Sectors of Focus
Dedicated Specialist Teams
We believe our sector-focused teams are equipped to quickly recognize and understand the dynamics of the sub-sectors where we operate, leading to more focused and efficient due diligence on potential investments. Over our long history, we’ve built deep insight and lasting relationships that help us zero in on the key drivers of success for each target business.
We specialize in three sectors:
Healthcare
We seek investments in high-quality growth businesses in the U.S. healthcare services and products industry. Throughout our history, Nautic has invested in and grown successful companies across a broad range of healthcare industry subsectors.
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Representative Investments Since Fund V
As of March 31, 2026
Subsectors of Focus
Care Delivery and Providers
Pharmacy and Pharmacy Supply Chain
Outsourced Services to Providers or Manufacturers
Outsourced Services to Payors or Insurance Administrators
Pharma Services and Life Sciences
Healthcare IT
Key Investment Themes
Access and Equity in Care
- Providing value to consumers, providers, and payers of healthcare
- Providing access to underserved populations
Cost and Quality Outcomes
- Delivering improved quality of healthcare at a lower cost
- Shifting payment models to performance-based and value-based
Care Delivery Innovation
- Shifting care delivery to home and community settings
- Integrating medical and pharmacy patient care
Workforce and Operational Efficiency
- Driving provider labor efficiency and automation
Our Outlook
Healthcare is a large and growing industry shaped by favorable demographic and economic trends. It is tightly regulated, with a wide range of subsectors ranging from highly consolidated to highly fragmented. This complexity, combined with the interrelationships between regulators, healthcare providers, payers, and patients/consumers, can create barriers to entry for less experienced inventors. We believe that these dynamics, when paired with deep expertise and focus, present compelling opportunities to partner with strong management teams and executives and build stronger businesses.
