dealflow
envelope $200M

← Targets

Shelby Baptist Medical Center

dba Baptist Health Shelby Hospital · Alabaster, Shelby County, AL · CCN 010016
Licensed to Bbh Sbmc, Llc

Composite
55.9
rank score
Distress
57
FY2023
Fit
71
vs thesis
Estimated ticket
$90.1M–$360M
212 beds · within envelope
Ownership
for-profit
STH

Why it ranks here

  • operating margin negative
  • total margin -8% to -3%
  • under 30 days cash on hand
  • occupancy 45-60%
  • margin deteriorating sharply
  • part of a multi-hospital chain — divestiture candidate
  • urban — higher occupancy and iteration surface
  • bed count in the target band
  • ticket size at the top of the envelope — would need leverage
  • moderate occupancy
  • for-profit — no charitable conversion review

Latest financials · FY2023

Net patient revenue$158M
Operating margin -4.8%
Total margin -3.3%
Days cash on hand 9
Current ratio 1.63
Occupancy47%

Facility

Beds212
Facility typeSTH
Settingurban
Ownership classfor-profit
Per-bed (low) $425K
Per-bed (high) $1.7M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 212 $165M $21.2M 7.6% 12.3% 10 1.12 62% 9,242 26
2021 212 $171M $11.3M 3.1% 6.4% 3 1.03 57% 7,949 28
2022 212 $161M $3.3M -0.9% 2.0% 7 1.55 50% 6,994 43
2023 212 $158M $-5.3M -4.8% -3.3% 9 1.63 47% 7,249 57

Owners

OwnerRole%SinceType
Brookwood Baptist Health 2, Llc
Dallas, TX
5% or greater direct ownership interest 100 2015-10
Orlando Health Inc
Orlando, FL
5% or greater indirect ownership interest 100 2024-10 chain
Alabama Healthcare Holdings, Llc
Orlando, FL
5% or greater indirect ownership interest 80 2024-10
Baptist Health System Inc
Birmingham, AL
5% or greater indirect ownership interest 20 2024-10
Holly Dean w-2 managing employee 2022-09
John Miller corporate director 2024-10
John Miller w-2 managing employee 2024-10
Michele Napier corporate officer 2024-10
Michele Napier w-2 managing employee 2024-10
Orlando Health Inc
Orlando, FL
operational/managerial control 2024-10 chain

Ownership changes

No CMS ownership change on record since 2016 — this hospital has not traded in at least a decade.

Who has been buying in AL

Completed CMS ownership changes in this state. These buyers already cleared the licensure process here — and whoever advised them knows this market.

DateBuyerSellerHospitalBeds
2025-08-01 University Of Alabama At Birmingham Uab Callahan Eye Hospital Authority University Of Alabama Hospital 1,149
2025-05-01 Marion Regional Health - Winfield, Inc. Northwest Medical Center Inc. Northwest Medical Center 28
2024-09-30 City Of Jackson Healthcare Authority Jackson Medical Center, Llc Jackson Medical Center 35
2024-04-01 Hh Health System - Dekalb Llc Fort Payne Hospital Corporation Dekalb Regional Medical Center 97
2023-10-01 Usa Health Hca Providence Hospital Llc Providence Hospital Providence Hospital 349
2021-10-01 Hh Health System - Jackson Llc Jackson County Health Care Authority Highlands Medical Center 45
2018-06-01 Floyd Cherokee Medical Center Llc Centre Hospital Corporation Cherokee Medical Center 45
2017-11-01 The Health Care Authority Of The... Greenville Hospital Corporation Regional Medical Ctr Of Central Al 44
2016-01-01 Hh-Health System - Athens Limestone Llc Healthcare Authority Of Athens And... Athens Limestone 66