Investment Approach

Sector Specialists

We focus on Healthcare and Sustainability encompassing a range of selected, inter-connected industries set to experience tremendous change and growth over the coming decade, that address some of the most critical structural needs of society and the environment.

Middle Market Focus

We invest in commercial stage small and medium-sized businesses operating in our selected industries that are headquartered primarily in Europe and North America. We invest through buyout transactions and growth capital investments (both majority and significant minority).

Our Value Proposition

We offer business owners and partners the highest level of engagement and experience. Our sector focus is core to our model : we leverage knowledge, network and experience in these domains to provide solutions for complex situations (eg corporate carve-outs), and to partner with business owners who value our expertise.

 

Our Focus Sectors and Themes

Industries that develop, manufacture, and sell products and services that provide benefits to patients

Industries that develop, manufacture, and sell products and services that provide benefits to society and/or the environment

And leverage our network and knowledge to identify investible themes within the Healthcare and Sustainability sectors to unlock compelling investment opportunities

Our Investment Objective

We support management to drive change: Simplify: focus on the core and strengthen it; Accelerate: growth through focus, capital and strategic acquisitions; and Expand: the core into complementary new markets and product & services

Investment Profile

  • Deal size: enterprise values of €50-500 million

  • Deal type: buyouts (majority and significant minority) and growth capital with a focus on corporate carve-outs, family / founder transitions, build-ups

  • Geography: Western Europe / North America

  • Partnership: work together with management teams to achieve shared goals

  • Alignment: invest our capital (and that of our shareholders) alongside management