Independence. Objective Advice. Strong Advocacy.
Ranked No. 1 in New Healthcare Debt Issuance 12 of last 14 years
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, 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.
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.
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.
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.
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.
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.
Talk to an expert to improve financial health
and reduce risk for your healthcare organization
Featured Treasury & Capital Management Insights
Market Conditions are Evolving – Consider Alternatives to Capture Refunding Savings
A must attend webinar for healthcare finance professionals.
Watch this webinar presented by Kaufman Hall’s Capital Market experts to understand current market conditions and the opportunities to capture refunding savings.
Webinar
Constant Maturity Swaps:Is It Time to Reconsider Given the Current Flat Yield Curve?
With uncertainty created by global market volatility, many finance executives in healthcare and other sectors are concerned that the nation’s prolonged economic expansion is about to slump.
Article
Refunding Savings Are Here Again— But for How Long?
As described in a previous publication,1 the 2017 Tax Cuts and Jobs Act eliminated advance refundings on a tax-exempt basis (see sidebar).
Article
Capital Markets Update: Integrate to Manage Financial Risk
Following severely lackluster investment performance in 2018, the question now is whether healthcare organizations remain properly positioned to fund near-term strategic initiatives, major capital planning cycles, and even routine capital spending plans on a projected basis.
Webinar