The Anatomy of Change The Anatomy of Change - LeadingAge
The Anatomy of Change The Anatomy of Change - LeadingAge
The Anatomy of Change The Anatomy of Change - LeadingAge
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Mission<br />
POSSIBLE<br />
Z I E G L E R I N V E S T M E N T B A N K I N G<br />
S E N I O R L I V I N G<br />
Innovative and Comprehensive Financial<br />
Services for <strong>LeadingAge</strong> Members<br />
Our Capabilities*<br />
> Investment Banking<br />
> Financial Risk Management<br />
> Affiliations, Mergers & Acquisitions<br />
> Investment Management<br />
Briarwood Retirement<br />
Community<br />
Worcester, MA<br />
Refunding<br />
DECEMBER 2010<br />
$8,650,000<br />
Asbury Pennsylvania<br />
Obligated Group<br />
Germantown, MD<br />
Refunding<br />
OCTOBER 2010<br />
$74,630,000<br />
800 366 8899<br />
www.Ziegler.com<br />
Charlestown Community<br />
Catonsville, MD<br />
New Money<br />
Financing/Refunding<br />
DECEMBER 2010<br />
$124,995,000<br />
Lifespace Communities<br />
Des Moines, IA<br />
New Money<br />
Financing/Refunding<br />
OCTOBER 2010<br />
$30,385,000<br />
> Seed Capital<br />
> FHA/HUD Approved Mortgage Lender<br />
> Capital & Strategic Planning<br />
> Research, Education & Communication<br />
<strong>The</strong> Admiral at the Lake<br />
Chicago, IL<br />
New Community CCRC<br />
November 2010<br />
$202,350,000<br />
Lutheran Senior Services<br />
St. Louis, MO<br />
New Money Financing<br />
SEPTEMBER 2010<br />
$38,300,000<br />
ACTS Retirement-Life<br />
Communities<br />
West Point, PA<br />
Expansion & Renovation<br />
November 2010<br />
$54,630,000<br />
Pleasant View Luther Home<br />
Ottawa, IL<br />
New Money Financing/<br />
Repositioning<br />
SEPTEMBER 2010<br />
$16,695,000<br />
Strong Partner. Stronger You.<br />
* Investment banking services <strong>of</strong>fered through B.C. Ziegler and Company. Investment management services <strong>of</strong>fered through Ziegler Capital Management, LLC<br />
(ZCM). <strong>The</strong> Ziegler Companies, Inc. is a minority owner <strong>of</strong> ZCM, a registered investment advisor with the Securities Exchange Commission. FHA mortgage<br />
banking services are provided through Ziegler Financing Corporation which is not a registered broker/dealer. Ziegler Financing Corporation and B.C. Ziegler and Company<br />
are affiliated and referral fees may be paid by either entity for services provided.<br />
©2011 B.C. Ziegler and Company | Member SIPC & FINRA
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