dealflow
envelope $200M

← Targets

Upmc Somerset

Somerset, Somerset County, PA · CCN 390039
Licensed to Upmc Somerset

Composite
34.0
rank score
Distress
20
FY2024
Fit
62
vs thesis
Estimated ticket
$5.6M–$11.2M
56 beds · within envelope
Ownership
nonprofit
STH

Why it ranks here

  • under 30 days cash on hand
  • rural — cheaper but limited density
  • bed count in the target band
  • very small ticket — sub-scale as a platform asset
  • strong occupancy — good iteration surface
  • nonprofit — expect AG conversion review

Latest financials · FY2024

Net patient revenue$92.3M
Operating margin 6.6%
Total margin 7.0%
Days cash on hand 6
Current ratio 7.33
Occupancy60%

Facility

Beds56
Facility typeSTH
Settingrural
Ownership classnonprofit
Per-bed (low) $100K
Per-bed (high) $200K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2021 99 $80.8M $4.9M 5.6% 5.8% 4 -1.26 37% 2,516 41
2022 56 $80.8M $8.7M 4.5% 10.1% 4 1.37 71% 2,584 26
2023 56 $82.5M $2.1M -3.1% 2.4% 2 4.59 59% 2,293 40
2024 56 $92.3M $6.7M 6.6% 7.0% 6 7.33 60% 2,356 20

Owners

OwnerRole%SinceType
Upmc
Pittsburgh, PA
5% or greater direct ownership interest 100 2019-02
Andrew Rush corporate officer 2018-05
Andrew Rush w-2 managing employee 2018-05
David Burwell corporate director 2019-02
David Finui corporate director 2024-07
David Gibbons corporate director 2024-01
Harold Ashcraft corporate officer 2024-07
Jayesh Desai corporate director 2014-01
Krista Mathias corporate director 2013-01
Mark Bower corporate director 2013-01
Mark Yaros corporate director 2014-01
Monica Klatt corporate officer 2022-05
Monica Klatt w-2 managing employee 2022-05
Richard Wadas corporate director 2023-01
Tom Skelton corporate officer 2016-01
Tom Skelton corporate director 2016-01

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 PA

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

DateBuyerSellerHospitalBeds
2025-01-21 Tenor Health Foundation Sharon, Llc Steward Sharon Regional Health System, Inc. Sharon Regional Health System 141
2023-09-02 Chh Community Health Chestnut Hill Hospital Llc Chestnut Hill Hospital 128
2023-07-01 Valley Medical Facilities Inc Valley Medical Facilities Inc Heritage Valley Sewickley 220
2022-05-09 Lehigh Valley Hospital Lehigh Valley Hospital -... Lehigh Valley 1,216
2021-07-01 Dubois Regional Medical Center Clearfield Hospital Dubois Regional Medical Center 261
2021-06-14 Avenues Recovery Medical Center At... Valley Forge Medical Center &... Valley Forge Medical Center 70
2021-01-01 Robert Packer Hospital Guthrie Towanda Memorial Hospital Robert Packer Hospital 252
2020-07-01 St. Luke's Hospital- Easton Campus Steward Easton Hospital, Inc St Lukes Hospital - Easton Campus 29
2018-05-26 Lehigh Valley Hospital - Schuylkill Schuylkill Medical Center - East... Lehigh Valley Hospital - Schuylkill 118
2017-07-01 Upmc Carlisle Carlisle Hma Llc Upmc Carlisle 66