dealflow
envelope $200M

← Targets

Portage Health System

dba Up Health System Portage · Hancock, Houghton County, MI · CCN 230108
Licensed to Portage Hospital Llc

Composite
51.4
rank score
Distress
67
FY2023
Fit
53
vs thesis
Estimated ticket
$3.1M–$6.1M
36 beds · within envelope
Ownership
for-profit
STH

Why it ranks here

  • operating margin below -10%
  • total margin negative
  • under 30 days cash on hand
  • occupancy 30-45%
  • margin deteriorating sharply
  • rural — cheaper but limited density
  • small but workable bed count
  • very small ticket — sub-scale as a platform asset
  • thin occupancy
  • for-profit — no charitable conversion review

Latest financials · FY2023

Net patient revenue$71.3M
Operating margin -17.4%
Total margin -0.4%
Days cash on hand 0
Current ratio 2.49
Occupancy39%

Facility

Beds36
Facility typeSTH
Settingrural
Ownership classfor-profit
Per-bed (low) $85.0K
Per-bed (high) $170K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 36 $63.1M $3.8M -15.8% 4.9% 10 1.08 37% 922 59
2021 36 $69.8M $4.1M -11.3% 5.0% 4 3.36 34% 969 56
2022 36 $69.3M $572K -16.3% 0.7% 4 3.88 38% 1,037 59
2023 36 $71.3M $-352K -17.4% -0.4% 0 2.49 39% 999 67

Owners

OwnerRole%SinceType
Portage Holding Company Llc
Brentwood, TN
5% or greater direct ownership interest 100 2013-04
Dsb Acquisition Llc
New York, NY
5% or greater indirect ownership interest 80 2018-11
Historic Lifepoint Hospitals, Llc
Brentwood, TN
5% or greater indirect ownership interest 80 2013-04
Legacy Lifepoint Health Llc
Brentwood, TN
5% or greater indirect ownership interest 80 2013-04
Lifepoint Health Inc
Brentwood, TN
5% or greater indirect ownership interest 80 2018-11
Lifepoint Holdings 2 Llc
Brentwood, TN
5% or greater indirect ownership interest 80 2013-04
Lifepoint Hospitals Holdings Llc
Brentwood, TN
5% or greater indirect ownership interest 80 2013-04
Portage Health Foundation
Hancock, MI
5% or greater indirect ownership interest 20 2013-12
Bruce Rukkila other 2019-08
Charlotte Lawrence corporate officer 2022-02
Christopher Monte corporate officer 2013-04
Elliott Brown corporate officer 2026-04
Elmer Polite corporate officer 2020-12
Elmer Polite other 2020-12
Hsc Manager Llc
Brentwood, TN
operational/managerial control 2013-12
Jonathan Wall corporate director 2025-09
Kevin Store other 2016-11
Kristine Weidner other 2017-06
Marcus Poppell corporate officer 2018-11
Marcus Poppell other 2013-12
Phillip Sensing corporate officer 2026-05
Ryan Heinonen w-2 managing employee 2022-01
Teresa Williams other 2024-05
Timothy Labonte other 2020-05
William Liston other 2013-11

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 MI

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

DateBuyerSellerHospitalBeds
2018-07-01 St Joseph Mercy Chelsea Inc Trinity Health-Michigan Chelsea Hospital 79