dealflow
envelope $200M

← Targets

Strategic Behavioral Center Leland

dba Carolina Dunes Behavioral Health · Leland, Brunswick County, NC · CCN 344030
Licensed to Sbh-Wilmington Llc

Composite
51.5
rank score
Distress
45
FY2023
Fit
78
vs thesis
Estimated ticket
$11.0M–$44.0M
40 beds · within envelope
Ownership
for-profit
PH

Why it ranks here

  • under 30 days cash on hand
  • current ratio below 0.8
  • debt above 85% of assets
  • margin deteriorating
  • urban — higher occupancy and iteration surface
  • specialty facility — narrower problem scope
  • small but workable bed count
  • small ticket — deploys little of the available capital
  • strong occupancy — good iteration surface
  • for-profit — no charitable conversion review

Latest financials · FY2023

Net patient revenue$22.2M
Operating margin 2.0%
Total margin 4.3%
Days cash on hand 0
Current ratio 0.23
Occupancy86%

Facility

Beds40
Facility typePH
Settingurban
Ownership classfor-profit
Per-bed (low) $275K
Per-bed (high) $1.1M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 40 $17.4M $1.3M -0.2% 6.7% 0 0.34 65% 630 51
2021 40 $17.3M $-715K -8.0% -4.0% 0 0.84 67% 635 66
2022 40 $19.6M $2.2M 7.4% 10.7% 1 0.20 52% 747 42
2023 40 $22.2M $977K 2.0% 4.3% 0 0.23 86% 986 45

Owners

OwnerRole%SinceType
Brian Walton corporate officer 100 2026-03
Brian Walton w-2 managing employee 100 2026-03
James Hinkle corporate officer 100 2026-03
Sbhc Holdings Llc
Franklin, TN
5% or greater indirect ownership interest 100 2021-12
Sperry Holdco Llc
Franklin, TN
5% or greater indirect ownership interest 100 2025-01
Summit Behavioral Healthcare Llc
Franklin, TN
5% or greater indirect ownership interest 100 2021-12
Summit Behavioral Holdings I Llc
Franklin, TN
5% or greater direct ownership interest 100 2021-12
Summit Behavioral Holdings Llc
Franklin, TN
5% or greater indirect ownership interest 100 2021-12
Psc Sperry Buyer Llc
Menlo Park, CA
5% or greater indirect ownership interest 96 2021-12

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
2024-10-01 Iredell Memorial Hospital Incorporated Statesville Hma Llc Davis Regional Medical Center 17