Ep. 111: Trends and Ideas in Senior Living Sustainability

Posted On Aug 15, 2023 |

Mary Muñoz, Senior Managing Director at Zeigler, guides listeners in boosting the viability of our senior living industry and senior living providers.

In this episode, host Jennifer Drago interviews Mary Muñoz, Senior Managing Director at Ziegler, who shares valuable insights on enhancing the senior living industry's viability and sustainability. She discusses higher interest rates, expanding wellness programs, and innovative approaches like home- and community-based services. Mary emphasizes agile leadership and alignment among residents, board members, and management for sustainable organizations. She also dispels misconceptions about not-for-profit operations, offers guidance on identifying red flags, and suggests proactive measures for longevity.

Mary's advice appeals to senior living executives, board members, and professionals in healthcare, finance, and technology sectors, offering valuable perspectives on innovation and growth, recognition of warning signs, and financial strategies for sustainability.

About the Guest:

Mary Muñoz joined the senior living team at Ziegler in 1999. She manages the western region of Ziegler’s senior living practice.

Mary works with a broad variety of senior living communities and multi-facility systems in strategic planning for growth, as well as creative financing strategies. She has extensive experience with start-up CCRC projects, campus expansions and redevelopments, and refinancing. She also specializes in financing senior living mergers and acquisitions, and in strategic and capital planning consulting services. Mary’s senior living bond transactions since joining Ziegler total over $8.5 billion plus in par amount.

Prior to joining Ziegler, Mary spent 12 years in a variety of healthcare lending and corporate finance roles. Immediately prior to joining Ziegler, she was a managing director in KPMG’s Health Ventures practice. She worked with clients on strategic capital planning, private equity financing, and business plan development. While at KPMG, she structured and executed over $500 million of senior and subordinated debt offerings for healthcare clients. Prior to joining KPMG, Mary managed the national healthcare finance groups at Wells Fargo Bank and The Bank of Nova Scotia, raising over $5 billion to fund healthcare provider mergers and acquisitions and leveraged recapitalizations.

Mary is a frequent speaker at state and national conferences on a wide variety of senior living topics, and has published numerous articles on senior living finance and credit topics. She received a B.A. and a M.B.A. from Emory University, Atlanta, Georgia. Mary also holds Series 7, 66, 53 and 24 licenses.

Go to https://www.ziegler.com/mary-mu%C3%B1oz/ to learn more about Mary Munoz and www.ziegler.com to learn about Ziegler.

You can also follow Mary on LinkedIn.

Categories: Growth, Podcast, Strategy