Agility Health provides physical rehabilitation services through a network of over 145 locations across 20 states. In February 2017, Agility acquired Medic Holdings, a Canadian provider of orthotics and prosthetics services with 12 foot care clinics and orthotics manufacturing capabilities. The acquisition expanded Agility's clinic network into Canada and diversified its service offerings. It also strengthened Agility's management team and board with healthcare, operations, M&A, and capital markets experience. The combined company has an increased scale with a more diversified footprint that provides a platform for continued growth through acquisitions.
Agility Health is a leading healthcare provider focused on physical rehabilitation services. It has over 145 locations across 20 states and 1+ million patient visits annually. The presentation discusses Agility Health's business segments, financial performance, the acquisition of Medic Holdings, and how the acquisition expands Agility's footprint into Canada and the orthotics business while strengthening management and governance. The acquisition is expected to increase revenues and EBITDA scale, improve the capital market profile, and provide a scalable growth platform through acquisition synergies.
Ahi investor presentation deck march 2017AgilityHealth
Agility Health provides physical rehabilitation services through its network of over 145 locations across 20 states. It has acquired Medic Holdings, a Canadian provider of orthotics and prosthetics services with 12 clinics in Ontario and Quebec. The acquisition expands Agility's footprint into Canada and diversifies its service offerings and revenues. It also strengthens Agility's management team and board with healthcare, operational, M&A, and capital markets experience. The combined company has increased scale and an improved balance sheet, positioning it for further growth through acquisitions.
Ahi investor presentation deck march 2017AgilityHealth
Agility Health provides physical rehabilitation services through its network of over 145 locations across 20 states. It has acquired Medic Holdings, a Canadian provider of orthotics and prosthetics services with 12 clinics in Ontario and Quebec. The acquisition expands Agility's footprint into Canada and diversifies its service offerings and revenues. It also strengthens Agility's management team and board with healthcare, operational, M&A, and capital markets experience. The combined company has increased scale and an improved balance sheet, positioning it for further growth through acquisitions.
Agility Health provides physical rehabilitation services through a network of over 145 locations across 20 states in the US and Canada. They offer services including physical therapy, occupational therapy, athletic training, and speech therapy. The presentation outlines Agility Health's business segments, financial performance, growth strategy including acquisitions, and experienced management team.
The document is an investor presentation for Agility Health, Inc. It provides an overview of Agility Health as a leading healthcare provider focused on physical rehabilitation services. Some key points:
- Agility Health has over 160 locations across North America, sees over 1 million patient visits annually, and has over 1,100 employees.
- The physical therapy market is over $30 billion and expected to grow 7% annually with favorable trends in aging population and emphasis on outpatient care over hospitalization.
- Agility Health has four business segments: outpatient clinics, hospital services, long-term care services, and industrial services.
- In 2017, Agility Health acquired Medic Holdings, expanding into orthotics
Agility Health July 2017 Corporate PresentationAgilityHealth
Agility Health provides physical rehabilitation services through a network of over 160 clinics across North America. The presentation provides an overview of Agility's business segments, financial performance, growth strategies, and management team. Key points include that Agility has over 1 million patient visits annually, generates over $100 million in annual revenue, and aims to expand its network of clinics through both organic growth and acquisitions. The management team is focused on improving profitability and pursuing a roll-up strategy in the fragmented physical therapy market.
Centene Corporation (CNC) is a health insurance company that provides government-sponsored healthcare programs to under-insured individuals. It is acquiring HealthNet, which will expand its Medicaid membership to 11 million across 23 states. The acquisition is expected to close in June 2016 and provide significant revenue growth and cost synergies. Centene has a diversified business model across government programs and geographies. It has achieved strong revenue and earnings growth through acquisitions and expansion into new markets. The analyst recommends buying CNC with a target price of $79.8 based on the company's steady growth prospects and undervaluation.
Agility health investor presentation - investor tab 07.18.16AgilityHealth
Agility Health is a leading healthcare provider focused on physical rehabilitation services. It operates over 155 locations across the US. The presentation provides an overview of Agility Health's business model, growth strategy, and financial performance. It aims to capitalize on the large and fragmented physical rehabilitation industry through acquisitions, organic growth, and its proprietary software system. Key highlights include double-digit revenue and EBITDA growth in recent quarters and an experienced management team.
Agility Health is a leading healthcare provider focused on physical rehabilitation services. It has over 145 locations across 20 states and 1+ million patient visits annually. The presentation discusses Agility Health's business segments, financial performance, the acquisition of Medic Holdings, and how the acquisition expands Agility's footprint into Canada and the orthotics business while strengthening management and governance. The acquisition is expected to increase revenues and EBITDA scale, improve the capital market profile, and provide a scalable growth platform through acquisition synergies.
Ahi investor presentation deck march 2017AgilityHealth
Agility Health provides physical rehabilitation services through its network of over 145 locations across 20 states. It has acquired Medic Holdings, a Canadian provider of orthotics and prosthetics services with 12 clinics in Ontario and Quebec. The acquisition expands Agility's footprint into Canada and diversifies its service offerings and revenues. It also strengthens Agility's management team and board with healthcare, operational, M&A, and capital markets experience. The combined company has increased scale and an improved balance sheet, positioning it for further growth through acquisitions.
Ahi investor presentation deck march 2017AgilityHealth
Agility Health provides physical rehabilitation services through its network of over 145 locations across 20 states. It has acquired Medic Holdings, a Canadian provider of orthotics and prosthetics services with 12 clinics in Ontario and Quebec. The acquisition expands Agility's footprint into Canada and diversifies its service offerings and revenues. It also strengthens Agility's management team and board with healthcare, operational, M&A, and capital markets experience. The combined company has increased scale and an improved balance sheet, positioning it for further growth through acquisitions.
Agility Health provides physical rehabilitation services through a network of over 145 locations across 20 states in the US and Canada. They offer services including physical therapy, occupational therapy, athletic training, and speech therapy. The presentation outlines Agility Health's business segments, financial performance, growth strategy including acquisitions, and experienced management team.
The document is an investor presentation for Agility Health, Inc. It provides an overview of Agility Health as a leading healthcare provider focused on physical rehabilitation services. Some key points:
- Agility Health has over 160 locations across North America, sees over 1 million patient visits annually, and has over 1,100 employees.
- The physical therapy market is over $30 billion and expected to grow 7% annually with favorable trends in aging population and emphasis on outpatient care over hospitalization.
- Agility Health has four business segments: outpatient clinics, hospital services, long-term care services, and industrial services.
- In 2017, Agility Health acquired Medic Holdings, expanding into orthotics
Agility Health July 2017 Corporate PresentationAgilityHealth
Agility Health provides physical rehabilitation services through a network of over 160 clinics across North America. The presentation provides an overview of Agility's business segments, financial performance, growth strategies, and management team. Key points include that Agility has over 1 million patient visits annually, generates over $100 million in annual revenue, and aims to expand its network of clinics through both organic growth and acquisitions. The management team is focused on improving profitability and pursuing a roll-up strategy in the fragmented physical therapy market.
Centene Corporation (CNC) is a health insurance company that provides government-sponsored healthcare programs to under-insured individuals. It is acquiring HealthNet, which will expand its Medicaid membership to 11 million across 23 states. The acquisition is expected to close in June 2016 and provide significant revenue growth and cost synergies. Centene has a diversified business model across government programs and geographies. It has achieved strong revenue and earnings growth through acquisitions and expansion into new markets. The analyst recommends buying CNC with a target price of $79.8 based on the company's steady growth prospects and undervaluation.
Agility health investor presentation - investor tab 07.18.16AgilityHealth
Agility Health is a leading healthcare provider focused on physical rehabilitation services. It operates over 155 locations across the US. The presentation provides an overview of Agility Health's business model, growth strategy, and financial performance. It aims to capitalize on the large and fragmented physical rehabilitation industry through acquisitions, organic growth, and its proprietary software system. Key highlights include double-digit revenue and EBITDA growth in recent quarters and an experienced management team.
Agility Health is a leading physical rehabilitation services provider with over 150 locations across the US. The presentation provides an overview of Agility Health's business model, growth strategy, and financials. Key points include:
- Agility Health operates across multiple rehabilitation settings including outpatient clinics, long-term care facilities, hospitals, and industrial worksites.
- The growth strategy focuses on acquisitions, de novo clinic openings, and organic growth across existing and new markets.
- Financial highlights show increasing revenue, EBITDA, and margins in recent years and quarters. Management has taken steps to reduce costs and improve profitability.
- The physical therapy industry is highly fragmented, providing opportunities for consolidation.
Abbott intends to acquire St. Jude Medical to create a premier medical device leader. The transaction values St. Jude Medical at $25 billion. Abbott will pay St. Jude Medical shareholders $46.75 in cash and 0.8708 Abbott shares per St. Jude Medical share. The combination is expected to generate $500 million in annual synergies by 2020 and be accretive to Abbott's earnings per share in the first full year. The transaction is subject to shareholder and regulatory approvals and is expected to close in the fourth quarter of 2016.
St. Jude Medical 2015 Annual Investor Meeting Presentationir_stjude
This document outlines St. Jude Medical's growth program for 2015. It discusses catalysts for growth including the full year impact of the CardioMEMS HF monitoring system and new ablation catheters. It also covers returning the neuromodulation business in the US to growth through new product launches. The presentation reviews delivering on financial commitments in 2014 and the outlook for continued sales and earnings growth in 2015 while maintaining strong cash flow and shareholder returns.
This document outlines St. Jude Medical's growth program for 2015. It discusses catalysts for growth including the full year impact of the CardioMEMS HF monitoring system and new ablation catheters. It also covers returning the neuromodulation business in the US to growth through new product launches. The presentation provides an overview of St. Jude Medical's markets, goals for financial metrics like sales and EPS growth, and focus on returning shareholder value through cash flow, dividends, and share repurchases.
2016 analyst and investor day presentationir_stjude
The document provides an overview of St. Jude Medical's 2016 Analyst and Investor Meeting. Key points include:
- St. Jude Medical aims to drive growth through innovation in heart failure, atrial fibrillation, neuromodulation, and cardiovascular markets.
- Goals for 2016 include establishing reimbursement for CardioMEMS, integrating the Thoratec acquisition, executing a plan for recovery in the US CRM market, and successfully launching new products.
- Upcoming product launches are expected to fill gaps and deliver advances in AF, HF, and CRM, positioning St. Jude Medical competitively for contracting.
The St. Jude Medical Infinity DBS system provides proven therapy for movement disorders like Parkinson's, essential tremor, and dystonia. It offers advanced programming options through a directional lead and the smallest dual-chamber implantable pulse generator. Clinical trials demonstrate the system significantly improves patients' quality of life and symptom control compared to medication alone. The wireless programming capabilities through mobile digital devices and future software updates without surgery make it a modern system for patients and physicians.
American CareSource Holdings provides an investor presentation outlining its business as an owner and operator of urgent care medical centers. It plans an aggressive growth strategy through 2021 of opening new centers and acquiring existing urgent care businesses. This is expected to increase its number of centers from 25 currently to over 80 centers by 2018. The company sees opportunity in the large and fragmented $12 billion urgent care industry in the US. It believes its model of convenient, affordable medical care can gain market share and be profitably consolidated through its expansion plans.
Stj 2016 analyst and investor day presentation v2ir_stjude
The document provides an overview of St. Jude Medical's 2016 Analyst and Investor Meeting. Key points include: St. Jude's goals to establish reimbursement for CardioMEMS, successfully integrate the Thoratec acquisition, execute plans to recover in the US CRM market through new product launches. The meeting agenda outlines presentations on driving growth in heart failure, atrial fibrillation, neuromodulation and cardiovascular markets through innovation.
This document provides non-GAAP financial information and reconciliations for Edwards Lifesciences Corporation. It defines non-GAAP measures used by the company such as underlying sales, adjusted net income, and adjusted EPS, which exclude items like currency fluctuations, acquisitions, divestitures, and special charges. It also notes management considers free cash flow an important liquidity measure and provides the company's definition. In addition, the document gives examples of items excluded from non-GAAP measures for specific periods to reconcile to GAAP reporting, such as intellectual property litigation expenses.
2016 analyst and investor meeting presentationir_stjude
The document provides an overview of St. Jude Medical's 2016 Analyst and Investor Meeting. Key points include: St. Jude's goals to establish reimbursement for CardioMEMS, successfully integrate the Thoratec acquisition, execute plans to recover in the US CRM market through new product launches. The meeting agenda outlines presentations on driving growth in heart failure, atrial fibrillation, neuromodulation and cardiovascular markets through innovation.
American CareSource Holdings is an owner and operator of urgent care medical centers pursuing an aggressive growth strategy through de novo clinic development and acquisitions. The company aims to have 51 centers by the end of 2017 and 81 centers by 2018. It focuses on operating conveniently located, affordable urgent care clinics in the Southeast U.S. that offer walk-in medical care without appointments. The company sees opportunities to consolidate a fragmented urgent care industry and achieve economies of scale. Its growth strategy relies on developing new clinics, acquiring competitors, and increasing revenue per existing clinic.
J.P. Morgan 33rd Annual Healthcare Conference Presentation 2015ir_stjude
St. Jude Medical reported preliminary Q4 2014 financial results that were in line with guidance. Key milestones in 2014 included resolving FDA warning letters, launching new products, completing four acquisitions to strengthen its portfolio, and delivering 2014 results that met or exceeded guidance. Looking ahead to 2015, St. Jude plans to accelerate sales growth through the full-year impact of CardioMEMS and new ablation catheters, a return to growth in neuromodulation, ongoing cost reductions, and continued share repurchases. St. Jude will also provide 2015 guidance and future results on a "cash EPS" basis.
- Nobilis Health Corp owns and operates ambulatory surgical centers (ASCs) and surgical hospitals. It has a unique direct-to-patient marketing model.
- In 2015 it reported revenue of $229.2 million and adjusted EBITDA of $42.1 million. It is focused on organic growth and acquisitions in a fragmented market.
- Its direct marketing approach drives higher case volumes and it capitalizes on the trend of increased outpatient procedures. It aims to continue growing revenue and adjusted EBITDA over 20% organically through 2016.
- Nobilis Health Corp owns and operates ambulatory surgical centers and surgical hospitals across 7 states.
- They utilize a unique direct-to-patient marketing model to drive organic growth and capitalize on the trend of increased healthcare consumerism.
- For 2015, Nobilis reported revenue of $229.2 million and adjusted EBITDA of $42.1 million. They expect continued growth through organic expansion and acquisitions in a fragmented market.
George S. Barrett, Chairman and CEO of Cardinal Health, gave a presentation at the 25th Annual Credit Suisse Healthcare Conference on November 8, 2016. In the presentation, Barrett discussed how healthcare is rapidly transforming, with demands driven by demographics, science/technology, and a greater focus on outcomes. Cardinal Health is positioned to help customers navigate these complex changes through scaled solutions that optimize the healthcare process and connect clinicians and patients.
This presentation provides an overview of St. Jude Medical's 2014 growth program. Key points include:
- The company expects to resolve FDA warning letters and accelerate new product launches in the US.
- Several new products are expected to drive growth, including Nanostim leadless pacemaker and expanded Portico TAVR sizes.
- The goal is to accelerate sales growth over 2014 and exit the year positioned for mid-to-high single digit growth in 2015.
- St. Jude believes it is well positioned to continue delivering earnings leverage through manufacturing optimization and cost reductions.
Stryker Corporation is a global leader in medical technology. The document provides a financial analysis of Stryker including its history, competitors, balance sheet, income statement, and cash flow statement for 2015 and 2014. Key points include Stryker's acquisitions to expand its product portfolio, a 5% decrease in total assets from 2015 to 2014, a 179% increase in net earnings from 2014 to 2015 likely due to settling lawsuits, and an 88% increase in cash and cash equivalents from 2014 to 2015.
The document provides an overview of key financial concepts and metrics for health centers, including operating revenues, expenses, income statements, balance sheets, cash flow statements, and key performance indicators. It discusses gross patient revenue, contractual adjustments, net patient revenue, operating and non-operating income, operating margins, days in accounts receivable, accounts receivable over 90 days, clinical encounters, and comparing metrics to prior years to measure progress. The presentation aims to make financial statements and metrics clear and help readers understand and monitor organizational performance.
Integrated Healthcare for Better Patient Outcomes is an investor presentation by Apollo Medical Holdings, Inc. summarizing the company's integrated population healthcare management model. Apollo provides medical management, care coordination, and physician care for over 100,000 patients. It has experienced nearly 200% year-over-year revenue growth to $33 million in FY2015, primarily through organic expansion. Apollo aims to scale its network of physicians and patients both within California and in new geographies to continue driving improved outcomes and lower costs through an integrated care model.
McKesson and Cardinal Health Comparative AnalysisJorge Santillan
The document provides an introduction to McKesson Corporation, describing its two business segments of pharmaceutical distribution and healthcare information technology solutions. It then states that a financial analysis of McKesson and one of its competitors, Cardinal Health, will be conducted using financial statements from 2013, 2012 and 2011 to determine which company would provide a better return on investment for investors. Descriptions of both McKesson and Cardinal Health are also provided.
The document discusses Quality Systems, Inc. and its NextGen Healthcare subsidiary which develop and provide computer-based business applications for medical and dental group practices. It provides an overview of the company's financial performance, competitive advantages, product offerings, growth strategy, and outlook given positive healthcare industry trends and economic stimulus activities. The company has a proven track record of growth and profitability with a large, recurring customer base and leading software solutions.
Presentation given to Institute of Healthcare Executives & Suppliers. Spring, 2010.
See more at: http://www.integratedhealthcarestrategies.com/knowledgecenter.aspx.
Agility Health is a leading physical rehabilitation services provider with over 150 locations across the US. The presentation provides an overview of Agility Health's business model, growth strategy, and financials. Key points include:
- Agility Health operates across multiple rehabilitation settings including outpatient clinics, long-term care facilities, hospitals, and industrial worksites.
- The growth strategy focuses on acquisitions, de novo clinic openings, and organic growth across existing and new markets.
- Financial highlights show increasing revenue, EBITDA, and margins in recent years and quarters. Management has taken steps to reduce costs and improve profitability.
- The physical therapy industry is highly fragmented, providing opportunities for consolidation.
Abbott intends to acquire St. Jude Medical to create a premier medical device leader. The transaction values St. Jude Medical at $25 billion. Abbott will pay St. Jude Medical shareholders $46.75 in cash and 0.8708 Abbott shares per St. Jude Medical share. The combination is expected to generate $500 million in annual synergies by 2020 and be accretive to Abbott's earnings per share in the first full year. The transaction is subject to shareholder and regulatory approvals and is expected to close in the fourth quarter of 2016.
St. Jude Medical 2015 Annual Investor Meeting Presentationir_stjude
This document outlines St. Jude Medical's growth program for 2015. It discusses catalysts for growth including the full year impact of the CardioMEMS HF monitoring system and new ablation catheters. It also covers returning the neuromodulation business in the US to growth through new product launches. The presentation reviews delivering on financial commitments in 2014 and the outlook for continued sales and earnings growth in 2015 while maintaining strong cash flow and shareholder returns.
This document outlines St. Jude Medical's growth program for 2015. It discusses catalysts for growth including the full year impact of the CardioMEMS HF monitoring system and new ablation catheters. It also covers returning the neuromodulation business in the US to growth through new product launches. The presentation provides an overview of St. Jude Medical's markets, goals for financial metrics like sales and EPS growth, and focus on returning shareholder value through cash flow, dividends, and share repurchases.
2016 analyst and investor day presentationir_stjude
The document provides an overview of St. Jude Medical's 2016 Analyst and Investor Meeting. Key points include:
- St. Jude Medical aims to drive growth through innovation in heart failure, atrial fibrillation, neuromodulation, and cardiovascular markets.
- Goals for 2016 include establishing reimbursement for CardioMEMS, integrating the Thoratec acquisition, executing a plan for recovery in the US CRM market, and successfully launching new products.
- Upcoming product launches are expected to fill gaps and deliver advances in AF, HF, and CRM, positioning St. Jude Medical competitively for contracting.
The St. Jude Medical Infinity DBS system provides proven therapy for movement disorders like Parkinson's, essential tremor, and dystonia. It offers advanced programming options through a directional lead and the smallest dual-chamber implantable pulse generator. Clinical trials demonstrate the system significantly improves patients' quality of life and symptom control compared to medication alone. The wireless programming capabilities through mobile digital devices and future software updates without surgery make it a modern system for patients and physicians.
American CareSource Holdings provides an investor presentation outlining its business as an owner and operator of urgent care medical centers. It plans an aggressive growth strategy through 2021 of opening new centers and acquiring existing urgent care businesses. This is expected to increase its number of centers from 25 currently to over 80 centers by 2018. The company sees opportunity in the large and fragmented $12 billion urgent care industry in the US. It believes its model of convenient, affordable medical care can gain market share and be profitably consolidated through its expansion plans.
Stj 2016 analyst and investor day presentation v2ir_stjude
The document provides an overview of St. Jude Medical's 2016 Analyst and Investor Meeting. Key points include: St. Jude's goals to establish reimbursement for CardioMEMS, successfully integrate the Thoratec acquisition, execute plans to recover in the US CRM market through new product launches. The meeting agenda outlines presentations on driving growth in heart failure, atrial fibrillation, neuromodulation and cardiovascular markets through innovation.
This document provides non-GAAP financial information and reconciliations for Edwards Lifesciences Corporation. It defines non-GAAP measures used by the company such as underlying sales, adjusted net income, and adjusted EPS, which exclude items like currency fluctuations, acquisitions, divestitures, and special charges. It also notes management considers free cash flow an important liquidity measure and provides the company's definition. In addition, the document gives examples of items excluded from non-GAAP measures for specific periods to reconcile to GAAP reporting, such as intellectual property litigation expenses.
2016 analyst and investor meeting presentationir_stjude
The document provides an overview of St. Jude Medical's 2016 Analyst and Investor Meeting. Key points include: St. Jude's goals to establish reimbursement for CardioMEMS, successfully integrate the Thoratec acquisition, execute plans to recover in the US CRM market through new product launches. The meeting agenda outlines presentations on driving growth in heart failure, atrial fibrillation, neuromodulation and cardiovascular markets through innovation.
American CareSource Holdings is an owner and operator of urgent care medical centers pursuing an aggressive growth strategy through de novo clinic development and acquisitions. The company aims to have 51 centers by the end of 2017 and 81 centers by 2018. It focuses on operating conveniently located, affordable urgent care clinics in the Southeast U.S. that offer walk-in medical care without appointments. The company sees opportunities to consolidate a fragmented urgent care industry and achieve economies of scale. Its growth strategy relies on developing new clinics, acquiring competitors, and increasing revenue per existing clinic.
J.P. Morgan 33rd Annual Healthcare Conference Presentation 2015ir_stjude
St. Jude Medical reported preliminary Q4 2014 financial results that were in line with guidance. Key milestones in 2014 included resolving FDA warning letters, launching new products, completing four acquisitions to strengthen its portfolio, and delivering 2014 results that met or exceeded guidance. Looking ahead to 2015, St. Jude plans to accelerate sales growth through the full-year impact of CardioMEMS and new ablation catheters, a return to growth in neuromodulation, ongoing cost reductions, and continued share repurchases. St. Jude will also provide 2015 guidance and future results on a "cash EPS" basis.
- Nobilis Health Corp owns and operates ambulatory surgical centers (ASCs) and surgical hospitals. It has a unique direct-to-patient marketing model.
- In 2015 it reported revenue of $229.2 million and adjusted EBITDA of $42.1 million. It is focused on organic growth and acquisitions in a fragmented market.
- Its direct marketing approach drives higher case volumes and it capitalizes on the trend of increased outpatient procedures. It aims to continue growing revenue and adjusted EBITDA over 20% organically through 2016.
- Nobilis Health Corp owns and operates ambulatory surgical centers and surgical hospitals across 7 states.
- They utilize a unique direct-to-patient marketing model to drive organic growth and capitalize on the trend of increased healthcare consumerism.
- For 2015, Nobilis reported revenue of $229.2 million and adjusted EBITDA of $42.1 million. They expect continued growth through organic expansion and acquisitions in a fragmented market.
George S. Barrett, Chairman and CEO of Cardinal Health, gave a presentation at the 25th Annual Credit Suisse Healthcare Conference on November 8, 2016. In the presentation, Barrett discussed how healthcare is rapidly transforming, with demands driven by demographics, science/technology, and a greater focus on outcomes. Cardinal Health is positioned to help customers navigate these complex changes through scaled solutions that optimize the healthcare process and connect clinicians and patients.
This presentation provides an overview of St. Jude Medical's 2014 growth program. Key points include:
- The company expects to resolve FDA warning letters and accelerate new product launches in the US.
- Several new products are expected to drive growth, including Nanostim leadless pacemaker and expanded Portico TAVR sizes.
- The goal is to accelerate sales growth over 2014 and exit the year positioned for mid-to-high single digit growth in 2015.
- St. Jude believes it is well positioned to continue delivering earnings leverage through manufacturing optimization and cost reductions.
Stryker Corporation is a global leader in medical technology. The document provides a financial analysis of Stryker including its history, competitors, balance sheet, income statement, and cash flow statement for 2015 and 2014. Key points include Stryker's acquisitions to expand its product portfolio, a 5% decrease in total assets from 2015 to 2014, a 179% increase in net earnings from 2014 to 2015 likely due to settling lawsuits, and an 88% increase in cash and cash equivalents from 2014 to 2015.
The document provides an overview of key financial concepts and metrics for health centers, including operating revenues, expenses, income statements, balance sheets, cash flow statements, and key performance indicators. It discusses gross patient revenue, contractual adjustments, net patient revenue, operating and non-operating income, operating margins, days in accounts receivable, accounts receivable over 90 days, clinical encounters, and comparing metrics to prior years to measure progress. The presentation aims to make financial statements and metrics clear and help readers understand and monitor organizational performance.
Integrated Healthcare for Better Patient Outcomes is an investor presentation by Apollo Medical Holdings, Inc. summarizing the company's integrated population healthcare management model. Apollo provides medical management, care coordination, and physician care for over 100,000 patients. It has experienced nearly 200% year-over-year revenue growth to $33 million in FY2015, primarily through organic expansion. Apollo aims to scale its network of physicians and patients both within California and in new geographies to continue driving improved outcomes and lower costs through an integrated care model.
McKesson and Cardinal Health Comparative AnalysisJorge Santillan
The document provides an introduction to McKesson Corporation, describing its two business segments of pharmaceutical distribution and healthcare information technology solutions. It then states that a financial analysis of McKesson and one of its competitors, Cardinal Health, will be conducted using financial statements from 2013, 2012 and 2011 to determine which company would provide a better return on investment for investors. Descriptions of both McKesson and Cardinal Health are also provided.
The document discusses Quality Systems, Inc. and its NextGen Healthcare subsidiary which develop and provide computer-based business applications for medical and dental group practices. It provides an overview of the company's financial performance, competitive advantages, product offerings, growth strategy, and outlook given positive healthcare industry trends and economic stimulus activities. The company has a proven track record of growth and profitability with a large, recurring customer base and leading software solutions.
Presentation given to Institute of Healthcare Executives & Suppliers. Spring, 2010.
See more at: http://www.integratedhealthcarestrategies.com/knowledgecenter.aspx.
Hot Valuation Issues for Physician AgreementsPYA, P.C.
The document summarizes key issues related to physician compensation agreements and the impact of healthcare reform. It discusses the increased complexity of compensation models with multiple layers and components. Ensuring fair market value and commercial reasonableness of the overall arrangement is important as the sum of individual components could exceed what is reasonable. The presentation also covers analyzing losses, benchmarks, and factors considered in commercial reasonableness determinations. Healthcare continues shifting toward value-based payments, quality incentives, and bundled payments through initiatives like Accountable Care Organizations.
The document provides an overview of Nobilis Health Corp., a healthcare development and management company. It summarizes Nobilis' business model, including owning and managing surgical hospitals and ASCs across multiple markets. It highlights Nobilis' direct marketing model, optimized case mix, revenue cycle management platform, and technology platform. The document also discusses Nobilis' growth strategy of acquisitions and physician marketing to drive continued revenue and earnings growth.
AdaptHealth held a Capital Markets Day in September 2022 to discuss its strategic vision and growth opportunities. The company aims to be the leading provider of healthcare equipment and services that empower care at home. AdaptHealth has a strong foundation as a leading provider of sleep, diabetes, and respiratory solutions. It sees opportunities to capitalize on its scale and capabilities through non-acquired growth in these areas, operational excellence to improve margins, and strategic M&A to reach $4 billion in revenue and $1 billion in adjusted EBITDA by 2025.
How to Evaluate Emerging Healthcare Technology with Innovative AnalyticsHealth Catalyst
As healthcare systems are pressured to cut costs and still provide high-quality care, they will need to look across the care continuum for answers, reduce variation in care, and look to emerging technologies. This article walks through how to evaluate the safety and effectiveness and of emerging healthcare technology and prioritize high-impact improvement projects using a robust data analytics platform. Topics covered include:
The importance of identifying variation in innovation.
Ways to improve outcomes and decrease costs.
The value of an analytics platform.
The reliable information that produce sparks for innovation.
Identifying and evaluating emerging healthcare technology.
Knowing what data to use.
The difference between efficacy and effectiveness in evaluation of emerging healthcare technology.
Learn how to identify and track indicators of your company's financial health. Dave Justus, Kareo's Chief Financial Officer, and Ted Stack, founder of Falcon Capital Partners, will discuss the key performance benchmarks and insights you should pay attention to when working to optimize your billing company business.
HealthWaysBudgetTable 1. HealthWays Clinic, Monthly Expense Budget Report, June 2018.ItemJune 2018May 20182018 YTDBudgetActualVarianceActualBudgetActualPhysician FTE1.01.01.01.01.0Nurse PractitionerFTE3.03.03.03.03.0Encounters:Established patients27529128616501671New patients251827150164Total encountersExpenses:Physician Salaries & Benefits$10,500$10,502$10,509$63,000$63,149NP Salaries & Benefits$20,000$20,992$20,191$120,000$122,001Clerical (2 FTE) Salaries & Benefits$6,667$6,771$6,683$40,000$41,978Total personnel expenseMedical supplies$7,500$8,136$7,994$45,000$47,883Office supplies$583$623$508$3,498$3,407Rent$2,917$2,917$2,917$17,502$17,502Depreciation$333$346$346$1,998$2,050Capital Expenses$3,333$3,480$3,480$19,998$20,439Overhead$167$167$167$1,002$1,002Total non-personnel expenseTotal health center expenseInterpretation:Providers:The FTEs have not changed, at least for the first 6 months of 2018.Encounters:The number of encounters, both new and established, is increasing over the year.Personnel expense:Although the FTEs are not changing, the personnel budget is somewhat more than budgeted, particularly the NP and clerical budgets. The management should investigate why this is the case, and better control the personnel budget.Non-personnel expense:Medical supplies are over budget. Office supplies are under budget. Depreciation and capital expenses (new equipment) increased over the budget year. Rent and overhead remain stable, but might be expected to increase next year.Total expenses:The clinic must carefully control expenses as its profitability is very low. Possible strategies might include improving staff productivity, reducing the cost of medical supplies, and postponing further capital purchases.
HealthWaysFinancialsNurse-Run Clinic ScenarioPatient EncountersFY 2018FY 2017Established patients3,3483,204New patients331287Total Encounters3,6793,491 Cash$5,675$12,098Financial Ratios:Expense per Encounter = Total Operating Expenses / Total EncountersTotal Operating Revenue per Encounter = Total Operating Revenue / Total EncountersOperating Margin = Net Income/Total Operating RevenueDays Cash On Hand = (Cash + Cash Equivalents) / (Operating Expenses / Days in Time Period)Table 2. HealthWays Clinic, Income Statement, FY 2018.Table 3. HealthWays Clinic, Balance Sheet, December 31, 2018.FY 2018FY 2017Current AssetsDecember 31, 2018December 31, 2017Current LiabilitiesDecember 31, 2018December 31, 2017Gross Revenue (charges)$558,520$497,221 Cash5,0329,877 Notes Payable27,44950,000Less write-offs & adjustments117,254104,332Short-term Investments40,38934,181 Accounts Payable 78,70269,412Net Patient Revenue (collected)$441,266$392,889 Accounts Receivable63,39259,359 Accrued Expenses:+Other Revenue209,671234,953 Supply Inventories, at Cost16,02914,918 Salaries & Benefits38,26528,274 Prepaid Expenses & Other2,1041,876 Taxes1,4191,398Total Operating Revenue$ 650,937$ 627,842Total Current Assets$ 126,946$ 120 ...
This document is a presentation by Apollo Hospitals Enterprise Limited for investors that contains confidential information. It provides an overview of Apollo Hospitals' business, including its leading position in the Indian private healthcare sector, opportunities for growth in the underpenetrated Indian healthcare market, focus on clinical excellence and quality, and track record of financial performance. The presentation also outlines Apollo's strategy to capitalize on industry opportunities and deliver its next phase of growth.
This document provides information about an independent employee benefit platform and the services it offers. It licenses various financial services and partners with insurance companies. The platform consolidates different employee benefit products from multiple manufacturers, including medical, dental, healthcare, personal finance and retirement plans. It aims to simplify access to these benefits and provide advice to help customers choose options that best suit their needs.
The Who, What, and How of Health Outcome MeasuresHealth Catalyst
The document discusses health outcome measures, including definitions from various organizations. It describes outcome measures as metrics that assess patient health results and experiences. The document outlines characteristics of outcome measures, such as some being long or short-term, and how they can impact multiple domains. It also discusses how enterprise data and analytics can help analyze multiple outcome measures across patient populations.
This document summarizes the key findings of the 2011 Indiana Healthcare Benefit Survey conducted by the actuarial firm Nyhart. The survey analyzed 215 employers and over 350 medical and 220 dental plans. It found that the average cost of single medical coverage increased 6.9% from 2010 to 2011, while the average employer subsidy for single coverage increased 2.5%. Common plan designs included a $50 dental deductible, $1,000 annual dental maximum, and 80% coinsurance for basic medical services. The presentation provides details on plan prevalence, cost trends, and design features to help healthcare actuaries advise clients.
The Top Five Insights into Healthcare Operational Outcomes ImprovementHealth Catalyst
Effective, sustainable healthcare transformation rests in the organizational operations that power care delivery. Operations include the administrative, financial, legal, and clinical activities that keep health systems running and caring for patients. With operations so critical to care delivery, forward-thinking organizations continuously strive to improve their operational outcomes. Health systems can follow thought leadership that addresses common industry challenges—including waste reduction, obstacles in process change, limited hospital capacity, and complex project management—to inform their operational improvement strategies.
Five top insights address the following aspects of healthcare operational outcomes improvement:
Quality improvement as a foundational business strategy.
Using improvement science for true change.
Increasing hospital capacity without construction.
Leveraging project management techniques.
Features of highly effective improvement projects.
This document discusses Quality Systems, Inc. and its subsidiary NextGen Healthcare Information Systems. It provides an overview of the company's business, markets served, products, growth strategy, financial performance, management team, and competitive advantages in the healthcare information technology industry. Key points include Quality Systems' focus on developing practice management and electronic health record software, its track record of strong revenue and earnings growth, experienced management team, and positioning to benefit from positive industry trends driven by government initiatives.
This corporate presentation provides an overview of Nobilis Health Corp., a full-service healthcare development and management company. Some key points:
- Nobilis owns and manages 4 surgical hospitals and 5 ASCs across 7 states, and partners with 36 additional facilities.
- They utilize a direct-to-patient marketing model and proprietary technology platform to generate leads and efficiently coordinate patient care.
- Nobilis has an optimized mix of profitable procedures and commercial payors. They are also pursuing bundled payment programs through their Concertis subsidiary.
- The company has achieved strong revenue and EBITDA growth through acquisitions and organic growth of existing facilities. Management projects continued expansion in the coming years.
This corporate presentation provides an overview of Nobilis Health Corp., a full-service healthcare development and management company. Some key points:
- Nobilis owns and manages 4 surgical hospitals and 5 ASCs across 7 states, and partners with 36 additional facilities.
- They utilize a direct-to-patient marketing model and proprietary technology platform to generate leads and efficiently coordinate patient care.
- Nobilis has an optimized mix of profitable procedures and commercial payors. They are also pursuing bundled payment programs through their Concertis subsidiary.
- The company has achieved strong revenue and EBITDA growth through acquisitions and organic growth of existing facilities. Management projects continued expansion in the coming years.
Savvy employers are now realising that the health of their workforce directly impacts on the health of their business and by promoting good health for their staff, everyone reaps the benefits. This new health partnership between The Insurance Partnership Health Solutions and Warners Health brings together a wealth of experience and an assurance to respond to your requirements in a flexible and cost effective way.
This document discusses the ISO 18001 standard for occupational health and safety management systems. ISO 18001 provides a framework for organizations to effectively manage health and safety in the workplace. Key benefits of implementing an ISO 18001 compliant system include minimizing risks to employees and contractors, compliance with legal requirements, and opportunities for cost savings through reduced accidents. The summary establishes the purpose and benefits of the ISO 18001 standard according to the document.
World economy charts case study presented by a Big 4
World economy charts case study presented by a Big 4
World economy charts case
World economy charts case study presented by a Big 4
World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4
World economy charts case study presented by a Big 4
World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4study presented by a Big 4
The E-Way Bill revolutionizes logistics by digitizing the documentation of goods transport, ensuring transparency, tax compliance, and streamlined processes. This mandatory, electronic system reduces delays, enhances accountability, and combats tax evasion, benefiting businesses and authorities alike. Embrace the E-Way Bill for efficient, reliable transportation operations.
Cleades Robinson, a respected leader in Philadelphia's police force, is known for his diplomatic and tactful approach, fostering a strong community rapport.
ZKsync airdrop of 3.6 billion ZK tokens is scheduled by ZKsync for next week.pdfSOFTTECHHUB
The world of blockchain and decentralized technologies is about to witness a groundbreaking event. ZKsync, the pioneering Ethereum Layer 2 network, has announced the highly anticipated airdrop of its native token, ZK. This move marks a significant milestone in the protocol's journey, empowering the community to take the reins and shape the future of this revolutionary ecosystem.
UnityNet World Environment Day Abraham Project 2024 Press ReleaseLHelferty
June 12, 2024 UnityNet International (#UNI) World Environment Day Abraham Project 2024 Press Release from Markham / Mississauga, Ontario in the, Greater Tkaronto Bioregion, Canada in the North American Great Lakes Watersheds of North America (Turtle Island).
Methanex is the world's largest producer and supplier of methanol. We create value through our leadership in the global production, marketing and delivery of methanol to customers. View our latest Investor Presentation for more details.
2. Safe Harbor
Disclosure
Certain statements contained in this presentation may be considered “forward-looking information”
as defined under applicable Canadian securities laws (“forward-looking statements”). Forward-
looking statements include, but are not limited to, statements made under the heading “Risk
Factors” of the base shelf prospectus of Agility Health, Inc. dated May 29, 2015 and other
statements concerning the objectives of Agility Health, Inc. (“Agility”), strategies to achieve those
objectives, as well as statements with respect to management’s beliefs, plans, estimates, and
intentions, and similar statements concerning anticipated future events, results, circumstances,
performance or expectations that are not historical facts. Forward-looking statements generally can
be identified by the use of forward-looking terminology such as “outlook”, “objective”, “may”, “will”,
“expect”, “intend”, “estimate”, “anticipate”, “believe”, “should”, “plans”, or “continue”, or similar
expressions suggesting future outcomes or events. Such forward-looking statements reflect
management’s current beliefs and are based on information currently available to management.
Forward-looking statements involve risks and uncertainties that could cause actual results to differ
materially from those contemplated by such statements.
No assurance can be given as to any such future results, levels of activity or achievements and
neither Agility nor any other person assumes responsibility for the accuracy and completeness of
any forward-looking statements. The factors underlying current expectations are dynamic and
subject to change. All forward-looking statements in this presentation are qualified by these
cautionary statements. Other than specifically required by applicable laws, Agility is under no
obligation and expressly disclaims any such obligation to update or alter the forward-looking
statements whether as a result of new information, future events or otherwise except as may be
required by law.
All reference to dollars in this presentation are to U.S. dollars, unless otherwise indicated.
2
3. Who We Are
Agility Health, Inc. (“Agility”) is a leading healthcare provider with a focus on
physical rehabilitation services
3
✓ Physical therapy, Occupational therapy,
Athletic training, Speech therapy
✓ Growth in revenues, margins and EBITDA
✓ Large, growing industry - highly fragmented
✓ Differentiated business model
✓ Capitalize on growing demand
✓ Experienced leadership
4. Physical Therapy Market Overview
4
Physical therapy is a >US$30 billion industry that is expected to grow 7%
annually through 2018.
▪ Physical therapy accounts for approximately 90% of all outpatient rehabilitation spending
• Highly fragmented with largest 50 competitors comprising less than 25% of the market
▪ Numerous, positive factors driving long-term growth:
• Expanding patient population that provides favorable tailwinds:
− Aging U.S. population − Unhealthy youth lifestyle trends − Growth in employment
• Outpatient rehabilitation is significantly less costly than surgery or hospitalization, but with similar
clinical effectiveness
U.S. Outpatient Rehabilitation Expenditures Outpatient Rehabilitation Spending by Segment
For the Years Ended and Ending December 31, 2004-2018P
($ inbillions)
$0
$5
$10
$15
$20
$25
$30
$40
$45
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013E 2014P 2015P 2016P 2017P 2018P
Orthopedic
Physical Therapy
48%
SpeechTherapy
and Audiology
10%
GeneralPhysical
Therapy
9%
$35
GeriatricPhysical
Therapy
9%
PediatricPhysical
Therapy
8%
Sportsphysical
Therapy
7%
Other Specialty Neurological
Physical Therapy Physical Therapy
3% 6%90%
Source: IBISWorld.
5. Network of Service Sites
✓ 1+ million patient visits annually
✓ 1,100+ employees
✓ 145+ locations across 20 states
✓ Consolidating highly fragmented
market
✓ Proprietary operating software
✓ Provides post-acute ‘rehabilitation
continuum of care’
✓ Seasoned management team
✓ Diversified portfolio: geographically
and clinically
5
One of the leading providers of physical rehabilitation services in North America
Provide care and treatment for orthopedic-related disorders, sports-related injuries,
preventative care and occupational rehabilitation
Agility Health
Physical Rehabilitation Services - Overview
6. 6
Hospital Services
✓ Outsourced Services
✓ Contract Terms: 1-3 Years
✓ Reimbursement: (production or time based)
✓ Physical Therapy (PT), Occupational Therapy (OT),
Speech Pathology (SP), Athletic Training (AT)
✓ Good relationships
Long-Term Care Services
✓ Outsourced Services
✓ Contract Terms: 1-3 Years
✓ Reimbursement: (inpatient services are time-based
and outpatient production-based)
✓ PT, OT, and SP
✓ Many long-term customers
Outpatient Services
✓ Owned or Partnered
✓ Free-standing; leased locations
✓ PT, OT and AT services
✓ Reimbursement: insurance and cash
Industrial Services
✓ Contract Terms: 1-3 Years
✓ Reimbursement: cash from client
✓ AT prevention services
✓ Many long-term customers
Agility Health
Business Segments
9. Agility Health
Financial Summary ($US)
9
2013 2014 2015 LTM Sept. 30th, 2016
(Expressed in USD)
Revenue $60,527,877 $62,104,509 $62,328,991 $63,021,546
Outpatient Services $24,511,369 $28,943,806 $31,235,551 $32,296,925
% of Total Sales 40.50% 46.60% 50.11% 51.25%
Hospital Services $10,562,115 $9,656,009 $8,231,790 $8,028,356
% of Total Sales 17.45% 15.55% 13.21% 12.74%
Long-Term Care $24,483,526 $18,063,717 $17,246,432 $15,450,388
% of Total Sales 40.45% 29.09% 27.67% 24.52%
Industrial Services $953,919 $5,416,755 $5,603,376 $7,087,289
% of Total Sales 1.58% 8.72% 8.99% 11.25%
Administrative $13,292 $22,109 $10,970 $158,588
% of Total Sales 0.02% 0.04% 0.02% 0.25%
Cost of Revenues
Salaries and Benefits $41,302,131 $40,837,396 $40,093,117 $41,392,307
Contract Labor $1,067,679 $802,113 $1,018,142 $885,340
Facility $3,457,499 $3,424,663 $3,895,123 $4,118,466
Supplies $798,147 $891,292 $802,671 $808,927
Depreciation and Amortization $768,401 $726,829 $692,741 $655,705
Provision for Bed Debts $1,077,803 $464,763 $770,408 $932,038
Other $1,339,330 $1,424,005 $1,328,860 $1,419,535
Total Cost of Revenues $49,810,990 $48,571,061 $48,601,062 $50,212,318
Gross Profit $10,716,887 $13,533,448 $13,727,929 $12,809,228
% of Total Sales 17.71% 21.79% 22.02% 20.33%
SG&A $12,571,612 $14,313,511 $11,682,170 $11,789,733
Clinic Level EBITDA $10,531,851 $10,930,394 $12,278,811 $9,660,275
% of Total Sales 17.40% 17.60% 19.70% 15.33%
Outpatient Services $5,036,963 $5,222,542 $5,640,146 $4,950,828
% of Total Sales 47.83% 47.78% 45.93% 51.25%
Hospital Services $2,547,655 $2,532,572 $2,192,750 $2,008,985
% of Total Sales 24.19% 23.17% 17.86% 20.80%
Long-Term Care $2,770,930 $2,221,056 $2,098,817 $1,582,638
% of Total Sales 26.31% 20.32% 17.09% 16.38%
Industrial Services $176,198 $954,114 $943,013 $1,117,824
% of Total Sales 1.67% 8.73% 7.68% 11.57%
10. Medic Holdings Acquisition
10
✓ February 2017 - acquisition of Medic Holdings by way of
share exchange
✓ Medic 2016 revenues ~ CDN$16 million
✓ EBITDA ~ CDN$1.4 million
✓ Medic becomes wholly-owned subsidiary of Agility -
shareholders of Medic owning (fully-diluted) ~ 20% of Agility
common shares post-transaction
✓ Restructuring of balance sheet underway - improve cash
flow, EPS
✓ Significant expansion of orthotics business unit
✓ Added depth to management team and Board - healthcare,
operations, M&A, capital markets (combined +60 years)
11. 11
• Canadian business unit focusing on outpatient orthotics/foot care
• Orthotic and prosthetic manufacturing capabilities
• 12 foot care clinics in Ontario and Quebec
• Employs approximately 120+ people; headquartered in Oakville, Ontario
• Orthotic manufacturing in Hamilton, Ontario (Ontario Orthotic Lab)
• Production of more than 60,000 pairs of orthotics per year
• Prosthetics manufacturing in Montreal
• >60 employees in manufacturing
Manufacturing
• 12 foot care clinics in Southern Ontario and Montreal region
• One of the largest operators of foot care clinics in Canada
Clinics
Medic Holdings
Orthotics - Overview
12. 12
Ontario Orthotic Lab
• Manufactures arch supports (orthotics)
• 40 plant employees
• ~3,000 pairs of orthotics on back order
Product Offerings:
✓ Custom-manufactured, prescription orthotic
devices for dress, athletic, casual or
diabetic footwear (compatible with Adidas,
Nike, Rockport, Drew, Asics and NAOT)
✓ Wide variety of compression hosiery styles
and brands
✓ Functional electrical stimulation (FES),
prosthetics, T.E.N.S pain management,
home health care and mobility aids
Medic Holdings
Business Segments
Slawner Orthotics
• Leader in field of orthotics and prosthetics
• Over 60 years of service history
• Multiple locations around Montreal; serves
multiple hospitals
Product Offerings:
✓ Comfort shoes
✓ Foot orthotics
✓ Functional electrical stimulation (FES),
compression therapy, T.E.N.S. pain
management, home care and mobility aids
13. Highlights
13
Broad Diversified Footprint
✓ Expands clinic network into Canada/orthotics
✓ Diversified revenue by state/province, payers and
business line
✓ Reduced reimbursement risk/contract reliance
Strengthened/Expanded Management and Governance
✓ Business development, M&A/financial, capital markets
✓ Scalable leadership/back office teams
✓ Added skills to Board
Capital Market Profile
✓ Increased revenue/EBITDA scale
✓ Positive cash flow impacts from improved balance
sheet
✓ Uplist to TSX: potential US listing
Scalable Growth Platform
✓ Fully-invested back office infrastructure enables M&A
efficiency
✓ Visible, near-term acquisition pipeline
✓ Pipeline impact +50% increase in EBITDA
CDN$96.5M
TTM Revenue
CDN$8.3M
TTM EBITDA
6.7X
EV/TTM EBITDA
164
Clinic Sites
US/Canada
14. Comparable Public Companies *
(Canadian and US w/ Rehabilitation)
14
* All figures in $US
** Prices effective February 17, 2017
Company Name
(Exchange: Ticker)
Price
**
Market
Value (MM)
Revenue
(MM -
TTM)
EBITDA
(MM -
TTM)
Enterprise
Value/
Revenue
Enterprise
Value/
EBITDA
US Physical Therapy, Inc.
(NYSE: USPH)
$74.65 $927 $352 $60 2.9x 16.9x
Select Medical Holdings Corp.
(NYSE: SEM)
$12.70 $1,770 $4,279 $493 1.0x 8.9x
Kindred Healthcare, Inc.
(NASDAQ: GTIV)
$7.05 $627 $7,255 $98 0.5x 39.9x
Ensign Group, Inc.
(NASDAQ: ENSG)
$18.05 $916 $1,595 $119 0.7x 9.6x
Centric Health Corp.
(TSX: CHH)
$0.63 $108 $128.7 $11.3 1.3x 14.6
Average
Median
-
$875
$911
$2,730
$1,595
$157
$98
1.3x
1.0x
18.0x
14.6x
Agility Health, In.
(TSX.V: AHI)
$0.09 $9.9 $63.0 $3.6 0.3x 4.89x
15. 15
Growth Strategy
Same Clinic
Improvements
✓ Expand referral volume,
enhance clinician
efficiencies
✓ Promote cross-selling of
products and services
✓ Move back office functions
from clinics to corporate
✓ Perform staffing
optimization
De Novo Clinic
Expansion
✓ Increase de novo clinic
development over next 5
years
✓ Build market density by
clustering new clinics
✓ New clinician partnerships
New Hospital
Contracts
✓ Secure new hospital
contracts in existing/new
markets
✓ Explore additional
contracts within current
hospital network
New LTC
Contracts
✓ Leverage reputation/scope
to add new customers
✓ Explore new markets
requiring LTC services
Expanded Sales
Platform
✓ Develop and contract
bundled services offerings
(US)
✓ Cross-sell new products
and services across clinic
network
✓ Partner - Agile RPM
Software Services
Expand Work-FitTM
Program
✓ Expand marketing program
to self-insured employers
✓ Outreach program to Third
Party Administrators
✓ Acquisition of existing
industrial clinics
16. 16
✓ Outpatient Rehabilitation is a >US$30 billion industry - Physical Therapy
accounts for approx. 90%
✓ Highly fragmented rehabilitation services with thousands of potential targets
(N. America)
✓ Largest 50 competitors comprise less than 25% of the market
✓ Outpatient rehab is significantly less costly than
surgery/hospitalization – with similar clinical effectiveness
✓ Pursue acquisitions of small rehabilitation clinic chains on margin-accretive
basis
✓ Pursue acquisitions of pain management and foot care clinics
✓ Near-term acquisition pipeline +50% increase in EBITDA
✓ Track record of effectively acquiring and integrating clinic assets
• Agility has previously completed 8 acquisitions with combined
purchase price of US$23 million
• Allowed Agility to enter new service markets and significantly expand
its geographic footprint
Growth through Acquisition
17. 17
Management Team
Steven Davidson, PT, MBA
Chairman, CEO
Telfer Hanson
President, Interim CFO
Gene Miyamoto
COO
Brian Potter
VP, Outpatient Clinic Ops
Michael Daray
General Counsel
Joe Laurent, MBA
VP HR, CCO
Wayne Cockburn
VP, Corp Development
• 33 years healthcare experience
• Licensed physical therapist
• 33 years healthcare
• Master in Health Services Administration
• 25 years of investment banking experience
• Specific industry focus on medical technology
• Worked with Agility since 1996
• Licensed Physical Therapist; 24 years of clinical and management experience
• Previous partner with Law Weathers
• BA from University of Michigan and JD with from University of Minnesota
• Joined Agility in 2006
• 30 years Human Resource, Compliance experience
• Previous C-level experience in medical device industry, biotech
• 33 years capital market experience, M&A, licensing, partnering and investor relations
18. THANK YOU
For more information, please contact:
Wayne Cockburn
VP, Corporate Development
wayne@medicholdings.com
(905) 505-0770
20. Agility Health - Timeline
20
AGILITY HEALTH
FOUNDED
KEN SCHOLTEN
JOINS AGILITY
(1977)
FOUNDER SELLS AGILITY TO
MERCY HEALTH (1985)
STEVE DAVIDSON JOINS AGILITY
(1989)
AGILITY FORMS ADVENT JV WITH
MERCY HEALTH/ST. MARYS
HEALTH (1996)
S. DAVIDSON & K. SCHOLTEN
ACQUIRE AGILITY THROUGH
MANAGEMENT BUYOUT (2003)
ACQUIRED AMATO PT &
CONTINUUM (2010)
ACQUIRED BORDER THERAPY,
PEAK PERFORMANCE, PANTHER
PT (2011)
RECAP WITH ALARIS (2012)
GO PUBLIC : ACQUIRED WORK-
FIT & EXCEL SPORTS AND PT
(2013)
ACQUISITION OF MEDIC
HOLDINGS (2017)
1968 1973 1978 1983 1988 1993 1998 2003 2008 2013