Corpus acquires platform healthcare businesses then implements a roll-up strategy. Currently building in the dental laboratory vertical via Canadian Dental Labs. Canadian Dental Labs is one of the largest dental labs in the market and continues to seek grow through organic investment and acquisitions. BMO Capital Partners is a co-investor.
Investment Thesis
Healthcare tends to be recession resistant, and growth is being driven by Canadian age demographics. Many segments are fragmented, and consolidation drives efficiency, growth as well as intrinsic multiple expansion.
EquiONE
EquiONE is a proprietary software and operational framework that provides the platform for good companies to become great companies. The focus is on businesses constantly improving performance. It is never ending. It is not a project. It is the fabric and new normal of how the businesses function. In conjunction with software driven oversight and KPI systems, EquiONE allows quick and cost-effective integration of acquisitions and then provides the tools to enhance profitability.
