dealflow
envelope $200M

← Targets

Southlake Speciality Hospital

dba Texas Health Harris Methodist Hospital Southlake · Southlake, Tarrant County, TX · CCN 450888
Licensed to Southlake Specialty Hospital Llc

Composite
31.0
rank score
Distress
12
FY2023
Fit
64
vs thesis
Estimated ticket
$8.5M–$34.0M
17 beds · within envelope
Ownership
for-profit
ORD

Why it ranks here

  • 90-150 days cash on hand
  • occupancy below 30%
  • TX: favorable regulatory climate
  • 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$73.4M
Operating margin 11.7%
Total margin 18.3%
Days cash on hand 92
Current ratio 1.96
Occupancy9%

Facility

Beds17
Facility typeORD
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 17 $61.6M $10.7M 13.0% 16.6% 80 3.21 16% 599 19
2021 17 $68.1M $12.4M 12.1% 16.8% 84 2.12 10% 397 19
2022 17 $65.4M $10.0M 8.9% 14.4% 65 2.12 7% 298 19
2023 17 $73.4M $14.5M 11.7% 18.3% 92 1.96 9% 341 12

Owners

OwnerRole%SinceType
Texas Health Resources
Arlington, TX
5% or greater direct ownership interest 54 2011-09
David Rothbart Md Pa
Dallas, TX
5% or greater direct ownership interest 9 2014-11
Bryan Bunderson corporate officer 2026-03
Bryan Bunderson w-2 managing employee 2026-03
Fraser Hay corporate director 2025-10
Jeffrey Mincher corporate officer 2023-01
John Mitchell corporate director 2025-10
John Whitely corporate officer 2023-01
John Whitely corporate director 2025-10
Mitchell Mulvehill corporate officer 2025-10
Monika Mathur corporate director 2025-10
Phuong Luu contracted managing employee 2006-06
Phuong Luu corporate officer 2006-06
Texas Health Resources
Arlington, TX
operational/managerial control 2023-01

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 TX

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

DateBuyerSellerHospitalBeds
2018-03-01 Baylor Scott & White Medical... Tenet Frisco, Ltd. Centennial Medical Center 118