M&A Deal Summary

Charter Health Care Group Acquires Heartwood Home Health & Hospice

On October 13, 2020, Charter Health Care Group acquired healthcare services company Heartwood Home Health & Hospice

Acquisition Highlights
  • This is Charter Health Care Group’s 4th transaction in the Healthcare Services sector.
  • This is Charter Health Care Group’s 4th transaction in the United States.
  • This is Charter Health Care Group’s 1st transaction in Utah.

M&A Deal Summary
Date 2020-10-13
Target Heartwood Home Health & Hospice
Sector Healthcare Services
Buyer(s) Charter Health Care Group
Deal Type Add-on Acquisition
Advisor(s) American HealthCare Capital, Inc. (Financial)

Target

Heartwood Home Health & Hospice

West Jordan, Utah, United States
Heartwood Home Health & Hospice is focused on providing comfort, not cure. Heartwood is a service for patients with terminal or life-limiting illnesses. Heartwood work with each patient’s primary care physician to provide a plan that is specific to the patient’s unique needs. Heartwood specialized care is provided in a range of settings.

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Buyer(S) 1

Buyer

Charter Health Care Group

Colton, California, United States
Category Company
Founded 2006
Sector Healthcare Services
DESCRIPTION

Charter Health Care Group is an integrated post-acute care provider offering hospice, home health, and transitional care services. With over 1,000 patients and eight locations across San Bernardino, Riverside, Los Angeles, Ventura and Orange counties. Charter Health Care Group was established in 2006 and is based in Colton, California.

DEAL STATS #
Overall 4 of 10
Sector (Healthcare Services) 4 of 10
Type (Add-on Acquisition) 4 of 10
State (Utah) 1 of 1
Country (United States) 4 of 10
Year (2020) 4 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-10-13 Phoenix Home Care & Hospice

Loveland, Colorado, United States

Phoenix Home Care & Hospice offers new beginnings and meaningful opportunities to caregivers and clinicians while providing home care services to clients built on innovation, skill, and Christ-like values of compassion, honesty, and patience.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-02-16 Serene Care Hospice

Omaha, Nebraska, United States

Serene Care Hospice provides comprehensive, in-home, end-of-life care. The Serene Care team works closely with each patient and family to develop a personalized treatment plan to support their physical, emotional, and spiritual needs. Services include nursing, spiritual care, bereavement, social work, and other specialty practices. Serene Care Hospice was founded in 2013 and is based in Omaha, Nebraska.

Buy -
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