dealflow
envelope $200M

← Targets

Phoenix Childrens Hospital

Phoenix, Maricopa County, AZ · CCN 033302
Licensed to Phoenix Children's Hospital

Composite
14.1
rank score
Distress
12
FY2023
Fit
74
vs thesis
Estimated ticket
$230M–$919M
383 beds · over envelope
Ownership
nonprofit
CH

Why it ranks here

  • 60-90 days cash on hand
  • margin slipping
  • urban — higher occupancy and iteration surface
  • specialty facility — narrower problem scope
  • large — ticket likely stretches the envelope
  • estimated price exceeds the capital envelope
  • strong occupancy — good iteration surface
  • nonprofit — expect AG conversion review

Latest financials · FY2023

Net patient revenue$1.4B
Operating margin 4.0%
Total margin 18.7%
Days cash on hand 84
Current ratio 2.35
Occupancy70%

Facility

Beds383
Facility typeCH
Settingurban
Ownership classnonprofit
Per-bed (low) $600K
Per-bed (high) $2.4M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 457 $1.0B $239M 6.8% 20.2% 136 1.98 47% 12,350 7
2021 324 $1.2B $269M 7.7% 21.1% 35 1.42 75% 13,598 20
2022 352 $1.3B $-8.1M 6.0% -0.6% 62 1.86 75% 15,406 18
2023 383 $1.4B $278M 4.0% 18.7% 84 2.35 70% 14,800 12

Owners

OwnerRole%SinceType
Childrens Healthcare Of Arizona Inc
Phoenix, AZ
5% or greater direct ownership interest 80 2011-04
Dignity Health
San Francisco, CA
5% or greater direct ownership interest 20 2011-03
Carmen Neuberger corporate officer 2016-04
Carmen Neuberger w-2 managing employee 2007-08
Chantal Morales w-2 managing employee 2011-04
David Lenhardt corporate director 2015-03
Dustin Rayhorn corporate director 2024-01
Dustin Rayhorn w-2 managing employee 2024-01
George Getz corporate director 2015-03
Jon Hulburd corporate director 2008-01
Michael Ebert corporate director 2015-03
Michelle Bruhn corporate officer 2024-04
Michelle Bruhn w-2 managing employee 2023-07
Molly Ryan Carson corporate director 2022-02
Nathan Page corporate director 2025-01
Omar Alvarez corporate director 2023-08
Raheel Farough corporate director 2022-02
Raheel Farough w-2 managing employee 2022-02
Richard Boals corporate director 2022-02
Robert Delgado corporate director 2011-01
Robert Meyer corporate officer 2003-05
Robert Meyer corporate director 2003-05
Robert Meyer w-2 managing employee 2003-05

Ownership changes

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