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

21 past transactions

Covenant Living

Debt Financing in 2025
Covenant Living is a retirement living organization that offers various amenities, activities and wellness opportunities for its residents.

Christwood

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

RiverWoods Exeter

Debt Financing in 2024
RiverWoods Exeter is an active, independent retirement community of engaged seniors in southern New Hampshire.

AbleLight

Debt Financing in 2024
AbleLight provides group homes, behavior health, employment, day programs, supported living, employment, and financial services.

Penick Village

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

Bayview

Debt Financing in 2024
Bayview provides health services, home care, assisted living, skilled nursing, and memory care to support changing needs throughout life for adults and children. They offer independent living, life planning, community information, health services, assisted living, memory care, home care, skilled nursing, rehabilitation stays, and wellness programs. They offer residents and a care resource for children in the daycare center.

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.

Validic

Venture Round in 2022
Validic, Inc. is a technology company specializing in a cloud-based platform that collects and manages mobile health data from various internet-enabled applications and devices. Founded in 2010 and based in Durham, North Carolina, Validic connects healthcare organizations with over 400 clinical and consumer devices, allowing for the integration of patient-recorded data into clinical workflows. Its primary offerings include Validic Solution, which links digital health data to healthcare providers; Validic Connect, which facilitates access to a broader range of clinical and consumer applications; and Validic Mobile, designed for data collection from health apps and in-home devices. The company serves a diverse clientele, including wellness companies, healthcare providers, pharmaceuticals, and health plans, with the goal of enhancing the quality of human life through actionable health data.

KeyCare

Series A in 2022
KeyCare is a virtual care platform that leverages the Epic system to support health systems in enhancing patient access and quality of care. The platform is designed to provide a tech-driven virtual care team that supplements existing healthcare workforces, thereby broadening the options available for virtual care. By focusing on increasing accessibility and improving care quality, KeyCare aims to meet the needs of patients and healthcare providers in a rapidly evolving healthcare landscape.

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.

Trevecca Nazarene University

Debt Financing in 2021
Trevecca Nazarene University in Nashville, Tennessee, is a Christian college with a well-rounded curriculum, including degree programs specifically suited to working adults. Trevecca also has a unique ministry program offered in collaboration with a leading charitable non-profit. While all of Trevecca’s classes are ultimately rooted in the beliefs and ideals of Christianity, Trevecca does offer a well-rounded education. Majors include: * Behavioral Science * Business Administration * Communications * Dramatic Arts * English * Social Work Trevecca’s adult-degree program is designed to be completed in shortened amount of time and on a convenient schedule. Many of the adult programs also utilize distance-learning formats, including online courses. Adult degree majors are offered in: * Christian Ministry * Criminal Justice * Health and Information Technology * Information Technology * Management and Human Relations Trevecca also offers a unique program in cooperation with the Salvation Army, allowing Salvation Army volunteers and employees to complete a degree in Christian Ministry. The freshmen application process includes submission of an application and application fee, as well as transcripts and ACT or SAT scores. Trevecca students and parents may take out federal loans to help with tuition costs. Grants are also available and are strictly based on financial need. Another grant awarded by the state is given to a certain number of Tennessee residents. Academic scholarships are also awarded to cover partial tuition costs. The minimum grade point average needed to get a scholarship is between 3.0 and 3.7, depending on the award. Many students use a combination of these awards to cover the portion of tuition they cannot afford.

AllyAlign Health

Venture Round in 2021
AllyAlign Health operates as a care management company dedicated to supporting patients with chronic and complex medical conditions. Founded in 2013 and based in Glen Allen, Virginia, the company offers an active care management platform that facilitates real-time, collaborative care across various boundaries. This platform connects patients with care teams, providers, and community-based services, ensuring access to essential health information, care plans, and benefits necessary for informed decision-making. Users can easily view, share, create, and update information according to their roles and responsibilities, with mobile and web-based options enhancing accessibility for patients and their families. A central, HIPAA-compliant database consolidates information from multiple sources, including electronic health records and lab tests, while semantic data modeling provides meaningful clinical insights.

Caremerge

Venture Round in 2016
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.

Precision BioSciences

Series A in 2015
Precision BioSciences, Inc. is a biotechnology company focused on genome editing, headquartered in Durham, North Carolina. The company utilizes its proprietary ARCUS technology to develop therapeutic products aimed at treating human diseases and improving food and agricultural solutions. Precision BioSciences operates through two segments: Therapeutic and Food. The Therapeutic segment is particularly dedicated to advancing allogeneic CAR T immunotherapies for cancer treatment, including candidates like PBCAR0191 and PBCAR20A, which target specific tumor antigens. The company is also involved in in vivo gene correction and is exploring treatments for conditions such as acute lymphoblastic leukemia and chronic lymphocytic leukemia. Additionally, the Food segment develops innovative nutrition products. Precision BioSciences has formed strategic collaborations, including agreements with Shire Plc and Gilead Sciences, to enhance its research and development capabilities. Founded in 2006, the company aims to harness its next-generation gene editing technology to address pressing health challenges.

CareLinx

Series A in 2015
CareLinx, established in 2011 and based in San Bruno, California, operates a nationwide online platform that connects families with licensed caregivers. The company's innovative model streamlines caregiving management, enabling families to hire, schedule, track time, coordinate care, and process payroll online. This approach reduces costs by up to 50% compared to traditional brick-and-mortar agencies, while caregivers earn higher wages. CareLinx's platform also supports clinical teams by providing tech-enabled caregivers who act as their extended eyes, ears, and hands in patients' homes, enhancing health outcomes.

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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