dealflow
envelope $200M

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Lee Memorial Hospital

Fort Myers, Lee County, FL · CCN 100012
Licensed to Lee Health System Inc

Already transacted. CMS recorded an ownership change effective 2024-11-01. Confirm the current owner before spending a call on this.
Composite
5.1
rank score
Distress
28
FY2023
Fit
60
vs thesis
Estimated ticket
$373M–$1.5B
746 beds · over envelope
Ownership
government
STH

Why it ranks here

  • under 30 days cash on hand
  • occupancy 45-60%
  • margin deteriorating
  • urban — higher occupancy and iteration surface
  • very large — likely out of range
  • estimated price exceeds the capital envelope
  • moderate occupancy
  • government-owned — public process likely
  • changed ownership 2024-11-01 — likely already transacted

Latest financials · FY2023

Net patient revenue$1.3B
Operating margin 15.5%
Total margin 22.1%
Days cash on hand 5
Current ratio 7.69
Occupancy59%

Facility

Beds746
Facility typeSTH
Settingurban
Ownership classgovernment
Per-bed (low) $500K
Per-bed (high) $2.0M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 754 $1.1B $325M 22.3% 26.9% 93 5.08 69% 43,157 4
2021 768 $1.2B $504M 23.4% 35.3% 57 6.54 66% 42,715 17
2022 748 $1.3B $330M 17.4% 23.9% 27 8.82 61% 40,546 30
2023 746 $1.3B $312M 15.5% 22.1% 5 7.69 59% 39,174 28

Owners

OwnerRole%SinceType
Benjamin Spence corporate officer 2024-11
Dane Allen corporate director 2024-11
David Collins corporate director 2025-01
David Klein corporate director 2025-01
David Pryor corporate director 2025-08
Diana Katich w-2 managing employee 2024-11
Diane Champion corporate director 2025-01
Donna Clarke corporate director 2025-01
Joeseph Catti corporate director 2025-01
Kathy Bridge-Liles corporate director 2025-01
Lawrence Antonucci corporate officer 2024-11
Nancy Mcgovern corporate director 2024-11
Peter Andruszkiewicz corporate director 2025-01
Samira Beckwith corporate director 2025-08
Stephen Brown corporate director 2025-01
Therese Everly corporate director 2025-01
William Gruver corporate director 2025-01

Ownership changes

DateTypeBuyerSeller
2024-11-01 change of ownership Lee Health System Inc Lee Memorial Health System

Who has been buying in FL

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 Galen Of Florida Inc West Florida - Pph, Llc St. Petersburg General 162
2025-03-01 Adventhealth Port Charlotte Inc Port Charlotte Hma Llc Bayfront Health Port Charlotte 254
2025-02-27 Hope 97 Llc Prime Healthcare Services-Lehigh Acres Llc Lehigh Regional 53
2024-11-01 Lee Health System Inc Lee Memorial Health System Gulf Coast Medical Center 624
2024-11-01 Lee Health System Inc Lee Memorial Health System Lee Memorial Hospital 746
2024-10-30 Hsa Cgh Llc Steward Cgh Inc Coral Gables Hospital 245
2024-10-30 Hsa Hh Llc Steward Hh, Inc. Hialeah Hospital 340
2024-10-30 Hsa Pgh Llc Steward Pgh, Inc. Palmetto General Hospital 358
2024-10-30 Hsa Nsmc Llc Steward Nsmc Inc North Shore Medical Center And Fmc 748
2024-10-23 Ohsrh, Llc Steward Sebastian River Medical Center Inc Sebastian River Medical Center 145
2023-12-01 Tampa General Hospital Citrus Llc Citrus Hma Llc Seven Rivers Regional Medical Center 121
2023-12-01 Tampa General Hospital Hernando Llc Hernando Hma Llc Brooksville Regional Hosptal 244
2020-10-01 Ohi West, Inc. Bayfront Hma Medical Center Llc Bayfront Health St. Petersburg 262
2019-09-01 Adventhealth Polk South Inc Lake Wales Hospital Corporation Adventhealth Lake Wales 118
2019-09-01 Adventhealth Polk North Inc Haines City Hma Llc Adventhealth Heart Of Florida 202