ArcBlue’s Post

Bain & Company's 2025 Global Healthcare Private Equity Report reveals an optimistic growth in the Asia Pacific. Here are some highlights of key trends shaping the region: 📈 India leads the way with resilient growth and strong capital markets. 📈 South Korea's medtech sector is driving investment opportunities. 📈 China is a hotspot for strategic carve-outs, attracting global and regional investors. 📈 Southeast Asia and Australia are showcasing exciting potential in exits, carve-outs, and healthcare infrastructure. What opportunities or challenges do you see in this evolving market? 📖Read: https://hubs.la/Q033grQd0 #healthcare #privateequity #apac #asiapacific

𝐄𝐐𝐓 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐀𝐬𝐢𝐚 𝐛𝐞𝐭𝐬 𝐨𝐧 𝐈𝐧𝐝𝐢𝐚𝐧 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞, 𝐨𝐭𝐡𝐞𝐫 𝐬𝐞𝐜𝐭𝐨𝐫𝐬 India would continue to attract investments from EQT Private Capital Asia, one of the world’s largest private equity firms, in the new year, especially in the fields of healthcare, financial services, and infrastructure, said Jean Eric Salata, chairperson of EQT Asia and head of Private Capital Asia. EQT Asia has invested $6 billion In India in the last 18 months across key sectors, including healthcare technology, while it exited investments worth $2.4 billion in the same period. EQT’s under management (AUM) are approximately €280 billion, making it one of the largest private equity firms in the world. #attract #investments #private #equity #firms #healthcare #financial #services #technology #infrastructure

Bain & Company's recently published 2025 Global Healthcare Private Equity Report, offering valuable perspectives on the dynamic trends and shifting strategies within the healthcare private equity (PE) sector. Here are some key takeaways from the report: 📈 𝐑𝐞𝐜𝐨𝐫𝐝-𝐁𝐫𝐞𝐚𝐤𝐢𝐧𝐠 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞: ● Global healthcare PE soared to an estimated $115 billion, the second highest deal value on record. ● Five transactions exceeded $5 billion, a sharp rise compared to previous years. ● North America dominated with 65% of global deal value, while Europe set a new record. 💡 𝐄𝐦𝐞𝐫𝐠𝐢𝐧𝐠 𝐓𝐫𝐞𝐧𝐝𝐬 𝐑𝐞𝐬𝐡𝐚𝐩𝐢𝐧𝐠 𝐭𝐡𝐞 𝐋𝐚𝐧𝐝𝐬𝐜𝐚𝐩𝐞: 1️⃣ 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧 𝐢𝐧 𝐌𝐢𝐝-𝐌𝐚𝐫𝐤𝐞𝐭 𝐅𝐮𝐧𝐝𝐬:𝒔: ● Mid-market healthcare-focused funds ($500M–$4B AUM) outperformed larger peers through strategic evolution, focusing on biopharma, medtech, and healthcare IT. ● These funds demonstrated resilience with strong deal activity and exits despite broader market challenges 2️⃣ 𝐂𝐚𝐫𝐯𝐞-𝐎𝐮𝐭𝐬 𝐆𝐚𝐢𝐧𝐢𝐧𝐠 𝐌𝐨𝐦𝐞𝐧𝐭𝐮𝐦: ●Public healthcare companies optimized shareholder value through carve-outs, providing PE firms with opportunities to reinvigorate underperforming assets. ●Carve-outs showed higher return potential but came with greater risk variance. 3️⃣ 𝐄𝐱𝐢𝐭 𝐕𝐚𝐥𝐮𝐞 𝐌𝐚𝐱𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧: ●High interest rates and misaligned expectations created an exit slowdown, forcing PE firms to focus on comprehensive value-creation strategies to unlock future growth. 4️⃣ 𝐀𝐬𝐢𝐚-𝐏𝐚𝐜𝐢𝐟𝐢𝐜’𝐬 𝐄𝐯𝐨𝐥𝐯𝐢𝐧𝐠 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐋𝐚𝐧𝐝𝐬𝐜𝐚𝐩𝐞: ●Deal activity in India, Japan, and South Korea surged, driven by strong macroeconomic fundamentals and growing investor interest. ●India emerged as the largest PE market by volume, while South Korea’s medtech sector saw increased attention due to regulatory reforms. 📊 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 𝐈𝐓 𝐚𝐧𝐝 𝐁𝐢𝐨𝐩𝐡𝐚𝐫𝐦𝐚 𝐓𝐚𝐤𝐞 𝐂𝐞𝐧𝐭𝐞𝐫 𝐒𝐭𝐚𝐠𝐞: ●Investments in clinical trial IT infrastructure, advanced analytics, and high-quality biopharma assets fueled activity. ●Specialized knowledge enabled PE firms to take on technical risks and drive growth in founder-owned businesses. As we step into 2025, these trends will likely continue to shape the healthcare PE space, offering new opportunities for innovation, value creation, and global growth. Report Link: https://lnkd.in/gGrke-9c #healthcare #insights #healthcareconsulting #2025outlook #PEhealthcare #lifescience #techconsulting #generativeai

Over a quarter of the private equity healthcare buyout deals in Asia-Pacific in 2024 was sealed by Indian firms. Wall Street giants Morgan Stanley, KKR, and Blackstone helped India sweep up the largest share of deals in the region in 2024 with their investments in medical centres and device companies. Pimfha Chan's report based on Bain & Co. data:

Asia Pacific private equity firms in healthcare are expanding their investments to India, Japan, and South Korea amidst declining dealmaking with China. https://lnkd.in/g4dBD3VA

𝗕𝗿𝗶𝗱𝗴𝗶𝗻𝗴 𝘁𝗵𝗲 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝗚𝗮𝗽 𝗶𝗻 𝗠𝗲𝗱𝗧𝗲𝗰𝗵: 𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮 𝘃𝘀. 𝘁𝗵𝗲 𝗨.𝗦. The valuation gap between medical technology companies in Australia and the U.S. is substantial. Phase 1 biotech companies in the U.S. typically achieve market capitalizations between $100M and $300M, while their Australian counterparts average significantly lower at A$20M–A$50M ($13M–$33M USD). If this was a genuine miss-pricing, hedge funds would trade away the value differential and Australian valuations would increase to fair level. So why are Australian companies valued at such a discount? One significant factor is the inability of many Australian companies to effectively internationalize. This challenge constrains their access to global markets and limits their appeal to investors seeking scalable, high-growth opportunities and on a 'probability of global success' weighted basis, valuations may well be 'correct'.  Barriers to Global Success for Australian MedTechs: 🔹 Limited Global Vision: Australian companies often focus on domestic market strategies, underestimating the importance of international scalability. 🔹 Resource Constraints: Low valuations result in underfunding of growth phases, leaving companies ill-prepared for international expansion. 🔹 Leadership Gaps: A lack of experienced leadership with a track record of international commercialization impedes global readiness. U.S. companies however benefit from being located in the worlds largest medical technology market at the outset and higher chance of US and then global success. What Australian companies can do better? 1 Focus on international markets early: Build business models designed to scale globally and engage with key opinion leaders, hospital groups from the start to understand value proposition to these markets. 2 Attract Global Investors: Engage with international venture funds that prioritize scalability and market reach and come with deep international connections. 3 Invest in Global Leadership: Recruit leaders with proven success in navigating regulatory landscapes and commercializing abroad. 4 Pursue Joint Ventures or Strategic Partnerships: a well structured JV can be a win-win opportunity to access all of the above capabilities. By addressing these issues, Australian medtech companies like Optain have enhancing their global competitiveness and unlocked higher valuations. #MedTech #ValuationGap #Innovation #ScalingGlobally #Australia #USA #Investment

Excellent insights on the valuation gap we see between US and Australia bio tech stocks when approaching the capital markets. With the success of Telix and Clarity over the past year, there is hope at least in some sectors that this gap may be narrowing.

Singapore state investment firm Temasek and #privateequity firm TPG are set to churn out multibagger returns on their investments by making partial exits from an #IPO-bound Indian healthcare company https://lnkd.in/gRQ4xe-Z Adil Agarwal

Sweden's EQT Group has exceeded its investment target in India, investing around $6 billion over the past 18 months, surpassing their initial goal of $5 billion. Jean Eric Salata, EQT's Asia CEO and chair, highlighted India's attractiveness for international investors, despite a cooling equity market and potential economic slowdown. Key points: 🔹 Investment Focus: Buyouts and investments in tech, healthcare, realty, and infrastructure sectors. 🔹 Recent Exits: Raised $2.4 billion from exits, including the listing of Sagility India. 🔹 Global Assets: EQT manages about $295 billion globally. Salata emphasized that India's investment landscape remains highly appealing to EQT. https://lnkd.in/gJ8KikiW.

Big changes are coming. IPOs and mergers could transform UK healthcare in 2025. Time and funding, two resources healthcare can’t afford to waste, will see a much-needed boost. About 64% of executives expect more healthcare IPOs next year, signaling a recovery in equity capital markets not seen since 2018. After years of cautious investment, companies prepare to raise capital and form strategic partnerships in order to bring breakthroughs in treatments and research. With its rich tech infrastructure and world-class universities, the UK is perfectly positioned to lead this charge. Europe is also gaining attention, with private equity firms ready to back groundbreaking ventures. Even the broader economic environment, including anticipated interest rate cuts, could make deal-making easier, fueling this momentum. Let’s not forget the potential of weight-loss drugs, which symbolize hope for millions battling obesity-related conditions. With those changes, healthcare will become smarter, faster, and more accessible. How can the UK tech sector seize this momentum to lead globally? Let’s discuss this in the comments. #UK #Healthcare