Market Exclusive
Long/short equity, deep value

Skilled Healthcare Group, Inc. - The Timing Is Right

While Healthcare M&A activity has been off to a slow start in 2013, one company is rising to the top as a potential future acquisition target. Skilled Healthcare Group Inc. (NYSE:SKH), is an interestingly well-positioned company both in its own merit as a stand-alone firm and as a possible strategic or private equity takeover target. The company has already been through a management led buyout in 2005 and is now owned partially by Onex Corporation (OCX.TO). However, its position in the Long Term Care sector as an operator of skilled nursing and assisted living facilities makes it a great prospective purchase as an add-on for a larger Healthcare private equity portfolio or as a strategic purchase for a...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details