Approach | Stanley Capital

WE TAKE AN INFORMED AND TARGETED APPROACH TO IDENTIFYING OPPORTUNITIES THROUGH OUR RESEARCH

We dedicate substantial time to primary research in secular growth markets and finding specific companies identified for their growth and high transformation potential.

We define an attractive market as one which has the following illustrative characteristics:

- Markets in Healthcare and Resource Efficiency with long term 5%+ CAGR revenue growth
- Addressing critical business needs with low economic cycle sensitivity
- B2B / B2B2C revenue models that are recurring or with a high demand / supply imbalance and loyal customer bases
- >15% long-term sustainable EBITDA margins
- High transformation potential through operational change, M&A, and digital transformation
- Consolidation potential

This process has generated proprietary work around 30+ sectors and a collection of research white papers.

Developing these papers utilises SCP Digital, our own proprietary technology platform, and our network of current industry leaders, leading to faster, stronger, and more actionable transformation and investment opportunities for our firm and our portfolio companies.

Our Healthcare strategy

Healthcare spending globally is increasing as the population ages; chronic diseases persist, technology advances, and patients and healthcare consumers become better informed and more demanding.

We want to partner with companies that help improve access to healthcare, lower the cost of healthcare delivery and improve the quality of healthcare. We focus on those businesses that can benefit from digitization and automation to achieve those goals.

Our Resource Efficiency Strategy

We work to accelerate the transition to resource-efficient and sustainable economies, by investing in companies whose products and services allows us to create more with less and to deliver greater value with less input.

We focus on companies that deliver a more efficient demand side response through asset-lite and tech-enabled products and services.

Our Active Value Creation Strategy

As digital disruption continues to surge, our technology strategy is focused on improving businesses with technology to help fuel transformation across verticals and innovate to enhance the way we live, work and create.

The fast pace of innovation and rapid change in technology requires a deep understanding which plays into our thematic investment approach.

We want to partner with management teams where we can apply automation and sector-specific know-how to create a lasting competitive advantage.

digital acceleration

new product & geography

bolt on consolidation

mergers & carve-outs

human capital

sales & marketing

automation

transition to saas

cost reduction

SCP Digital

SCP's digital capabilities combine SCP’s automation tools and technology enablement consultancy Emergence, specialising in intelligent automation services and AI.

More about SCP Digital

Sustainability

Focused on building sustainable businesses that are structurally optimized to exploit mega-trends globally and deliver exceptional returns for our investors while using evidence-based KPIs to track this.

SCP's sustainability strategy