dealflow
envelope $200M

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Cumberland Surgical Hospital

dba Legent Orthopedic + Spine · San Antonio, TX · CCN 670112
Licensed to Cumberland Surgical Hospital Of San Antonio Llc

Composite
74.6
rank score
Distress
100
FY2024
Fit
74
vs thesis
Estimated ticket
$8.8M–$35.0M
25 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%
  • margin deteriorating sharply
  • TX: favorable regulatory climate
  • 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
  • for-profit — no charitable conversion review

Latest financials · FY2024

Net patient revenue$61.8M
Operating margin -28.5%
Total margin -23.3%
Days cash on hand 2
Current ratio 0.45
Occupancy11%

Facility

Beds25
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
2021 26 $78.4M $11.7M 10.1% 13.9% 0 2.62 26% 5,535 39
2022 25 $85.5M $8.3M 9.5% 9.7% 0 3.59 29% 1,348 39
2023 25 $76.2M $-3.4M -20.8% -3.9% 2 0.93 20% 875 91
2024 25 $61.8M $-15.0M -28.5% -23.3% 2 0.45 11% 643 100

Owners

OwnerRole%SinceType
Psn Affiliates, Llc- North Loop Series
San Antonio, TX
5% or greater direct ownership interest 100 2022-03
Psn Group Llc
Plano, TX
5% or greater indirect ownership interest 100 2022-08
Psn Holdings, Llc
Plano, TX
5% or greater indirect ownership interest 100 2022-08
Psn Topco, Llc
Plano, TX
5% or greater indirect ownership interest 80 2022-08
Mj Fowler 678 Trust
Dallas, TX
5% or greater indirect ownership interest 35 2022-08
Be Consultants, Llc
Irving, TX
5% or greater indirect ownership interest 29 2022-08
Btg Kelly Aggregator Lp
New York, NY
5% or greater indirect ownership interest 15 2022-08
Brunton Family Irrevocable Trust
San Antonio, TX
5% or greater indirect ownership interest 14 2022-08
Trinity River Partners I Lp
Plano, TX
5% or greater indirect ownership interest 10 2022-08
Project Kelly Co-Investors Us Holdings Inc
New York, NY
5% or greater indirect ownership interest 5 2022-08
Project Kelly Co-Investors B, Lp
New York, NY
5% or greater indirect ownership interest 5 2022-08
Benjamin Brunton 5% or greater indirect ownership interest 2022-08
Brittani Schmitz w-2 managing employee 2022-03
Eric King 5% or greater indirect ownership interest 2022-08
Jordan Fowler corporate officer 2018-10
Melanie Fowler 5% or greater indirect ownership interest 2022-08

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 TX

Completed CMS ownership changes in this state. These buyers already cleared the licensure process here — and whoever advised them knows this market.

DateBuyerSellerHospitalBeds
2025-02-01 Texas Heart Hospital Of The Southwest Llc Baylor Heart & Vascular Center Llp Baylor Heart And Vascular Hospital 56
2024-10-30 Hsa Port Arthur, Llc The Medical Center Of Southeast Texas Lp The Medical Ctr Of Southeast Texas 196
2024-10-30 Hsa St. Joseph, Llc Sj Medical Center Llc St Joseph Medical Center 156
2024-10-17 Big Spring Texas Hospital Company Llc Steward Texas Hospital Holdings Llc Scenic Mountain Medical Center 75
2024-10-17 Odessa Texas Hospital Company Llc Odessa Regional Hospital Lp Odessa Regional Hospital 208
2024-06-01 Columbia Medical Center Of Denton... Decatur Health Services Llc Medical City Denton 184
2024-03-11 Nacogdoches County Hospital District Lion Star Nacogdoches Hospital, Llc Nacogdoches Memorial Hosp 160
2024-01-01 Ahs Sherman Llc Sherman Grayson Hospital Llc Wilson N Jones Regional Medical Ctr 214
2023-04-01 Methodist Healthcare System Of San... Hill Country Memorial Hospital Hill Country Memorial Hospital 57
2021-06-01 Methodist Hospitals Of Dallas Metsl, Llc Methodist Southlake Medical Center 22
2020-10-27 Hendrick Medical Center Armc Lp Hendrick Medical Center 533
2020-10-27 Hendrick Medical Center Brownwood Brownwood Hospital Lp Hendrick Medical Center Brownwood 63
2020-07-01 St Joseph Regional Health Center St Joseph Regional Health Center St. Joseph Regional Health Center 284
2020-04-01 Christus Santa Rosa Health Care Corporation Adventist Health System/sunbelt, Inc. Christus Santa Rosa - San Marcos 105
2020-03-01 Sana Healthcare Carrollton Baylor Medical Center At Carrollton Carrollton Regional Medical Center 89