dealflow
envelope $200M

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Oceans Behavioral Hospital Waco

dba Oceans Behavioral Hospital Of Waco · Waco, Mc Lennan County, TX · CCN 454150
Licensed to Oceans Behavioral Hospital Of Waco Llc

Composite
54.4
rank score
Distress
39
FY2023
Fit
90
vs thesis
Estimated ticket
$13.2M–$52.8M
48 beds · within envelope
Ownership
for-profit
PE 1y

Why it ranks here

  • operating margin under 2%
  • total margin under 2%
  • current ratio below 0.8
  • liabilities exceed assets
  • recently acquired by private equity
  • TX: favorable regulatory climate
  • urban — higher occupancy and iteration surface
  • specialty facility — narrower problem scope
  • small but workable bed count
  • small ticket — deploys little of the available capital
  • strong occupancy — good iteration surface
  • for-profit — no charitable conversion review

Latest financials · FY2023

Net patient revenue$11.8M
Operating margin 0.2%
Total margin 0.3%
Days cash on hand
Current ratio 0.19
Occupancy77%

Facility

Beds48
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 48 $3.6M $-2.0M -84.0% -43.2% -1.93 40% 301 81
2021 48 $9.4M $-171K -3.1% -1.8% -1.47 65% 861 47
2022 48 $12.5M $1.3M 8.2% 10.3% -0.13 80% 974 31
2023 48 $11.8M $37.0K 0.2% 0.3% 0.19 77% 1,018 39

Owners

OwnerRole%SinceType
Oceans Acquisition Inc
Plano, TX
5% or greater direct ownership interest 100 2018-09
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 50 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 9 2022-02
Oceans Ultimate Holdco Gp, Llc
Waltham, MA
5% or greater indirect ownership interest 1 2022-02
Laura Tarantino corporate officer 2018-09
Laura Tarantino corporate director 2018-09
Laura Tarantino w-2 managing employee 2018-09
Laura Tarantino operational/managerial control 2018-09
Oceans Acquisition Inc
Plano, TX
operational/managerial control 2018-09
Stuart Archer corporate officer 2018-09
Stuart Archer corporate director 2018-09
Stuart Archer operational/managerial control 2018-09

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