dealflow
envelope $200M

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Surgical Institute Of Reading

dba Reading Surgery Center Of The Surgical Institute Of Reading Llc · Wyomissing, Berks County, PA · CCN 390316
Licensed to Surgical Institute Of Reading Llc

Composite
35.7
rank score
Distress
29
FY2023
Fit
56
vs thesis
Estimated ticket
$7.5M–$30.0M
15 beds · within envelope
Ownership
for-profit
STH

Why it ranks here

  • 30-60 days cash on hand
  • occupancy below 30%
  • margin deteriorating
  • urban — higher occupancy and iteration surface
  • very small facility
  • small ticket — deploys little of the available capital
  • very low occupancy — limited volume to learn from
  • for-profit — no charitable conversion review

Latest financials · FY2023

Net patient revenue$60.1M
Operating margin 27.8%
Total margin 28.0%
Days cash on hand 48
Current ratio 2.00
Occupancy13%

Facility

Beds15
Facility typeSTH
Settingurban
Ownership classfor-profit
Per-bed (low) $500K
Per-bed (high) $2.0M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 15 $48.5M $16.4M 31.5% 32.7% 98 2.53 17% 609 13
2021 15 $55.5M $19.0M 32.3% 33.3% 67 1.59 14% 470 19
2022 15 $58.5M $16.9M 28.1% 28.7% 45 2.10 12% 330 26
2023 15 $60.1M $16.9M 27.8% 28.0% 48 2.00 13% 364 29

Owners

OwnerRole%SinceType
Berkshire Surgical Specialists, Llc
Wyomissing, PA
5% or greater direct ownership interest 16 2024-07
Carol Wolfenbarger w-2 managing employee 2025-03
Hcn Surgery Center Holdings Inc
Dallas, TX
5% or greater indirect ownership interest 2015-06
Jonathan Bailey corporate officer 2023-01
Jonathan Bailey corporate director 2023-01
Lorri Wildi corporate officer 2020-01
Lorri Wildi corporate director 2020-01
Lorri Wildi w-2 managing employee 2020-01
Lorri Wildi operational/managerial control 2020-01
Michelle Burris corporate officer 2023-07
Michelle Burris corporate director 2023-07
Michelle Burris w-2 managing employee 2023-07
Michelle Burris operational/managerial control 2023-07
Tenet Healthcare Corporation
Dallas, TX
5% or greater indirect ownership interest 2015-06
United Surgical Partners Holdings Inc
Dallas, TX
5% or greater indirect ownership interest 2015-05
United Surgical Partners International Inc
Addison, TX
5% or greater indirect ownership interest 2015-05
Usp Domestic Holdings Inc
Addison, TX
5% or greater indirect ownership interest 2015-05
Usp Reading Inc
Addison, TX
5% or greater direct ownership interest 2015-05
Usp Reading Inc
Addison, TX
operational/managerial control 2015-05
Uspi Group Holdings Inc
Addison, TX
5% or greater indirect ownership interest 2015-05
Uspi Holding Company Inc
Addison, TX
5% or greater indirect ownership interest 2015-06
Uspi Holdings Inc
Addison, TX
5% or greater indirect ownership interest 2015-05

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