UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D. C. 20549
SCHEDULE 13D
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(AMENDMENT NO. 18)
ALARIS MEDICAL SYSTEMS, INC.
(Name of Issuer)
COMMON STOCK $0.01 PAR VALUE
(Title of Class of Securities)
00754C101
(CUSIP Number)
Jeffry M. Picower
c/o William D. Zabel, Esq.
Schulte Roth & Zabel LLP
919 Third Avenue
New York, NY 10022
(212) 756-2000
with a copy to:
Andre Weiss, Esq.
Schulte Roth & Zabel LLP
919 Third Avenue
New York, NY 10022
(212) 756-2000
(Name, Address and Telephone Number of Person
Authorized to Receive Notices and Communications)
MAY 18, 2004
(Date of Event Which Requires Filing of this Statement)
If the filing person has previously filed a statement on Schedule 13G to report
the acquisition that is the subject of this Schedule 13D, and is filing this
schedule because of ss.ss.240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the
following box. [ ]
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CUSIP No. 00754C101 SCHEDULE 13D AMENDMENT NO. 18 Page 2 of 5 Pages
------------------- -----------------
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1 NAMES OF REPORTING PERSONS. I.R.S. IDENTIFICATION NUMBERS
Jeffry M. Picower
--------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)|X|
(b)|_|
--------------------------------------------------------------------------------
3 SEC USE ONLY
--------------------------------------------------------------------------------
4 SOURCE OF FUNDS
--------------------------------------------------------------------------------
5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT TO ITEMS 2(d) or 2(e) |_|
--------------------------------------------------------------------------------
6 CITIZENSHIP OR PLACE OF ORGANIZATION
United States
--------------------------------------------------------------------------------
NUMBER OF SHARES 7 SOLE VOTING POWER
BENEFICIALLY 0
-------------------------------------------
OWNED BY EACH 8 SHARED VOTING POWER
REPORTING PERSON WITH 46,643,209
-------------------------------------------
9 SOLE DISPOSITIVE POWER
0
-------------------------------------------
10 SHARED DISPOSITIVE POWER
46,643,209
--------------------------------------------------------------------------------
11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
46,643,209
--------------------------------------------------------------------------------
12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11)
EXCLUDES CERTAIN SHARES |_|
--------------------------------------------------------------------------------
13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
64.6%
--------------------------------------------------------------------------------
14 TYPE OF REPORTING PERSON
IN
--------------------------------------------------------------------------------
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CUSIP No. 00754C101 SCHEDULE 13D AMENDMENT NO. 18 Page 3 of 5 Pages
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1 NAMES OF REPORTING PERSONS. I.R.S. IDENTIFICATION NUMBERS
Decisions Incorporated
--------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)|X|
(b)|_|
--------------------------------------------------------------------------------
3 SEC USE ONLY
--------------------------------------------------------------------------------
4 SOURCE OF FUNDS
--------------------------------------------------------------------------------
5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT TO ITEMS 2(d) or 2(e) |_|
--------------------------------------------------------------------------------
6 CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
--------------------------------------------------------------------------------
NUMBER OF SHARES 7 SOLE VOTING POWER
BENEFICIALLY 0
-------------------------------------------
OWNED BY EACH 8 SHARED VOTING POWER
REPORTING PERSON WITH 46,643,209
-------------------------------------------
9 SOLE DISPOSITIVE POWER
0
-------------------------------------------
10 SHARED DISPOSITIVE POWER
46,643,209
--------------------------------------------------------------------------------
11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
46,643,209
--------------------------------------------------------------------------------
12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11)
EXCLUDES CERTAIN SHARES |_|
--------------------------------------------------------------------------------
13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
64.6%
--------------------------------------------------------------------------------
14 TYPE OF REPORTING PERSON
CO
--------------------------------------------------------------------------------
------------------- -----------------
CUSIP No. 00754C101 SCHEDULE 13D AMENDMENT NO. 18 Page 4 of 5 Pages
------------------- -----------------
--------------------------------------------------------------------------------
1 NAMES OF REPORTING PERSONS. I.R.S. IDENTIFICATION NUMBERS
JA Special Partnership Limited
--------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)|X|
(b)|_|
--------------------------------------------------------------------------------
3 SEC USE ONLY
--------------------------------------------------------------------------------
4 SOURCE OF FUNDS
--------------------------------------------------------------------------------
5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT TO ITEMS 2(d) or 2(e) |_|
--------------------------------------------------------------------------------
6 CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
--------------------------------------------------------------------------------
NUMBER OF SHARES 7 SOLE VOTING POWER
BENEFICIALLY 0
-------------------------------------------
OWNED BY EACH 8 SHARED VOTING POWER
REPORTING PERSON WITH 2,489,463
-------------------------------------------
9 SOLE DISPOSITIVE POWER
0
-------------------------------------------
10 SHARED DISPOSITIVE POWER
2,489,463
--------------------------------------------------------------------------------
11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
2,489,463
--------------------------------------------------------------------------------
12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11)
EXCLUDES CERTAIN SHARES |_|
--------------------------------------------------------------------------------
13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
3.4%
--------------------------------------------------------------------------------
14 TYPE OF REPORTING PERSON
PN
--------------------------------------------------------------------------------
------------------- -----------------
CUSIP No. 00754C101 SCHEDULE 13D AMENDMENT NO. 18 Page 5 of 5 Pages
------------------- -----------------
--------------------------------------------------------------------------------
1 NAMES OF REPORTING PERSONS. I.R.S. IDENTIFICATION NUMBERS
JD Partnership, L.P.
--------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)|X|
(b)|_|
--------------------------------------------------------------------------------
3 SEC USE ONLY
--------------------------------------------------------------------------------
4 SOURCE OF FUNDS
--------------------------------------------------------------------------------
5 CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT TO ITEMS 2(d) or 2(e) |_|
--------------------------------------------------------------------------------
6 CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
--------------------------------------------------------------------------------
NUMBER OF SHARES 7 SOLE VOTING POWER
BENEFICIALLY 0
-------------------------------------------
OWNED BY EACH 8 SHARED VOTING POWER
REPORTING PERSON WITH 24,074,269
-------------------------------------------
9 SOLE DISPOSITIVE POWER
0
-------------------------------------------
10 SHARED DISPOSITIVE POWER
24,074,269
--------------------------------------------------------------------------------
11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
24,074,269
--------------------------------------------------------------------------------
12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11)
EXCLUDES CERTAIN SHARES |_|
--------------------------------------------------------------------------------
13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
33.3%
--------------------------------------------------------------------------------
14 TYPE OF REPORTING PERSON
PN
--------------------------------------------------------------------------------
This statement ("Statement") constitutes Amendment No. 18 to the
Schedule 13D filed on behalf of Jeffry M. Picower with the Securities and
Exchange Commission (the "Commission") on April 7, 1989, as amended to date,
concerning the common stock, par value $0.01 per share (the "Common Stock"), of
Alaris Medical Systems, Inc., a Delaware corporation formerly known as "Alaris
Medical, Inc." and "Advanced Medical Technologies, Inc." (the "Issuer"). This
Statement is being filed as a joint statement pursuant to Rule 13d-1(k)
promulgated under the Securities Exchange Act of 1934 (the "Exchange Act") by
Jeffry M. Picower ("Picower"), Decisions Incorporated ("Decisions"), JD
Partnership, L.P. ("JD") and JA Special Partnership Limited ("JD", and together
with Picower, Decisions and JD, the "Reporting Persons") pursuant to a joint
filing agreement filed as Exhibit 31 hereto. As part of this Statement, JD is
being added as a reporting person.
ITEM 2. IDENTITY AND BACKGROUND
Item 2 is hereby amended to add the following:
J.D. Partnership, L.P. ("JD") is being added as a reporting person to
this Statement. The business address of JD is c/o William D. Zabel, Esq.,
Schulte Roth & Zabel LLP, 919 Third Avenue, New York, NY 10022. The principal
business of JD is that of investment in securities. JD has not been convicted in
a criminal proceeding (excluding traffic violations or similar misdemeanors)
during the last five years. JD has not, during the last five years, been a party
to a civil proceeding of a judicial or administrative body of competent
jurisdiction and, as a result of such proceeding, was, or is subject to, a
judgment, decree or final order enjoining future violations of, or prohibiting
or mandating activities subject to, federal or state securities laws or finding
any violation with respect to such laws.
ITEM 4. PURPOSE OF TRANSACTION.
Item 4 is hereby amended to add the following:
The purpose of this filing is to report a Support Agreement (the
"Support Agreement") dated May 18, 2004, among the Reporting Persons and
Cardinal Health, Inc ("Cardinal"), in connection with that certain Agreement and
Plan of Merger (the "Merger Agreement"), among Cardinal, Blue Merger Corp. and
the Issuer dated as of May 18, 2004. The Support Agreement is attached hereto as
Exhibit 32 incorporated by reference in its entirety into this Item 4.
ITEM 5. INTEREST IN SECURITIES OF THE ISSUES.
Item 5 (a) is hereby amended and restated in its entirety by replacing
Item 5 (a) with the following:
(a) (i) Mr. Picower may be deemed to beneficially own in the
aggregate 46,643,209 shares of common stock, comprising approximately 64.6% of
common stock; (ii) Decisions may be deemed to beneficially own in the aggregate
46,643,209 shares of common stock, comprising approximately 64.6% of common
stock; (iii) JD may be deemed to beneficially own in the aggregate 24,074,269
shares of common stock, comprising approximately 33.3% of common stock; and (iv)
JA may be deemed to beneficially own in the aggregate 2,489,463 shares of common
stock, comprising approximately 3.4% of common stock, based upon the common
- 6 -
stock stated to be outstanding by the Issuer, as of April 12, 2004, on Issuer's
filing on form 10-Q for the fiscal year quarter ending March 31, 2004.
Item 5 (b) is hereby amended and restated in its entirety replacing
Item 5 (b) with the following:
(b) Mr. Picower may also be deemed to have shared power to vote and
shared power to direct the disposition of 46,643,209 shares of common stock.
Decisions may be deemed to have shared power to vote and shared power to direct
the disposition of 46,643,209 shares of common stock. JA may be deemed to have
shared power to vote and shared power to direct the disposition of 2,489,463
shares of common stock. JD may be deemed to have shared power to vote and shared
power to direct the disposition of 24,074,269 shares of common stock.
ITEM 6. CONTRACTS, ARRANGEMENT, UNDERSTANDINGS OR
RELATIONSHIPS WITH RESPECT TO SECURITIES OF THE ISSUER.
Item 6 is hereby amended to add the following:
On May 18, 2004, the Reporting Persons and Cardinal entered into the
Support Agreement, in connection with the execution as of such date of the
Merger Agreement. The Support Agreement is attached hereto as Exhibit 32 and is
incorporated by reference into this Item 6.
ITEM 7. MATERIALS TO BE FILED AS EXHIBITS
Exhibit 31 Joint Filing Agreement, dated as of May 18, 2004.
Exhibit 32 Support/Tender Agreement, dated as of May 18, 2004.
Exhibit 33 Agreement and Plan of Merger, dated as of May 18, 2004,
incorporated by reference to Exhibit 2.1 to the Form 8-K of
Issuer filed on May 20, 2004.
7
SIGNATURES
After reasonable inquiry and to the best knowledge and belief of the
undersigned, the undersigned certifies that the information set forth in this
statement is true, complete and correct.
Dated: May 19, 2004
/s/ Jeffry M. Picower
----------------------------------
Jeffry M. Picower
DECISIONS INCORPORATED
By: /s/ April C. Freilich
------------------------------
Name: April C. Freilich
Title: President
JA SPECIAL PARTNERSHIP LIMITED
By: Decisions Incorporated,
its General Partner
By: /s/ April C. Freilich
------------------------------
Name: April C. Freilich
Title: President
JD PARTNERSHIP, L.P.
By: Decisions Incorporated,
its General Partner
By: /s/ April C. Freilich
------------------------------
Name: April C. Freilich
Title: President