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  • Growth sectors
  • Healthcare
  • Sustainability
  • Technology
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  • Europe / US
  • $25-150m
  • EBITDA
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  • Automated & Proprietary Research
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  • Identifying Value
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  • Solving Complexity
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  • Transforming Businesses

Our Healthcare Strategy

Why Healthcare

Why Healthcare?
  • Healthcare demonstrates low cyclicality, high barriers to entry, high margins and strong cash generation
  • Healthcare spend is increasing as the population ages; chronic diseases persist; technology advances; and patients and healthcare consumers become better informed and more demanding

Focus Subsectors

Stanley Capital is focused on subsectors where digitization can improve healthcare
  • Services & Software – Pharma Services, eClinical, HCIT, Dental Service Organisations, Financial / Insurance Services, Vet Services Organisations, CRO’s, CDMO’s, CMO’s
  • Products – Specialty Pharma, Generics, OTC / Nutrition / Wellness, Dental Products, Devices, Drug Delivery and Animal Health
  • Distribution – Home Health, Speciality Products, Home Health / Non Acute

Digitising Healthcare

Focus on digitization / Automation to create value
Global Level of Digitisation 2018, 100 = Maximum (The Economist 2020)
Travel
50%
Retail
45%
Financial Services
30%
Packaged goods
29%
Healthcare
24%

Globally Healthcare lags digitisation level of other major world industries

Large opportunities are presented to lower the cost of healthcare delivery and improve quality through digitization and automation

Research Subsectors

Healthcare Research Subsectors
  • Animal Health
  • Fertility
  • Generics
  • Healthcare Staffing
  • HCIT
  • IVF
  • Med Affairs and E-clinical
  • Medical Devices
  • Old Age
  • Outsourced Pharma Services and Software
  • Specialty Pharma

Our Resource Efficiency Strategy

WHY RESOURCE EFFICIENCY

Why Resource Efficiency?
  • Resource Efficiency will be one of the largest areas of growth markets in the next decade
  • Relevant technology, services and capital investment models are going to have a greater impact than infrastructure investment on achieving climate goals and building highly-differentiated long-term attractive businesses
  • Stanley Capital is focused on demand-side efficiency as largest market value opportunity

Focus Subsectors

Stanley Capital is focused on asset-lite and tech-enabled demand side companies
  • These companies will benefit from core sector mega trends – companies that reduce consumption or promote resource efficiency from verticals such as process automation, software and integrated hardware solutions; heat and distributed energy services; low carbon transportation; and/or integrated resource efficiency services
  • Finance platforms that enable the transition (like leasing companies)
  • Future trends in consumption including circular economy, shared economy including sustainable and circular agriculture
  • Industrial goods with exposure to ranging from food and agriculture, clean cities and infrastructure, clean energy and materials to consumer products

Energy Transition

Two mega-trends are changing the way we supply and consume energy
  • The Energy Transition currently underway is movement towards a clean and smart power grid, and away from the legacy passive infrastructure and thermal power that puts the world on a Paris-compliant 2-degree pathway. This shift is disruptive and accelerating, and leading to a structural and permanent change in the structure of demand, supply, energy mix and pricing models.In aggregate the Energy Transition will cost $10-20 trillion in investment over the next decade. The principle supply side resources will be new renewable and clean sources of energy (solar, wind and hydro).
  • However, the grid structure and the ‘last mile’ service design for the customer is where the greatest change will occur. The ‘last mile’ shift will be driven by integrated software and innovative and integrated customer models, rather than stand-alone hardware. Examples will be smart trading models, power storage, control solutions, energy efficiency and integrated ‘smart’ customer supply models. Incumbents will struggle with this transition, and new champions will emerge with disruptive business models and products.
  • The opportunity lies in helping grow and consolidate new markets, help incumbents with the transition, support adjacent sectors translate capabilities and help develop innovative financing solutions.
  • This is the ‘point of singularity’, when the world rings out the old and rings in the new, welcoming the future of alternative energy.

Research Subsectors

RESOURCE EFFICIENCY Research Subsectors
  • Agritech
  • Circular Economy
  • Solar Energy
  • Environmental Remediation
  • Hydrogen
  • Mobility (including leasing)
  • Power Management Solutions

Our Technology Strategy

Why Technology

Why Technology?
  • Technology and tech-enabled Services are by far the largest sector to invest in – with products and services disseminated by tech throughout all other sectors of the modern economy
  • Continuously the highest investment returns in private equity
  • Innovation and rapid change in the technology sector require deep understanding of our targeted subsectors which plays into SCP’s thematic research approach as well as their expertise and track record in technology

Focus Subsectors

Stanley Capital is focused on verticals where we can apply automation, software or technology to create value
  • Products – Hardware technology for growth verticals
    For instance Automation, Data Centres, Telecoms
  • Vertical B2B Software
    For instance Fintech, Insurtech, Healthcare IT, eClinical, Power / Energy, Human Capital, Regulatory
  • Tech-enabled Services – B2B services which can be tech enabled via software, automation or digitization
    For instance Professional Services, Insurance, Distribution, Staffing, Testing, Inspection and Certification

Move into the Cloud

Migration to the cloud is vital for companies looking to achieve digital transformation and exploit growth opportunities while preparing for disruption
  • Organizations typically move to the cloud for data protection & security, data modernization, and improved cost & performance of IT operations – the cloud is flexible, reliable and provides easy and instant access
  • Stanley’s tools to move organizations to the cloud are i) cloud migration discovery & analysis, ii) cloud migration strategy & planning and iii) cloud migration execution
  • This facilitates subscription business or repeat revenue models
  • The potential to improve productivity & business processes syncs perfectly with our approach to apply AI and/or automation to our companies

Research Subsectors

Technology Research Subsectors
  • Aerospace Supply Chain
  • Asset and Wealth Management
  • Capital Markets Software
  • Connectivity (including Hosting)
  • Corporate Education
  • Data Center Supply Chain
  • Fintech
  • Information / Data services
  • Insure Tech
  • Regulatory Software
  • Staffing
  • Trust and Fund Administration