dealflow
envelope $200M

← Targets

Kennedy Krieger

dba Kennedy Krieger Institute · Baltimore, Baltimore County, MD · CCN 213301
Licensed to Kennedy Krieger Childrens Hospital Inc

Composite
57.9
rank score
Distress
61
FY2024
Fit
76
vs thesis
Estimated ticket
$25.5M–$102M
50 beds · within envelope
Ownership
nonprofit
CH

Why it ranks here

  • operating margin below -10%
  • total margin under 2%
  • under 30 days cash on hand
  • current ratio under 1.5
  • 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
  • strong occupancy — good iteration surface
  • nonprofit — expect AG conversion review

Latest financials · FY2024

Net patient revenue$226M
Operating margin -68.6%
Total margin 1.6%
Days cash on hand 13
Current ratio 1.42
Occupancy62%

Facility

Beds50
Facility typeCH
Settingurban
Ownership classnonprofit
Per-bed (low) $510K
Per-bed (high) $2.0M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2021 50 $189M $21.7M -43.8% 7.4% 52 1.31 65% 280 48
2022 50 $177M $-15.9M -70.9% -5.3% 29 1.26 55% 305 68
2023 50 $203M $2.9M -65.8% 0.9% 19 1.33 59% 292 59
2024 50 $226M $6.4M -68.6% 1.6% 13 1.42 62% 283 61

Owners

OwnerRole%SinceType
Bradley Schlaggar corporate officer 100 2018-08
Kennedy Krieger Institute
Baltimore, MD
5% or greater direct ownership interest 100 1986-12
Bank Of America, N.a.
Baltimore, MD
5% or greater mortgage interest 15 2011-06
Truist
Baltimore, MD
5% or greater mortgage interest 10 2010-12
Joann Kubica w-2 managing employee 1 2020-02
James Anders corporate officer 1986-11
Lisa Badie 5% or greater indirect ownership interest 2024-11
Lisa Badie w-2 managing employee 2024-11
Michael Neuman corporate officer 1990-02
Michael Neuman operational/managerial control 1990-02

Ownership changes

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