dealflow
envelope $200M

← Targets

The Rehabilitation Institute Of St.

dba The Rehabilitation Institute Of St. Louis, An Affiliation Of Bjc Healt · St Louis, St Louis County, MO · CCN 263028
Licensed to The Rehabilitation Institute Of St. Louis, Llc

Composite
61.6
rank score
Distress
56
FY2024
Fit
91
vs thesis
Estimated ticket
$48.6M–$194M
176 beds · within envelope
Ownership
for-profit
RH

Why it ranks here

  • operating margin -10% to -5%
  • total margin -8% to -3%
  • 30-60 days cash on hand
  • margin deteriorating sharply
  • urban — higher occupancy and iteration surface
  • specialty facility — narrower problem scope
  • bed count in the target band
  • ticket size uses the capital envelope well
  • strong occupancy — good iteration surface
  • for-profit — no charitable conversion review

Latest financials · FY2024

Net patient revenue$55.4M
Operating margin -8.7%
Total margin -5.3%
Days cash on hand 45
Current ratio 2.47
Occupancy70%

Facility

Beds176
Facility typeRH
Settingurban
Ownership classfor-profit
Per-bed (low) $276K
Per-bed (high) $1.1M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2021 131 $49.5M $4.6M 0.6% 8.6% 41 2.95 78% 2,614 23
2022 136 $44.7M $1.1M -9.0% 2.2% 47 2.93 71% 2,470 39
2023 136 $51.8M $997K -3.2% 1.8% 10 1.48 71% 2,580 44
2024 176 $55.4M $-3.0M -8.7% -5.3% 45 2.47 70% 2,640 56

Owners

OwnerRole%SinceType
Bjc Health System
Saint Louis, MO
5% or greater direct ownership interest 50 2023-01
Encompass Health Corporation
Birmingham, AL
5% or greater direct ownership interest 50 1998-11
Blackrock Inc
New York, NY
5% or greater indirect ownership interest 6 2022-12
Carey Mcrae corporate officer 2025-01
Douglas Coltharp corporate officer 2011-08
Jeffrey Reese w-2 managing employee 2023-08
Mark Tarr operational/managerial control 2017-01
Robert Mccallum corporate officer 2024-10
Shivani Bass w-2 managing employee 2021-12

Ownership changes

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