dealflow
envelope $200M

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Orthopaedic Hospital Of Wisconsin

Glendale, Milwaukee County, WI · CCN 520194
Licensed to Orthopaedic Hospital Of Wisconsin, Llc

Composite
32.3
rank score
Distress
22
FY2023
Fit
56
vs thesis
Estimated ticket
$15.0M–$60.0M
30 beds · within envelope
Ownership
nonprofit
STH

Why it ranks here

  • 90-150 days cash on hand
  • occupancy below 30%
  • margin deteriorating sharply
  • urban — higher occupancy and iteration surface
  • small but workable bed count
  • small ticket — deploys little of the available capital
  • very low occupancy — limited volume to learn from
  • nonprofit — expect AG conversion review

Latest financials · FY2023

Net patient revenue$86.9M
Operating margin 34.2%
Total margin 34.9%
Days cash on hand 146
Current ratio 5.23
Occupancy14%

Facility

Beds30
Facility typeSTH
Settingurban
Ownership classnonprofit
Per-bed (low) $500K
Per-bed (high) $2.0M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 30 $73.5M $30.4M 37.9% 40.0% 147 6.47 22% 1,282 13
2021 30 $77.6M $30.8M 38.6% 39.3% 147 6.65 23% 1,363 13
2022 30 $80.2M $28.9M 35.1% 35.7% 129 6.15 19% 1,158 13
2023 30 $86.9M $30.7M 34.2% 34.9% 146 5.23 14% 969 22

Owners

OwnerRole%SinceType
Columbia St. Mary's, Inc
Glendale, WI
5% or greater direct ownership interest 50 2001-06
Orthopaedic Group Joint Venture Llc
Glendale, WI
5% or greater direct ownership interest 50 2001-06
Alexander Riordan corporate director 2020-01
Brandon Goldbeck w-2 managing employee 2021-05
David Kornreich corporate director 2015-12
Kim Spiess corporate officer 2017-12
Kim Spiess w-2 managing employee 2017-12
Rory Wright corporate director 2010-09

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 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