dealflow
envelope $200M

← Targets

Ascension Ne Wisconsin-St. Elizabeth

dba Ascension Ne Wisconsin-St Elizabeth Campus · Appleton, Outagamie County, WI · CCN 520009
Licensed to Ascension Ne Wisconsin, Inc

Composite
52.0
rank score
Distress
56
FY2024
Fit
67
vs thesis
Estimated ticket
$122M–$488M
287 beds · within envelope
Ownership
nonprofit
STH

Why it ranks here

  • operating margin negative
  • total margin negative
  • under 30 days cash on hand
  • current ratio under 1.5
  • occupancy 45-60%
  • margin deteriorating sharply
  • urban — higher occupancy and iteration surface
  • large — ticket likely stretches the envelope
  • ticket size at the top of the envelope — would need leverage
  • moderate occupancy
  • nonprofit — expect AG conversion review

Latest financials · FY2024

Net patient revenue$356M
Operating margin -2.0%
Total margin -0.5%
Days cash on hand 0
Current ratio 1.30
Occupancy47%

Facility

Beds287
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 261 $360M $57.5M 12.7% 15.5% 0 1.14 54% 11,190 28
2022 274 $377M $33.2M 7.4% 8.7% 0 1.10 54% 10,946 28
2023 287 $364M $16.4M 0.9% 4.3% 0 1.51 50% 10,715 31
2024 287 $356M $-1.8M -2.0% -0.5% 0 1.30 47% 10,323 56

Owners

OwnerRole%SinceType
Andre Storey corporate director 2026-01
Ascension Health
Saint Louis, MO
operational/managerial control 2016-03
Daniel Jackson corporate officer 2024-01
Daniel Jackson w-2 managing employee 2024-01
Daniel Jackson operational/managerial control 2024-01
David Miller corporate director 2024-07
John Rowe corporate director 2018-07
Kristin Mcmanmon corporate director 2026-01
Kurt Schley corporate director 2026-01
Michael Bergmann w-2 managing employee 2021-01
Michael Bergmann operational/managerial control 2021-01
Michael Mccullough corporate officer 2024-10
Michael Mccullough w-2 managing employee 2024-10
Michael Mccullough operational/managerial control 2024-10
Ministry Health Care Inc
Glendale, WI
operational/managerial control 2012-02
Rexanne Braun w-2 managing employee 2019-07
Robin Barten w-2 managing employee 2024-11
Stephanie Hietpas w-2 managing employee 2024-11

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 WI

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

DateBuyerSellerHospitalBeds
2022-04-01 Columbia St Marys Hospital Milwaukee Inc Columbia St Mary's Hospital Ozaukee, Inc. Ascension Columbia St Marys Milwauke 374
2018-06-01 Ascension Se Wisconsin Hospital Inc Wheaton Franciscan Healthcare -... Ascension Se Wisconsin Hospital Inc 301