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 Health Care

Covenant Living

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

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.

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.

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.

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.

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.

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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