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Helping Healthcare Organizations Fund Critical Capital Needs
We combine extensive experience with a broad range of financial products to help healthcare organizations fund critical capital needs. As an independent financial advisor, we strive for our interests to be fully aligned with those of our clients to provide objective and proactive guidance for outside funding.
Examples of our work include the following:
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
We work on retainer to monitor and optimize the composition of your organization’s debt and derivative portfolio.
How We Help
A Trusted Financial Advisor
We start by developing an in-depth understanding of your organization’s current strategic and financial positions. Then we work with you to preserve the strength of your credit position so you can access the broadest possible funding sources and secure the right fit at the right terms.
Debt and Derivative Advisor Featured Insights
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Supplemental funding programs, cybersecurity risks, and industry outlooks were the themes of this year’s Therese L. Wareham Rating Agency Panel at the 2024 Kaufman Hall Healthcare Leadership Conference.
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Our Experts
Robert Turner leads Kaufman Hall’s Treasury & Capital Markets practice, with more than 20 years of experience spanning 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 advises healthcare executives across the country on issues related to credit strategy, capital structure risk management, and the analysis and implementation of debt transactions.
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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 in Kaufman Hall’s Financial Planning and Data Analytics practice. He has a decade of experience as a capital markets, strategic planning, and financial planning advisor.
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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.
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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 Tym 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.
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 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.
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.
Ellen Riley is a Senior Vice President with Kaufman Hall’s Treasury and Capital Markets practice, specializing in integrated strategic financial and capital planning, capital allocation, strategic options assessments, performance improvement, capital and financial advisory support services, and strategic partnership affiliations.
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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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Connect with Our Consulting Team
Independent, Objective Advice for Treasury & Capital Market Needs
Connect with Our Consulting Team
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