Manufacturing


 

 

 

“There is only one sure route to value creation:
painstaking improvement of a company’s performance.”

 

            —  Investment Dealers Digest, May 2006

 

 

The days of “proprietary” deal flow, extensive credit, and skillful financial engineering are over.  
 
As conditions in the capital markets continue to fluctuate and competition throughout the global healthcare industry intensifies, the best opportunity for generating IRR remains within Income Statements and Balance Sheets of existing portfolio companies.  
 
Healthios believes that SUPERIOR BUSINESS PERFORMANCE equals SUPERIOR INVESTMENT RETURN.  As such, a disciplined, sustained and systematic commitment to Cost Reductions are fundamental are essential.  Consider that:

 

  • Every dollar of Cost Reduction generates 3 to 5 times the value of a dollar of revenue growth
  • CAPEX devoted to Cost Reduction yields immediate benefits within any investment horizon
  • Growth in EBITDA resulting from Cost Reductions creates an annuity that buyers must pay for

 

 

“We’re never gonna survive... Unless we get a little crazy.”

 

                    —  Seal

 

During the past four years, Healthios has identified and executed upon more than $1.3 billion in productivity improvements on behalf of the portfolio companies of premiere investors around the world.  Healthios’ experience ranges from medical products to biotechnology, working for companies such as Regent Medical, Mölnlycke Healthcare, and Bayer AG, and on behalf of financial sponsors such as Morgan Stanley, Clayton Dubilier & Rice, JP Morgan, Apax Partners, and Citigroup.  In total, Healthios' recent initiatives have generated more than $9 billion in realized investment value