dealflow
envelope $200M

← Targets

Lakeside Hospital

dba Lakeside Behavioral Health System · Memphis, TN · CCN 444004
Licensed to Uhs Of Lakeside Llc

Composite
58.0
rank score
Distress
42
FY2023
Fit
93
vs thesis
Estimated ticket
$86.6M–$346M
315 beds · within envelope
Ownership
for-profit
PH

Why it ranks here

  • under 30 days cash on hand
  • current ratio below 0.8
  • margin deteriorating sharply
  • part of a multi-hospital chain — divestiture candidate
  • urban — higher occupancy and iteration surface
  • specialty facility — narrower problem scope
  • large — ticket likely stretches the envelope
  • ticket size uses the capital envelope well
  • strong occupancy — good iteration surface
  • for-profit — no charitable conversion review

Latest financials · FY2023

Net patient revenue$65.5M
Operating margin 12.6%
Total margin 14.6%
Days cash on hand 0
Current ratio -0.04
Occupancy68%

Facility

Beds315
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 315 $67.9M $14.8M 18.0% 21.0% 0 -0.01 75% 8,030 36
2021 315 $64.8M $9.2M 13.0% 14.0% 0 -0.02 70% 7,470 36
2022 315 $65.4M $12.3M 11.9% 17.6% 0 -0.04 70% 7,375 36
2023 315 $65.5M $9.8M 12.6% 14.6% 0 -0.04 68% 7,081 42

Owners

OwnerRole%SinceType
Cheryl Ramagano corporate officer 100 2010-07
George Brunner corporate officer 100 2010-07
Katharine Lyver corporate officer 100 2024-01
Matthew Klein corporate officer 100 2010-10
Matthew Peterson corporate officer 100 2019-09
Matthew Peterson operational/managerial control 100 2019-09
Steve Filton corporate officer 100 2010-07
Steve Filton operational/managerial control 100 2010-07
Thomas Day corporate officer 100 2021-07
Uhs Of Delaware Inc
King Of Prussia, PA
operational/managerial control 100 2010-07 chain
Universal Health Services Inc
King Of Prussia, PA
5% or greater direct ownership interest 100 2009-04
Alan Miller 5% or greater indirect ownership interest 87 2024-03
James Coleman contracted managing employee 50 2010-07
Matthew Peterson corporate director 33 2019-09
Steve Filton corporate director 33 2010-07
Thomas Day corporate director 33 2021-07
David Morris contracted managing employee 2024-12
David Morris corporate officer 2024-12
Johnta Johnson contracted managing employee 2023-07
Johnta Johnson corporate officer 2023-07

Ownership changes

No CMS ownership change on record since 2016 — this hospital has not traded in at least a decade.