Don Carlson

Vice Chairman

B.C. Ziegler and Co.

Joined: 1975

Office Phone:

(312) 263-0110


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Bio

Don Carlson joined Ziegler in 1975 and is Vice Chairman of the Board of Directors. He also is a member of the Ziegler’s Executive and Operating Committees. Prior to being named Vice Chairman, Don was Head of Ziegler Investment Banking and Capital Markets for over 20 years. In more than 40 years with Ziegler, Don has been directly involved in all phases of financing not-for-profit healthcare organizations throughout the nation. He has developed many innovative financing structures for a variety of healthcare providers and has extensive experience in both the structuring and distribution of tax-exempt and taxable securities. In recent years, Don has devoted much of his time to providing strategic and capital advisory services with many of his healthcare clients, including risk management, asset liability management, and affiliation models. His clients include both large and multi-state healthcare systems, as well as independent free-standing hospitals. Don has served as the senior investment banker on over 250 financing transactions with an aggregate par value in excess of $20 billion. Don currently serves on the Finance and Audit Committee of the Board for a major multi-facility healthcare system. In addition, he is a member of the Investment Advisory Committee for the Ziegler LinkAge private equity fund. Don received a B.B.A. degree in economics and finance and an M.B.A. from Loyola University in New Orleans, Louisiana. He is a member of many industry trade groups and has authored numerous articles on healthcare finance. Don has been a frequent speaker at many healthcare related conferences including ANI, The Bond Buyer Healthcare Conference, and the Bond Lawyers Workshop.

Education