Ziegler Capital Markets Group
The Ziegler Companies, Inc. and its subsidiaries engage in investment banking, financial advisory, investment advisory, asset management, retail brokerage, fixed income institutional sales and trading, and related financial services. Ziegler operates through two segments, Capital Markets and Investment Services. The Capital Markets segment provides fixed income and preferred institutional sales and trading, risk management and financial advisory, merger and acquisition advisory, health care consulting, and corporate and public finance services. The Investment Services segment sells a range of financial products through its retail branch distribution network, including equity and fixed income securities, affiliated and non-affiliated mutual funds, real estate investment trusts, alternative investments, annuities, insurance products, and portfolio management and related administrative services. This segment also provides investment advisory services to the affiliated mutual funds and asset management services for institutional and individual clients. Ziegler offers its products and services to institutions, businesses and individuals in the United States.
Ziegler Senior Living Finance offers innovative and comprehensive financial services to senior living providers. In recent years, Ziegler has also become an active sponsor of educational opportunities for senior living executives, as well as investors, credit enhancers, rating agency analysts and industry professionals.
The continuing care retirement community, in which various levels of care are available to aging residents within the same facility, has proven to be a successful senior housing model, and one with which Ziegler has substantial depth of expertise, especially in the not-for-profit area. Assisted living, nursing, hospice, dementia care and adult day care are also senior living options Ziegler has financed.
Ziegler's primary goal in banking is to build and maintain a strong relationship with each client based on a delivery of services that enables clients to meet their strategic goals. The effectiveness of a senior living finance team such as Ziegler's is evidenced in a plan of finance that pursues the lowest cost of capital, regardless of market movements. Ziegler's full range of investment banking services includes: mergers & acquisitions, affordable housing, seed capital, debt placement, general advisory, investment services, investment advisory and research and education.