By
Marshall Hargrave:
Owens & Minor (OMI) is one of the leading U.S. distributors of medical and surgical supplies to the acute care market. But it's more than just that, it really is a healthcare supply chain management company. We also believe that the company is an enticing buyout target, where even at a 20% premium on the stock's price an acquirer could generate an IRR of 15% to 20% over the next few years.
Company overview
Owens is one of the nation's top domestic distributors of medical and surgical supplies to the acute care market and a healthcare supply chain management company. Specifically, via its acute care supply distribution business, the company distributes over 220,000 finished medical and surgical products produced by some 1,200 suppliers to approximately 4,000 health care provider customers from 48 distribution centers nationwide.
Its key distribution customers are acute care hospitals, accounting for some 90% of Owens'
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