bonds, TEMPSSM, Bank Relationships, Credit Enhancement, Seed Capital, Sponsorship Transition, Capital & Strategic Planning, Private Equity, Thought Leadership
Tom Meyers markets Ziegler’s senior living brand in five Midwest states and manages Ziegler’s Chicago-based senior living analytical team. 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 and sponsorship transition work.
Jason Choi provides technical support to the investment banking team, performing high-level financial analysis of current and prospective clientele, performing detailed credit analysis and providing industry research and analysis to address the needs of clientele. Additionally, he provides analytical support for the sponsorship transition practice, helping organizations find solutions through mergers, acquisitions, affiliations and dispositions.
Check out Ziegler's session on Senior Living Finance in the Together in Leadership Track and Ziegler's session on Senior Living Industry Trends in the On Demand Library.