Business Details
50+ Years
experience
Specialty Investment Banking in Healthcare & Senior Living
Ziegler Capital Markets is a privately held investment bank, capital markets, and proprietary investments firm with over 120 years of service. Specializing in healthcare, senior living, education, and municipal finance, we generate a positive impact on communities through tailored financial solutions. Our cross-disciplinary teams provide capital raising, strategic advisory services, equity and fixed-income sales, trading, and research. Headquartered in Chicago, we operate nationwide with regional offices, combining deep sector expertise with a commitment to integrity and innovation. Our history of unwavering dedication to clients and communities underpins our approach to advancing health, wealth, and well-being.We leverage our 120+ years of experience to deliver flexible, client-centric financial strategies across complex markets. Our team includes recognized leaders in healthcare M&A, FHA/HUD financing, and senior living debt underwriting. We prioritize cross-practice collaboration to maximize synergies and provide comprehensive solutions for clients. Our proprietary investment funds focus on aging markets and healthcare innovation, reflecting our forward-thinking approach. With a culture rooted in teamwork and ethical conduct, we strive to exceed client expectations while fostering community growth.
Services
Investment Banking
Capital Markets
FHA/HUD Mortgage Lending
Proprietary Investments
Healthcare Advisory
Details
- Year established: 1902
Highlights and features
- Over 120 years of expertise in specialty finance sectors
- Ranked #1 in senior living debt underwriting
- FHA/HUD-approved lender with deep healthcare M&A experience
- Proprietary funds focused on aging market innovations
- Cross-disciplinary teams for comprehensive financial solutions
Associations and certifications
- FINRA
- SIPC
What people say
Deep domain expertise
Instrumental in finding successors
Delivered tailored financial services
Strong credit profile leverage
Efficient transaction execution
Services
Investment Banking
Ziegler Capital Markets provides tailored investment banking services specializing in healthcare, senior living, and education sectors. Our team executes mergers, acquisitions, and capital raising initiatives with deep market expertise. With 30+ years in senior living finance, we've structured $8.2B+ in transactions for clients nationwide.
Capital Markets
Our capital markets division offers institutional sales, trading, and underwriting for municipal and corporate bonds. We manage $10B+ in public market transactions with specialized focus on healthcare and nonprofit sectors. Our team provides interest rate hedging strategies and derivative solutions.
FHA/HUD Financing
As a top HUD-approved lender, we specialize in financing for senior living and healthcare facilities. Our experts navigate complex regulatory requirements to deliver optimal financing structures. We've completed 325+ senior living financings with innovative solutions for multi-state systems.
Proprietary Investments
Our proprietary investment arm manages venture capital funds targeting aging market innovations. The Ziegler Capital Markets LinkAge Longevity Fund supports companies addressing senior care technology and services. We provide strategic capital with active board participation in portfolio companies.
Healthcare Advisory
We offer strategic advisory for healthcare providers including hospitals, clinics, and post-acute care facilities. Our services include capital structuring, merger integration, and market expansion strategies. Ranked #3 in healthcare middle market M&A transactions under $100M.
People
Dan Hermann
President & CEO
30-year senior living finance expert who structured $8.2B+ in transactions. Leads Ziegler Capital Markets's investment banking division and created the first aging market-focused venture fund.
Neil Borg
Senior Managing Director
Healthcare M&A specialist with 70+ completed transactions. Manages the Linkage Longevity Fund and advises on healthcare IT and services mergers.
John Hanley
Senior Managing Director
20+ years in healthcare capital solutions, specializing in tax-exempt debt and off-balance sheet financing for hospital systems and healthcare providers nationwide.
Dan Revie
Managing Director
23-year senior housing finance veteran with expertise in FHA/HUD programs. Leads M&A advisory for skilled nursing and assisted living facilities, including distressed asset restructuring.
Katie Schmitz
Managing Director
Head of principal investing with 10+ years in senior living venture capital. Manages the LinkAge Funds' portfolio and strategic investments in aging technology startups.
Questions
What sectors does Ziegler Capital Markets specialize in?
We focus on healthcare, senior living, education, and municipal finance with national expertise in these markets.
How long has Ziegler Capital Markets been in business?
Since 1902, providing financial services across three centuries with continuous family ownership.
Do you handle healthcare M&A transactions?
Yes, ranked #3 nationally for healthcare middle market M&A under $100M.
Are you FHA/HUD approved?
Yes, we're a HUD-approved lender with decades of senior housing financing experience.
What proprietary investment funds do you manage?
We manage the LinkAge Longevity Fund focused on aging market innovations and healthcare technology.
How many senior living financings have you completed?
Over 325 senior living transactions totaling $8.2B+ since 1987.
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