Alta Semper | Private Equity Firm
Underpenetrated & Resilient Sectors
We back market leading businesses in promising growth markets where we can enable operational impact
Our Strategy
Underpenetrated & Resilient Sectors
Defensive high-growth sector of Healthcare as well as Consumer and Education.
Opportunistic Geographies
Focus on select high-growth African economies.
Disruptive Technologies
Selective deployment of and investment in proven disruptive tech to super-charge business models and further Health Equity.
Unique Focus on Impact & ESG
Democratize access to affordable and quality essential sectors.
Controlling Stakes
Acquire majority stakes or have clear path to control.
Dominant Market Shares
Target market leaders looking for US$ 20- US$ 60m investment.
Sector Focus
Healthcare
- Gaps in Service, Facilities, and Products: by 2030, 500k more hospital beds, 1M more healthcare workers, and 7-10x growth in pharmaceutical capacity will be needed.
- Burden of Disease: 16% of the population carries 23% of the disease burden for only 1% of health expenditure.
- Hidden Crisis: 65% of Africans with NCDs die under age 70; NCDs already account for ~40% of deaths.
- Strengthening Payors: Many still rely on out-of-pocket payments due to a fragmented and underdeveloped health insurance system.
- Alta Semper does not invest in Multi-disciplinary Facilities.
Consumer Healthcare /Consumer Staples
- Urbanization: By 2030, urbanization rates will grow from 40% to 60%, leading to increased consumption.
- Population & Demographics: By 2030, 1.7B Africans will need critical products.
- The Growth of Middle & Upper Class: 10% growth will lead to ~700M people looking to ‘trade-up’ to premium brands.
- ICTs & Formal Markets: Mobile money access and large market informality ripe for disruption.
Education / Vocational Training
- Penetration and Access: Post-secondary education reaches only 5% of the relevant age group, and there is still a pervasive and massive gender gap.
- Quality: Currently, there are no West or Central African universities in the top 500 institutions globally.
- Demand for Skilled Workforce: There is a gap in employment, especially in health (also, engineering, agriculture, and science) coupled with known issues of workforce export, e.g. “brain drain”.
- Alta Semper does not invest in K-12 strategies.
Deep-Dive into Healthcare
Oncology Care (Oncological Services & Oncological Diagnostics)
Market Size
US$4.73Bn
7.2% (2022-2026)
- Personalised medicine
- Individualised treatment plans
- Expanded palliative care during and after treatment (incl. family and mental health care)
- Increased M&A
Diagnostics
Market Size
US$1.53Bn
CAGR
8.11% (2022-2027)
Major Industry Trends
- Individual biomarkers
- Printed paper diagnostics
- Lab consolidation and automation
- Companion diagnostics
Primary Care & Hospitals
Market Size
US$43.9Bn
CAGR
8.88% (2022-2027)
Major Industry Trends
- Cloud-based EHR/EMR
- Data Analytics
- Mobile and IoT devices
- Emergence of Care Coordination
- Personalised medicine
Pharmaceutical Retail
US$23.5 Bn
CAGR
8.33% (2022-2027)
- Automation and vending
- Offering of specialty drugs
- Rx-to-OTC switching
- Advanced & Personalised Formulation
- Increased online and DTC modalities
- Offering of specialty drugs
Pharmaceutical Retail
US$23.5Bn
8.33% (2022-2027)
- Automation and vending
- Offering of specialty drugs
- Rx-to-OTC switching
- Advanced & Personalised Formulation
- Increased online and DTC modalities
- Offering of specialty drugs
Pharmaceutical Manufacturing
US$22.0Bn
7.74% (2022-2027)
Major Industry Trends
- Increased M&A
- Personalised medicine
- Biomarkers for drug development
- Rx-to-OTC switching
- 3D printing
- AI drug development
- Next-Gen Biologics
Dialysis & Chemotherapy
Market Size
US$3.26Bn
CAGR
8.67% (2022-2027)
- Oral chemotherapy drugs
- Targeted therapies
- Elderly population
- Patent cliff
- Regulatory changes
- Pricing pressure from government
The Importance of Disruptive Technology in Addressing Needs Across Emerging Markets
Technology is the foundation of our investment thesis, with a focus on disruptive innovation in Healthcare, the expansion of Digital Health Technologies and enhancing access to Healthcare Services, especially in remote areas.
As Health-Tech ecosystems are expanding across emerging markets we are motivated by the transformational potential for these tools for the affordability, accessibility, granularity and quality of Healthcare Delivery.
Geographical Focus
Unique Global Market Positioning
We will invest in twelve large, highly diversified, politically stable and fast-growing economies and regions. These are regions in which we have a strong local network, along with a successful track record of structuring and growing Consumer and Healthcare companies. We will invest in high impact sectors that are the drivers of economic and social progress, including Digital Infrastructure, Financial Services, FMCG, Healthcare and Education.
London
Cairo
Nairobi
Lagos
Mauritius
- Current Office Location