dealflow
envelope $200M

← Targets

Beloit Memorial Hospital Inc.

dba Beloit Memorial Hospital · Beloit, Rock County, WI · CCN 520100
Licensed to Beloit Health System Inc

Composite
53.4
rank score
Distress
52
FY2023
Fit
75
vs thesis
Estimated ticket
$41.2M–$165M
97 beds · within envelope
Ownership
nonprofit
STH

Why it ranks here

  • operating margin negative
  • total margin -8% to -3%
  • 30-60 days cash on hand
  • occupancy 45-60%
  • margin deteriorating sharply
  • urban — higher occupancy and iteration surface
  • bed count in the target band
  • ticket size uses the capital envelope well
  • moderate occupancy
  • nonprofit — expect AG conversion review

Latest financials · FY2023

Net patient revenue$265M
Operating margin -3.1%
Total margin -7.9%
Days cash on hand 32
Current ratio 2.09
Occupancy54%

Facility

Beds97
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
2020 97 $224M $9.2M -7.6% 3.7% 98 1.69 47% 3,806 29
2021 97 $251M $14.2M -1.9% 5.3% 72 1.77 51% 3,931 28
2022 97 $250M $-12.2M -3.0% -4.7% 46 2.13 52% 4,093 47
2023 97 $265M $-22.6M -3.1% -7.9% 32 2.09 54% 4,031 52

Owners

OwnerRole%SinceType
James Bird corporate officer 100 2025-06
Timothy Mckevett corporate officer 100 2014-05
Timothy Mckevett w-2 managing employee 100 2014-05
Aleatha Howen corporate officer 2026-09
Aleatha Howen w-2 managing employee 2025-06
James Bird w-2 managing employee 2025-06

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