Connect with Our Consulting Team

Independent, Objective Advice for Treasury & Capital Market Needs

We work with clients across the country to provide balance sheet advisory solutions. Our goal is to help clients achieve best-practice integration between balance sheet resources and their strategy, operations, finance, and capital funding needs.

We recognize that there are fundamental trade-offs between cost, flexibility, and risk, whether it be liquidity needs, the cost of debt instruments, expectations for investment returns, or optionality associated with real estate structures. Our team employs analytical resources to help you make sound decisions about capital formation, knitting together expertise about capital management; debt and derivative advisory; real estate capital markets; strategic resource allocation; treasury operations; and invested asset strategy.

Once these key decisions have been made, Kaufman Hall can also provide industry-leading execution.

Connect with Our Consulting Team

Contact Us
Agency Rating
Ranked No. 1 in New Healthcare Debt Issuance 13 of last 16 years according to Thomson Reuters™ Municipal Market Analysis*

Balance Sheet Performance Advisory Solutions

We provide expert assistance in evaluating potential sources of capital, assessing your organization’s debt and credit capacity, and making the right capital structure decisions for long-term success. We also work with clients to manage covenant challenges or restructure existing obligations. Our strategies and tactics position our clients to maintain access to external capital funding channels at the most attractive terms available in the market.

Explore Credit & Capital Management

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 accessing external funding channels. We serve as your advocate throughout the execution process to identify and execute on the best available transaction terms.

Explore Debt and Derivative Advisory

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

Explore Invested Asset Strategy

Our real estate capital markets team can help you comprehensively understand your real estate financing options and enhance the performance of your real assets. We develop coordinated perspectives about the strategic, financial, and operational aspects of a real estate portfolio. We can catalog owned and leased real estate assets to determine whether the real estate portfolio is performing well. We work with clients to access external funding channels focused on real estate investment.

Explore Real Estate Capital Markets

Our team leads you through a process of establishing and maintaining a decision support framework called Strategic Resource Allocation which dynamically connects the deployment of financial resources with claims on those resources that exist across the organization’s operations, strategy, capital and liabilities. The risk-balanced approach is designed to position resources appropriately to both protect and advance the organization’s mission.

Explore Strategic Resource Allocation

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

Explore Treasury Operations

We Are Trusted Advisors and Thought 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 directs Kaufman Hall’s Treasury and Capital Markets practice and focuses on helping healthcare organizations nationwide by providing Treasury-related transactional, strategic, and management support across all financial assets and liabilities.
Submit
Ryan-Freel
Ryan Freel advises healthcare leaders nationwide. His areas of expertise span capital markets transactions, mergers and acquisitions, strategic and financial planning engagements, and enterprise risk management.
Submit
Matt-Robbins
Matt Robbins provides partnership and financial advisory services for a broad range of healthcare clients engaged in various types of transactions, such as borrowings, debt restructurings, derivatives, mergers, acquisitions, and joint ventures.
Submit
Marek Kowalewski
Marek Kowalewski works with healthcare organizations nationwide, providing financial advisory services in the areas of fixed and variable bond financings, private bank negotiations, interest rate swaps, capital structure strategy, and credit positioning.
Submit
Geoff Stenger
Geoff Stenger is a Senior Vice President with Kaufman Hall’s Treasury and Capital Markets practice, specializing in bond issuance, private placements, and treasury management. His expertise includes bank credit financing solutions and treasury operations consulting.
Submit
Steve Sohn
With more than 20 years of finance experience, Steve Sohn advises healthcare clients nationwide on credit positioning, financial risk management, debt offerings, interest rate swaps, private/public financial transactions, and capital structure performance.
Submit
Strategy Service
ESG’s Growing Influence in the Capital Markets

ESG integrates the dual aims of environmental stewardship and a just social mission, with governance over both.

*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 exceptions of second-place finishes in 2014, and 2018, and 2019, according to Thomson Reuters™ Municipal Market Analysis.