Technology

Technology is one of the largest sectors in The Netherlands with approximately € 100 billion in revenues, which represents approximately 12% of the gross domestic product (GDP). The Dutch Technology sector has been growing with more than 6% per year since 2013, almost twice as fast as the GDP growth. This growth is fueled by digital transformation, but also the continuous need for increased productivity and compliance/security. Within the Technology industry, DELTA Equity Partners focuses on the market segments Software & Cloud, Platforms, and IT Services. In these market segments, we see three main trends: Digital Transformation, Productivity and Security. We believe that investing in the intersection of these three market segments and trends will offer great value creation potential for society, entrepreneurs, and investors. 

Health

The Healthcare sector is one of the largest sectors in the Netherlands with approximately € 100 billion in revenues. The Dutch government expects this to grow to € 170 billion in 2040, driven mainly by demographic changes and technological developments. There will be an especially large increase in chronic diseases and mental health issues. It will be challenging to meet this growing demand given scarcity in financial resources and the growing scarcity in the Dutch healthcare workforce. Many initiatives are ongoing to create more value for the money spent on Healthcare and optimally utilize the scarce resources. 

Three Big Shifts are currently transforming the Dutch Healthcare market:

• A shift from Healthcare to Health: focus on prevention (healthy food, exercise, mental health) and early diagnostics. We believe Employers will play an increasing role in this trend.
• Virtual & Digital Health: remote monitoring and diagnostics, centered around the patient (right care at the right place, digital first, at home where possible).
• Data driven personalized interventions: data collection, aggregation, analysis and interventions.

DELTA Equity partners believes that private companies, driven by passionate health entrepreneurs, can be an important driving force in this transformation. We invest in health companies that create value for society, along the ‘quadruple aim’ in healthcare: Improved patient quality, lower system costs, improved population health and an improved work experience for Health professionals.

Relevant publications

• The health(care) future of the Netherlands – The health(care) future of the Netherlands (deloitte.nl)
• Value creation and value distribution in the Dutch health ecosystem – The health(care) future of the Netherlands (deloitte.nl)