dealflow
envelope $200M

← Targets

Holyoke Medical Center

Holyoke, Hampden County, MA · CCN 220024
Licensed to Holyoke Medical Center Inc

Composite
59.0
rank score
Distress
67
FY2023
Fit
72
vs thesis
Estimated ticket
$85.4M–$342M
201 beds · within envelope
Ownership
nonprofit
STH

Why it ranks here

  • operating margin below -10%
  • total margin negative
  • under 30 days cash on hand
  • current ratio under 1.5
  • occupancy 45-60%
  • margin deteriorating sharply
  • urban — higher occupancy and iteration surface
  • bed count in the target band
  • ticket size uses the capital envelope well
  • moderate occupancy
  • nonprofit — expect AG conversion review

Latest financials · FY2023

Net patient revenue$192M
Operating margin -24.1%
Total margin -1.3%
Days cash on hand 29
Current ratio 1.16
Occupancy46%

Facility

Beds201
Facility typeSTH
Settingurban
Ownership classnonprofit
Per-bed (low) $425K
Per-bed (high) $1.7M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 165 $139M $18.3M -25.1% 9.5% 55 1.64 30% 4,669 64
2021 177 $151M $782K -24.4% 0.4% 35 1.36 36% 5,004 64
2022 201 $177M $48.1K -17.8% 0.0% 35 1.38 47% 5,990 58
2023 201 $192M $-3.0M -24.1% -1.3% 29 1.16 46% 6,051 67

Owners

OwnerRole%SinceType
Valley Health Systems Inc
Holyoke, MA
5% or greater direct ownership interest 100 1996-01
Dean Vitarisi corporate officer 2021-01
Doris Ransford corporate director 2014-01
Idelia Smith corporate director 2014-01
Jennifer Mark corporate director 2018-02
Jon Lumbra corporate director 2016-12
Marc Joyce corporate director 2014-01
Marc Zerbe corporate director 2016-12
Mary Maydew corporate director 2014-01
Michael Koziol w-2 managing employee 2017-06
Michael Murphy corporate director 2018-02
Robert Byrne corporate director 2014-01
Shannon Gurek corporate director 2014-01
Spiros Hatiras corporate director 2014-01
Tricia Koss corporate director 2016-12

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 MA

Completed CMS ownership changes in this state. These buyers already cleared the licensure process here — and whoever advised them knows this market.

DateBuyerSellerHospitalBeds
2024-10-01 Bmc Community Hospital Corporation Steward Good Samaritan Medical Center, Inc. Good Samaritan Medical Center 208
2024-10-01 Lg Newcorp Inc. Steward Holy Family Hospital Inc Steward Holy Family Hospital 293
2024-10-01 Lifespan Of Massachusetts - Fall River Inc Steward St. Annes Hospital Corporation Steward St. Annes Hospital 154
2024-10-01 Lifespan Of Massachusetts - Taunton Inc Morton Hospital, A Steward Family... Morton Hospital 125
2024-10-01 Bmc Community Hospital Corporation Ii Steward St Elizabeths Medical... Steward St. Elizabeths Medical Ctr 244