Moonfare’s Post

🌍 Global Healthcare M&A & Capital Market Update – Q3 2024 🏥 We continue to view the healthcare industry as a key growth engine for the overall market driven by a paradigm shift in investors’ ideology of viewing the sector as more than just a ‘defensive’ strategy. In his latest insights, our CIB Manager Arjun Paul shares key M&A sentiments:   • M&A Growth: Continued deal momentum, especially in pharma and biotech, with strategic acquisitions and portfolio realignment. 💊 • Funding Rebound: Optimism in Debt & Equity Markets, driven by lower interest rates and growth in Life Sciences. 📈 • SPACs: Innovative deal structures are reviving investor interest, especially in MedTech and HealthTech. 🧬 • ESG: ESG-driven investments are gaining traction, with long-term value linked to sustainability. 🌱 As we approach Q4 2024, expect more opportunities for transformation, especially in pharma/biotech sectors. The market's "dry powder" is ready for action, and innovative deal-making will be key to unlocking future value. 🔗 Learn more here: https://lnkd.in/daZZxw3R 🔗 Learn more about Arjun here: https://lnkd.in/eVGkzwmN #Healthcare #MandA #CapitalMarkets #Biotech #Pharma #ESG #Investment

Three key takeaways from our analysis of deal opportunities that crossed our desk the last 12 months: ● Seed rounds continue to dominate the investment landscape, with 50% of deals in our pipeline raising seed funds. ● A median revenue multiple of 9x indicates that companies on our radar have experienced impressive revenue growth. ● Deals in Digital Health, Pharma, and B2B SaaS verticals emerged as the most prevalent this year, demonstrating their potential for growth and innovation. Dig into the details with us: https://lnkd.in/g8rZRHkM #InvestmentInsights #DataDrivenDecisions

𝐈𝐧𝐝𝐢𝐚𝐧 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐫𝐞𝐜𝐞𝐢𝐯𝐞𝐬 𝐔𝐒𝐃 𝟏𝐁 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐧 𝐣𝐮𝐬𝐭 𝐟𝐢𝐯𝐞 𝐦𝐨𝐧𝐭𝐡𝐬 In the last five months, the healthcare industry has secured private equity and venture capital investment of over $1 billion. The industry saw over $4.5 billion in investments across 19 deals in 2023, a 220% rise. In 2022, the sector attracted $1.4 billion across 15 deals. #healthcare #industry #venture #capital #investment #private #equity

Discover how @LatticeworkCapital's new $345M LCM Healthcare Fund II is set to accelerate growth in lower middle-market healthcare companies. #PrivateEquity #HealthcareInvestment #GrowthCapital

Alternative asset market participants around the world, from limited partners to fund managers, to management teams, executives and corporates, praise legendary $50 billion+ AUM private equity specialist Clayton, Dubilier & Rice for their discipline, consistent success, portfolio company value creation, global network, and multi-decade net returns for LPs. This differentiates the firm in executing highly-attractive, competitive private equity deals such as this process to acquire Sanofi's consumer #healthcare business. One of the particular aspects of the firm that I and many others admire is their ability to maintain a focused, single-investment strategy in private equity while delivering attractive consistent returns amidst fund size increases, and also demonstrating equitable generational transitions in firm leadership without the need to sell a #gpstake or undertake a public markets listing which often results in asset gathering that can be divergent to fund LP interests. And yes, #Europe is still an attractive market for private equity investments. #alternativeassets #privatemarkets #fundmanagers #privateequity #trackrecord

Small cap health care and biotech companies have lagged the broader market in recent years, creating opportunities for skilled, active managers to close the valuation gap. Westfield Capital Management, manager of Harbor Capital Advisors, Inc.’s Small Cap Growth Fund, believes there are several compelling factors contributing to the attractiveness of small caps in health care, including: 🔷 Abatement of sustained elevated interest rates 🔷 Bottoming out of small cap valuations after a 2.5-year drawdown 🔷 An influx of cash to drive the next leg of innovation in biopharma 🔷 Acceleration of merger and acquisition activity as larger company patent cliff needs to become more acute 🔷 Buying opportunities created by weight-loss drug hysteria that contributed to carnage in high-quality, high-growth medtech stocks Check out an analysis of the opportunity: https://lnkd.in/ehgJxBeU 

📢 Industry Deals Update Platinum Equity is set to buy Héroux-Devtek in a $1.35 billion deal, reflecting the strong interest in the aerospace sector, driven by ongoing advancements and demand. New Harbor Capital-backed AIC acquires Big Sky, a home and specialty infusion services provider. The acquisition aligns with the growing trend towards home-based healthcare solutions, driven by patient convenience and cost-efficiency. Osceola Capital-backed Revelation Pharma acquires Taylor's Pharmacy and Key Compounding Pharmacy - Underscoring the importance of specialty pharmacies in providing customized medication solutions, which are becoming increasingly vital in personalized medicine. The Carlyle Group's recent acquisition of the Seattle Reign highlights the increasing investment potential in women's sports as viewership and fan engagement continue to rise. #PrivateEquity #TechDeals #IndustryNews #Acquisitions #Aerospace #WomenInSports #Healthcare

Small cap health care and biotech companies have lagged the broader market in recent years, creating opportunities for skilled, active managers to close the valuation gap. Westfield Capital Management, manager of Harbor Capital Advisors, Inc.’s Small Cap Growth Fund, believes there are several compelling factors contributing to the attractiveness of small caps in health care, including: 🔷 Abatement of sustained elevated interest rates 🔷 Bottoming out of small cap valuations after a 2.5-year drawdown 🔷 An influx of cash to drive the next leg of innovation in biopharma 🔷 Acceleration of merger and acquisition activity as larger company patent cliff needs to become more acute 🔷 Buying opportunities created by weight-loss drug hysteria that contributed to carnage in high-quality, high-growth medtech stocks Check out an analysis of the opportunity: https://lnkd.in/e6XKKNQg 

Small cap health care and biotech companies have lagged the broader market in recent years, creating opportunities for skilled, active managers to close the valuation gap. Westfield Capital Management, manager of Harbor Capital Advisors, Inc.’s Small Cap Growth Fund, believes there are several compelling factors contributing to the attractiveness of small caps in health care, including: 🔷 Abatement of sustained elevated interest rates 🔷 Bottoming out of small cap valuations after a 2.5-year drawdown 🔷 An influx of cash to drive the next leg of innovation in biopharma 🔷 Acceleration of merger and acquisition activity as larger company patent cliff needs to become more acute 🔷 Buying opportunities created by weight-loss drug hysteria that contributed to carnage in high-quality, high-growth medtech stocks Check out an analysis of the opportunity: https://lnkd.in/gSJsbRCW 

Small cap health care and biotech companies have lagged the broader market in recent years, creating opportunities for skilled, active managers to close the valuation gap. Westfield Capital Management, manager of Harbor Capital Advisors, Inc.’s Small Cap Growth Fund, believes there are several compelling factors contributing to the attractiveness of small caps in health care, including: 🔷 Abatement of sustained elevated interest rates 🔷 Bottoming out of small cap valuations after a 2.5-year drawdown 🔷 An influx of cash to drive the next leg of innovation in biopharma 🔷 Acceleration of merger and acquisition activity as larger company patent cliff needs to become more acute 🔷 Buying opportunities created by weight-loss drug hysteria that contributed to carnage in high-quality, high-growth medtech stocks Check out an analysis of the opportunity: https://lnkd.in/eaDiUJ3D