dealflow
envelope $200M

← Targets

Winter Haven Hospital

Winter Haven, Polk County, FL · CCN 100052
Licensed to Winter Haven Hospital Inc

Composite
56.2
rank score
Distress
65
FY2023
Fit
68
vs thesis
Estimated ticket
$38.7M–$77.3M
455 beds · within envelope
Ownership
nonprofit
STH

Why it ranks here

  • operating margin negative
  • total margin negative
  • under 30 days cash on hand
  • current ratio below 0.8
  • occupancy 45-60%
  • margin deteriorating sharply
  • rural — cheaper but limited density
  • very large — likely out of range
  • ticket size somewhat below the envelope
  • moderate occupancy
  • nonprofit — expect AG conversion review

Latest financials · FY2023

Net patient revenue$438M
Operating margin -4.4%
Total margin -2.1%
Days cash on hand 0
Current ratio -2.60
Occupancy51%

Facility

Beds455
Facility typeSTH
Settingrural
Ownership classnonprofit
Per-bed (low) $85.0K
Per-bed (high) $170K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 485 $372M $13.6M -0.1% 3.5% 0 -0.81 52% 17,615 53
2021 506 $437M $16.6M 0.2% 3.7% 0 -0.88 57% 19,923 44
2022 490 $418M $-26.1M -8.7% -6.1% 0 -2.22 54% 18,731 72
2023 455 $438M $-9.5M -4.4% -2.1% 0 -2.60 51% 18,241 65

Owners

OwnerRole%SinceType
Baycare Health System, Inc.
Clearwater, FL
5% or greater direct ownership interest 100 2013-08
Alan Bomstein corporate director 2022-02
Cathy Swanson corporate director 2022-02
Charles Osterholt corporate director 2022-02
David Morrow corporate director 2022-02
David Rood operational/managerial control 2018-02
Donna Lancaster corporate director 2022-02
Hugh Campbell corporate director 2022-02
James Cantonis corporate director 2022-02
Janice Polo operational/managerial control 2017-06
Jorge Navas corporate director 2022-02
Katherine Cole corporate director 2022-02
Kimberly Guy corporate officer 2025-03
Kimberly Guy operational/managerial control 2025-03
Kurt Erickson corporate director 2022-02
Lynda Gorken operational/managerial control 2014-05
Marion Albanese corporate director 2022-02
Patricia Shirley corporate director 2022-02
Rafael Garcia corporate director 2022-02
Rena Upshaw-Frazier corporate director 2022-02
Ricardo Colon corporate director 2022-02
Robert Burwell corporate director 2022-02
Ronald Beamon operational/managerial control 2018-05
Susan Latvala corporate director 2022-02
Thomas Inzina operational/managerial control 2016-05

Showing 25 of 27. Full list via /api/targets/100052.

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 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