# Ziegler

Ziegler is an Asset Manager based in Milwaukee, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Milwaukee, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Assets under management:** Undisclosed
- **Website:** ziegler.com

## Regulatory record

- **CRD number:** 213513
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/213513

## About

Ziegler & Co. is a state-registered investment adviser with headquarters in Milwaukee, WI. It advises clients on investments. The firm is based in the Midwest.

## Sectors

- Healthcare Services
- Senior Living
- Education
- Municipal & Structured Finance

## People

- Mike Smith — General Counsel, Harmony Living (client testimonial)
- Dr. Tim Adams — Founder of PhySynergy (client testimonial)
- Matt Shaw — CFO, Intrinsic Schools (client testimonial)
- Jack Wagner — CFO, Adventist Health (client testimonial)
- Leroy Geter — CEO, Pledgerville (client testimonial)

## Questions

### What does Ziegler's proprietary investments business actually do?

Ziegler deploys its own capital alongside client mandates, though the firm does not publicly detail the composition or scale of its proprietary book. This co-investment posture distinguishes it from pure advisory or agency broker-dealers, aligning its own balance sheet with the healthcare, senior living, and education transactions it underwrites. Specific portfolio holdings and dollar amounts are not disclosed.

### How did the 2018 sale of the wealth management business change Ziegler?

The divestiture removed the firm's retail-facing financial advisory unit, per a disclosure on its contact page. Ziegler now operates exclusively as an institutional investment bank, capital markets, and proprietary investments firm. The change concentrated resources on healthcare, senior living, education, and municipal finance sectors where it had historically built origination and underwriting depth.

### Which healthcare subsectors does Ziegler cover?

Ziegler's healthcare investment banking group advises hospitals and health systems, healthcare services and outsourcing companies, healthcare information technology firms, and post-acute care providers. Its Ziegler Financing Corporation affiliate provides FHA/HUD-insured mortgage lending to senior living and care properties. The firm also publishes sector-specific credit research on continuing care retirement communities.

### What is Ziegler's presence in the municipal and education sectors?

Ziegler serves higher education institutions, charter schools, and private K-12 operators with financing and advisory services. Its general municipal and structured finance practice covers a range of public-purpose borrowers. Client testimonials on the firm's website cite a charter school financing where Ziegler provided underwriting, coordination, and negotiation support.

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Last updated: 2026-06-03T20:00:00.000Z

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