Transaction overview

Charter Health Care Group, a post-acute care provider based in the United States, acquired Genesis HospiceCare in Athens, Texas and Saints Hospice in Plano, Texas on August 30, 2021. The terms of the transaction were not disclosed publicly. Charter is a platform company backed by Pharos Capital Group, a private equity firm with a focus on healthcare companies that aim to improve patient outcomes and lower costs.

Deal structure and financing

The deal's financial details are undisclosed, including the equity-debt split and the involvement of lead banks. Additionally, there is no information available regarding leverage metrics or any stake retained by the sellers post-acquisition. There are also no specifics about lock-up agreements for management retention or IPO options after this acquisition.

Strategic context

Charter Health Care Group aims to expand its service offerings in North and East Texas through this transaction. Genesis HospiceCare, with over 25 years of experience in Athens, Texas, and Saints Hospice, serving the Plano community for fifteen years, are well-established providers in their respective regions. The acquisition aligns with Charter's mission to provide high-quality, compassionate care solutions while reducing healthcare costs.

Regulatory path

No regulatory filings or reviews have been reported for this transaction. Given the nature of the deal and its geographical focus within Texas, it is likely that state-level health department approvals were required but not publicly disclosed. The absence of information on federal antitrust scrutiny suggests limited overlap in services across regions covered by Charter and the acquired hospices, thereby minimizing potential competition concerns.