Investmentcase Medtech

The global medtech market is currently estimated at € 200 bn and continues to grow strongly. SHS believes that the opportunity for Fund V and its portfolio companies is driven not only by high levels of growth, global demand and innovation, but also by far-reaching, industry-wide change in response to new economic realities.

For example:

  • New middle classes in emerging markets seeking top quality healthcare with proven results
  • Ageing population increasing the burden and cost of western healthcare provision
  • New funding models, driven by increasing economic pressure on public and private healthcare systems, that require proof of value as well as proof of concept

Fund V will continue SHS’s successful investment history with investments in medtech companies based in the D-A-CH region exploiting the strong global demand for innovative healthcare products and companies. Besides a long tradition in medtech, this region offers high quality innovation, management and entrepreneurship combined with a relatively favourable regulatory regime. These characteristics enable young medtech companies to build a strong local base from which to attract international strategic buyers. Examples are cases of the exited drug delivery company Novosis, which today is part of Acino (www.acino-pharma.com, SHS II) or the medical technology company EIT Emerging Implant Technologies (www.eit-spine.de, SHS IV), manufacturer of spinal implants using 3D printing, which was acquired by Johnson & Johnson Medical.