I am very excited to be back at Ziegler. A return to Ziegler allows me to combine service to not-for-profit senior living providers with my passion for investment banking and strategy. I am grateful to Ziegler for the opportunity to once again work with such mission-oriented clients.
CHICAGO April 27, 2018
Ziegler, an investment bank and full-service brokerage firm, announced today the addition of Aaron Schroeder as senior vice president to its investment banking team in senior living finance. Based in the firm’s Milwaukee, WI office, Mr. Schroeder is responsible for providing investment banking services to not-for-profit senior living providers in the Midwest Region, as well as credit, covenant and deal structuring oversight for the national senior living practice.
Mr. Schroeder stated, “I am very excited to be back at Ziegler. A return to Ziegler allows me to combine service to not-for-profit senior living providers with my passion for investment banking and strategy. I am grateful to Ziegler for the opportunity to once again work with such mission-oriented clients.”
Will Carney, Managing Director in Ziegler’s senior living finance practice commented, “We’re very excited about having Aaron rejoin Ziegler as part of the Midwest team. Aaron’s strong analytical skills, credit background, and local client relationships make him an invaluable addition to our efforts to fulfill Ziegler’s mission statement – “advancing the health, wealth and well-being of our clients through tailored financial solutions.” Dan Hermann, President & CEO, Head of Investment Banking at Ziegler, added, “We are very pleased to have Aaron back in the Ziegler fold. He has all the attributes to immediately bolster our Midwest senior living finance practice efforts, in particular in Wisconsin and Minnesota. He has deep knowledge and experience in the not-for-profit senior living sector and is a significant addition to our team.”
Mr. Schroeder previously worked at Ziegler from 2003 to 2014, primarily serving in Ziegler’s West Region. During this time, he gained extensive experience working with senior living clients as he provided lead technical and documentation support in the structuring and execution of more than fifty bond underwriting and bank placement transactions. In total, he has participated in financing transactions with total par amount of nearly $2.5 billion. Prior to rejoining Ziegler, Mr. Schroeder was Assistant Director of Corporate Strategy at Northwestern Mutual. In this role he was responsible for leading the team tasked with providing competitive context to company leadership on key issues influencing Northwestern’s corporate strategy and its successful execution.
Mr. Schroeder earned a B.S. in business administration with an emphasis on finance from Carroll University in Waukesha, Wisconsin. He is currently a member of the Carroll University President’s Advisory Council and serves on various boards, including the Northwestern Mutual Credit Union and the Milwaukee Oyster Roast (which benefits the Leukemia Lymphoma Society).
Ziegler is one of the nation’s leading underwriters of financing for not-for-profit senior living providers. Ziegler offers creative, tailored solutions to its senior living clients, including investment banking, financial risk management, merger and acquisition services, investment management, seed capital, FHA/HUD, capital and strategic planning, sponsorship transitions, as well as senior living research, education and communication.
For more information about Ziegler, please visit us at http://www.Ziegler.com.
Ziegler is a privately held investment bank, capital markets and proprietary investments firm. Specializing in the healthcare, senior living and education sectors, as well as general municipal and structured finance, enables Ziegler to generate a positive impact on the clients and communities it serves. Headquartered in Chicago with regional and branch offices throughout the United States, Ziegler provides its clients with capital raising, strategic advisory services, equity and fixed income sales & trading and research. To learn more, visit http://www.ziegler.com.
Certain comments in this news release represent forward-looking statements made pursuant to the provisions of the Private Securities Litigation Reform Act of 1995. This client’s experience may not be representative of the experience of other clients, nor is it indicative of future performance or success. The forward-looking statements are subject to a number of risks and uncertainties, in particular, the overall financial health of the securities industry, the strength of the healthcare sector of the U.S. economy and the municipal securities marketplace, the ability of the Company to underwrite and distribute securities, the market value of mutual fund portfolios and separate account portfolios advised by the Company, the volume of sales by its retail brokers, the outcome of pending litigation, and the ability to attract and retain qualified employees.
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