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Adam Kalbermatten

Chief Commercial Officer at KORU Medical Systems
Executive

About Adam Kalbermatten

Adam Kalbermatten is Chief Commercial Officer (CCO) of KORU Medical Systems, appointed effective July 28, 2025. He brings ~20 years of commercial leadership across drug delivery and medtech, previously serving as VP & GM, Advanced Drug Delivery Systems at Becton Dickinson (BD), CEO of ZebraSci (turned around and later sold to BD), and global leadership roles at Terumo Medical. He holds a B.E. in Mechanical Engineering and an M.E. in Engineering Management (Stevens Institute of Technology) and an MBA in Finance/Healthcare (Columbia Business School) . Company performance context at his arrival: Q2 2025 net revenues grew 21% year-over-year to $10.2M and full-year 2025 revenue guidance was raised to $39.5–$40.5M (+18–20%) .

Past Roles

OrganizationRoleYearsStrategic Impact
Becton Dickinson (BD)Vice President & General Manager, Advanced Drug Delivery SystemsNot disclosedLed growth initiatives across the injectable drug delivery platform
ZebraSciChief Executive OfficerNot disclosedLed turnaround and growth, culminating in acquisition by BD
Terumo Medical CorporationWorldwide Director of Marketing; Worldwide Director of Business DevelopmentNot disclosedHelped shape global drug delivery strategy

External Roles

  • Not disclosed in company filings/press releases reviewed.

Fixed Compensation

ComponentValue/Term
Base Salary (Annual)$405,000
Annual Bonus Target50% of base salary
2025 Minimum Bonus GuaranteeNot less than $150,000 (paid without proration as if employed from Jan 1, 2025)
LTI Eligibility (2026 target)Eligible for annual LTI target grant value of $550,000, subject to Committee approval

Performance Compensation

Annual Incentive Compensation Plan (AICP)

DimensionDetails
EligibilityEligible up to 50% of base salary; 2025 minimum $150,000
Company Performance Metrics (plan design)May include revenues, EBITDA, ROE, net income, operating income, gross/operating/profit margin, strategic plan progress, market share, innovation, minimum cash balance, or other criteria set/weighted by Board
Payout DeterminantsBased on Company performance against targets and individual performance goals; Board/Committee retains discretion; awards can be above/below target
ClawbackIncentive cash subject to restatement-based recovery and misconduct recovery under AICP and Company clawback policy

Long-Term Incentive Program (LTIP) – Structure and 2025 Design

ComponentWeighting (%)Target Grant Value ($)VestingNotes
Stock Options33Part of $550,000 2025 LTI25% annually over 4 yearsGranted under 2024 Omnibus Plan
RSUs (Time-Based)33Part of $550,000 2025 LTI25% annually over 4 yearsRSUs vest automatically on Change in Control under LTIP
PSUs (Performance-Based)33Part of $550,000 2025 LTI3-year cliff vestPerformance criteria may include revenue, cash flow, EPS, EBITDA, ROE, margins; PSU payout may be modified by stock price; PSU CoC treatment: if CoC before Dec 31, 2026, PSUs vest at 100% target with stock price modifier

Sign-On Equity Awards (Inducement Awards under Nasdaq 5635(c)(4))

Award TypeGrant DateQuantityStrike PriceVesting ScheduleTerm/Expiration
Restricted Stock (time-based)July 28, 2025300,000N/A25% on each 12-month anniversary of grant date, over 4 years
Nonqualified Stock OptionsAugust 1, 2025600,000$3.44 per share 150,000 on each anniversary over 4 years (25% per year) 10-year term from grant

Equity Ownership & Alignment

  • Ownership: Granted 300,000 restricted shares (time-based) and options for 600,000 shares; all awards time-based vesting over 4 years with annual tranches .
  • Vested vs Unvested: Initially unvested; vests 25% per year on each anniversary of respective grant dates .
  • Ownership Guidelines: “Certain Other Executives” must hold ≥3x base salary in Company shares within 5 years of becoming subject; unvested options do not count toward compliance .
  • Anti-Hedging/Pledging: Company insider trading policy prohibits hedging, pledging, short sales, and derivative transactions for all directors, officers, and employees .
  • Registration: S-8 filing registers shares issuable upon option exercise; inclusion does not represent present intent to sell .

Employment Terms

TermDetail
Position & Start DateChief Commercial Officer; Start Date July 28, 2025
Employment StatusAt-will (terminable by either party; subject to severance terms)
Place of PerformanceMahwah, NJ headquarters; travel as reasonably required
Severance (Without Cause or by Executive per §4(c))If <12 months tenure: 3 months base salary; if ≥12 months: 12 months base salary; plus 100% of Annual Bonus Target paid over 12 months; Company-paid health premiums for same period; equity acceleration: if >9 months from agreement date, 150,000 options and 75,000 restricted shares vest on termination
Non-Compete (Scope & Duration)Global restriction on design/development/marketing/sale/manufacture/distribution of home infusion products or injection devices ≥10ml and other Company businesses; Restricted Period is later of severance payment period or 12 months post-termination (3 months if termination before first anniversary and severance owed)
Non-SolicitProhibits solicitation/hiring of employees and contacting customers/competitors for competitive purposes during Restricted Period
Change-of-Control (Employment Agreement)Double-trigger acceleration: if “Change of Control Termination” (termination without cause or for good reason within defined window), all outstanding equity awards vest in full; PSUs vest only to extent performance metrics satisfied
Change-of-Control (LTIP awards)RSUs vest automatically upon Change in Control; if CoC before Dec 31, 2026, PSUs vest at 100% target with stock price payout modifier
CEO Succession AccelerationIf CEO Linda Tharby departs and Company fails to appoint Kalbermatten as CEO within 6 months while he remains employed, time-based Sign-on options, time-based restricted stock, and time-vested portion of 2025 LTI vest in full
ClawbackSpecific clawback in employment agreement covering AICP bonus, sign-on options and shares for restatement, misconduct, and restrictive covenant breaches; terminates upon Change in Control; also subject to Company’s broader clawback policy adopted May 17, 2023
Indemnification/D&OD&O insurance coverage no less favorable than other senior executives/directors during employment and thereafter for applicable periods

Investment Implications

  • Pay-for-performance alignment: AICP tied to multi-metric Company performance with Board discretion; LTI mix (33/33/33) includes PSUs with performance criteria and potential stock price modifier, improving incentive alignment to revenue/EBITDA/TSR outcomes .
  • Retention risk vs acceleration: Four-year time-based tranches for 900,000 combined equity units create annual vesting “sell windows.” Notably, CEO succession and Change-of-Control provisions can fully accelerate time-based awards, reducing retention friction in transition/M&A scenarios .
  • Insider selling pressure: Annual 25% vesting for restricted stock and options may create predictable liquidity events; options strike at $3.44 positions him to exercise if market price exceeds strike materially .
  • Governance safeguards: Strict anti-hedging/pledging, stock ownership guidelines (3x salary, 5-year compliance), and clawback regime reduce misalignment and reputational risk .
  • Execution track record: Prior turnaround and BD/Terumo partnerships experience should support KRMD’s pharma services and drug delivery growth ambitions; contemporaneous KRMD momentum (Q2 2025 +21% YoY revenue; FY25 guidance +18–20%) offers a constructive backdrop for his commercial agenda .