Consumer and Leisure
We have a strong track record of investing in this space, and we
are particularly interested in investments in the Leisure, Food and
Beverage, Specialist Retail and FMCG sectors. We look to back high
quality management teams and strong brands in growing
sub-sectors, which offer domestic or international rollout or
consolidation potential as well as product or channel extension
opportunities.
Healthcare & Life Sciences
Healthcare & Life Sciences represents an attractive market
where we have a deep and successful track record of investing
across the full spectrum of healthcare services, med tech and
pharma outsourcing.
The Healthcare market is driven by the strong macro fundamentals
of an aging population, technological advances in the diagnosis and
treatment of ailments and increasing consumer awareness of
healthcare. With healthcare demand forecast to continue to
outpace the public's sector's financial ability to supply it, there
is an opportunity for the private sector through (1) government
outsourcing to save money (2) providing services directly to
private paying consumers.
The Life Sciences market also represents a large growth market,
underpinned by a recovery in the sector's R&D spend. The need
for "Big Pharma" to improve efficiency and move to a more variable
cost base, the trend to outsource more of the value chain provides
exciting opportunities for well positioned businesses with real
points of difference. There is also an opportunity for niche
players in certain specialist product areas.
We have supported our portfolio companies to leverage the
opportunities in these markets through accelerated organic growth,
buy and build and international
expansion.
Industrials
Bridgepoint is a longstanding investor in the Industrials
sector. We focus on investing in leading businesses within
sub-sector niches operating in markets with sustainable barriers to
entry. We typically look for companies with the opportunity to
internationalise through either organic or consolidation led
strategies, or those with an established international customer or
operational footprint. Our coverage of the Industrials sector is
very broad, however, our primary focus is on segments benefitting
from long term growth drivers including aerospace & defence,
flow control, energy & power, specialty chemicals, and HVAC and
related building products.
Media & Technology
A large and high growth sector in the mid-market where we have a
strong track record of investing across our European territories.
Current and recent investments in the technology and media space
encompass the IT infrastructure, software (enterprise and SaaS),
digital media and fintech verticals. Investments in the space have
typically benefited from one or more macro technology drivers
including the growth of mobile, cloud computing, big data and the
internet of things and have held leading positions in their
relevant markets. BDC has helped its portfolio companies embrace
this vibrant sector through accelerated organic growth, buy and
build and international expansion in both Europe and the US.
Business Services
The wider Business Services definition covers a broad population
of companies across white and blue collar, and asset heavy and
light business models. BDC has successfully invested across the
full range of these businesses encompassing in excess of 30
transactions in recent years across our key geographies. End
sectors supported by our business services portfolio companies are
broad including oil and gas, retail, financial, industrial and life
sciences markets. Regulation and compliance, internationalization
and technology enablement are recurring investment themes across
many of these investments. In addition, often purchasing market
leaders in fragmented niche sectors, consolidation has been a trend
we have been able to support with a significant proportion of our
portfolio companies progressing buy and build strategies.
