Terri Wareham is a founding partner of Kaufman Hall and the firm’s former CEO. She has been a trusted advisor to healthcare leaders nationwide for more than three decades, and is recognized as a leading authority on healthcare financing.

Terri’s areas of expertise span capital and business planning, financial advisory, and mergers, acquisitions, divestitures, joint ventures, and affiliations. She has extensive experience in the development and execution of strategic capital plans, and with virtually all types of financing mechanisms. Benefitting from her guidance, Kaufman Hall has been rated the leading financial advisor to not-for-profit healthcare organizations for more than a decade by Thomson Reuters, based on direct representation of healthcare debt issuances.

Terri is a frequent speaker and author on healthcare capital-related topics for various industry groups. She has an M.B.A., with concentrations in Hospital Administration and Finance, from the University of Chicago, and received a B.S. from the University of Notre Dame.

All Specialties:

Integrated Strategic Financial Planning
Treasury & Capital Markets

Insights from Therese Wareham

Anatomy-of-a-Rating-Agency-Review_KaufmanHall
Anatomy-of-a-Rating-Agency-Review_KaufmanHall

Anatomy of a Rating Agency Review

In-person rating agency meetings and subsequent communications are intended to enable rating agency analysts to assess the management team and an organization’s ability to repay debt. Hear from senior rating agency representatives offering insights about what they look for from management teams during in-person reviews.
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