Healthcare Specialty

Strong pulse prompts growth.

We seek investments in high-quality growth businesses in the U.S. healthcare services and products industry. Throughout its history, Nautic has invested in and grown more than 30 successful companies across a broad range of healthcare industry sub-sectors.

Healthcare is a large and growing industry which continues to benefit from favorable economic and demographic trends. Healthcare is tightly regulated with many sub-sectors, which in some cases are highly consolidated and in others, highly fragmented. The inter-relationships between regulators, healthcare providers, payers, and patients/consumers are complicated and can be difficult to navigate. For an experienced and skilled investor, Nautic believes these dynamics create compelling opportunities to invest.

As with other regulated industries, we believe experience is the key differentiator of investor know-how. There are several recurring and complex themes that must be understood in order to successfully invest in the healthcare arena, including:

  • Value proposition between payers, providers, and patients
  • Provider reimbursement
  • Employer-paid healthcare dynamics
  • For-profit versus not-for-profit considerations
  • Regulatory framework
  • Compliance

Nautic’s long history of healthcare investing provides invaluable expertise in analyzing, understanding, and reacting to changes in these themes.

Further, we have developed an extensive network of healthcare executives, consultants, and advisors. These relationships provide an advantage in uncovering and evaluating new investment opportunities, attracting new talent to portfolio companies, expanding portfolio companies’ customer bases, sourcing accretive add-on acquisitions for platform investments, and exiting to strategic acquirers.

Healthcare Team
Certain statements about Nautic made by portfolio company executives herein are intended to illustrate Nautic’s business relationship with such persons, including with respect to Nautic’s facilities as a business partner, rather than Nautic’s capabilities or expertise with respect to investment advisory services. Portfolio company executives were not compensated in connection with their participation, although they generally receive compensation and investment opportunities in connection with their portfolio company roles, and in certain cases are also owners of portfolio company securities and/or investors in Nautic-sponsored vehicles. Such compensation and investments subject participants to potential conflicts of interest in making the statements herein.