We invest in winning international growth platforms benefiting from consumer and technology-driven trends.
We focus on companies with excellent customer propositions and international growth potential, likely to be exposed to trends of:
Polarisation (i.e. value/luxury at the expense of the mid-market)
Digital change
Convenience
Leisure and wellness
Changing demographics
Key focus areas are:
E-commerce
Brands
Multi-unit
Omnichannel
Private label CMO
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Healthcare is a dynamic sector undergoing significant change. We partner with leading businesses to improve patient and consumer outcomes while speeding time to market and managing cost, from innovation to clinical trial to delivery of care.
Fundamental growth drivers include:
An ageing and more active population
Greater access to healthcare globally
Increasing use of data
Advancements in areas such as biologics
Minimally-invasive medical devices and personalised medicine
Increasing patient engagement in healthcare and lifestyle decisions
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We look for businesses with international potential that are leaders in their niche and are typically a critical product for their customers.
Industrial Technology is a large market with tailwinds from various megatrends including sustainability and Internet of Things.
With global supply-chains and requirements for quality, innovation and fulfilment increasing, we see opportunities to support international, industrial expansion from both a sales and supply-chain perspective.
In particular, we focus on the following areas:
Industrial CMO
B2B Distribution
Safety & Security
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Services & Software is a large, diverse, and growing sector with significant opportunities to build market leadings businesses.
We invest in businesses with attractive market dynamics where we see long-term, secular growth and an offering that is highly valued.
Our focus is on businesses which benefit from the digitisation trends and that we can scale organically and/or through buy-and-build.
Our core areas of specialism are:
IT Services e.g. Cloud and IT infrastructure managed Services Providers, Software vendor integration and support services.
Tech-enabled outsourcing services e.g. Testing, Inspection and Certification (TIC), human Capital management or Business Information, data & analytics.
Mature software e.g. Office of the CFO, supply chain, ERP, Human Capital or life sciences.
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Consumer & Private Label
Stores grown from 245 to 2,750
From a local Dutch company to a European market leader with 2,750 stores and c.72,000 employees in 12 countries
From a Benelux offline retailer to a value-for-money challenger with best-in-class omnichannel capabilities in the north-western European optical retail market