PRESS RELEASES

Ziegler is pleased to announce its role in the closing of $197,735,000 of Series 2022 Bonds for the Outlook at Windhaven Forefront Living in Plano, TX. Proceeds will be used to finance a new retirement community featuring 153 independent living apartments, 30 independent living cottages, 32 assisted living units and 24 memory support units.

Ziegler announces the successful closing of Shenandoah Valley Westminster-Canterbury’s $71,000,000 Series 2022A and 2022B Bonds. Located in Winchester, VA, SVWC was founded in 1982 and provides housing, health care and other services to nearly 400 residents on its 87-acre campus. Proceeds from the bank loans will be used to fund an independent living unit expansion project known as the Hackwoods, the first phase of which will include 48 new independent living unit apartments.

Ziegler is pleased to announce its role in advising CareConnectMD, a Costa Mesa, Calif. provider of primary care coordination services, on its $25 million financing round led by Minneapolis-based TT Capital Partners. CareConnectMD will leverage the investment to deepen its presence in California, Ohio and Texas and expand into other markets—and to enhance its technology platform to scale and streamline care delivery.

Ziegler is pleased to announce the successful closing of Eliza Jennings’ Series 2022A Bonds. Eliza Jennings is based in Olmsted Township, Ohio (a western suburb of Cleveland, Ohio) that owns and operates three Ohio senior living campuses with a combined total of 175 independent living apartments and villas, 89 assisted living units and 216 skilled nursing beds. Bond proceeds will primarily be used to restructure existing debt.

Ziegler and Link•Age Ventures, Inc. are pleased to announce the formation and close of the Ziegler Link•Age Fund III, L.P., the third fund in the Ziegler Link•Age fund family. The fund seeks to make investments in early to mid-stage, emerging-growth companies operating in or developing businesses focused on aging and related care. The fund provides a unique platform for collaboration and innovation among its investors which consist primarily of organizations across the senior living and care, healthcare, and aging services landscape.

Ziegler is pleased to announce its role in advising The Residentialist Group (TRG) on its sale to SCAN Group, the parent of SCAN Health Plan, one of the nation’s largest not-for-profit Medicare Advantage plans. TRG provides clinical services to frail and vulnerable older adults in their homes in the Southern California and Greater Philadelphia areas.

Ziegler announces its role as financial advisor in raising financing of $35,250,000 on behalf of Hill Valley Healthcare to acquire a rental CCRC located in Farmville, VA. The community, The Woodland, offers independent living, assisted living and skilled nursing services.

Ziegler, a specialty investment bank, is pleased to announce the addition of Julie Peterman, CFA as director and senior municipal research analyst located in the Richmond, VA office.

Ziegler is pleased to announce the successful closing of The Lutheran Homes of South Carolina’s $27,500,000 Series 2022A and 2022B Bonds. Proceeds will primarily be used to refund existing debt and fund expansion projects at the Lowman Home and Rose Crest campuses.

Ziegler announces the successful closing of the Westminster Canterbury Richmond $193,195,000 Series 2022A, 2022B and 2022C Bonds. One of the nation’s premier life plan communities and located in Richmond, VA, proceeds of the Series 2022 Bonds will primarily be used to fund a major campus expansion project.