Ziegler Link-Age Funds

What Ziegler Link-Age Funds does

Ziegler Link-Age Funds is a joint-venture, growth-equity investment vehicle created by Ziegler (B.C. Ziegler and Company) and Link-Age, focused on strategic equity investments in healthcare technology and senior living innovation companies. The fund operates as part of Ziegler's Principal Investments & Fund Management division and makes growth equity and seed-stage investments in companies developing AI-enabled healthcare solutions, including chronic care management and post-acute care technology platforms. Recent disclosed investments include a $15 million growth equity lead in Cosan (December 2025, co-led with The Specialty Alliance) and an $8.6 million co-investment in Cascala Health's seed round (August 2025).

The fund sits inside B.C. Ziegler and Company, a privately held specialty investment bank founded in 1902 and headquartered in Chicago. Ziegler employs over 100 investment banking professionals across 20 US offices, serving hospitals and health systems, senior living providers, educational institutions, and government/municipal clients through advisory, bond financing, FHA/HUD mortgage lending, and capital markets services. The parent firm underwrites approximately $2-3 billion per year in tax-exempt financing, serves over 250 CCRC clients (including 50 of the top 100 not-for-profit senior living providers), and executes more than 20 high-profile M&A and advisory transactions over a rolling 24-month period. The fund itself generates revenue through management fees and, over time, carried interest from successful exits, but specific fund-level financials are not publicly disclosed.

The go-to-market motion is enterprise-direct and relationship-driven: the fund leverages Ziegler's 116-year domain network in regulated healthcare and senior living verticals, its thought-leadership platforms (including the annual LeadingAge Ziegler 200 publication and the CFO Hotline survey), and strategic co-investor partnerships to source proprietary deal flow. Distribution to portfolio companies and co-investors runs through direct advisory relationships across Ziegler's national office footprint. The fund does not operate as a technology product company and does not publish APIs, SDKs, or proprietary technology platforms — its value proposition is financial capital plus strategic access to Ziegler's healthcare and senior living ecosystem.

Name

Ziegler Link-Age Funds

Legal name

B.C. Ziegler and Company

Website

https://ziegler.com

Company type

Private

Founded year

1902

Operating status

Operating

Headcount range

51–100 employees

Short description

Ziegler Link-Age Funds is a joint-venture growth-equity fund between Ziegler and Link-Age that invests in healthcare technology and senior living innovation companies. Operating under B.C. Ziegler and Company (founded 1902), the fund backs AI-enabled care delivery platforms through growth equity and seed investments, leveraging Ziegler's 116-year healthcare finance network.

Ownership category

akta.pro rank

Product category

Growth Equity Investment Fund

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Open-End Investment Funds (525910)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Healthcare Access & Life Sciences Impact Funds (FSANAJAI)

akta.pro secondary industry

SDG / Thematic Sustainable Investment Funds (FSANAJAN)

Keywords

• Growth equity investments
• Healthcare venture capital
• Senior living investments
• Digital health funding
• Principal investments

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices18 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Revenue model

1. Investment Banking Advisory: Provides advisory services, bond financing, private placements, seed capital and M&A advisory to healthcare, senior living and education sectors
2. Capital Markets: Fixed income sales and trading, underwrites approximately $2-3 billion per year in tax-exempt financing with broad institutional, retail and private placement distribution capabilities
3. Principal Investments & Fund Management: Proprietary investments through fund management including Ziegler Link-Age Funds making equity investments in healthcare and senior living technology companies

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Ziegler Link-Age Funds is a proprietary investment vehicle and joint venture between Ziegler and Link-Age that makes growth equity and seed investments in healthcare technology, digital health, and senior living innovation companies. The fund participates in funding rounds alongside strategic partners, providing capital to scale AI-enabled healthcare solutions and chronic care management platforms. It operates as part of B.C. Ziegler and Company's Principal Investments & Fund Management division.

Product overview

Ziegler Link-Age Funds is an investment fund managed by Ziegler, a specialty investment bank headquartered in Chicago. The fund focuses on venture and growth equity investments targeting healthcare technology, digital health, and senior living innovation companies. As an investment vehicle rather than a product company, it does not offer products or services in the traditional SaaS sense. The fund's portfolio includes investments in companies developing AI-enabled healthcare solutions, such as chronic care management platforms and post-acute care technology. Ziegler Link-Age Funds operates alongside Ziegler's broader investment banking services including capital markets, FHA/HUD mortgage lending, and advisory services for healthcare organizations, senior living providers, and educational institutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Ziegler Link-Age Funds

Quantifiable outcome

• Executed more than 20 high-profile M&A and advisory transactions over the past 24 months
• +2 more outcomes

Named customers2 records

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered flagship and core.

• LeadingAgeflagshipStrategic or Co-development PartnerZiegler and LeadingAge partner on the annual LeadingAge Ziegler 200 (LZ 200) publication, now in its 22nd edition. The report ranks the nation's 200 largest not-for-profit senior living organizations and represents a significant industry benchmark.
• LeadingAge CASTcoreStrategic or Co-development PartnerZiegler Link-age Funds/LeadingAge CAST CTO Hotline survey partnership to understand how not-for-profit senior living organizations approach technology strategy, adoption, and innovation, including perspectives on AI, automation, and data analytics.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/ziegler_co
• YouTubeyoutube.com/channel/UCtM5YGl2gqfIQrdo8GHg32g
• Facebookfacebook.com/BCZiegler
• LinkedInlinkedin.com/company/ziegler

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments23 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ziegler Link-Age Funds