dealflow
envelope $200M

← Targets

Carolinas Rehabilitation

Charlotte, Mecklenburg County, NC · CCN 343026
Licensed to Carolinas Rehabilitation

Composite
64.3
rank score
Distress
70
FY2023
Fit
82
vs thesis
Estimated ticket
$34.1M–$136M
150 beds · within envelope
Ownership
government
RH

Why it ranks here

  • operating margin below -10%
  • total margin below -8%
  • under 30 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
  • government-owned — public process likely

Latest financials · FY2023

Net patient revenue$114M
Operating margin -12.8%
Total margin -8.7%
Days cash on hand 0
Current ratio 9.24
Occupancy81%

Facility

Beds150
Facility typeRH
Settingurban
Ownership classgovernment
Per-bed (low) $228K
Per-bed (high) $910K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 150 $90.8M $2.1M -2.1% 2.2% 0 35.75 74% 2,561 38
2021 150 $100.0M $18.7M -3.6% 15.3% 0 11.00 74% 2,772 38
2022 150 $103M $-3.5M -8.0% -3.3% 0 7.16 77% 2,754 57
2023 150 $114M $-10.2M -12.8% -8.7% 0 9.24 81% 3,174 70

Owners

OwnerRole%SinceType
Adrienne Purdue corporate director 2020-01
Advocate Health Inc
Charlotte, NC
operational/managerial control 2022-12
Amanda Houser corporate director 2022-01
Angelique Vincent-Hamacher corporate director 2014-01
Atrium Health Inc
Charlotte, NC
operational/managerial control 2020-10
Bradley Clark corporate officer 2023-08
Brett Denton corporate officer 2002-01
Carl Herring corporate director 2022-01
Carol Lovin corporate officer 2011-01
Charles Bowman corporate director 2020-01
David Danzie corporate director 2020-01
Erin Snyder corporate officer 2023-01
Felicia Allen corporate director 2020-01
Gary Gragg corporate director 2020-01
Gracie Coleman corporate director 2007-01
Hal Levinson corporate director 2016-02
Katherine Ketner corporate officer 2023-01
Kenneth Haynes corporate officer 2017-02
Kenneth Haynes corporate director 2023-01
Mark Reed corporate director 2020-01
Marshall Carlson corporate director 2016-02
Michael Rucker corporate director 2013-01
Nakessha Lopez corporate officer 2024-03
Nancy Gritter corporate director 2017-02
Rasu Bickram Shrestha corporate officer 2019-02

Showing 25 of 35. Full list via /api/targets/343026.

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
2019-02-01 Carepartners Rehabilitation Hospital, Lllp Community Carepartners Inc Carepartners Rehab Hospital 70