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The Bloom Burton & Co. Healthcare Investor Conference recently brought together premier healthcare companies and investors from Canada and around the world. Aaron Sonshine and Kim Lawton summarize highlights from a high-caliber panel discussion on investing in R&D-stage healthcare companies. #Lifesciences #HealthLaw #MergersAndAcquisitons

The Bloom Burton & Co. Healthcare Investor Conference recently brought together premier healthcare companies and investors from Canada and around the world. Aaron Sonshine and Kim Lawton summarize highlights from a high-caliber panel discussion on investing in R&D-stage healthcare companies. #Lifesciences #HealthLaw #MergersAndAcquisitons

Healthcare investing is FACINATING. Bill Georges, a partner on AlleyCorp's healthcare team, jumps into his career, cool investments, founder tips, success stories, learnings and more!! Feel the excitement from the investment side! "AT THAT POINT I WAS SOLD THAT SHE WAS BUILDING SOMETHING DIFFERENCIATED." His stories are awesome! Bill shares his journey from private equity investor to healthcare executive and discusses his role at AlleyCorp. We chat about Bill's highlights with some of the successful investments he made during his time at Horizon Blue Cross Blue Shield and shares insights into strategic discussions and founder stories. I loved going through his investments and how they went- so much to learn! Bill Georges discusses the challenges and opportunities in the healthcare industry, particularly in the payer ecosystem. He highlights the importance of value-based care and the need for innovation in large organizations. Bill also shares insights on what he looks for in founders, how AlleyCorp sources deals, and the unique ways they support their portfolio companies. He emphasizes the significance of pattern recognition in venture capital and offers advice for founders looking to raise funds. What's something that Bill finds flawed in the payer world? Bill says its the resistance to CHANGE. My take? They just aren't incentivized to change. The risk is too high, and people aren't rewarded when they make good change. If people would be rewarded for improving clinical outcomes, and for saving money, etc. would we see more change? 🤔 Great episode of Digital Health Heavyweights Podcast tune in! https://lnkd.in/dZvciK2w

🌍 Healthcare PEs going global 🔎 A look into the landscape & some proeminent names (disclaimer: some are customers)... Healthcare investing has become a global phenomenon, and European private equity firms are at the forefront of this transformation. According to the 2023 EHIA Edition of Healthcare Investing in Europe, here's a snapshot of these developments: 🌐 Europe Landscape Firms such as Apax, Cinven, EQT Group, Nordic Capital and SV Health Investors were all founded in Europe while others such as CVC and Advent International have been more active in Europe than the US. Novo Holdings, a holding and investment company that is responsible for managing the assets and the wealth of the Novo Nordisk Foundation started in Copenhagen, then expanded into the US. 🌐 Going Global While the largest names such as Advent International, Apax, Bain, Blackstone, Hellman & Friedman and KKR have invested globally across sectors for some time, there are now larger European funds that are increasingly investing on both sides of the Atlantic like Bridgepoint, BC Partners, Cinven, CVC, EQT and Nordic Capital. Their focus on investment themes such as pharma services, HCIT, and medtech has been driving their success on a global scale. 🔍 Healthcare-Only Funds While generalist funds like Bridgepoint, Cinven, BC Partners, Blackstone, CVC, HG Capital, LLC and 3i Group plc have long dominated European healthcare, a new wave of healthcare-exclusive funds has been taking place. Based in London, France, and the Netherlands, these funds are led by industry veterans from firms like 3i (ARCHIMED, GHO Capital Partners LLP), Apax (G Square), and Nomura (Apposite Capital). They have been seeing robust deal flows and strong exit records. Source : EHIA 2023 💬 Join the conversation & comment your opinion below : How do you see these developments impact healthcare investments worldwide ? And what positive and/or negative changes do you see happening in the Healthcare PE landscape soon ? ——— I am Alexis - French pharmacist turned entrepreneur. My company BTHT is connecting senior industry experts, ex-payors, and KOLs with consultants and investors in Life Sciences and Healthcare for expert calls and senior advisory. 👇 For more content like this Join 14K+ followers by clicking my name + follow 🔔 Join 1.3K+ subscribers to my newsletter 💌

PitchBook's inaugural EMEA Healthcare Market Snapshot provides an overview of healthcare VC and PE trends in the region with an analysis of public market factors, notable deals, key innovation opportunities, and a sector spotlight on healthcare IT investment trends. Read more about it in Healthcare Digital 🏥

Thoughts from some of the luminaries of the industry. And me.

Healthcare Report 2024 — How #GPs are adjusting to an industry in flux #Specialisation has become a priority across the #healthcare sector, prompting GPs to seek new investment strategies. Silvia Iacovcich explores how GPs are adapting to this evolution Special thanks to: Paul Tomasic, Houlihan Lokey | Alan MacKay, GHO Capital Partners LLP | Denis Ribon, ARCHIMED | Damien Gaudin, RIVERSIDE EUROPE PARTNERS LLP |Ben Long, Inflexion #RealDeals #PrivateEquity https://lnkd.in/dEBGGhur

Hello World! Today we're starting Healthcare Investing Simplified, a newsletter about early stage healthcare investing. Want to invest in promising healthcare companies that improve our health and wellbeing but need help understanding the ins and out of investing? You've come to the right place. Our goal is to help you acquire the skills and knowledge necessary to invest with 280+ (and growing!) angel investors at The Healthcare Syndicate and our institutional investor network. Once a week delivered to your inbox, we'll share insights in: - Happenings at the forefront of healthcare through our conversations with early stage companies - How healthcare companies go from 0 to 1 - How to evaluate these early stage companies from an investment perspective. We'll be starting a new series on how to diligence healthcare companies, so I hope you'll join us in our investing journey! Remember, there are no dumb questions, and learning is a lifelong pursuit. Subscribe here: https://lnkd.in/g3GFV9Ev

PitchBook's inaugural EMEA Healthcare Market Snapshot provides an overview of healthcare VC and PE trends in the region with an analysis of public market factors, notable deals, key innovation opportunities, and a sector spotlight on healthcare IT investment trends. Read more about it in Healthcare Digital 🏥

Private investment has a role to play in capital-intensive growth generating activities including new product or business innovation where shareholders interests are in synergy with improving health and wellness. Private investment has no role to play in established businesses where shareholders gain simply by speculating on fluctuation in a company's value or actively extract value from the company and the healthcare system. In the former, investors can serve as a source of necessary capital; in the latter, there is a net negative flow of capital from the company to shareholders.