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Helping Healthcare Organizations Fund Critical Capital Needs
Kaufman Hall combines extensive experience with a broad range of financial products to help healthcare organizations fund critical capital needs. As an independent financial advisor, our interests are fully aligned with those of our clients to provide objective and proactive guidance for outside funding.
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Examples of our work:
Plan of Finance Development
Structure and evaluate the benefits of your organization’s overall financing strategy.
Bank Solicitations
Solicit interest for investment banking services and/or commercial credit proposals.
Capital Markets Stakeholder Management
Develop a strong investor relations strategy and navigate the rating update processes.
Transaction Execution and Management
Design and manage the financing process to secure optimal pricing for debt and derivative swaps.
Ongoing Capital Structure Monitoring
Monitor and optimize the composition of your organization’s debt and derivative portfolio.
How We Help
A Trusted Financial Advisor
We develop an in-depth understanding of clients’ current strategic and financial positions and work with them to preserve the strength of their credit position, helping them access the broadest possible funding sources and secure the right fit at the right terms.
Debt and Derivative Advisor Featured Insights
Blog
Hospital rating activity moderates in 2025: Five key takeaways
Hospital rating downgrades declined in 2025 while the number of upgrades increased, resulting in a lower ratio of downgrades to upgrades and tempering higher downgrade activity in recent years.
Research Report
2025 Health System Performance Outlook: Redefining performance in an era of financial pressure
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Fall 2025 Kaufman Hall Report: Highlights from the 2025 Healthcare Leadership Conference
Brief
Gist Weekly: December 5, 2025
Our Experts
Robert Turner leads Kaufman Hall’s Treasury & Capital Markets practice, with over 20 years of experience in healthcare and finance.
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Jennifer King Daugherty is a Managing Director for Kaufman Hall’s Treasury and Capital Markets practice.
Sarah Dawkins is a Managing Director of Kaufman Hall and a member of the Treasury & Capital Markets practice with over 20 years of experience in healthcare finance.
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Ryan Freel is a Managing Director and National Business Development & Growth Leader with Kaufman Hall. He brings more than two decades of healthcare finance experience to bear in advising senior healthcare leaders nationwide.
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Lisa Goldstein is a nationally recognized analyst, speaker, writer, and expert on not-for-profit healthcare. At Kaufman Hall, she is a member of the Treasury and Capital Markets practice and Thought Leadership team.
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Gavin McDermott is a Managing Director at Kaufman Hall and co-leads the firm’s Financial Planning & Data Analytics practice.
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Matt Robbins is a leader in Kaufman Hall’s Mergers and Acquisitions, and Treasury and Capital Markets practices.
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Jeffrey Sahrbeck is a Managing Director for Kaufman Hall’s Treasury and Capital Markets practice. He advises healthcare leaders nationwide on Treasury and Capital Markets topics, including credit and capital management, external financing, treasury operations, treasury platform merger integration, and strategic resource allocation.
Terry Shirey is a Managing Director for Kaufman Hall’s Treasury and Capital Markets practice. He advises healthcare leaders nationwide on Treasury and Capital Markets topics, including credit and capital management, external financing, treasury operations, treasury platform merger integration, and strategic resource allocation.
Mike has over twenty years of experience and has deep knowledge on credit and capital management, external financing, treasury operations, treasury platform integration, and strategic resource allocation. He has advised on over 250 transactions for healthcare, higher education, and senior living clients.
Terri Wareham is a founding partner of Kaufman Hall and the firm’s former CEO. She has been a trusted advisor to healthcare leaders nationwide for more than three decades, and is recognized as a leading authority on healthcare financing.
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John Andersen is a leader in the firm’s Treasury and Capital Markets practice. He advises clients nationwide on the structuring and execution of financial transactions.
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Robert Jaeger is a Managing Director for Kaufman Hall’s Treasury and Capital Markets practice. He 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.
Chuck Kirkpatrick is a Senior Vice President for Kaufman Hall’s Treasury and Capital Markets practice. He 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.
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.
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Saba Noorali is a Senior Vice President in Kaufman Hall’s Treasury and Capital Markets practice.
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.
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