InfuSystem Holdings Inc – An Interesting Opportunity $INFU

Frank Voisin is the author of the popular value focused website Frankly Speaking, found at


InfuSystem Holdings Inc (NYSE:INFU) presents an interesting opportunity, whereby an activist (Ryan Morris of Meson Capital Partners) who was successful in enacting change at the company now plans to take the company private and, due to a tactical error on his part, is forced to publicly negotiate the purchase price. The tactical error I refer to is that Morris failed to use his role as Executive Chairman of the Board to negotiate the price privately and then jointly announce an agreed upon deal.

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Rather than reiterate what has already been well covered elsewhere, I’ll just present the following links for your review:

Whopper Investments: InfuSystem – missed it by that much
Old School Value: InfuSystem Buyout Coming with 32% Upside Potential
Value Investors Club: InfuSystem Holdings
Ray Bonneau: InfuSystem Holdings – Interesting Micro Cap Opportunity
InfuSystem Background (Google Docs Presentation)
Bloomberg BusinessWeek: Ryan Morris, 28-Year Old Activist Investor

Disclosure: Long INFU