Uniphar (UPR.I, UPR ID)
Uniphar is a diversified healthcare services business operating across three divisions: Commercial & Clinical (55% of group EBITDA 2020E), Product Access (19%) and Supply Chain & Retail (26%). Structural industry growth, proprietary digital platforms and expansion into new geographies underpin a strong organic growth outlook. There is also meaningful scope for bolt-on M&A, supported by a senior leadership team with deep experience across the healthcare services space. Management aims to double group EBITDA within five years (15% CAGR).
|MacKenzie Financial Corp||6.4|
|Polar Capital LLP||6.1|