dealflow
envelope $200M

← Targets

St. Josephs Comm. Hospt.

dba Froedtert West Bend Hospital · West Bend, Washington County, WI · CCN 520063
Licensed to St Josephs Community Hospital Of West Bend Inc

Composite
57.5
rank score
Distress
62
FY2024
Fit
74
vs thesis
Estimated ticket
$29.8M–$119M
70 beds · within envelope
Ownership
nonprofit
STH

Why it ranks here

  • operating margin below -10%
  • total margin -8% to -3%
  • under 30 days cash on hand
  • margin deteriorating
  • urban — higher occupancy and iteration surface
  • bed count in the target band
  • ticket size somewhat below the envelope
  • strong occupancy — good iteration surface
  • nonprofit — expect AG conversion review

Latest financials · FY2024

Net patient revenue$139M
Operating margin -11.0%
Total margin -3.4%
Days cash on hand 0
Current ratio 3.22
Occupancy61%

Facility

Beds70
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 70 $124M $-780K -7.2% -0.6% 0 0.88 58% 4,306 63
2022 70 $403M $247M 63.8% 62.9% 0 1.35 64% 4,229 26
2023 70 $437M $297M 66.1% 66.8% 0 2.70 61% 4,027 22
2024 70 $139M $-5.1M -11.0% -3.4% 0 3.22 61% 4,128 62

Owners

OwnerRole%SinceType
Froedtert Thedacare Health, Inc.
Milwaukee, WI
5% or greater direct ownership interest 100 2008-07
Allen Ericson corporate director 2021-07
Allen Ericson w-2 managing employee 2021-07
Allen Ericson operational/managerial control 2021-07
Amanda Gonring corporate director 2026-02
Bryce Gartland corporate director 2025-07
Carey Cameron corporate director 2023-09
David Ertmer corporate director 2025-07
Jennifer Wimmer corporate director 2025-07
Mark Semrad corporate director 2024-07
Matthew Partridge corporate officer 2025-12
Matthew Weston corporate officer 2022-07
Michael Degere corporate director 2023-07
Michael Nowack corporate director 2025-07
Michelle Arneson corporate director 2023-07
Patrick Patton corporate director 2023-07
Peter Rettler corporate director 2017-07
Shelly Waala corporate director 2017-01
Steven Volkert corporate director 2017-08
Susanne Bartow corporate director 2023-07
Tracy Haas corporate director 2025-07

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