Key areas of expertise: Service line financial planning, capital strategy, and business case development. Over the past decade, Jordan has advised 60+ executive teams on more than 100 consulting engagements, helping health systems navigate financial strategy, growth, partnerships, and M&A.

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.

Dr. Bonnie Proulx is a Senior Vice President with Kaufman Hall and a member of the firm’s Physician Enterprise practice, an integral part of the Strategy and Business Transformation practice.

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.

Shawna is a Managing Director with Kaufman Halls Revenue and Operations Improvement (ROI) practice. Her experience as a nurse, a hospital administrator (both COO & CNO), and a consultant gives her a unique perspective on the clinical and social dynamics at play in today’s healthcare environments.

Peter Delaney is a Senior Vice President in Kaufman Hall’s Mergers & Acquisitions and Treasury & Capital Markets practices.

David Hiteshew, CFA, is a Senior Vice President, Portfolio Management, for Kaufman Hall's affiliate company, Kaufman Hall Investment Management. David is responsible for providing fixed income management on a separate account basis to clients with an emphasis on those focused on the short and intermediate part of the yield curve.

Britt Cesarone, CFA, is a Senior Vice President, Portfolio Management, for Kaufman Hall's affiliate company, Kaufman Hall Investment Management. Britt is responsible for providing fixed income management to clients with an emphasis on those focused on the short and intermediate part of the yield curve.

Markus Goodrich is a Managing Director in Kaufman Hall’s Strategy and Business Transformation practice. His areas of expertise include strategic financial planning, mergers and acquisitions, and other strategic financial services.

Jake Aygun is a Senior Vice President for Kaufman Hall’s Mergers and Acquisitions practice.

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.

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.