dealflow
envelope $200M

← Targets

Ascension Wisconsin Emerus Menomonee

dba Ascension Wisconsin Hospital- Menomonee Falls Campus · Menomonee Falls, Waukesha County, WI · CCN 520214
Licensed to Ascension Wisconsin Emerus Menomonee Falls Llc

Composite
61.3
rank score
Distress
90
FY2023
Fit
52
vs thesis
Estimated ticket
$8.4M–$33.6M
24 beds · within envelope
Ownership
for-profit
STH

Why it ranks here

  • operating margin below -10%
  • total margin below -8%
  • under 30 days cash on hand
  • current ratio below 0.8
  • liabilities exceed assets
  • occupancy below 30%
  • urban — higher occupancy and iteration surface
  • very small facility
  • small ticket — deploys little of the available capital
  • very low occupancy — limited volume to learn from
  • for-profit — no charitable conversion review

Latest financials · FY2023

Net patient revenue$17.7M
Operating margin -43.2%
Total margin -31.4%
Days cash on hand 0
Current ratio 0.21
Occupancy14%

Facility

Beds24
Facility typeSTH
Settingurban
Ownership classfor-profit
Per-bed (low) $350K
Per-bed (high) $1.4M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2022 24 $16.6M $-7.9M -55.8% -44.3% 0 0.26 13% 396 100
2023 24 $17.7M $-6.1M -43.2% -31.4% 0 0.21 14% 444 90

Owners

OwnerRole%SinceType
Ascension Wisconsin Emerus Jv, Llc
The Woodlands, TX
5% or greater direct ownership interest 100 2020-04
Emerus Investment Company X, Llc
The Woodlands, TX
5% or greater indirect ownership interest 100 2020-04
Columbia St Marys Hospital Milwaukee Inc
Glendale, WI
5% or greater indirect ownership interest 51 2020-04
Emerus Holdings, Inc.
The Woodlands, TX
5% or greater indirect ownership interest 49 2020-04
Emerus Intermediate Holdings Inc
New York, NY
5% or greater indirect ownership interest 49 2020-04
Matthew Hanselman w-2 managing employee 2024-01
Matthew Hanselman operational/managerial control 2024-01
Victor Schmerbeck corporate officer 2023-10
Victor Schmerbeck w-2 managing employee 2020-02

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