Murdoch Asset Management’s Post

For this first trading updates of 2024, Eurazeo continues to grow its asset management activity and increases realizations. Eurazeo is focused on delivering its strategic and operational roadmap and confirms its positive outlook for 2024 with a rich and diversified fundraising pipeline. Since the beginning of the year, the Group has announced several exits across a wide range of its asset classes, all realized in good terms : Amolyt Pharma, Onfido, DORC Dutch Ophthalmic Research Center (International) and Peters Surgical. Eurazeo benefits from substantial leeway for its future investments.   📰 Read more: https://lnkd.in/e-8s5wUR   #PowerBetterGrowth #PrivateEquity #MidMarket #growth #impact #privatemarkets #economy #digitalisation #transition #ESG #fundraising

Presenting to you #VoicesThatMatter, in which we will share thoughts and insights from top biotech leaders each week. This week, we share a quote from Dr. Amit Varma Capital Advisors, one of the largest healthcare-focused investment funds in Asia. Dr. Varma brings over 30 years of experience in critical care medicine, operations, mergers and acquisitions, and private equity in both Asia and the United States. #Biotech #BioAngels #wednesdaywisdom

Our round up of #biopharma commercial activity in 2023 is now available. IPOs, M&A and venture funding all had an…interesting year. How did the final figures stack up? Find out here: https://ow.ly/kO7A50QxbQy

The healthcare industry is at a critical tipping point. At @GE HealthCare, we are focused on delivering on a future of healthcare that will be personalized and preventive, with better patient outcomes at lower costs. Great insights in the latest episode of @Nasdaq and Invesco QQQ’s Innovation Answered series from MedTech Finance Leaders, including our CFO @Jay Saccaro discussing the role @GEHC is playing in healthcare innovation. #GEHealthCare #FutureofHealthcare #AI #PrecisionCare https://lnkd.in/eHURMZmY

Don’t miss this one! Join the Premier Miton webinar with CIO and lead manager of the Premier Miton Diversified Fund range, Neil Birrell, who will share his views on markets, including why he is now viewing UK Equities in a more negative light, the funds' strategic asset allocation and where the investment team are finding opportunities for growth. For Investment Professionals only. Capital at Risk. #investmentwebinar #diversifiedfunds #multiasset

📣 A Long-awaited Return? Preparing for and Completing an IPO – The “Second Full-time Job” Join our panel of #BiotechLeaders as they discuss: ·  Current market trends, recent successes, and the general feel for IPOs in 2024 ·  Factors to be considered before proceeding with an IPO – how to know when the timing is right ·  Costs of an offering and being a public company ·   Future expectations for the biotech IPO market 🎙 Hear from: ·   Gregg Beloff, Co-founder and Managing Director, Danforth Advisors ·   Isabella Schidrich, Senior Managing Director, Nasdaq ·   Felice Verduyn - van Weegen, Partner, EQT Life Sciences ·   Francesco De Rubertis, Co-founder & Partner, MEDICXI VENTURES (UK) LLP ·   Richard Kivel, CEO, GrayBella Capital Find out more: https://lnkd.in/eABMCc2Q #LSXWorld #Biotech

I guess the team Pacific Equity Partners are big fans of Dr Nick from the Simpsons or maybe it’s just defensible assets? In any event it would appear that they are having a good look at Integral Diagnostics (IDX) as part of their second Secure Assets Fund. Integral Diagnostics (IDX) has struggled recently with a market cap of $490m on $89m of EBITDA. Radiology clinics have been somewhat of a darling for private equity presenting defensible assets with high barriers of entry and stable cashflows. It would appear that Pacific Equity Partners team led by Andrew Charlier, Paul Foster and Evan Hattersley are keen to get their teeth stuck into the sector with a possible takeover offer for underperforming Integral Diagnostics (IDX) being a logical entry point. Pacific Equity Partners are arguable the leading private equity firm for public to private transactions having completed a number of them with great success including the most recent of Healthia Limited Australia. I would expect that a deal will be done quickly if the target ticks the boxes for the team at PEP. Certainly plenty of action at the moment in listed and unlisted markets! #privateequity #takeover #mergersandacquisitions #corporateadvisory

Join the Premier Miton webinar with CIO and lead manager of the Premier Miton Diversified Fund range, Neil Birrell, who will share his views on markets, including why he is now viewing #UKequities in a more negative light, the funds' strategic asset allocation and where the investment team are finding opportunities for growth. For Investment Professionals only. Capital at Risk. #investmentwebinar #diversifiedfunds #multiasset

'OrbiMed fund managers have delivered a double-whammy of outperformance from both Worldwide Healthcare Trust Healthcare (WWH) and THE BIOTECH GROWTH TRUST PLC (BIOG), with a spate of mergers and acquisitions boosting returns for the investment trusts' Reported in Citywire Investment Trust Insider. #Healthcare #GrowthPortfolio #GlobalPortfolio Investments involve risks. The value of investments and income derived from them may go down as well as up and you may not receive back all the money which you invest. Past performance is no guarantee of future performance.

📢 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