Deal Timeline

Plotted by close date where disclosed, otherwise announcement. Select any marker to jump to the deal entry.

The Acquisition Playbook.

Three patterns run through Encompass Health's acquisitions — what it looks for, how it pays, and how it folds in what it buys.

01
Acquisition criteria
Vertical expansion into home health and hospice: the ~$750M EHHI/Encompass deal ...
Vertical expansion into home health and hospice: the ~$750M EHHI/Encompass deal (2014) created a second segment, then CareSouth (2015), Camellia (2018) and Alacare (2019) rolled up fragmented regional home-health/hospice providers onto that platform.
EHHI Holdings, Inc. (Encompass Home Health and Hospice)Reliant Hospital Partners, LLC (and affiliated entities)CareSouth Health System, Inc. (home health agency operations)Cardinal Hill Rehabilitation Hospital (Lexington, Kentucky)Camellia Healthcare (and affiliated entities)
02
Capital deployment
Scaling the core inpatient-rehabilitation business through operator acquisitions...
Scaling the core inpatient-rehabilitation business through operator acquisitions and hospital buys, most notably the ~$730M Reliant Hospital Partners portfolio (11 IRFs / 902 beds) and Cardinal Hill Rehabilitation Hospital, both in 2015.
EHHI Holdings, Inc. (Encompass Home Health and Hospice)Reliant Hospital Partners, LLC (and affiliated entities)CareSouth Health System, Inc. (home health agency operations)Cardinal Hill Rehabilitation Hospital (Lexington, Kentucky)Camellia Healthcare (and affiliated entities)
03
Integration approach
Cash-and-credit-facility funding with disciplined post-acute geographic overlap ...
Cash-and-credit-facility funding with disciplined post-acute geographic overlap (co-locating home-health markets with existing rehab hospitals), followed by a 2022 strategic reversal that spun the acquired home-health/hospice segment off as Enhabit to become a pure-play rehabilitation company.
EHHI Holdings, Inc. (Encompass Home Health and Hospice)Reliant Hospital Partners, LLC (and affiliated entities)CareSouth Health System, Inc. (home health agency operations)Cardinal Hill Rehabilitation Hospital (Lexington, Kentucky)Camellia Healthcare (and affiliated entities)

The Full Deal Book

6 acquisitions — each with the deal value, financing structure, target revenue, and executive commentary where disclosed.

01 EHHI Holdings, Inc. (Encompass Home Health and Hospice) $750M
Announced Dec 2014 Closed Dec 2014

HealthSouth's entry into the home-health sector, acquiring the nation's fifth-largest Medicare-focused skilled home-health provider (140 locations in 13 states) to complement its inpatient-rehabilitation leadership and consolidate the fragmented home-health market. Announced 2014-11-24 at ~$750M; the FY2015 10-K reports cash consideration of ~$695.5 million delivered at the December 31, 2014 closing.

One of our stated strategic objectives has been to expand into home health, assuming we were able to acquire a high-quality, scalable asset that was capable of consolidating the highly fragmented home health industry. Today we are very pleased to announce the acquisition of the company we believe fits these requirements.
02 Reliant Hospital Partners, LLC (and affiliated entities) $730M
Announced Oct 2015 Closed Oct 2015

Acquired the operations of 11 inpatient rehabilitation hospitals (902 beds) in Texas, Massachusetts and Ohio, expanding HealthSouth's free-standing IRF portfolio to 120 and adding geographic coverage in Houston, Dallas-Fort Worth, Austin and Greater Boston. Announced 2015-06-11; the FY2015 10-K confirms ~$730 million cash consideration at the October 1, 2015 closing.

The acquisition of the operations of Reliant augments HealthSouth's current position as a leading provider of post-acute rehabilitation services. With this acquisition, HealthSouth is able to offer comprehensive, high-quality and cost-effective facility-based and home-based care across new and existing service areas.
03 CareSouth Health System, Inc. (home health agency operations) $170M
Announced Nov 2015 Closed Nov 2015

Encompass Home Health acquired CareSouth's 45 home-health locations across 7 states (~$104M 2014 revenue), extending its home-health platform into Alabama, Georgia, North Carolina, South Carolina and Tennessee and overlapping 14 existing HealthSouth inpatient rehabilitation hospitals. Announced 2015-08-31 at a $170M cash price; the FY2015 10-K confirms ~$170 million cash consideration at the November 2, 2015 closing.

The CareSouth acquisition enables HealthSouth to leverage the operating platform of Encompass across home health locations in the new markets of Alabama, Georgia, North Carolina, South Carolina, and Tennessee.
04 Cardinal Hill Rehabilitation Hospital (Lexington, Kentucky) Not disclosed
Announced May 2015 Closed May 2015

Acquired a 158-bed inpatient rehabilitation hospital plus 74 licensed skilled-nursing beds in Lexington, Kentucky, expanding the inpatient-rehabilitation footprint. Disclosed in the FY2015 10-K; a standalone purchase price was not separately reported (fair value of net assets acquired was ~$60.7 million, and net cash paid for all 2015 IRF acquisitions was ~$56.6 million).

05 Camellia Healthcare (and affiliated entities) $131.4M
Announced May 2018 Closed May 2018

Encompass Health's home-health-and-hospice segment acquired Camellia's home-health, hospice and private-duty locations in Mississippi, Alabama, Louisiana and Tennessee (~$78M 2017 revenue), strengthening its Southeastern presence in key certificate-of-need states and expanding its hospice service line. Announced 2018-03-15; the FY2018 10-K reports ~$131.4 million net cash paid for the May 2018 acquisition.

Camellia Healthcare is a widely known and respected name in the homecare industry. We could not be more proud to have the Payne family choose Encompass Health to continue the legacy of high-quality patient care in the communities Camellia Healthcare serves.
06 Alacare Home Health & Hospice $217.8M
Announced Jul 2019 Closed Jul 2019

Acquired substantially all assets of Birmingham, Alabama-based Alacare (23 home-health and 23 hospice locations; ~$117M 2018 revenue), deepening Encompass Health's home-health-and-hospice presence in Alabama. Announced 2019-04-01; the FY2019 10-K reports total consideration of ~$217.8 million for the July 2019 acquisition.

Over the past 50 years, Alacare has built a remarkable legacy of providing exceptional home-based care for patients across Alabama. Encompass Health is committed to upholding and building upon that legacy and is pleased to welcome Alacare's employees and patients to our company.

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