🛡️ Public data only — no PHI permitted on this instance.

HOSP

IU HEALTH ARNETT HOSPITAL

CCN 150173|LOC LAFAYETTE, IN|BEDS 194|NPR $426.2M|MARGIN 16.1%

B-

SeekingChartis Score

INVESTMENT THESIS

Selective: IU HEALTH ARNETT HOSPITAL

/ 100 (C)

+$31.4M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$426.2M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

59%

CATALYSTS

▲RCM uplift of $31.4M (+736bps)

RISKS

▼Elevated distress risk (41%)

Hold / Selective — investigate specific opportunities but be prepared for execution risk.

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$426.2M

Net Patient Revenue

16.1%

Operating Margin

$68.7M

Net Income

194

Licensed Beds

$2,197K

Revenue per Bed

$357.5M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 32%■ MEDICAID · 5%■ COMMERCIAL · 63%

Score Breakdown

SCComposite · 66/100

Component	Score	Max	%
Market Position	19	35	54%
Financial Health	25	25	100%
Operational Quality	0	20	0%
Competitive Moat	9	20	43%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
150001	JOHNSON MEMORIAL HOSPITAL	58	$0M
150002	METHODIST HOSPITALS INC	405	$0M
150004	FRANCISCAN HEALTH HAMMOND	10	$0M
150005	HENDRICKS REGIONAL HEALTH	130	$0M
150006	LAPORTE HOSPITAL	74	$0M

Team Notes

NOTE0 entries

Actions

ACT

WFDiligence Workflow

Competitive Intel EBITDA Bridge Data Room IC Memo Scenarios

AIDeep Analysis

ML Analysis Demand 3-Year History Stats Bayesian

FINFinancial Models

DCF LBO 3-Statement Returns Market Denial

MORE IN INStart Diligence · creates a deal from HCRIS