Independence. Objective Advice. Strong Advocacy.

Ranked No. 1 in New Healthcare Debt Issuance 12 of last 14 years according to Thomson Reuters**

What we do

We partner with clients across the nation to evaluate and balance their total risk portfolio.

Our team combines a best-practice framework and analytical resources to effectively review and support decision-making related to capital structure; tying together capital management, treasury operations, invested assets, and external financing.

How we help

A Unique Framework for Decision-Making Support

 

Capital Management


We provide expert assistance in assessing potential sources of capital, evaluating your organization’s debt and credit capacity, and making the right capital structure decisions for long-term success. Our strategies better position our clients to access external capital affordably and under the right terms.

Treasury Operations


We partner to improve treasury operations structure and take a more strategic approach to managing the function. Identify ways to automate manual processes, determine the right mix of credit and banking services at the right cost and terms, and optimize existing banking relationships for success.

Debt, Swap & Leasing


Capital markets are complex and dynamic.
Our experts work with you to determine your organization’s specific financing needs and develop the right approach to capital access, lease acquisition and management, and more.

Invested Asset Strategy


Our experts help you establish a clear and well-articulated role for your organization's investments. Our work aims to enhance the efforts of your investment advisory team by validating your organization's approach to deploying invested assets.

We’re Not Just Advisors—We’re Your Partners

We’ve collaborated with more than 1,000 healthcare organizations of all sizes and types, helping leaders understand the financial impact of every strategic and tactical decision they make. Contact us for expert guidance that positions your organization for success.
 

eric-jordahl
Eric Jordahl, Managing Director

Eric directs our Treasury and Capital Management practice helping organizations with treasury-related transactional, strategic, and management support across all financial assets and liabilities.

Learn More About Eric

Ryan-Freel
Ryan Freel, Managing Director

Ryan advises healthcare leaders nationwide. His areas of expertise span capital markets transactions, mergers and acquisitions, strategic and financial planning engagements, and enterprise risk management.

Learn More About Ryan

Robert-Turner
Robert Turner, Managing Director

Robert consults with healthcare clients nationwide, focusing on issues related to capital structure strategy, and the analysis and implementation of debt transactions.
 

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Sarah-Dawkins
Sarah Dawkins, Senior Vice President

Sarah advises healthcare executives across the country on issues related to credit strategy, capital structure risk management, and the analysis and implementation of debt transactions.

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David-Ratliff
David Ratliff, Senior Vice President

David focuses on advancing client’s enterprise risk and resource allocation strategies, and orchestrating suitable investment platforms, including advisor selection.

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Glenn-Wagner
Glenn Wagner, Senior Vice President

Glenn helps organizations develop and implement capital finance plans to reduce risks and costs, and has expertise in helping clients manage credit strategies in capital formation.

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Our team can help to improve financial health
and reduce risk for your healthcare organization

 
Featured Treasury & Capital Management Insights

* Kaufman Hall & Associates is currently registered as a Municipal Advisor with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board. Within the Municipal Securities Rulemaking Board ("MSRB") website at www.msrb.org, you may obtain the Municipal Advisory client brochure that is posted on the MSRB website. The brochure describes the protections that may be provided by the MSRB Rules along with how to file a complaint with financial regulatory authorities. For clarity, municipal advisory services include providing advice related to the issuance of municipal securities or the use of municipal financial products. 

** Kaufman Hall was ranked the No. 1 financial advisor in the U.S. in new healthcare debt for both long-term municipal public offerings and private placements every year since 2005 with the exceptions of second-place finishes in 2014 and 2018, according to Thomson Reuters' 2005 through 2018 Municipal Market Analysis.