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

HOSP

ASCENSION COLUMBIA ST MARYS OZAUKEE

CCN 520027|LOC MEQUON, WI|BEDS 105|NPR $118.6M|MARGIN -5.2%

SeekingChartis Score

INVESTMENT THESIS

Selective: ASCENSION COLUMBIA ST MARYS OZAUKEE

/ 100 (C)

+$8.7M

EBITDA Uplift

+736bps

Margin Δ

0.0%

Op Margin

$118.6M

Revenue

—

Realization

—

Peer Rank

SIGNAL STRENGTH

Margin

0.0%

Safety

53%

CATALYSTS

▲RCM uplift of $8.7M (+736bps)

RISKS

▼Elevated distress risk (47%)

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

Peer Analysis EBITDA Bridge Data Room IC Memo ML Detail

$118.6M

Net Patient Revenue

-5.2%

Operating Margin

$-6.1M

Net Income

105

Licensed Beds

$1,130K

Revenue per Bed

$124.7M

Operating Expenses

Payer Mix

PYR

■ MEDICARE · 34%■ MEDICAID · 1%■ COMMERCIAL · 65%

Score Breakdown

SCComposite · 27/100

Component	Score	Max	%
Market Position	14	35	39%
Financial Health	7	25	27%
Operational Quality	0	20	0%
Competitive Moat	1	20	7%

Comparable Hospitals

CMP

CCN	Hospital	Beds	NPR
520002	ASPIRUS STEVENS POINT HOSPITAL	82	$0M
520004	MCHS FRANCISCAN HEALTHCARE INC	103	$0M
520008	WAUKESHA MEMORIAL HOSPITAL	270	$0M
520009	ASCENSION NE WISCONSIN-ST. ELIZABETH	287	$0M
520011	LAKEVIEW MEDICAL CENTER OF RICE LAKE	40	$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

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