Independence. Objective Advice. Strong Advocacy.

What we do

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

Our team of experts combine a best-practice framework and unmatched 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.

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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.

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Robert-Turner
Robert Turner, Senior Vice President

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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Talk to an expert to improve financial health
and reduce risk for your healthcare organization

 
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