Ziegler investment banking is a leading boutique investment bank that focuses on the healthcare, senior living and education sectors. With over 100 years of experience, Ziegler has developed deep expertise in providing M&A advisory, capital raising, and strategic advice to mid-market clients. Ziegler plays a unique role in the investment banking landscape due to its sector focus, middle-market emphasis, and its ability to provide integrated, full-service solutions across investment banking, brokerage, asset management and capital markets. Some key strengths of Ziegler include its strong sector reputation and relationships, tactical creativity, and client focus.
Ziegler Excels in Mid-market Healthcare, Senior Living and Education Deals
Ziegler dominates mid-market investment banking activity in healthcare, senior living and education, consistently ranking #1 in deal volume for senior living and #2 for healthcare, as per Refinitiv. The firm leverages its deep sector expertise to provide tailored M&A and capital raising solutions for mid-market clients that large banks tend to overlook. Ziegler’s healthcare practice is focused on provider-based services including hospitals, physician groups, home health/hospice, behavioral health, dialysis and post-acute care. The senior living team covers the spectrum of senior housing and care options. In education, Ziegler works extensively with private K-12 schools, charter schools and education services.
Ziegler Offers Integrated, Client-focused Approach
Unlike most investment banks, Ziegler provides an integrated platform combining investment banking, brokerage, asset management and proprietary capital markets distribution. This enables Ziegler to craft customized solutions tailored to each client’s needs, offering M&A advice, capital raising, or a mix of both. Ziegler focuses on building long-term relationships and often supports clients across multiple transactions over many years. The firm is known for its tactical creativity in helping clients achieve their goals.
Ziegler Has Extensive Experience in Strategic Advisory
In addition to transaction execution, Ziegler spends significant time providing strategic financial advice to clients, leveraging decades of sector knowledge. This includes services such as strategic planning, financial management, capital allocation strategy, merger integration, recapitalizations, fairness opinions, solvency opinions and other advisory work. Ziegler’s strategic engagements with clients give it an information advantage, leading to more relevant transaction advice and differentiated M&A ideas.
Ziegler Brings Unique Distribution Capabilities
Unlike most boutiques, Ziegler has its own capital markets distribution arm, Ziegler Capital Markets. This enables Ziegler to directly place securities issued by its clients, ensuring execution certainty. Ziegler Capital Markets has proprietary distribution capabilities and extensive relationships with institutional and retail fixed income investors. This provides clients another lever to achieve optimal financing outcomes.
Ziegler’s Strong Reputation Attracts Premium Valuations
Within its sectors of focus, the Ziegler name carries significant weight with institutional investors, corporations, and other industry players. This helps attract more potential bidders in sell-side transactions, driving higher valuations for clients. Ziegler’s reputation and credibility also provide an advantage in securing distribution for its capital raising transactions, ensuring clients get access to capital on the best terms.
In summary, Ziegler is a dominant player and respected brand name in mid-market investment banking for healthcare, senior living and education. The firm provides deep sector expertise combined with a highly integrated, client-focused approach spanning M&A, capital raising, distribution and strategic advice.