dealflow
envelope $200M

← Targets

Adventhealth Lake Wales

Lake Wales, Polk County, FL · CCN 100099
Licensed to Adventhealth Polk South Inc

Composite
43.1
rank score
Distress
20
FY2024
Fit
80
vs thesis
Estimated ticket
$59.0M–$236M
118 beds · within envelope
Ownership
nonprofit
STH

Why it ranks here

  • 30-60 days cash on hand
  • occupancy 30-45%
  • part of a multi-hospital chain — divestiture candidate
  • urban — higher occupancy and iteration surface
  • bed count in the target band
  • ticket size uses the capital envelope well
  • thin occupancy
  • nonprofit — expect AG conversion review

Latest financials · FY2024

Net patient revenue$104M
Operating margin 9.8%
Total margin 12.0%
Days cash on hand 57
Current ratio 2.17
Occupancy34%

Facility

Beds118
Facility typeSTH
Settingurban
Ownership classnonprofit
Per-bed (low) $500K
Per-bed (high) $2.0M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2021 93 $62.9M $-8.8M -22.6% -12.9% 0 0.09 46% 3,315 82
2022 11 $78.0M $-5.8M -9.7% -7.2% 0 1.53 34% 3,461 62
2023 142 $87.4M $-75.3K -1.4% -0.1% 0 1.62 26% 3,134 54
2024 118 $104M $12.8M 9.8% 12.0% 57 2.17 34% 3,703 20

Owners

OwnerRole%SinceType
Adventist Health System Sunbelt Healthcare Corporation
Altamonte Springs, FL
5% or greater direct ownership interest 100 2019-09 chain
Alan Hengesbach contracted managing employee 2022-01
Alan Hengesbach corporate officer 2022-01
Alan Hengesbach operational/managerial control 2022-01
Amanda Brady corporate officer 2020-02
David Banks corporate officer 2022-08
David Huffman corporate officer 2020-02
Douglas Harcombe corporate director 2020-09
Douglas Hilliard corporate director 2020-09
Gregory Littleton corporate director 2020-09
Haney Vincent corporate officer 2021-12
James Guth corporate director 2020-09
James Nelson corporate director 2020-09
James Santana w-2 managing employee 2023-08
James Santana operational/managerial control 2023-08
Janice Hagensicker corporate director 2020-09
Jason Dunkel corporate director 2022-12
Jeffrey Graff corporate officer 2019-09
Jennifer Wandersleben corporate officer 2021-12
Jennifer Wandersleben corporate director 2020-09
Lynn Addiscott corporate officer 2019-09
Michael Saunders corporate officer 2019-09
Robert Foltz corporate officer 2019-09
Royce Brown contracted managing employee 2021-05
Royce Brown corporate officer 2021-06

Showing 25 of 27. Full list via /api/targets/100099.

Ownership changes

DateTypeBuyerSeller
2019-09-01 change of ownership Adventhealth Polk South Inc Lake Wales Hospital Corporation

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