Leadership Team
Mark E. Grube, Partner
Mark L. Hall, Partner
Eric A. Jordahl, Partner
Kenneth Kaufman, Managing Partner
Andrew J. Majka, Partner and Chief Operating Officer
Jason H. Sussman, Partner
Therese L. Wareham, Partner
Robert D. Zeller, Partner
Mark E. Grube, Partner, leads Kaufman Hall’s integrated strategic and financial planning practice. He has more than 20 years of experience in the healthcare industry, primarily as a consultant, but also as a planning executive with one of the nation’s largest healthcare systems. Mr. Grube has provided strategy-related assistance to a broad range of healthcare providers including community hospitals, multi-hospital systems, academic medical centers, and specialty hospitals.
Mr. Grube is a frequent speaker and author on healthcare topics including strategy development, revenue growth, replacement facility development, and mergers and acquisitions. Over the past four years, Mr. Grube has published more than a dozen articles and white papers and presented at national meetings of the American College of Healthcare Executives, The Governance Institute, Healthcare Financial Management Association (HFMA), and the Society for Healthcare Strategy and Market Development (SHSMD). He was recognized as an HFMA Distinguished Speaker in 2006.
Mark Grube is a member of ACHE, HFMA, SHSMD, and the Leaders Board for Healthcare Strategy and Public Policy.
Mr. Grube received a Masters of Business Administration degree from the University of Chicago Graduate School of Business and a Bachelor of Science degree, magna cum laude, in Economics from Bradley University.
A founder and Partner of KaufmanHall, Mr. Hall has served as financial advisor to a wide range of healthcare organizations throughout the United States since 1977. Prior to founding KaufmanHall, Mr. Hall was a Senior Vice President for a major midwest financial consulting firm. In addition, he was a consultant in A.T. Kearney's healthcare practice where he specialized in strategic planning and financial analysis. Mr. Hall has extensive experience in capital planning, financial advisory services, mergers and acquisitions, and hospital-physician integration. He is particularly interested in the application of corporate finance principles to the management of nonprofit organizations. Mr. Hall is a regular contributor to the healthcare field. His activities have included numerous articles and speaking engagements for such organizations as the American Healthcare Association, the Healthcare Financial Management Association and the American College of Healthcare Executives. He is the co-author of The Capital Management of Health Care Organizations and The Financially Competitive Healthcare Organization. Mr. Hall holds a Masters Degree in Business Administration from the University of Chicago Graduate School of Business with a concentration in Hospital Administration and a Bachelors Degree in Economics from Amherst College.
Mr. Jordahl is Partner in charge of the derivatives advisory practice at Kaufman, Hall & Associates. This practice includes education of executives and trustees about swaps, structuring and execution of specific transactions, and monitoring and managing transaction performance. Mr. Jordahl works with large and small providers across the healthcare continuum on transactions involving virtually every major asset class, including acute care facilities and operations, medical office buildings and other ancillary real estate, insurance products, physician organizations, continuing care retirement communities, skilled nursing and home health care. Mr. Jordahl has extensive experience working with clients to develop and successfully execute a range of capital formation, risk management and strategic transactions. His capital markets experience includes tax-exempt and taxable debt financings, interest rate swap and other derivative transactions, structured reinvestment programs as well as the raising of equity and equity-equivalent capital. His strategic transaction experience includes mergers, acquisitions, divestitures, joint operating agreements, fairness opinions, specific financial advisory assignments and financial reorganizations. Prior to joining Kaufman Hall as a Senior Vice President in 2004, Mr. Jordahl spent seven years with Ziegler Capital Markets Group where he was Managing Director and Group Head of that firm’s Risk Management and Advisory practice. Prior to Ziegler, Mr. Jordahl spent ten years with CS First Boston. He has worked in healthcare finance since 1984. Mr. Jordahl graduated from Harvard College in 1983 with a B.A. cum laude in Government.
Mr. Kaufman is a founder and Managing Partner of KaufmanHall. His experience encompasses virtually all areas of Capital Advisory services. Since 1976, Mr. Kaufman has consulted to healthcare organizations throughout the country in the areas of financial and capital planning, joint venture development, financial advisory services, and mergers and acquisitions. Mr. Kaufman is an important contributor to the healthcare field. During the past years, he has presented more than two hundred programs to audiences throughout the United States, including seminars sponsored by the ACHE, the AHA, the HFMA, and The Governance Institute. Mr. Kaufman is the author of Finance in Brief: Six Key Concepts for Healthcare Leaders and the co-author of two books, The Capital Management of Health Care Organizations and The Financially Competitive Healthcare Organization. In addition, his articles have appeared in most major healthcare publications including Healthcare Financial Management, Trustee, Modern Healthcare, and H&HN. He holds a Masters Degree in Business Administration from the University of Chicago Graduate School of Business with a concentration in Hospital Administration. Mr. Kaufman is a member of the Board of Directors of the Northwestern Medical Faculty Foundation.
Mr. Majka is a Partner and Chief Operating Officer With Kaufman, Hall & Associates and has been with the firm since June 1993. In his tenure with Kaufman Hall, Mr. Majka has been very active in financial and capital planning, debt-related financial advisory, and merger/acquisition/divestiture engagements for a wide range of healthcare clients, including many multi-state healthcare systems, academic medical centers, stand-alone community providers, and large physician group practices. In particular, Mr. Majka has collaborated with numerous providers in the development and execution of best practices financial and capital planning within the context of strengthening the mission, preserving credit rating, and optimizing access to capital. Since 1993, Mr. Majka has been a financial advisor to over $8 billion in tax-exempt healthcare financings. Mr. Majka is a frequent speaker on healthcare finance topics, and was presented twice with a Distinguished Speaker Award by the Healthcare Financial Management Association in connection with the Annual National Institute. Additionally, Mr. Majka has been a recent speaker at various national and regional educational programs for the HFMA, VHA, and other healthcare professional organizations, in cluding The Governance Institute and the ACHE. Mr. Majka has a Masters Degree in Business Administration from the University of Wisconsin-Madison with a concentration in Finance. He received a Bachelor of Science Degree with honors from the University of California-Davis.
A Partner of KaufmanHall, Mr. Sussman's experience includes all aspects of financial planning and financial advisory services for hospitals, healthcare systems, and physician groups. His areas of expertise include strategic financial planning, capital allocation, mergers and acquisitions, and various financing transactions. Prior to joining KaufmanHall, Mr. Sussman directed the Chicago Capital Finance Group of a national accounting firm's healthcare consulting practice. His consulting there related to assessment of financial feasibility, mergers and acquisitions, business plan development, and capital plan development. Mr. Sussman was the Special Assistant to the President at Michael Reese Hospital and Medical Center in Chicago, responsible for the Certificate of Need and capital budgeting processes at the institution, prior to his consulting experience. Mr. Sussman has authored articles for various industry periodicals, including Healthcare Financial Management, and was a contributing author to The Financially Competitive Healthcare Organizations, Finance in Brief: Six Key Concepts for Healthcare Leaders, and Topics in Health Care Finance. He has presented programs at seminars sponsored by the national HFMA, regional HFMA chapters, the ACHE, and NACHRI. Mr. Sussman holds a Master of Management Degree from Northwestern University's J.L. Kellogg Graduate School of Management in finance and accounting with a specialization in healthcare management, and a Bachelor of Arts Degree from the Johns Hopkins University. He has a CPA certificate in Illinois and is a member of the First Illinois chapter of HFMA and an Affiliate of the ACHE.
A Partner of KaufmanHall, Ms. Wareham has provided capital consulting services to hospitals throughout the country. Her areas of expertise include capital and business planning, financial advisory services, and mergers and acquisitions. Ms. Wareham has an extensive background in the development of strategic capital plans for both freestanding providers as well as multi-hospital systems. Her expertise also includes the structuring of financing vehicles, the formulation of master indenture financings, mergers, acquisitions, divestitures, and affiliations. She has experience in virtually all types of financing mechanisms including fixed rate, variable rate, insurance, demand bonds, advanced refundings, long- and short-term debt, letters of credit, leases, and secured transactions. Ms. Wareham is a frequent lecturer and author on capital related topics in healthcare for organizations including the ACHE, MGMA, Florida Institute of CPAs, various chapters of the HFMA, and The Governance Institute. Ms. Wareham holds a Masters Degree in Business Administration from the University of Chicago Graduate School of Business with concentrations in Hospital Administration and Finance. She received a Bachelor of Science Degree from the University of Notre Dame.
Robert D. Zeller, Partner, directs Kaufman Hall’s west coast consulting practice and is based in San Francisco. Mr. Zeller has 20 years of experience in the healthcare industry and has led or actively participated in more than 250 client projects with a diverse group of organizations, including healthcare systems, networks, academic medical centers, community hospitals, physician groups, and other provider organizations. Mr. Zeller leads a broad variety of client projects in the areas of integrated strategic and financial planning, merger/acquisition/affiliation assistance, and financial advisory services. Prior to joining Kaufman Hall, Mr. Zeller held executive positions in a Big 5 accounting/consulting firm, and at both Stanford Medical Center and El Camino HealthCare System. Mr. Zeller holds a Master of Finance degree from California State University, Hayward and a Bachelor of Arts degree from University of California, Berkeley. Mr. Zeller has presented numerous programs at seminars sponsored by HFMA and MGMA.
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