Ziegler

Ziegler is a full-service, specialty investment firm and broker-dealer, established in 1902 and headquartered in Chicago, with regional offices across the United States. The firm focuses on investment banking, capital markets, and proprietary investment services, primarily targeting the healthcare, senior living, and education sectors, alongside general municipal and structured finance. Ziegler offers a range of services including capital raising, strategic advisory, as well as fixed-income sales and trading. Additionally, the firm provides wealth management and alternative investment opportunities to both institutional and individual investors nationwide.

Don Carlson

Vice Chairman of the Board of Directors and Member of the Executive Committee

Amy Castleberry

Managing Director

Grant Chamberlein

Managing Director

Andrew Colbert

Managing Director

David Kolzow

Managing Director and Chief Administrative Officer

Katie Schmitz

Director | Head of Principal Investing and Fund Management Full-time

Christopher Utz

Managing Director

Past deals in Assisted Living

Christwood

Debt Financing in 2024
Christwood is a nonprofit organization that provides assisted living, memory care, rehabilitation, housekeeping, and laundry services.

Penick Village

Debt Financing in 2024
Penick Village's mission is to create a loving community by nurturing the mind, body, and spirit.

Acts Retirement-Life Communities

Debt Financing in 2024
Acts Retirement-Life Communities is a charitable organization that serves senior retirement living communities.

Williamsburg Landing

Debt Financing in 2024
Williamsburg Landing is a life-plan community offering residents an independent lifestyle complemented by on-site health care. Their services include assisted living, memory care, rehabilitation, adult day care, long-term care, nursing, and more.

Shenandoah Valley Westminster-Canterbury

Debt Financing in 2023
Shenandoah Valley Westminster-Canterbury offers residents a connection to ongoing health care in one familiar location. They also provide confidential financial assistance to qualified residents, so they can continue to live here in dignity even in times of financial hardship.

Aldersly

Debt Financing in 2023
Aldersly is a nonprofit organization that provides assisted and independent living, rehab, and skilled nursing care to retired communities.

Williamsburg Landing

Debt Financing in 2021
Williamsburg Landing is a life-plan community offering residents an independent lifestyle complemented by on-site health care. Their services include assisted living, memory care, rehabilitation, adult day care, long-term care, nursing, and more.

WindsorMeade Williamsburg

Debt Financing in 2021
WindsorMeade Williamsburg owns and operates a continuing care retirement community.
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