dealflow
envelope $200M

← Targets

Steward Holy Family Hospital

dba Merrimack Health Methuen Hospital · Methuen, Essex County, MA · CCN 220080
Licensed to Lg Newcorp Inc.

Already transacted. CMS recorded an ownership change effective 2024-10-01. Confirm the current owner before spending a call on this.
Composite
19.1
rank score
Distress
70
FY2023
Fit
58
vs thesis
Estimated ticket
$20.5M–$41.0M
293 beds · within envelope
Ownership
for-profit
STH

Why it ranks here

  • operating margin below -10%
  • total margin negative
  • current ratio below 0.8
  • occupancy 45-60%
  • margin deteriorating sharply
  • rural — cheaper but limited density
  • large — ticket likely stretches the envelope
  • small ticket — deploys little of the available capital
  • moderate occupancy
  • for-profit — no charitable conversion review
  • changed ownership 2024-10-01 — likely already transacted

Latest financials · FY2023

Net patient revenue$223M
Operating margin -17.5%
Total margin -2.0%
Days cash on hand
Current ratio -0.11
Occupancy46%

Facility

Beds293
Facility typeSTH
Settingrural
Ownership classfor-profit
Per-bed (low) $70.0K
Per-bed (high) $140K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 298 $239M $10.9M -12.9% 3.9% 0 0.08 52% 11,401 66
2021 293 $268M $23.7M 0.7% 7.9% 0 -0.04 54% 11,897 44
2022 293 $259M $15.6M -5.0% 5.4% 0 0.02 52% 10,747 53
2023 293 $223M $-5.0M -17.5% -2.0% -0.11 46% 9,751 70

Owners

OwnerRole%SinceType
Lawrence General Hospital
Lawrence, MA
other 100 2024-07
Brenden Hayden corporate director 2026-01
Carol Powers corporate officer 2024-07
Carol Powers corporate director 2024-07
Dan Rivera corporate director 2024-07
Diana Richardson corporate officer 2025-04
Diana Richardson w-2 managing employee 2025-04
Eduardo Haddad corporate director 2026-01
Glenn Newsome corporate director 2026-01
Greg Sebasky corporate director 2026-01
Jose Cruz corporate director 2026-01
Joyce Shannon corporate director 2026-01
Juan Montanez corporate director 2026-01
Kevin Kilday corporate officer 2024-10
Kevin Kilday w-2 managing employee 2024-10
Lane Glenn corporate director 2026-01
Laurel Sweeney corporate officer 2024-07
Laurel Sweeney corporate director 2024-07
Marianne Paley-Nadel corporate director 2026-01
Mark Johnson corporate director 2026-01
Michael Sklar corporate director 2026-01
Rosemarie Day corporate director 2024-07
Vilma Martinez-Dominguez corporate director 2026-01

Ownership changes

DateTypeBuyerSeller
2024-10-01 change of ownership Lg Newcorp Inc. Steward Holy Family Hospital Inc

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