Private equity investment / 04

Healthcare

Progress ultimately concerns life, health and human dignity. We focus on healthcare services, technologies and industrial capabilities, seeking to connect innovation with need and help quality care become accessible to more people.

Discuss an opportunity
Sector investment thesis

Bringing progress back to people’s lives

Healthcare investing requires an understanding of both clinical needs and business models. Product and service value should be assessed through outcomes, quality systems, market access, customers’ ability to pay and reliable delivery.

Areas of interest

Identify opportunities across the value chain

01

Healthcare services and operations

Consider the demand base, delivery capabilities, quality management and operating efficiency of healthcare services.

02

Medical technologies and products

Consider technologies and products addressing clinical needs, assessing their evidence base and conditions for commercialisation.

03

Healthcare industry and supply chains

Consider manufacturing, supply and service businesses supporting healthcare systems, including quality, cost and accessibility.

Due diligence priorities

Enduring value begins with sound judgment

01

Needs and evidence

Use cases, clinical or service value, demand fundamentals and supporting evidence.

02

Quality and market access

Quality systems, required qualifications, product or service access and ongoing operating requirements.

03

Payment and operations

Customer mix, payment sources, collection cycles, costs and service delivery capabilities.

04

People and responsibilities

Key personnel, professional capabilities, data protection, supply continuity and responsibilities.

Value creation

Where purpose takes shape

We see enduring value in turning healthcare capabilities into care that people can access. We seek improvements in quality, operational efficiency, supply reliability and service networks, so that business growth and the real needs of patients and healthcare systems reinforce one another.

Connect with YAOX

Shared purpose. Lasting partnership.

Contact us