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

HOSP

LAHEY CLINIC HOSPITAL INC.

CCN 220171|LOC BURLINGTON, MA|BEDS 345|NPR $991.1M|MARGIN -4.2%

SeekingChartis Score

INVESTMENT THESIS

Selective: LAHEY CLINIC HOSPITAL INC.

/ 100 (C)

+$73.0M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$991.1M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

60%

CATALYSTS

▲RCM uplift of $73.0M (+736bps)

▲Platform-sized facility

RISKS

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$991.1M

Net Patient Revenue

-4.2%

Operating Margin

$-42.1M

Net Income

345

Licensed Beds

$2,873K

Revenue per Bed

$1,033.2M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 42%■ MEDICAID · 9%■ COMMERCIAL · 48%

Score Breakdown

SCComposite · 46/100

Component	Score	Max	%
Market Position	25	35	72%
Financial Health	7	25	27%
Operational Quality	0	20	0%
Competitive Moat	5	20	23%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
220001	HEALTHALLIANCE-CLINTON	125	$0M
220002	MOUNT AUBURN HOSPITAL	186	$0M
220008	STURDY MEMORIAL HOSPITAL	125	$0M
220010	LAWRENCE GENERAL HOSPITAL	186	$0M
220011	CAMBRIDGE HEALTH ALLIANCE	225	$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 MAStart Diligence · creates a deal from HCRIS