dealflow
envelope $200M

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Oceans Behavioral Hospital Of Lufkin

Lufkin, Angelina County, TX · CCN 454123
Licensed to Oceans Behavioral Hospital Of Lufkin Llc

Composite
35.8
rank score
Distress
12
FY2023
Fit
73
vs thesis
Estimated ticket
$1.3M–$2.6M
24 beds · within envelope
Ownership
for-profit
PE 1y

Why it ranks here

  • margin deteriorating sharply
  • recently acquired by private equity
  • TX: favorable regulatory climate
  • rural — cheaper but limited density
  • specialty facility — narrower problem scope
  • very small facility
  • very small ticket — sub-scale as a platform asset
  • strong occupancy — good iteration surface
  • for-profit — no charitable conversion review

Latest financials · FY2023

Net patient revenue$8.2M
Operating margin 10.9%
Total margin 10.9%
Days cash on hand
Current ratio 11.99
Occupancy86%

Facility

Beds24
Facility typePH
Settingrural
Ownership classfor-profit
Per-bed (low) $55.0K
Per-bed (high) $110K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 24 $6.7M $2.0M 20.9% 27.7% 5.16 74% 463 0
2021 24 $7.5M $2.1M 22.8% 26.6% 8.99 77% 580 0
2022 24 $7.1M $912K 6.2% 12.1% 12.91 76% 604 0
2023 24 $8.2M $902K 10.9% 10.9% 11.99 86% 632 12

Owners

OwnerRole%SinceType
Oceans Acquisition Inc
Plano, TX
5% or greater direct ownership interest 100 2014-01
Oceans Buyer, Inc.
Waltham, MA
5% or greater indirect ownership interest 100 2022-02
Oceans Midco, Inc.
Waltham, MA
5% or greater indirect ownership interest 100 2022-02
Oceans Topco, Inc.
Waltham, MA
5% or greater indirect ownership interest 100 2022-02
Oceans Ultimate Holdco, Lp
Waltham, MA
5% or greater indirect ownership interest 100 2022-02
Webster Equity Partners V, Lp
Waltham, MA
5% or greater indirect ownership interest 51 2022-02 PE
Webster Oceans Co-Investment Fund, Lp
Waltham, MA
5% or greater indirect ownership interest 33 2022-02
Wasque Partners Ii Spe, Lp
West Palm Beach, FL
5% or greater indirect ownership interest 10 2022-02
Oceans Ultimate Holdco Gp, Llc
Waltham, MA
5% or greater indirect ownership interest 1 2022-02
Laura Tarantino corporate officer 2015-02
Oceans Acquisition Inc
Plano, TX
operational/managerial control 2016-01
Stuart Archer corporate director 2014-11
Stuart Archer operational/managerial control 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 TX

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

DateBuyerSellerHospitalBeds
2020-07-01 Lpnt Bh Acquisition 2, Llc Srp Behavioral Hospital Of Fort Worth Llc Wellbridge Healthcare Fort Worth 48