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 (, SHS II) or the medical technology company EIT Emerging Implant Technologies (, SHS IV), manufacturer of spinal implants using 3D printing, which was acquired by Johnson & Johnson Medical.