Archives: Team profiles

Connie X. Zhai

Ms. Zhai joined Ponder & Co. in 2018, and she is responsible for evaluating the financial performance of healthcare providers, assessing access to capital markets, and advising on aspects of capital formation. Ms. Zhai has over 18 years of significant industry experience and has executed more than $11 billion of senior managed capital markets and … Continued

Harrison Davis

Mr. Davis joined Ponder & Co. in 2018. As a financial analyst in the Mergers & Acquisitions Group, his responsibilities include analytical due diligence and transactional support on M&A transactions, valuations, strategic options assessments, and other engagements. He also performs valuation and merger model analysis and conducts market research on selected hospital and healthcare systems … Continued

Francis C. Taylor

Frank Taylor joined Ponder & Co. in 2002 and opened the Firm’s New York office. He has provided capital financial advisory services to the healthcare industry for 35 years. His experience has been focused on advising hospitals and healthcare systems raising capital funds. He has assisted clients in borrowing over $20 billion in capital, primarily … Continued

Christopher T. Payne

Mr. Payne joined Ponder & Co. in 1981, became a principal in 1984 and currently serves as a managing director. Serving as financial advisor for more than 400 financings totaling $25+ billion to date, Mr. Payne has been instrumental in the development of several financing vehicles that have become industry standards. Mr. Payne has spoken … Continued

Jeffrey B. Sahrbeck

Mr. Sahrbeck joined Ponder & Co. in 2014 and is primarily responsible for advising clients on all aspects of capital formation. Mr. Sahrbeck has worked in the industry for over 16 years and has experience with a wide variety of structures, clients and products. He has worked with some of the largest multi-state systems in … Continued

Grant Ostlund

Mr. Ostlund joined Ponder & Co. in 2001 and currently serves as a managing director for the Capital Advisory Group. Mr. Ostlund has provided services to the healthcare industry since 1984, and started his career as a member of Ernst & Young’s consulting practice.  During his tenure, he developed financial feasibility studies, acquisition analyses, debt … Continued

Terry B. Shirey

Mr. Shirey joined Ponder & Co. in 1994.  As a managing director and head of advisory services, he is responsible for directing the efforts of the firm related to capital formation, capital markets and investment management.  He also oversees client management related to all aspects of capital formation, with a particular focus on the capital … Continued

Gerry Means

Ms. Means re-joined Ponder in 2011, having worked at the firm for eight years during the 1990s, and has more than 33 years of experience providing investment banking and financial advisory services to healthcare systems, academic medical centers, senior living facilities and other not-for-profit organizations. She has extensive strategic capital markets experience with the full … Continued

Patricia Moscatello

Ms. Moscatello has more than 30 years experience in healthcare finance. As part of Ponder & Co.’s Capital Advisory Group, she provides extensive quantitative analysis to assist clients in evaluating complex financing transactions and related risks and determining the credit impact of incremental debt. She is experienced in the qualitative and quantitative assessment of credit as … Continued

Charles Stafford

Charles (Chuck) Stafford joined Ponder in 2017. With over 27 years of investment banking experience in the healthcare, higher education, and housing sectors, Chuck brings a wide range of market experience and industry expertise to Ponder. Before joining Ponder, Chuck was a Director at Ziegler where he assisted not-for-profit hospital clients with publicly offered tax-exempt … Continued