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June 2022: Healthcare M&A Snapshot



This snapshot summarises the key mergers & acquisitions, private equity and venture capital transactions across the UK healthcare sector in June 2022.


A PDF copy of the report can be downloaded here:



Notable Sector Deals


Lockwood Group's acquisition of Random42


  • A strategic acquisition for Lockwood, the US-based scientific-based medical communications specialists

  • Random42 is the market leading producer of scientific animation and digital media services for the pharma and biotech sectors

  • A highly complementary fit, allowing Lockwood to use Random42’s work to communicate complex messages in a simplified, visual way

  • The transaction represents a successful exit for Graphite who invested in 2017, after the company had initial backing from Vespa Capital

  • The medical communications market continues to see high levels of M&A activity and further consolidation will continue in the medium term


Dual acquisitions for Bayfields Opticians


  • Another two multi-site deals for Bayfields, the BGF-backed optical chain, with Robert Stanley and Prism Partnership joining the group

  • The acquisitions take Bayfield’s total number of sites to 41, expanding its presence in Oxford and the North West

  • Following BGF’s investment in 2020, the business set an ambitious target of expanding to 50 sites by 2023 and appears on track to deliver this

  • Bayfields remains one of the most active consolidators in the market, with other private equity-backed players such as Hakim Group (All Seas Capital) and Duncan & Todd (LDC) also expanding through acquisition


Acquisition of EMIS Group by United Health Group


  • A significant deal for US corporate United Health Group, expanding its core UK operations operated under the Optum brand

  • EMIS Group specialises in healthcare software and IT services to the NHS, with a focus on primary care and pharmacy systems

  • Pricing of £1.24bn represents an impressive multiple of 24.8x 2021 adjusted EBITDA and a 49% premium to the closing share price at the time of offer

  • With the ongoing focus on digitalisation within the NHS as a method of increasing efficiency and dealing with backlogs, this is a logical deal for Optum

  • Further transactions across the sector are likely, as innovative technology providers are snapped up by larger players to capitalise on market growth


Wickham Micro's acquisition of MET


  • Medical Engineering Technologies

  • (“MET”) provides medical device testing services to ensure the effectiveness and safety of equipment

  • The acquisition represents significant expansion for Wickham Micro, the contract testing laboratory, which was acquired by Limerston Capital through a carve out from Wickham Laboratories

  • With the goal of building a global market leader in medical device safety testing, the deal is the first step in an acquisitive growth plan

  • Given the fragmented nature of the UK, EU and US markets, further deals are likely for the business as it expands its service offering further


Healthcare Market Activity


Private Equity Activity

Sub-sector

Target

Acquirer/Investor

Exiting PE

Labs

Medical Engineering Technologies

Wickham Micro (Limerston)

N/A

Medtech

Random42

Lockwood Group

Graphite

Pharma Services

CatSci

Keensight Capital

N/A

Opticians

Robert Stanley / Prism Partnership

Bayfields Opticians (BGF)

N/A

Dental

Prettygate Dental

Riverdale (Apposite Capital)

N/A

Medtech

Mirada Medical

Apposite Capital

N/A

Venture Capital Activity

Target

Description

Lead Investor

Investment

Holly Health

Digital health coach for sustainable change

Kima Ventures

£1.4m

Arquella

Cloud-based nurse call system for adult care

Mercia

Traditum PE

£850k

Birdie

Home healthcare tech platform

Sofina

$30m

Proximie

Global health technology platform digitally connecting operating rooms

Advent Life Sciences

$80m

Biocaptiva

Cell-free DNA capture device to tranform liquid biopsy testing for cancer management

Archangels

£2.1m

Radar Healthcare

Healthcare safety and compliance technology provider

24 Haymarket

£9m


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