Thomas Brod Email & Phone Number

Lead Lifespace's growth through mergers and acquisitions.

Provide strategic and financial consulting for continuing care retirement communities in connection with strategic planning, new financings, and financing restructuring. Have served as the equivalent of a financial owner's representative reporting to boards of directors and virtual chief financial officer for a management team with no experience in capital planning or borrowing.

ERICKSON RETIREMENT COMMUNITIES; Erickson Retirement Communities develops and manages large-scale continuing care retirement communities. Erickson communities have over 23,000 residents and over 11,000 employees. The eight completed communities each have approximately 2000 residents. The remaining 11 communities are at various stages of occupancy and construction.Responsible for four departments and functions within Finance Department: Financings, Investor Relations, Financial Planning and Analysis, and Tax.Served as key member of Corporate Executive Team led by CEO.Working closely with senior management, advisors, and counsels on complex debt restructuring involving 45 lenders, company reorganization and staff reductions, and improving operations.Assisting new owner with transition and the restructuring of $600 million remaining debt at five campuses.

Ziegler Capital Markets is an investment bank specializing in health care and senior living. Ziegler has been the leading underwriter of tax-exempt bonds for the not-for-profit senior living industry over the past two decades.Served as investment banker to the senior living industry on the East Coast and managed Mid-Atlantic Region from office; Opened Ziegler's first East Coast office and built practice to be the largest in the region.Responsible for over 40 financings for 30 clients and over $2 billion in tax-exempt and taxable debt financings.Led financing teams of consultants, attorneys and lenders. Negotiated terms and documents.Developed long term relationships with multiple clients; served as key advisor to senior management and boards in finance, strategic planning and capital planning.Made frequent presentations to client management and boards and led planning retreats.Won numerous awards at Ziegler for outstanding performance and repeatedly led Senior Living Finance Group in revenue generation. Frequent speaker at state and national conferences and taught at Harvard University.

Coventry Resources specialized in providing development, financial services, and actuarial consulting services to the continuing care retirement community industry. Coventry has since become a holding company for an insurance company that specializes in long-term care insurance.Responsible for financing Coventry's development projects and providing financial consulting services to clients. Structured and arranged equity, conventional debt, seed capital, and tax-exempt bond financings.

Provided long-term care expertise for Health Care Consulting clients in Mid-Atlantic Region, including hospitals, retirement communities, and nursing homes.

Led operation of what is now the second largest continuing care retirement community in the country as it opened and grew from 25 residents to over 300 residents.

M.B.A, Health Care Administration

B.A., Music (Vocal Performance)