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
Capital Markets Update, January 2019
Bear Market Results Highlight the Need for an Integrated Approach to Risk and Resource Allocation. Twenty months ago, Kaufman Hall published observations on the capital markets, mentioning that “after a long hibernation, animal spirits may be awakening.” Previous monetary policy had been aggressively accommodative, but plans were moving forward to unwind the Federal Reserve’s support.
Article
Capital Markets 2018 Year in Review and Trends to Consider for 2019
2018 was a year of transition in healthcare finance, driven by tax reform-related adjustments and the Federal Reserve’s ongoing migration to higher rates. 2019 will offer new challenges, but also will reflect the impact of currently visible trends and issues.
Article
Merging Treasury Functions to Optimize Strategic Value
Defining the role of an effective enterprise resource allocation framework to guide deployment of financial and credit resources.
Article
Optimizing Cash Management within an Integrated Treasury Operation
Optimizing daily cash management is not all art. A science does exist to determine the appropriate amount of cash to be held on the balance sheet, the right mix of products for working capital, and best-practice processes surrounding both determinations.
Article