Gustavo Ballvé on November 10th, 2009
Healthcare, Industries, Investment Themes, Portfolio Management

Motivated by the recent LBO of IMS Health by TPG (the private equity group) and Canada Pension Plan, we have a few links inside about the company. We had been looking at it at least since 2007, when we started to look at the healthcare industry globally.


The official press release

With IMS Deal, Healthcare is Back on Top – WSJ’s Private Equity Beat blog

How do You Get Out of IMS Health – Barron’s (on what could be TPG’s exit strategy – independence is a very important feature of IMS’s business model, so pharma cies. are out of the picture. But who said TPG won’t try to go public with IMS in a few years?)

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