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

HOSP

LANCASTER REHABILITATION HOSPITAL

CCN 393054|LOC LANCASTER, PA|BEDS 59|NPR $28.1M|MARGIN 19.9%

C-

SeekingChartis Score

INVESTMENT THESIS

Selective: LANCASTER REHABILITATION HOSPITAL

/ 100 (C)

+$2.1M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$28.1M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

53%

CATALYSTS

RISKS

▼High Medicare dependence (56%)

▼Elevated distress risk (47%)

▼Small facility — limited scale economies

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$28.1M

Net Patient Revenue

19.9%

Operating Margin

$5.6M

Net Income

Licensed Beds

$477K

Revenue per Bed

$22.5M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 56%■ MEDICAID · 0%■ COMMERCIAL · 43%

Score Breakdown

SCComposite · 51/100

Component	Score	Max	%
Market Position	9	35	26%
Financial Health	25	25	100%
Operational Quality	0	20	0%
Competitive Moat	7	20	34%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
390001	COMMUNITY MEDICAL CENTER	266	$0M
390002	UPMC MCKEESPORT	186	$0M
390003	GEISINGER BLOOMSBURG HOSPITAL	40	$0M
390004	HOLY SPIRIT HOSPITAL	231	$0M
390006	GEISINGER MEDICAL CENTER	525	$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 PAStart Diligence · creates a deal from HCRIS