Morton Hospital and Medical Center Transaction

For reference, this page may be accessed at www.mass.gov/ago/morton.

Public Documents Related to the Transaction

Supreme Judicial Court for Suffolk County Docket No. SJ2011-0410 Morton Hospital and Medical Center, Inc. v. Martha Coakley as she is the Attorney General of the Commonwealth of Massachusetts: Memorandum and Judgment dated September 27, 2011 (PDF) 

The Attorney General's Office issued the " Attorney General's Statement as to the Morton Hospital and Medical Center Transaction  " on September 7, 2011.

• Amendment No. 1  to Asset Purchase Agreement dated September 6, 2011 (PDF) as referenced in the Statement of the Attorney General as to the Morton Hospital Transaction.

Complaint pursuant to G.L. c. 180, s. 8A(d) filed with the Supreme Judicial Court on September 21, 2011.

• Morton Hospital and Medical Center, Inc. v. Martha Coakley, No. SJ2011-0410 (PDF)  - Complaint
  • Exhibit A - Asset Purchase Agreement, as amended  file size 3MB
  • Exhibit B - Office of the Attorney General in its "Examination of Health Care Cost Trends and Cost Drivers," dated March 16, 2010  file size 1MB
  • Exhibit C - October 6, 2010 Navigant Report to Morton Board  file size 5MB
  • Exhibit D - Request for Proposals 
  • Exhibit E - Confidential Information Memorandum  file size 1MB
  • Exhibit F - Navigant ACO Readiness Assessment 
  • Exhibit G - March 17, 2010 Navigant Presentation to Board  file size 2MB
  • Exhibit H - March 25, 2011 Navigant Presentation to Board  file size 3MB
  • Exhibit I - Morton's Written Notice of Transaction to Attorney General 
  • Exhibit J - Statement of the Attorney General as to the Morton Transaction 
  • Exhibit K - Enforcement Agreement 
  • Exhibit L - Assessment and Monitoring Agreement 
  • Exhibit M - Transition, Windup and Reorganization Agreement 
  • Exhibit N - Proposed Order of the Court 

Assent and Answer of the Attorney General files with the Supreme Judicial Court on September 21, 2011.

• Morton Hospital and Medical Center, Inc. v. Martha Coakley, No. SJ2011-0410 (PDF)  - Assent and Answer of the Attorney General
• Attorney General's Statement as to the Morton Hospital and Medical Center Transaction  on September 7, 2011

Pursuant to the requirements of Massachusetts General Law Chapter 180, Section 8(A)(d), on May 26, 2011, Morton Hospital and Medical Center ("Morton") filed formal notice of a proposed sale of hospital to Steward Health Care System LLC. This filing commenced the Attorney General's formal review of the transaction which evaluated:

1. Applicable non-profit and charities law;
2. Procedural due care;
3. Management of conflict of interests;
4. Fair and reasonable compensation; and
5. The public interest.

The formal notice, which includes a description of the transaction and a copy of the Asset Purchase Agreement, is available for public review. In addition, public documents related to the transaction may be inspected at the Attorney General's Office in Boston.

• Notice of Transaction dated May 26, 2011 (PDF) 
  • Exhibit A - Transaction Summary and Asset Purchase Agreement Dated March 29, 2011 (PDF)  file size 2MB
  • Exhibit B - 10-6-10 Navigant Slides (PDF)  file size 4MB
  • Exhibit C - 10-19-10 Navigant Slides (PDF)  file size 1MB
  • Exhibit D - Request for Proposal Dated April 28, 2011 (PDF) 
  • Exhibit E - 11-2010 Confidential Information Memorandum (PDF)  file size 1MB
  • Exhibit F - 3-23-11 Navigant Slides - Comparative ACO Readiness Assessment (PDF)  file size 3MB
  • Exhibit G - 3-17-11 Navigant Slides (PDF)  file size 2MB
  • Exhibit H - 3-25-11 Navigant Slides (PDF)  file size 2MB

Public Comment

The Attorney General's Office together with the Department of Public Health, who, though the Public Health Council unanimously approved this transaction at its September 14, 2011 Council Meeting, held a public hearing on June 30, 2011at the Benjamin A. Friedman Middle School (500 Norton Ave Taunton, MA 02780).