dealflow
envelope $200M

← Targets

The Willough At Naples

dba Axiom Behavioral Health At Naples · Naples, Collier County, FL · CCN 104063
Licensed to 9001 Tamiami Trail Opco, Llc

Already transacted. CMS recorded an ownership change effective 2025-07-01. Confirm the current owner before spending a call on this.
Composite
22.4
rank score
Distress
68
FY2023
Fit
84
vs thesis
Estimated ticket
$20.3M–$81.3M
87 beds · within envelope
Ownership
for-profit
PH

Why it ranks here

  • operating margin negative
  • total margin negative
  • under 30 days cash on hand
  • current ratio below 0.8
  • occupancy 30-45%
  • margin deteriorating sharply
  • urban — higher occupancy and iteration surface
  • specialty facility — narrower problem scope
  • bed count in the target band
  • ticket size somewhat below the envelope
  • thin occupancy
  • for-profit — no charitable conversion review
  • changed ownership 2025-07-01 — likely already transacted

Latest financials · FY2023

Net patient revenue$8.5M
Operating margin -0.8%
Total margin -0.8%
Days cash on hand 0
Current ratio -0.08
Occupancy31%

Facility

Beds87
Facility typePH
Settingurban
Ownership classfor-profit
Per-bed (low) $234K
Per-bed (high) $935K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 87 $17.6M $4.1M 23.5% 23.5% 2 0.21 71% 1,456 36
2021 87 $15.2M $3.2M 20.8% 20.9% 0 -0.08 72% 1,636 36
2022 87 $11.2M $626K 5.5% 5.6% 0 -0.08 49% 1,164 38
2023 87 $8.5M $-65.2K -0.8% -0.8% 0 -0.08 31% 809 68

Owners

OwnerRole%SinceType
Axiom Health Opco Holdco Llc
Lakewood, NJ
5% or greater direct ownership interest 100 2025-07
1026 Enterprises Ii, Llc
Lakewood, NJ
5% or greater indirect ownership interest 80 2025-07
10-26 Nationwide Tr
Lakewood, NJ
5% or greater indirect ownership interest 76 2025-07
Banjo Healthcare Management Llc
Chicago, IL
5% or greater indirect ownership interest 20 2025-07
Benjamin Teitelbaum 5% or greater indirect ownership interest 10 2025-07
Joseph Bernfeld 5% or greater indirect ownership interest 10 2025-07
Benjamin Teitelbaum corporate officer 2025-07
Elayne Honerlaw w-2 managing employee 2025-07
Joseph Bernfeld corporate officer 2025-07

Ownership changes

DateTypeBuyerSeller
2025-07-01 change of ownership 9001 Tamiami Trail Opco, Llc Willough Healthcare Inc

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
2025-07-01 9001 Tamiami Trail Opco, Llc Willough Healthcare Inc The Willough At Naples 87
2019-06-03 Southern Winds Hospital Llc Southern Winds Health Llc Southern Winds Hospital Llc 72