dealflow
envelope $200M

← Targets

Sheltering Arms Institute

dba Shaltering Arms Institute · Richmond, Henrico County, VA · CCN 493036
Licensed to Rehab Jv Llc

Composite
56.9
rank score
Distress
57
FY2023
Fit
78
vs thesis
Estimated ticket
$31.5M–$126M
114 beds · within envelope
Ownership
nonprofit
RH

Why it ranks here

  • operating margin -10% to -5%
  • total margin negative
  • under 30 days cash on hand
  • current ratio under 1.5
  • debt above 85% of assets
  • 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
  • nonprofit — expect AG conversion review

Latest financials · FY2023

Net patient revenue$79.6M
Operating margin -5.3%
Total margin -2.8%
Days cash on hand 17
Current ratio 1.11
Occupancy86%

Facility

Beds114
Facility typeRH
Settingurban
Ownership classnonprofit
Per-bed (low) $276K
Per-bed (high) $1.1M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 114 $10.1M $-7.1M -70.6% -70.0% 111 1.35 53% 380 59
2021 114 $57.9M $-4.4M -8.4% -7.5% 10 1.39 81% 2,120 68
2022 114 $65.0M $3.7M -3.9% 5.2% 36 1.43 82% 2,113 40
2023 114 $79.6M $-2.3M -5.3% -2.8% 17 1.11 86% 2,368 57

Owners

OwnerRole%SinceType
Sheltering Arms Corporation
Glen Allen, VA
5% or greater direct ownership interest 55 2017-09
Virginia Commonwealth University Health System Authority
Richmond, VA
5% or greater direct ownership interest 45 2017-09
Alan Lombardo corporate officer 2019-02
Alan Lombardo operational/managerial control 2019-02
David Cifu corporate director 2017-09
Deborah Davis corporate director 2017-09
James Litsinger contracted managing employee 2017-09
Lawrence Gibson corporate director 2017-09
Mary Zweifel corporate director 2017-09
Patricia Cushnie corporate director 2017-09
Patricio Zuniga contracted managing employee 2019-02
Patricio Zuniga w-2 managing employee 2022-07
Paul Wesolowski corporate director 2017-09

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 VA

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

DateBuyerSellerHospitalBeds
2017-06-01 Coastal Virginia Rehabilitation Llc Rehabilitation Institute Of Virginia Inc Riverside Rehabilitation Institute 50