dealflow
envelope $200M

← Targets

Encompass Health Rehabilitation Hosp

dba Encompass Health Rehabilitation Hospital Of St. Augustine · St. Augustine, FL · CCN 103049
Licensed to Encompass Health Rehabilitation Hospital Of St. Augustine, Llc

Composite
59.0
rank score
Distress
51
FY2023
Fit
86
vs thesis
Estimated ticket
$11.1M–$44.2M
40 beds · within envelope
Ownership
for-profit
RH

Why it ranks here

  • operating margin negative
  • total margin negative
  • under 30 days cash on hand
  • margin deteriorating sharply
  • part of a multi-hospital chain — divestiture candidate
  • urban — higher occupancy and iteration surface
  • specialty facility — narrower problem scope
  • small but workable bed count
  • small ticket — deploys little of the available capital
  • strong occupancy — good iteration surface
  • for-profit — no charitable conversion review

Latest financials · FY2023

Net patient revenue$17.4M
Operating margin -2.5%
Total margin -2.3%
Days cash on hand 1
Current ratio 1.81
Occupancy69%

Facility

Beds40
Facility typeRH
Settingurban
Ownership classfor-profit
Per-bed (low) $276K
Per-bed (high) $1.1M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2022 40 $9.3M $1.1M 11.8% 12.0% 0 0.66 51% 462 38
2023 40 $17.4M $-394K -2.5% -2.3% 1 1.81 69% 869 51

Owners

OwnerRole%SinceType
Encompass Health Corporation
Birmingham, AL
5% or greater indirect ownership interest 100 2020-06 chain
Encompass Health Owned Hospitals Holdings Llc
Birmingham, AL
5% or greater direct ownership interest 100 2020-06
Truist Bank
Charlotte, NC
5% or greater security interest 100 2026-03
Vanguard Group Inc
Malvern, PA
5% or greater indirect ownership interest 10 2023-12
Blackrock Inc
New York, NY
5% or greater indirect ownership interest 9 2023-12
Carey Mcrae operational/managerial control 2025-01
Mark Tarr operational/managerial control 2020-06
Robert Mccallum operational/managerial control 2025-01
Thomas Laughlin w-2 managing employee 2021-08

Ownership changes

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