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.
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 Elderly
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.
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.
Breezie
Series A in 2015
Breezie is a London-based startup focused on making technology accessible for older adults through a personalized, intuitive software platform that transforms Android tablets into a simplified online experience. By removing clutter and jargon from popular applications and services like Facebook, Google, and Skype, Breezie aims to bridge the digital divide for those who may feel isolated from the online world. The platform leverages modern touchscreen devices and smart analytics to enhance accessibility, enabling healthcare providers to support older individuals in staying happy, healthy, and independent. Currently, Breezie markets its services in the UK, parts of Europe, and recently expanded to the US.
Caremerge
Series B in 2015
Caremerge, Inc. offers software solutions designed to enhance care coordination and communication within senior living communities. Founded in 2010 and based in Chicago, Illinois, the company provides a cloud-based platform that connects families, residents, and healthcare providers. Its offerings include family engagement, community engagement, clinical collaboration, staff efficiency, activities management, and chronic care management. Caremerge serves various sectors of the senior living market, including life plan communities, assisted living, memory care, and skilled nursing. The platform is HIPAA compliant and aims to deliver actionable insights that improve both the quality of life and the interactions among users, fostering collaboration and eliminating communication barriers.
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