dealflow
envelope $200M

← Targets

Catawba Valley Medical Center

dba Catawba Memorial Hospital · Hickory, Catawba County, NC · CCN 340143
Licensed to Catawba Valley Medical Center

Composite
31.3
rank score
Distress
9
FY2024
Fit
68
vs thesis
Estimated ticket
$100M–$400M
200 beds · within envelope
Ownership
government
STH

Why it ranks here

  • 90-150 days cash on hand
  • occupancy 45-60%
  • margin slipping
  • urban — higher occupancy and iteration surface
  • bed count in the target band
  • ticket size at the top of the envelope — would need leverage
  • moderate occupancy
  • government-owned — public process likely

Latest financials · FY2024

Net patient revenue$424M
Operating margin 5.6%
Total margin 8.7%
Days cash on hand 116
Current ratio 2.00
Occupancy54%

Facility

Beds200
Facility typeSTH
Settingurban
Ownership classgovernment
Per-bed (low) $500K
Per-bed (high) $2.0M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2021 200 $290M $31.9M 5.8% 10.5% 206 2.46 56% 11,037 2
2022 200 $323M $31.9M 7.0% 9.6% 204 2.71 62% 11,344 0
2023 200 $452M $34.4M 5.9% 7.5% 176 2.27 58% 9,448 2
2024 200 $424M $38.3M 5.6% 8.7% 116 2.00 54% 9,014 9

Owners

OwnerRole%SinceType
County Of Catawba Office Of Accountant
Newton, NC
operational/managerial control 1986-10
Melinda Fulbright corporate director 2024-04
Melinda Fulbright w-2 managing employee 2024-04
Pamela Gallagher corporate officer 2023-04
Pamela Gallagher w-2 managing employee 2023-04
Tiffany Perez w-2 managing employee 2024-04

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 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