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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

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Solal Sayada

Co-fondateur chez Aligneurs Français et Paris Dental Studios - Chirurgien dentiste

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