dealflow
envelope $200M

← Targets

Palms Behavioral Health

Harlingen, Cameron County, TX · CCN 454141
Licensed to Strategic Bh-Brownsville Llc

Composite
61.8
rank score
Distress
52
FY2023
Fit
96
vs thesis
Estimated ticket
$22.0M–$87.9M
94 beds · within envelope
Ownership
for-profit
PH

Why it ranks here

  • operating margin -10% to -5%
  • under 30 days cash on hand
  • current ratio below 0.8
  • TX: favorable regulatory climate
  • urban — higher occupancy and iteration surface
  • specialty facility — narrower problem scope
  • bed count in the target band
  • ticket size somewhat below the envelope
  • strong occupancy — good iteration surface
  • for-profit — no charitable conversion review

Latest financials · FY2023

Net patient revenue$17.0M
Operating margin -7.7%
Total margin 17.0%
Days cash on hand 0
Current ratio 0.74
Occupancy71%

Facility

Beds94
Facility typePH
Settingurban
Ownership classfor-profit
Per-bed (low) $234K
Per-bed (high) $935K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 94 $11.9M $-335K -14.1% -2.5% 0 0.59 56% 2,884 73
2021 94 $11.2M $-536K -17.0% -4.3% 0 0.77 45% 2,664 78
2022 94 $13.2M $-351K -9.5% -2.5% 0 2.30 51% 2,703 66
2023 94 $17.0M $3.7M -7.7% 17.0% 0 0.74 71% 3,872 52

Owners

OwnerRole%SinceType
Brian Walton corporate officer 100 2026-03
Brian Walton operational/managerial control 100 2026-03
James Hinkle corporate officer 100 2026-03
Sbhc Holdings Llc
Franklin, TN
5% or greater indirect ownership interest 100 2021-12
Sperry Holdco Llc
Franklin, TN
5% or greater indirect ownership interest 100 2025-01
Summit Behavioral Healthcare Llc
Franklin, TN
5% or greater indirect ownership interest 100 2021-12
Summit Behavioral Holdings I Llc
Franklin, TN
5% or greater direct ownership interest 100 2021-12
Summit Behavioral Holdings Llc
Franklin, TN
5% or greater indirect ownership interest 100 2021-12
Psc Sperry Buyer Llc
Menlo Park, CA
5% or greater indirect ownership interest 96 2021-12

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