Private equity, by deal stage.
Who owns every facility, which sponsor is behind it, what changed hands and what is still independent, then the filings to diligence it: cost reports, capital purchases, quality, wages and payer rates. Keyed to the CMS facility number so every dataset joins to the target.
Sourcing
- Every hospital, nursing home, home health agency and hospice with its owners of record and the financial sponsor behind it: a market map of who already owns what, by sponsor and by state.
- Dated changes of ownership and new ownership filings, with the sponsor behind each buyer, so roll-up activity in a vertical shows up as soon as CMS posts it.
- The independent universe: facilities with no sponsor, no chain and no listed parent, with beds, revenue and net income from the cost reports. The add-on screen.
Diligence
- Thirty years of cost-report history for the target and every comparable in its market: payer mix, labor cost, bad debt, uncompensated care, balance sheet.
- Capital purchases by asset class per fiscal year, so deferred maintenance and equipment age can be read from the filing rather than the CIM.
- Negotiated rates by payer for the target against its local competitors, from the hospitals' own price files.
- Sanction and exclusion screening across six federal and state lists for the entity and its licensed staff.
- Local wage benchmarks by occupation for the target's labor market, to test the staffing plan against what the market pays.
Monitoring
- Quarterly state filings for California portfolio hospitals, two to three quarters ahead of the federal cost report.
- Star ratings, inspection results and penalties per facility each quarter.
- Roster events for the portfolio's facilities and their competitors: openings, closures, address changes, ownership changes.
- Competing sponsors' portfolios month over month: which platforms are adding facilities, in which states.
Exit
- The same tables a strategic or a listed acquirer will pull in their own diligence, prepared in advance.
- Facility-level comparables against the listed operators through the ticker crosswalk.
One file per target, within a week.
Send the target's CCNs, NPIs or EINs. We return one workbook or Parquet set with every table the catalogue holds on those facilities and their market: cost-report history, capital purchases, negotiated rates against local competitors, quality and penalties, sanctions hits, ownership history and the roster events of the last twelve months. Each sheet carries its dictionary and vintage.
A pack is a custom cut priced from $2,000 per month with refresh, or as a one-time file. If the target is a public operator's facility the crosswalk already resolves it.