DPE Deal Sourcing Update 3.7.18March 12, 2018
Driehaus Private Equity (DPE) is on top of the trends driving deal-sourcing opportunities in healthcare, discrete manufacturing and business services. In this update, we note some major movements in each sector.
Headlines We Are Watching:
Trends We Are Watching:
We continue to source new deals in three sectors:
- Healthcare: Industry tension to build scale and assume financial risk, combined with consumers becoming more focused on price/value, creates opportunities in ambulatory surgery, specialty compounding, behavioral treatment, patient portion financing and clinical disease solutions.
- Discrete Manufacturing: Additive manufacturing evidenced in robotics, point of use assembly and manufacture, proximity to consumption and re-shoring presents opportunities in specialty materials, high tolerance engineering, advanced fabrication and engineered solutions into the end product.
- Business Services: Consolidation among companies that support key business functions is creating exciting opportunities. Value is being driven by high recurring revenue, managerial expertise and technical capability. Specifically, DPE is interested in employment and benefit services, security, technology enabled services and distribution.
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