Portfolio Revenue Leakage Scan — June 2026

$53.2M
est. annual surgical revenue leakage
Welsh, Carson, Anderson & Stowe portfolio

Across 3 portfolio companies · 237 surgical locations · 0.85 recovery confidence factor applied

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Methodology: Practice count × 2 ORs × 240 slots/yr × specialty cancel rate × avg slot value × 0.85 confidence | Benchmarks: ASCA 2023 + CMS 2024 reimbursement data

Per-Portfolio Company Breakdown

Sorted by estimated recoverable revenue — largest leakage first.

Portfolio Company Specialty Locations Est. Annual Cancellations Est. Recoverable Revenue Resources
Surgery Partners
 multi-specialty ASC 180 9,418 slots/yr $44.8M
Memo · Board Pack
U.S. Urology Partners
 urology 35 1,697 slots/yr $5.9M
Memo · Board Pack
One GI
 gastroenterology/endoscopy 22 1,035 slots/yr $2.5M
Memo · Board Pack
Portfolio Total 3 companies 237 — $53.2M / yr

*Estimated annual recoverable revenue using 0.85 confidence factor. Actual recovery depends on specialty mix, case volume, and CaseFlow fill-rate performance. Based on ASCA 2023 national benchmarks.

Leakage by Specialty

multi-specialty ASC
$44.8M
84% of portfolio leakage
urology
$5.9M
11% of portfolio leakage
gastroenterology/endoscopy
$2.5M
5% of portfolio leakage

Top 3 Board Memos — Preview

One-page forwardable memos for the three highest-leakage portfolio companies. Ready for your IC deck or deal-team email.

Board Memo #1
Surgery Partners
multi-specialty ASC · 180 locations
Est. Annual Recovery
$44.8M
Cancel rate11%
Avg slot value$5,600
Annual cancelled slots9,418
View Full Memo ⬇ Board Pack PDF
Board Memo #2
U.S. Urology Partners
urology · 35 locations
Est. Annual Recovery
$5.9M
Cancel rate10%
Avg slot value$4,100
Annual cancelled slots1,697
View Full Memo ⬇ Board Pack PDF
Board Memo #3
One GI
gastroenterology/endoscopy · 22 locations
Est. Annual Recovery
$2.5M
Cancel rate10%
Avg slot value$2,800
Annual cancelled slots1,035
View Full Memo ⬇ Board Pack PDF
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