Infusystems Holdings, Inc. · AMEX:INFU

Infusystems — InfuSystem Holdings — Proxy Contest (July 2018)

13 slides from Infusystems's proxy contest presentation, Jul 9, 2018

  1. Slide 1: Unlock InfuSystem: A Case for Change and Nominee Information

    UNLOCK INFUSYSTEM A CASE FOR CHANGE AND NOMINEE INFORMATION ALL-CASH OFFER OF $3.75 PER SHARE  SUMMARY    

  2. Slide 2: InfuSystem does not have an effective strategy

    INFUSYSTEM DOES NOT HAVE AN EFFECTIVE STRATEGY       

  3. Slide 3: Current board is slowly liquidating company

    CURRENT BOARD IS SLOWLY LIQUIDATING COMPANY                   

  4. Slide 4: The CMS/Medicare change from 2016 has passed now; future outcomes with current board

    THE CMS/MEDICARE CHANGE FROM 2016 HAS PASSED NOW     

  5. Slide 5: Current InfuSystem leadership behavior is illogical even by their own standards

    CURRENT INFUSYSTEM LEADERSHIP BEHAVIOR IS ILLOGICAL EVEN BY THEIR OWN STANDARDS     

  6. Slide 6: Financials First Strategy Attempt #2 (May 2015-today)

    Morris goes from Morris steps down as Hires Eric Steen as CEO; INFU Executive Chairman; Gregg Meson runs proxy contest and replaces 5 stabilizes IT; begins investing in Chairman to Non- of 7 board members; stock rises as Debt Lehman is appointed growth and value-add customer Executive; Gregg shareho

  7. Slide 7: Meson nominees are long term value creating entrepreneurs

    MESON NOMINEES ARE SUCCESSFUL ENTREPRENEURS WITH HEALTHCARE EXPERIENCE    

  8. Slide 8: EBITDA unlikely to exceed previous highs under current leadership

                 

  9. Slide 9: $3.75 represents a premium to where the stock has traded in the past 10 years

    $3.75 REPRESENTS A PREMIUM TO WHERE THE STOCK HAS TRADED IN THE PAST 10 YEARS    

  10. Slide 10: So why has the board refused to even engage re: strategic alternatives?

    SO WHY HAS THE BOARD REFUSED TO EVEN ENGAGE RE: STRATEGIC ALTERNATIVES?    

  11. Slide 11: Does Meridian's approach to business work?

    DOES MERIDIAN’S APPROACH TO BUSINESS WORK?     

  12. Slide 12: Disclosures

                                                 

  13. Slide 13: Slide 13

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