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US Renal Care

active

HealthcareFrazier Healthcare / Leonard Green

Deal Terms

Entry Year2012
Entry EV$1.5B
Entry Multiple12x
Leverage6x
Debt Amount$0.9B

Risk Metrics

LTV (est.)60%
Debt / EV0.60x

Notes

PE-backed dialysis rollup challenging DaVita/Fresenius duopoly. 400+ clinics. Acquired by Innovative Renal Care (2019). Serial PE ownership: Frazier Healthcare, then Leonard Green. Dialysis patients are literally captive customers — can't easily switch providers. CMS reimbursement changes threatening margins.