Sector
Healthcare
Care, tools, and the businesses that sit around them.
What we look for
- Demand that is not a single reimbursement code.
- Clinical or regulatory reality we can actually check.
- Management that does not treat compliance as decoration.
Questions we ask
- 01Who is the real payer?
- 02What happens if the protocol or the tariff changes?
- 03Where is the patient, or the customer, in the story?
How we might structure it
Private minority or control in services and tools. Listed equity where the market’s fear is broader than the business.
We would rather decline
Single-product science we cannot diligence, or growth that assumes a regulator will be kind on a timetable.