dealflow
envelope $200M

← Targets

Encompass Health Rehabilitation Hosp

dba Encompass Health Rehabilitation Hospital Of Western Massachusetts · Ludlow, Hampden County, MA · CCN 223030
Licensed to Encompass Health Rehabilitation Hospital Of Western Massachusetts, Llc

Composite
33.1
rank score
Distress
0
FY2023
Fit
78
vs thesis
Estimated ticket
$17.2M–$68.9M
53 beds · within envelope
Ownership
for-profit
RH

Why it ranks here

  • part of a multi-hospital chain — divestiture candidate
  • 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
  • for-profit — no charitable conversion review

Latest financials · FY2023

Net patient revenue$33.6M
Operating margin 21.2%
Total margin 21.5%
Days cash on hand 157
Current ratio 4.38
Occupancy93%

Facility

Beds53
Facility typeRH
Settingurban
Ownership classfor-profit
Per-bed (low) $325K
Per-bed (high) $1.3M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 53 $28.8M $5.5M 18.8% 19.0% 94 3.15 91% 1,303 4
2021 53 $31.6M $7.4M 23.1% 23.3% 104 3.46 94% 1,393 4
2022 53 $31.6M $6.6M 20.5% 20.9% 88 4.68 94% 1,440 10
2023 53 $33.6M $7.3M 21.2% 21.5% 157 4.38 93% 1,481 0

Owners

OwnerRole%SinceType
Encompass Health Corporation
Birmingham, AL
5% or greater direct ownership interest 100 1987-10 chain
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 corporate officer 2025-01
Carey Mcrae other 2025-01
Encompass Health Corporation
Birmingham, AL
operational/managerial control 1987-10 chain
John Hunt w-2 managing employee 2016-01
Mark Tarr operational/managerial control 2017-01
Robert Mccallum corporate officer 2024-10
Robert Mccallum other 2025-01

Ownership changes

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