dealflow
envelope $200M

← Targets

Southeasthealth

dba Mercy Hospital Southeast · Cape Girardeau, Cape Girardeau County, MO · CCN 260110
Licensed to Southeast Hospital

Composite
69.2
rank score
Distress
82
FY2023
Fit
76
vs thesis
Estimated ticket
$81.2M–$325M
232 beds · within envelope
Ownership
nonprofit
STH

Why it ranks here

  • operating margin below -10%
  • total margin below -8%
  • under 30 days cash on hand
  • debt above 85% of assets
  • occupancy 30-45%
  • margin deteriorating sharply
  • part of a multi-hospital chain — divestiture candidate
  • urban — higher occupancy and iteration surface
  • bed count in the target band
  • ticket size uses the capital envelope well
  • thin occupancy
  • nonprofit — expect AG conversion review

Latest financials · FY2023

Net patient revenue$322M
Operating margin -48.6%
Total margin -34.4%
Days cash on hand 13
Current ratio 1.82
Occupancy37%

Facility

Beds232
Facility typeSTH
Settingurban
Ownership classnonprofit
Per-bed (low) $350K
Per-bed (high) $1.4M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 232 $346M $26.3M -1.4% 7.0% 95 2.95 45% 7,178 26
2021 232 $352M $14.4M -7.3% 3.7% 71 2.56 46% 7,076 34
2022 232 $335M $-33.8M -15.2% -9.6% 26 2.62 39% 6,323 72
2023 232 $322M $-123M -48.6% -34.4% 13 1.82 37% 6,001 82

Owners

OwnerRole%SinceType
Mercy Health
Chesterfield, MO
5% or greater indirect ownership interest 100 2023-12 chain
Mercy Health East Communities
Saint Louis, MO
5% or greater indirect ownership interest 100 2023-12
Southeasthealth System Inc
Cape Girardeau, MO
5% or greater direct ownership interest 100 2013-08
Andrew Moore corporate director 2024-01
Andrew Runge corporate director 2024-01
Angie Umfleet corporate director 2024-01
Benjamin Lewis corporate director 1992-04
Brian Day corporate officer 2025-08
Carl Ammons corporate director 2024-01
Charles Kruse corporate officer 2024-01
Christopher Wibbenmeyer corporate director 2024-01
Curt Buchheit corporate director 2024-01
Frank Kinder operational/managerial control 2009-09
Fred Ducharme operational/managerial control 2021-03
James Dufek corporate director 2006-01
Krista Berry corporate director 2024-02
Krista Berry w-2 managing employee 2016-01
Michael Kohlfeld corporate director 1992-01
Naresh Agarwal corporate director 2024-01
Stacie Farnam w-2 managing employee 2024-02
Stanley Crader corporate officer 2024-01
Steven Green corporate director 2010-04
Wade Richey corporate director 2024-01

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 MO

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

DateBuyerSellerHospitalBeds
2024-07-01 New Liberty Hospital Corporation New Liberty Hospital District Liberty Hospital 199
2024-01-01 Curators Of The University Of Missouri Capital Region Medical Center Univ Of Missouri Health Care 665
2024-01-01 Curators Of The University Of Missouri Capital Region Medical Center Univ Of Missouri Health Care 665