Ziegler
Ziegler combines investment banking and capital-markets services with proprietary investments and fund management. Its stated advisory services include M&A, sell-side and buy-side representation, valuation and fairness opinions, bond financing, private placements, seed capital, acquisition financing and FHA/HUD financing.
What stands out about Ziegler
Ziegler publicly presents an investment-banking platform serving healthcare, senior living, education, municipal and structured-finance sectors. Its senior housing and care practice includes sell-side and buy-side representation, valuation and fairness opinions, acquisition financing and FHA/HUD financing.[1][2][3][4][5][7]
What does Ziegler do?
Ziegler identifies itself as a privately held investment bank, capital-markets and proprietary-investments firm headquartered in Chicago, with regional and branch offices throughout the United States. The firm’s investment-banking offering includes advisory services, bond financing, private placements, seed capital and M&A.
Ziegler’s website identifies B.C. Ziegler and Company as the entity through which securities, products and services are offered.[1][2]
Ziegler states that its investment-banking services include advisory services, bond financing, private placements, seed capital and M&A. Its senior housing and care practice states that it offers sell-side and buy-side representation, valuation and fairness opinions, acquisition financing and FHA/HUD financing.[2][3]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Ziegler?
An owner or board evaluating Ziegler can clarify which legal entity would sign the engagement, how the assigned team handles potential conflicts involving underwriting, lending, capital-markets distribution, principal investments or sponsored funds, and whether Ziegler or an affiliate could provide acquisition financing or invest principal capital. The firm’s stated services and transaction archive also make it appropriate to request comparable transactions for the seller’s subsector and geography, the proposed buyer categories, valuation and fairness-opinion standards, process milestones, and the full fee, exclusivity, expense, tail and termination provisions.[2][3][7]
Which legal entity would sign the engagement and provide the advisory services
What are the proposed retainer, success fee, minimum fee, expense reimbursement, tail and termination provisions
What comparable transactions has the assigned team completed in the seller’s exact subsector and geography
What size transactions and clients does Ziegler focus on?
Ziegler publicly lists healthcare, senior living, education, general municipal and structured finance as areas served through its investment-banking platform. Its principal-investments and fund-management practice states that it invests in targeted sectors within healthcare and senior living and care.[2][4]
The official senior living transactions archive lists a $23,465,000 bank placement/renewal for Maple Knoll Communities, a BHI Senior Living affiliate, in June 2026 in Cincinnati, Ohio. It also lists a $65,000,000 bank placement/new-money transaction for RiverWoods Durham in June 2026 in Durham, New Hampshire.
The archive lists the sale of a 164-unit Continuum Campus in April 2026 in Blaine, Minnesota, for $40,000,000, with Ziegler identified as sell-side advisor. It also lists $6,000,000 of acquisition financing for an assisted-living facility in February 2026 in Millville, New Jersey, with Ziegler identified as financial advisor.[7]
The firm’s stated transaction and financing capabilities include M&A, sell-side and buy-side representation, bond financing, private placements, seed capital, acquisition financing and FHA/HUD financing. Ziegler also states that it provides valuation and fairness opinions in its senior housing and care practice.[2][3]
What does Ziegler publicly disclose about fees, process and engagement terms?
The cited investment-banking service page does not publish a universal advisory-fee schedule, minimum fee, success-fee percentage, tail period or termination schedule.
The cited senior-living transactions archive includes anonymized sell-side and acquisition-advisory entries for which the client name, buyer identity, consideration structure or fee terms are not disclosed on that page.
The cited principal-investments page does not state a universal advisory mandate size, revenue, EBITDA or enterprise-value threshold for Ziegler’s investment-banking engagements. The cited senior housing and care service page does not state a universal investment holding-period expectation for Ziegler’s principal investments or advisory engagements.[2][3][4][7]
Ziegler’s legal disclosures state that B.C. Ziegler and Company is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board. The website states that securities, products and services are offered through B.C. Ziegler and Company, Member FINRA and SIPC.
The legal disclosures also state that B.C. Ziegler and Company primarily directs equity order flow to Pershing, an affiliate of The Bank of New York, for routing and execution.[1][8]
Ziegler states that it customizes solutions to clients’ strategic and financial objectives and takes a true advisory approach to engagements and long-term relationships.[2]
Questions to ask before hiring Ziegler
Which legal entity would sign the engagement and provide the advisory services?
What are the proposed retainer, success fee, minimum fee, expense reimbursement, tail and termination provisions?
What comparable transactions has the assigned team completed in the seller’s exact subsector and geography?
How would Ziegler manage potential conflicts involving underwriting, lending, capital-markets distribution, principal investments or sponsored funds?
Would Ziegler or an affiliate seek to provide acquisition financing, invest principal capital or participate in the buyer’s financing?
Which buyer categories and strategic or financial buyers would be contacted?
What valuation methodologies, fairness-opinion standards and process milestones would apply?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Industry / market focus
- Transaction size / criteria
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Structure / regulatory context
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.