Last month, our team of healthcare investors, Julius Hugelshofer, Stefanos S., and Vittoria Stefanello, had the privilege of attending the Jefferies Healthcare Conference, followed by the European Healthcare Investor Association (E.H.I.A.)'s Annual Gala 2024. The discussions and insights exchanged during both events reaffirmed the dynamic nature of the healthcare sector and its evolving opportunities. 🔑 Key Takeaways from the Jefferies Conference: 🌍 Resilience in Valuation Amidst a Tepid M&A Environment Despite a slower-moving M&A landscape, multiples remain strong. Investment committees are maintaining high standards, prioritizing premium assets. Across Europe, the USA, and Asia, the focus is on value creation, fostering optimism and strengthening investor sentiment. 🏥 A Late 2024 Healthcare Services Pickup? While 2024 has seen slower-than-expected activity in healthcare services, conversations suggest an anticipated pickup in the final quarter. This could set the stage for a robust and busy 2025. 🇪🇺 Awaiting Key Exits in Europe European investors, both buyers and sellers, are closely watching for the first few healthcare service exits following a 24-month pause caused by interest rate hikes and inflationary pressures. When these materialize, they could trigger a snowball effect across the sector. 💡 Creative Approaches to Exits With liquidity challenges, investors are exploring innovative exit strategies, including combinations and continuation funds. At Verlinvest, our evergreen structure positions us well to navigate and capitalize on these trends. 🐾💉 Spotlight on Vets and Aesthetics Interestingly, there’s increasing attention on segments like veterinary care and aesthetics—areas that were often overlooked in healthcare conferences just a few years ago. What trends or opportunities are you seeing in the healthcare space? Let us know in the comments! #Verlinvest #HealthcareInnovation #EHIA2024 #ValueCreation #Investing
Verlinvest’s Post
More Relevant Posts
-
"Value creation is a term that is frequently used but often misunderstood. In healthcare, we believe true value creation goes beyond financial success and also creates a positive impact on the patients, medical community and overall society. At CBC Group, we seek to widen access to affordable medical healthcare, catalyze innovations globally, and fulfill unmet medical needs," said Billy Cho, Senior Managing Director, Private Equity and Head of Joint Value Creation of CBC Group, during a panel discussion at the 2024 Private Equity Asia Forum organized by Markets Group. Titled "Portfolio Optimization & Value Creation – Tools & Strategies Leading Funds use to Support Growth & Reduce Costs", Billy and his fellow panelists discussed strategies to increase productivity while launching new products and entering new markets, highlighting the various tactics GPs are utilizing to preserve liquidity, drive earnings growth, and most importantly – create long term value! #CBCGroup #PrivateEquity #ValueCreation #InvestorOperator #Healthcare #Investments #MarketsGroupPE
To view or add a comment, sign in
-
Exciting insights from Goodwin's latest publication on healthcare M&A trends and predictions for 2024. This article delves into the current landscape influenced by geopolitical uncertainty, higher interest rates, and evolving market dynamics. It offers a comprehensive analysis of the challenges and opportunities in the healthcare sector, including the impact of AI and shifting regulatory frameworks. A must-read for professionals interested in the future of healthcare investment. Click below to read more about the trends and predictions for 2024." #Goodwinlaw #mergersandaquisitions #Healthcare
Goodwin's Sophie McGrath, Arvin Abraham, and Anne Stroude recently shared their predictions for trends in #Healthcare M&A and Financing with HealthInvestor. Read their expert insights here: #mergersandacquisitions #privateequity #venturecapital
To view or add a comment, sign in
-
Check out this article by my colleagues Sophie McGrath, Arvin Abraham and Anne Stroude for current thoughts on healthcare M&A and financing trends. #goodwin #healthcare #mergersandacquisitions
Goodwin's Sophie McGrath, Arvin Abraham, and Anne Stroude recently shared their predictions for trends in #Healthcare M&A and Financing with HealthInvestor. Read their expert insights here: #mergersandacquisitions #privateequity #venturecapital
Healthcare M&A and Financing Trends and Predictions for 2024 (HealthInvestor UK)
goodwinlaw.com
To view or add a comment, sign in
-
Discover the next horizon for diversified revenue at HBI 2024, June 10-12, 2024. In today's complex healthcare landscape, diversification is no longer optional—it's essential. Whether you are part of a large acute care system or a single speciality group, relying on a single revenue stream is increasingly risky amid growing competition and changing reimbursements. "Lessons from the U.S. – The Next Horizon for Diversified Revenue," which will delve into strategies for sustainable growth. This closing keynote session will round off a packed investment programme on June 11, 2024, at 17:50, and will be followed by the HBI 2024 Champagne Networking Reception hosted by Rothschild & Co. In this fireside chat, explore how Dr. Aaron Gerber, President of Diversified Business and SVP at Mass General Brigham, and Michael L. Morley, Partner at McKinsey & Company, are navigating this landscape. They will then discuss identifying internal revenue centres, uncovering market profit pools, leveraging new AI models, and making strategic decisions about partnerships versus independent ventures. Gain invaluable insights from industry leaders who are at the forefront of healthcare innovation. Don’t miss this opportunity to stay ahead in the evolving healthcare sector. Secure your place now! To book - https://lnkd.in/eyHBPG7B #HBI2024 #HealthcareInnovation #RevenueDiversification #HealthTech #FutureOfHealthcare
To view or add a comment, sign in
-
Great insights from CG Healthcare Analysts Elyse Shapiro and Madeleine Williams on the thriving Australian healthcare industry! They highlight how CG's global expertise helps our local team identify key investment opportunities for our clients. Check out their update for the latest trends shaping healthcare in Australia! #Healthcare #InvestmentOpportunities #Australia #CGHealthcare
CG Healthcare Analysts Elyse Shapiro and Madeleine Williams provide an update on the thriving Australian healthcare industry and discuss how CG’s global expertise in this sector helps our Australian team to identify investment opportunities in the local market.
CG Healthcare Analysts Elyse Shapiro and Madeleine Williams discuss the Australian healthcare sector
To view or add a comment, sign in
-
Goodwin's Sophie McGrath, Arvin Abraham, and Anne Stroude recently shared their predictions for trends in #Healthcare M&A and Financing with HealthInvestor. Read their expert insights here: #mergersandacquisitions #privateequity #venturecapital
Healthcare M&A and Financing Trends and Predictions for 2024 (HealthInvestor UK)
goodwinlaw.com
To view or add a comment, sign in
-
Exciting insights from Goodwin's latest publication on healthcare M&A trends and predictions for 2024. This article delves into the current landscape influenced by geopolitical uncertainty, higher interest rates, and evolving market dynamics. It offers a comprehensive analysis of the challenges and opportunities in the healthcare sector, including the impact of AI and shifting regulatory frameworks. A must-read for professionals interested in the future of healthcare investment. Click below to read more about the trends and predictions for 2024. #Goodwinlaw #mergersandaquisitions #Healthcare
Goodwin's Sophie McGrath, Arvin Abraham, and Anne Stroude recently shared their predictions for trends in #Healthcare M&A and Financing with HealthInvestor. Read their expert insights here: #mergersandacquisitions #privateequity #venturecapital
Healthcare M&A and Financing Trends and Predictions for 2024 (HealthInvestor UK)
goodwinlaw.com
To view or add a comment, sign in
-
In 2021, we all saw Medtech and digital health valuations exploding and plenty of massive rounds of funding. We also saw the market correct, seeing an estimated 25% decrease in valuations across the industry. As a founder: - How do you protect yourself from these painful corrections? - How do you raise capital in the wake of those corrections? - How does this affect who you choose to pitch and partner with? You need to ask yourself these tough questions to ensure that you’re generating real value for stakeholders throughout the investment and exit processes. The market is constantly shifting, but these lessons will always serve you well. This is a great panel to rewatch now that you have some hindsight and have seen how things have played out in recent years. Watch the full panel, Creating Stakeholder Value from Investment to Exit, on our website.
To view or add a comment, sign in
-
What is the current state of healthcare investing in Europe? The recent #JefferiesHealthcare London Healthcare Conference was an opportunity for the team at #OrandaTherapeutics to find out more. The overall sentiment was that of optimism for 2025 following a challenging year for markets, driven by high interest rates and political instability. Many delegates were looking to increase their exposure to healthcare markets in the future. According to Jefferies Healthcare Temperature Check 2024, mid- and small-cap pharma and biotech is where investors see the greatest opportunity. Oranda is committed to maximising the rare disease opportunity for its stakeholders. Our commercial experience, innovative approach, agile operating model and patient focus are the keys to delivering value in the current financial climate. https://lnkd.in/g-ky95Kp
2024 Temperature Check
jefferies.com
To view or add a comment, sign in
-
In collaboration with AllianceBernstein, we are hosting an investor launch event for the 2024 Access to Medicine Index #ATMI24 this week in New York. The event will bring together investors and company representatives from around the globe to dive into insights from the latest Index and explore impactful ways to enhance #AccesstoMedicine in low- and middle-income countries #LMICs. Investors are crucial in steering #pharma companies toward sustainable practices that can make a real difference in #GlobalHealth. The Access to Medicine Index empowers them to identify opportunities for engagement, fostering sustainable growth and improved health outcomes in LMICs. Learn more about the event ➡ https://lnkd.in/ew2r-Cgc Are you an investor? Join our SDG3 Collaborative to drive impactful change for a healthier, more equitable world ➡ https://lnkd.in/eck3Fhti #ESG #ResponsibleInvesting #SustainableInvesting #ImpactInvesting #EquitableAccess #AccesstoHealthcare
To view or add a comment, sign in
18,986 followers
Co-fondateur chez Aligneurs Français et Paris Dental Studios - Chirurgien dentiste
1w👏👏👏