dealflow
envelope $200M

← Targets

Overlake Hospital Medical Center

Bellevue, King County, WA · CCN 500051
Licensed to Overlake Medical Center & Clinics

Composite
58.2
rank score
Distress
65
FY2024
Fit
72
vs thesis
Estimated ticket
$129M–$515M
303 beds · within envelope
Ownership
nonprofit
STH

Why it ranks here

  • operating margin below -10%
  • total margin negative
  • under 30 days cash on hand
  • current ratio under 1.5
  • margin deteriorating sharply
  • urban — higher occupancy and iteration surface
  • large — ticket likely stretches the envelope
  • ticket size well above the envelope
  • strong occupancy — good iteration surface
  • nonprofit — expect AG conversion review

Latest financials · FY2024

Net patient revenue$751M
Operating margin -11.1%
Total margin -2.9%
Days cash on hand 7
Current ratio 1.32
Occupancy64%

Facility

Beds303
Facility typeSTH
Settingurban
Ownership classnonprofit
Per-bed (low) $425K
Per-bed (high) $1.7M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2021 286 $587M $83.7M -6.5% 11.8% 14 1.30 61% 14,030 48
2022 296 $622M $-139M -15.0% -24.1% 8 0.95 64% 13,490 76
2023 296 $675M $-36.2M -14.5% -4.9% 7 1.30 64% 13,490 66
2024 303 $751M $-23.2M -11.1% -2.9% 7 1.32 64% 18,259 65

Owners

OwnerRole%SinceType
Multicare Health System
Tacoma, WA
operational/managerial control 100 2024-10
Overlake Medical Center & Clinics
Bellevue, WA
5% or greater direct ownership interest 100 1966-01
Annette Clark corporate director 2022-01
Benjamin Liu corporate director 2025-01
Denise Merle corporate director 2025-01
Dilip Wagle corporate director 2019-01
Eric Shipley corporate director 2024-01
James Boswell corporate director 2024-01
James Boswell w-2 managing employee 2024-01
Joel Wilson corporate director 2024-01
Joel Wilson w-2 managing employee 2024-01
Jonathan Duarte corporate officer 2024-10
Jonathan Duarte w-2 managing employee 2024-10
Kristina Belfiore corporate director 2022-01
Lisa Wissner-Slivka corporate director 2019-01
Patricia Bedient corporate officer 2013-01
Pauline Bach corporate director 2023-01
Steve Schwartz corporate director 2025-01
Ted Herb corporate director 2016-01
Thomas Evert corporate director 2020-07
Tiffany Koenig corporate director 2020-01

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 WA

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

DateBuyerSellerHospitalBeds
2023-07-01 Central Washington Health Services... Wenatchee Valley Hospital Confluence Health 187
2021-12-05 Multicare Health System Columbia Capital Medical Center Lp Capital Medical Center 107
2020-01-01 University Of Washington Uw Medicine Northwest University Of Washington Med Ctr 617
2018-08-04 Rcch Trios Health Llc Kennewick Public Hospital District Trios Health 111
2016-06-01 Public Hospital Dist No 1 Skagit Public Hospital District 3 Snohomish County Cascade Valley Hospital 48