dealflow
envelope $200M

← Targets

Ladd Memorial Hosptial

dba Osceola Medical Center · Osceola, Polk County, WI · CCN 521318
Licensed to Ladd Memorial Hospital

Composite
20.0
rank score
Distress
8
FY2023
Fit
41
vs thesis
Estimated ticket
$2.1M–$4.2M
25 beds · within envelope
Ownership
nonprofit
CAH

Why it ranks here

  • occupancy below 30%
  • rural — cheaper but limited density
  • small but workable bed count
  • very small ticket — sub-scale as a platform asset
  • very low occupancy — limited volume to learn from
  • nonprofit — expect AG conversion review

Latest financials · FY2023

Net patient revenue$56.9M
Operating margin 11.5%
Total margin 15.9%
Days cash on hand 254
Current ratio 5.99
Occupancy22%

Facility

Beds25
Facility typeCAH
Settingrural
Ownership classnonprofit
Per-bed (low) $85.0K
Per-bed (high) $170K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2020 25 $34.3M $-5.5M -19.9% -15.4% 105 4.21 17% 426 58
2021 25 $48.4M $13.3M 9.3% 23.2% 206 6.10 21% 461 9
2022 25 $51.9M $5.1M 8.2% 9.7% 213 5.61 14% 319 9
2023 25 $56.9M $9.6M 11.5% 15.9% 254 5.99 22% 330 8

Owners

OwnerRole%SinceType
Anne Pueschner corporate director 100 2017-01
Amin Uddin corporate director 2022-01
Deborah Peters corporate director 2018-08
Erik Severson corporate director 2018-07
Felix Blanco corporate director 2021-11
Greg Kumlien corporate director 2019-03
John Clark corporate director 2019-03
John Gearin corporate director 2021-01
Kelly Macken-Marble corporate officer 2022-10
Kelsey Finnegan w-2 managing employee 2018-10
Kierstin Justinger corporate director 2019-03
Kimberly Ericson corporate officer 2020-02
Mark Erickson corporate director 2019-03
Penny Austad corporate director 2022-01
Rebecca Styles corporate director 2022-01
Tyler Schmidtz corporate director 2017-01

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
2018-01-01 Mayo Clinic Health... Mayo Clinic Health System -... Mchs-Chippewa Valley 25