dealflow
envelope $200M

← Targets

Atrium Health Cleveland

Shelby, Cleveland County, NC · CCN 340021
Licensed to Atrium Health Hospitals Inc

Already transacted. CMS recorded an ownership change effective 2026-02-01. Confirm the current owner before spending a call on this.
Composite
14.7
rank score
Distress
32
FY2023
Fit
64
vs thesis
Estimated ticket
$30.8M–$61.6M
308 beds · within envelope
Ownership
government
STH

Why it ranks here

  • under 30 days cash on hand
  • occupancy 45-60%
  • margin deteriorating sharply
  • part of a multi-hospital chain — divestiture candidate
  • rural — cheaper but limited density
  • large — ticket likely stretches the envelope
  • ticket size somewhat below the envelope
  • moderate occupancy
  • government-owned — public process likely
  • changed ownership 2026-02-01 — likely already transacted

Latest financials · FY2023

Net patient revenue$348M
Operating margin 12.2%
Total margin 13.5%
Days cash on hand 0
Current ratio 51.29
Occupancy58%

Facility

Beds308
Facility typeSTH
Settingrural
Ownership classgovernment
Per-bed (low) $100K
Per-bed (high) $200K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 308 $285M $71.4M 9.4% 19.2% 0 25.06 47% 11,175 24
2021 308 $327M $86.4M 13.0% 23.3% 0 32.34 59% 13,653 24
2022 308 $306M $15.8M 1.8% 5.0% 0 28.94 63% 13,510 29
2023 308 $348M $47.9M 12.2% 13.5% 0 51.29 58% 13,843 32

Owners

OwnerRole%SinceType
The Charlotte-Mecklenburg Hospital Authority
Charlotte, NC
5% or greater indirect ownership interest 100 2026-02 chain
Adrienne Purdue corporate director 2025-05
Advocate Health Inc
Charlotte, NC
operational/managerial control 2026-02
Amanda Houser corporate director 2025-05
Angelique Vincent-Hamacher corporate director 2025-05
Atrium Health Inc
Charlotte, NC
operational/managerial control 2026-02
Bradley Clark corporate officer 2025-03
Brett Denton corporate officer 2025-03
Brian Freeman w-2 managing employee 2026-02
Carl Herring corporate director 2025-05
Charles Bowman corporate director 2025-05
David Danzie corporate director 2025-05
Felicia Allen corporate director 2025-05
Gary Gragg corporate director 2025-05
Hal Levinson corporate director 2025-05
Kenneth Davis corporate director 2025-05
Lucia Griffith corporate director 2025-05
Luther Kissam corporate director 2025-05
Luther Lockwood corporate director 2025-05
Mark Reed corporate director 2025-05
Marshall Carlson corporate director 2025-05
Michael Rucker corporate director 2025-05
Nancy Gritter corporate director 2025-05
Steven Smoot corporate officer 2025-06
Swati Daji corporate director 2025-05

Showing 25 of 28. Full list via /api/targets/340021.

Ownership changes

DateTypeBuyerSeller
2026-02-01 change of ownership Atrium Health Hospitals Inc The Charlotte-Mecklenburg...

Who has been buying in NC

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

DateBuyerSellerHospitalBeds
2026-02-01 Atrium Health Hospitals Inc The Charlotte-Mecklenburg Hospital... Atrium Health Lincoln 101
2026-02-01 Atrium Health Hospitals Inc The Charlotte-Mecklenburg Hospital... Atrium Health Cleveland 308
2025-07-01 Atrium Health Hospitals Inc The Charlotte-Mecklenburg Hospital... Atrium Health Stanly 97
2025-07-01 Atrium Health Hospitals Inc The Charlotte-Mecklenburg Hospital... Atrium Health Anson 15
2025-04-01 Duke Health Lake Norman Regional... Mooresville Hospital Management... Lake Norman Regional Medical Center 123
2024-03-02 North Carolina Baptist Hospital Davie Medical Center North Carolina Baptist Hospital 813
2021-10-01 Pitt County Memorial Hospital Inc East Carolina Health-Beaufort Inc Pitt County Memorial Hospital Inc 1,013
2021-10-01 American Healthcare Systems Llc Randolph Hospital, Inc. American Healthcare Systems 145
2021-02-01 Novant Health New Hanover Regional... New Hanover Regional Medical Center New Hanover Regional Medical Center 771
2019-02-01 Mh Mission Hospital, Lllp Mission Hospitals Inc. Mission Hospital Inc 717
2019-02-01 Mh Mission Hospital Mcdowell, Lllp The Mcdowell Hospital Inc The Mcdowell Hospital 33
2019-01-01 The Charlotte-Mecklenburg Hospital... Mercy Hospital Inc Atrium Health Pineville 352
2018-01-01 Unc Rockingham Health Care Inc Morehead Memorial Hospital Unc Rockingham Hospital 108