B.C. Ziegler and Company, often referred to as Ziegler, is a privately held investment bank and financial services firm specializing in healthcare, senior living, and education sectors. Founded in 1902, the firm boasts a long and established history, evolving from its origins in municipal finance to a diverse platform offering a range of financial solutions. Ziegler’s headquarters are located in Chicago, Illinois, and the company maintains a national presence with offices across the United States.
Ziegler’s core business revolves around providing investment banking services, including underwriting, private placements, and mergers and acquisitions (M&A) advisory. Their expertise lies particularly within the niche sectors they serve, allowing them to develop deep industry knowledge and build strong relationships with clients. In the healthcare space, Ziegler works with hospitals, healthcare systems, physician groups, and other related organizations, assisting them with capital raising, strategic planning, and transaction support.
The firm is a prominent player in the senior living industry, working with not-for-profit and for-profit providers of independent living, assisted living, skilled nursing, and continuing care retirement communities (CCRCs). They provide financing solutions for new developments, expansions, acquisitions, and refinancing, helping senior living organizations meet the growing demand for their services. Ziegler’s dedicated senior living team offers specialized expertise in understanding the complexities of this market, including regulatory requirements, reimbursement models, and demographic trends.
In the education sector, Ziegler focuses on serving independent schools, colleges, and universities. Their services include assisting with bond financing for capital projects, endowment management, and strategic financial planning. They understand the unique financial challenges faced by educational institutions, such as managing tuition revenue, controlling operating expenses, and attracting philanthropic support.
Beyond investment banking, Ziegler offers wealth management services through its Ziegler Wealth Management division. This arm of the firm provides financial planning, investment management, and estate planning services to individuals, families, and institutions. This allows Ziegler to offer a holistic approach to financial services, catering to both the organizational and personal needs of its clients.
Ziegler distinguishes itself through its industry focus, experienced professionals, and commitment to client service. Their long history and established reputation contribute to their credibility and trustworthiness. They often highlight their commitment to building long-term relationships with clients, positioning themselves as strategic partners rather than just transaction advisors. While privately held, Ziegler has a significant market presence and regularly publishes reports and insights on the healthcare, senior living, and education sectors, contributing to thought leadership and industry knowledge.
In summary, Ziegler is a specialized investment bank and financial services firm with a strong focus on healthcare, senior living, and education. They provide a range of financial solutions, including investment banking, M&A advisory, and wealth management services, leveraging their deep industry expertise and established reputation to serve clients across the United States.