Value creation

We're empowering healthcare's innovators to grow smarter.

Our focus remains simple—build and grow companies that are adding value to the healthcare system and enabling better outcomes for patients. With decades of history, we partner with management teams to deliver breakthrough innovation, reduce costs and expand access to high-quality care.

We believe in a disciplined investment approach to value creation.

Hildred seeks opportunities to create value in healthcare companies with revenues of up to $100 million through short and long term strategic growth initiatives, margin expansion, financing, operational improvements, and M&A to drive earnings and cash flow, and the long term intrinsic value of companies.

Our Value Creation Strategy
1

Organic Revenue Growth

  • Customer acquisition strategies
  • New product or service expansion
  • Promotional support / investments
  • Market and customer channel expansion
2

Operational Improvements

  • Executive management team creation
  • IT and financial reporting systems upgrades
  • Forecasting and budget planning
  • Supply chain automation and optimization
3

Margin Expansion

  • Strategic sourcing / planning
  • Efficient sales and marketing spend
  • Leverage platform capabilities
  • Achieve economies of scale
4

M&A

  • Develop M&A strategy
  • Due diligence and deal execution
  • Company integration expertise
  • Cost and revenue synergy capture
5

Capital Financing & Allocation

  • Equity and debt financing
  • Cash and liquidity management
  • Efficient working capital strategies
  • Capital structure optimization
our process

A systematic and disciplined approach for generating returns.

Theme generation

Intensive research and thematic conviction are required prior to the initial review of any opportunity.  We focus on secular healthcare trends and the companies that stand to benefit from them.

Step 1
Step 2

Proactive sourcing

We actively identify companies using predetermined investment criteria. Our extensive network of industry experts and insiders is an essential component of our sustainable and successful deal sourcing.  Potential deals must present clear operational improvement opportunities and attractive entry prices. We have a disciplined approach to reviewing every opportunity and keep holistic portfolio construction top of mind.

Execute operational improvements

Operational improvements are at the core of our value creation approach.  We identify value drivers in each company we own and develop a bespoke operational plan to drive revenue, earnings, and cash flow.

Step 3
Step 4

Scale businesses

We define and execute growth strategies through either organic and/or M&A initiatives, invest in scalable infrastructure and teams, and align on a post-close strategy for continued growth.

Position for exit

At some point our portfolio companies will benefit from different ownership. The process for preparing and transitioning a business to a new owner is as rigorous as the one for buying that same business from the original owner.   We reverse solve for the path to value creation so that our companies at exit are attractive and positioned for the long term.

Step 5