Strategic Sectors Ziegler specializes in healthcare, senior living and education sectors, offering deep domain expertise for capital raises, advisory and fixed income solutions. Opportunity: cross-sell sector-focused financing, advisory mandates and asset-backed programs to clients within healthcare systems, continuing care retirement communities and education providers.

Not-for-Profit Strength With over $24 billion of new issue debt since 2000, Ziegler is a recognized leader in not-for-profit underwriting. Opportunity: position complementary scale services such as large-scale debt issuances, refinancing programs, and fixed-income distribution to large non-profit networks seeking favorable terms.

Strategic Partnerships Recent collaborations include Privia Health Group, Integrated Medical Services and notable investments via Ziegler-Linkage Fund into health tech and senior care platforms. Opportunity: expand co-investment, advisory, and growth-capital offerings with strategic health networks, PPS organizations and healthcare technology firms.

Growth through Innovation Recent launches such as Southstone Holdings and investments in Embodied Labs and K4Connect indicate a pivot toward mission-critical tech and scalable platforms in care and health services. Opportunity: propose venture capital-style fundraising, asset-backed programs, and strategic financing for health tech, AI-enabled care solutions and senior living tech deployments.

Tech Enablement Ziegler deploys a modern tech stack (Salesforce, Microsoft 365, Azure, Pardot, analytics tools) alongside investor relations and talent platforms. Opportunity: offer digital transformation, CRM-enabled client experience enhancements, data-driven fundraising campaigns, and scalable back-office optimization for client institutions.