dealflow
envelope $200M

← Targets

Henry J. Carter

dba Henry J Carter Specialty Hospital · New York, New York County, NY · CCN 332008
Licensed to New York City Health And Hospitals Corporation

Composite
63.3
rank score
Distress
78
FY2024
Fit
70
vs thesis
Estimated ticket
$42.2M–$169M
201 beds · within envelope
Ownership
government
LTCH

Why it ranks here

  • operating margin below -10%
  • total margin -8% to -3%
  • under 30 days cash on hand
  • current ratio below 0.8
  • margin deteriorating sharply
  • urban — higher occupancy and iteration surface
  • LTCH — distress here is a payment-model artifact
  • bed count in the target band
  • ticket size uses the capital envelope well
  • strong occupancy — good iteration surface
  • government-owned — public process likely

Latest financials · FY2024

Net patient revenue$134M
Operating margin -22.8%
Total margin -7.8%
Days cash on hand 1
Current ratio -0.00
Occupancy67%

Facility

Beds201
Facility typeLTCH
Settingurban
Ownership classgovernment
Per-bed (low) $210K
Per-bed (high) $840K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2021 201 $151M $4.2M -9.4% 2.5% 1 -0.01 65% 522 58
2022 201 $133M $-15.3M -27.4% -10.0% 1 -0.01 62% 590 80
2023 201 $128M $-28.1M -27.4% -20.8% 1 0.00 36% 534 86
2024 201 $134M $-11.8M -22.8% -7.8% 1 -0.00 67% 469 78

Owners

OwnerRole%SinceType
Anita Kawatra corporate director 2019-01
Anne Williams-Isom corporate director 2022-01
Barbara Lowe corporate director 2015-05
Florencio Basquez w-2 managing employee 2018-07
Freda Wang corporate director 2019-01
Jason Dryden w-2 managing employee 2022-12
John Ulberg corporate director 2018-06
Jose Pagan corporate director 2019-01
Khoi Luong w-2 managing employee 2017-11
Kity Khundkar w-2 managing employee 2019-01
Marjory Karlin corporate director 2024-08
Marjory Karlin operational/managerial control 2024-08
Mitchell Katz corporate director 2018-01
Molly Wasow-Park corporate director 2023-03
New York City Health And Hospitals Corporation
New York, NY
operational/managerial control 2014-03
Patricia Marthone corporate director 2021-12
Sally Hernandez-Pinero corporate director 2019-01
Vincent Calamia corporate director 2012-01

Ownership changes

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