{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-622b-71dc-a6dc-07b7650796bf", "slug": "3d4b6bddba27", "title": "Health Management Associates (HMA)", "subtitle": "Larry Robbins · 2013-08", "author": "Larry Robbins", "date": "2013-08-01 00:00:00", "pageCount": 22, "kind": "activist-deck", "orientation": "landscape", "aspectRatio": 1.2941177, "targetCompany": "Health Management Associates", "targetTicker": "HMA", "document": { "id": "019dd923-622b-71dc-a6dc-07b7650796bf", "slug": "3d4b6bddba27", "title": "Health Management Associates (HMA)", "rawTitle": "HMA Board Change Presentation Aug 2013", "authorId": "12_Glenview", "authorName": "Larry Robbins", "authorDisplay": "Larry Robbins", "kind": { "slug": "activist-deck", "label": "Activist deck" }, "sourceType": { "slug": "activist_investor", "label": "Activist investor" }, "fileName": "2013-08-Glenview-HMA-Board-Change-Presentation-Aug-2013.pdf", "sourceUrl": "https://www.10xebitda.com/wp-content/uploads/2016/11/Glenview-HMA-Board-Change-Presentation-Aug-2013.pdf", "sourceDate": "2013-08-15 00:00:00", "presentationDate": "2013-08-01 00:00:00", "ingestedAt": "2026-04-22 17:21:39+00", "status": "ready", "pageCount": 22, "orientation": "landscape", "aspectRatio": 1.2941177, "targetCompany": "Health Management Associates", "targetTicker": "HMA", "metadata": { "local_root": "/tmp/legacy-images/3d4b6bddba27", "activist_firm": "Glenview Capital Management", "origin_corpus": "contrarian", "extraction_seconds": 152.53338479995728 } }, "coverage": { "pageCount": 22, "pagesIndexed": 22, "pagesWithImages": 22, "pagesWithMetadata": 22, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 126, "chartCount": 0, "metricSlides": 0, "toolMatches": 7, "documentToolMatches": 3, "frameworkMatches": 11, "arcMatches": 1, "beatMatches": 3, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": true, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "693bc9ba-d0b2-4337-832e-e7b644fb84ab", "evidence": "The document follows a clear problem-agitate-solution structure, presenting the problem with the current board, agitating it by highlighting the consequences of inaction, and providing a solution by proposing a new board.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 21:55:52.194983+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Problem (Identify pain)", "beatId": "bcbeb7ed-77c2-4bc0-950b-91a98c1aa47c", "matchId": "693bc9ba-d0b2-4337-832e-e7b644fb84ab", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The document identifies the problem with the current board and the pain it causes for investors and the company.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. 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Cleverly argues that replacing the board does NOT block the deal — it strengthens the variable CYH-stock and CVR components. Uses the board's own $11.04→$8.23 value statement against them (self-incrimination rhetoric) and frames the August vote as 'principles and values' vs. December's 'dollar values' vote. Fresh Alternative slate includes a future-HMA-chair Steven Shulman and Alvarez & Marsal's Peter Urbanowicz. Stake not disclosed in the deck itself (Glenview was widely reported ~14.6% but that is not stated here). Author attribution to Larry Robbins comes from disclaimer on page 22 listing him alongside Glenview entities; the document is presented corporately.", "kpisCited": [ { "detail": "HMA -9% in 2013 vs. peer average +2% (peer index: CYH, HCA, LPNT, THC, UHS)", "metric": "EBITDA Y/Y growth" }, { "detail": "HMA -30% in 2013", "metric": "Earnings Y/Y growth" }, { "detail": "Reduced 12% below prior guidance, 18% below consensus", "metric": "2013 EBITDA guidance cut" }, { "detail": "Reduced 29%, 50% below consensus", "metric": "2013 EPS guidance cut" }, { "detail": "Per HMA Board, declined from $11.04 to $8.23 (a ~25% drop)", "metric": "Independent value per share" }, { "detail": "$10.50 cash + $3.28 CYH stock + $0-$1 CVR = $13.78 + CVR", "metric": "Community Proposal value" }, { "detail": "$150-$180 million per CYH/HMA merger presentation", "metric": "Announced synergies" }, { "detail": ">$60M/year, primarily related to OIG investigations", "metric": "Legal costs" }, { "detail": ">$25M in additional expenses", "metric": "Strategic review / consent solicitation costs" }, { "detail": "$60M EBITDA at 8.3x = $1.85/share", "metric": "Illustrative legal-synergy value" }, { "detail": "$25M EBITDA at 8.3x = $0.77/share", "metric": "Illustrative strategic-review recapture" }, { "detail": "Board awarded 100-108% performance bonuses while missing 2012 guidance", "metric": "Executive bonus payout" }, { "detail": "4 additional subpoenas in the past two months regarding compliance", "metric": "New subpoenas" } ], "closingAsk": "We urge all shareholders to promptly consent to remove and replace the Board to Revitalize HMA.", "extraction": { "at": "2026-04-22 17:21:39+00", "model": "unknown-legacy", "runId": null, "seconds": 152.53339, "promptVersion": null }, "scqaReward": "A revitalized board would strengthen the variable CYH-stock and CVR components of the deal; illustratively, recapturing $85M of legal and process costs at 8.3x EBITDA equates to roughly $2.62 per share of recoverable value.", "thesisTypes": [ "governance_board", "management_change", "operational_turnaround" ], "top3Reasons": [ "Incumbent Board oversaw 9% EBITDA decline, 30% earnings drop and 4 new subpoenas in 2013", "Board admits independent value fell from $11.04 to $8.23 — deal negotiated under duress", "Fresh Alternative of 8 healthcare turnaround and compliance veterans can strengthen the Community deal" ], "scqaSituation": "HMA, a large for-profit US hospital operator, has agreed to sell itself to Community Health Systems for approximately $13.78 per share ($10.50 cash plus $3.28 in CYH stock plus a $0-$1 contingent value right).", "thesisSummary": "Glenview Capital is running a consent solicitation to replace the entire Board of Health Management Associates (HMA) in August 2013, five days after HMA's directors announced a rushed sale to Community Health Systems for roughly $13.78 per share ($10.50 cash plus $3.28 in CYH stock plus a $0-$1 CVR). 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"components": [ { "bbox": { "h": 0.35, "w": 0.88, "x": 0.06, "y": 0.565 }, "kind": "disclaimer", "text": "Cautionary Statement Regarding Forward-Looking Statements\nThis presentation may include “forward-looking statements” that reflect current views of future events. Statements that include the words “expect,” “intend,” “plan,” “believe,” “project,” “anticipate,” “will,” “may,” “would” and similar statements of a future or forward-looking nature are often used to identify forward-looking statements. Similarly, statements that describe our objectives, plans or goals are forward-looking. Glenview’s forward-looking statements are based on its current intent, belief, expectations, estimates and projections regarding the Company and projections regarding the industry in which it operates. These statements are not guarantees of future performance and involve risks, uncertainties, assumptions and other factors that are difficult to predict and that could cause actual results to differ materially. Accordingly, you should not rely upon forward-looking statements as a prediction of actual results and actual results may vary materially from what is expressed in or indicated by the forward-looking statements. Except to the extent required by applicable law, no person undertakes any obligation to update publicly or revise any forward-looking statement, whether as a result of new information, future developments or otherwise.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 21:01:39.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "908852c2-ebdf-426f-ba28-41c533f2f8c6", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.88, "x": 0.06, "y": 0.16 }, "kind": "disclaimer", "text": "GLENVIEW CAPITAL PARTNERS, L.P., GLENVIEW CAPITAL MASTER FUND, LTD., GLENVIEW INSTITUTIONAL PARTNERS, L.P., GLENVIEW OFFSHORE OPPORTUNITY MASTER FUND, LTD., GLENVIEW CAPITAL OPPORTUNITY FUND, L.P., GLENVIEW CAPITAL MANAGEMENT, LLC AND LARRY ROBBINS (COLLECTIVELY, “GLENVIEW”) TOGETHER WITH THE PROPOSED NOMINEES (COLLECTIVELY, WITH GLENVIEW, THE “PARTICIPANTS”) HAVE FILED WITH THE SECURITIES AND EXCHANGE COMMISSION (THE “SEC”) A DEFINITIVE CONSENT STATEMENT AND ACCOMPANYING CONSENT CARD TO BE USED TO SOLICIT WRITTEN CONSENTS FROM THE STOCKHOLDERS OF HEALTH MANAGEMENT ASSOCIATES, INC. (“HMA” OR “THE COMPANY”) IN CONNECTION WITH GLENVIEW’S INTENT TO TAKE CORPORATE ACTION BY WRITTEN CONSENT. ALL STOCKHOLDERS OF THE COMPANY ARE ADVISED TO READ THE DEFINITIVE CONSENT STATEMENT AND OTHER DOCUMENTS RELATED TO THE SOLICITATION OF WRITTEN CONSENTS FROM THE STOCKHOLDERS OF THE COMPANY BY THE PARTICIPANTS BECAUSE THEY CONTAIN IMPORTANT INFORMATION. INFORMATION RELATING TO THE PARTICIPANTS IS CONTAINED IN THE DEFINITIVE CONSENT STATEMENT FILED ON JULY 19, 2013. THE DEFINITIVE CONSENT STATEMENT AND FORM OF WRITTEN CONSENT ARE BEING FURNISHED TO SOME OR ALL OF THE STOCKHOLDERS OF THE COMPANY AND ARE, ALONG WITH OTHER RELEVANT DOCUMENTS, AVAILABLE AT NO CHARGE ON THE SEC’S WEB SITE AT HTTP://WWW.SEC.GOV. IN ADDITION, GLENVIEW WILL PROVIDE COPIES OF THE DEFINITIVE CONSENT STATEMENT AND ACCOMPANYING CONSENT CARD (WHEN AVAILABLE) WITHOUT CHARGE UPON REQUEST TO OKAPI PARTNERS LLC, TELEPHONE: (877) 869-0171.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 21:01:39.67+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca11adf4-d571-4e29-839e-3b8755db80cb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 4, "label": "Problem (Identify pain)", "description": "The document identifies the problem with the current board and the pain it causes for investors and the company." }, { "from": 5, "to": 7, "label": "Agitate (Make it worse)", "description": "The document agitates the problem by highlighting the consequences of inaction and the risks of not changing the board." }, { "from": 8, "to": 10, "label": "Solution (Provide relief)", "description": "The document provides a solution by proposing a new board and highlighting its benefits." } ], "loops": [ { "from": 5, "to": 7, "label": "Cost Of Inaction", "description": "To highlight the costs of not changing the board" }, { "from": 1, "to": 4, "label": "Golden Circle", "description": "To present a clear and logical argument for changing the board" } ] }