dealflow
envelope $200M

← Targets

Mh-Lakeshore Campus

dba Trinity Health Shelby Hospital · Shelby, Oceana County, MI · CCN 231320
Licensed to Mercy Health Partners

Composite
21.8
rank score
Distress
14
FY2024
Fit
34
vs thesis
Estimated ticket
$2.0M–$4.1M
24 beds · within envelope
Ownership
nonprofit
CAH

Why it ranks here

  • occupancy below 30%
  • margin deteriorating
  • part of a multi-hospital chain — divestiture candidate
  • rural — cheaper but limited density
  • very small facility
  • very small ticket — sub-scale as a platform asset
  • very low occupancy — limited volume to learn from
  • nonprofit — expect AG conversion review

Latest financials · FY2024

Net patient revenue$38.5M
Operating margin 3.3%
Total margin 25.6%
Days cash on hand 421
Current ratio 5.51
Occupancy15%

Facility

Beds24
Facility typeCAH
Settingrural
Ownership classnonprofit
Per-bed (low) $85.0K
Per-bed (high) $170K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2021 24 $30.4M $10.5M -11.9% 27.9% 459 4.13 10% 295 37
2022 24 $37.7M $5.1M 4.9% 11.4% 488 3.88 13% 381 9
2023 24 $41.9M $14.2M 12.3% 30.7% 592 5.80 12% 405 9
2024 24 $38.5M $10.8M 3.3% 25.6% 421 5.51 15% 448 14

Owners

OwnerRole%SinceType
Trinity Health Corporation
Livonia, MI
5% or greater indirect ownership interest 100 2008-04 chain
Trinity Health-Michigan
Livonia, MI
5% or greater indirect ownership interest 100 2008-04
Christian Schafer corporate officer 2026-01
Daniel Green operational/managerial control 2023-01
Edmund Hodge corporate director 2019-01
Eric Ferguson corporate director 2021-08
Gary Allore contracted managing employee 2012-08
Gary Allore corporate officer 2017-09
Gary Allore operational/managerial control 2012-08
Jean Nagelkerk corporate officer 2025-01
Jean Nagelkerk corporate director 2019-01
Joseph Fleck corporate director 2026-01
Linda Werthman corporate director 2020-08
Michael Gusho corporate officer 2018-01
Michael Williams corporate director 2025-01
Paula Chermside corporate director 2026-01
Sara Dolan corporate director 2025-01
Shannon Striebich corporate officer 2024-07
Shannon Striebich corporate director 2024-07
Spencer Maidlow corporate director 2019-01
Suzanne Mellon corporate director 2021-08
Wayman Britt corporate officer 2025-01
Wayman Britt corporate director 2019-03
William Morris corporate director 2022-03

Ownership changes

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