Private Markets & Healthcare: Why Healthcare Private Equity Remains an Unavoidable Long-Term Strategy in 2026
- 25 févr.
- 3 min de lecture
Dernière mise à jour : 26 févr.
Private Markets Square — Newsletter — Édition n°4
In a more demanding cycle, the difference is made less by the narrative… and more by asset quality, execution capability, and operational value creation.
Healthcare ticks all these boxes: demand is structural, needs are long-lasting, and innovation (services, data, patient pathways, medtech, diagnostic tools) continues to reshape the sector. As a result, healthcare remains a natural playing field for specialized private markets strategies provided one is selective.
When discussing healthcare and private equity, #Archimed, the Lyon based PE manager that has established itself as a benchmark in this sector over the past ten years, immediately comes to mind. Its evergreen strategy is now available on #AirFund via the feeder fund MCF Access Feeder, created and managed by Mata Capital.
Market Pulse - Why investing in healthcare makes sense
1) Structural demand driven by demographics and chronic diseases
Ageing is a powerful driver (the share of people aged 60+ is rising sharply worldwide), and chronic diseases place a lasting burden on healthcare systems. In practical terms, this fuels ongoing demand for medical solutions, services, and healthcare infrastructure.
2) A “priority” expenditure that stands the test of time
Healthcare represents a significant share of economic activity in developed countries, and long-term projections remain upward-oriented. For investors, this is a clear signal: the sector does not depend on a single economic cycle.
3) A “natural” environment for value creation in private markets
Healthcare often combines:
Fragmentation (consolidation / platform opportunities)
Barriers to entry (sector expertise, regulatory requirements, quality standards)
Operational value creation (process improvements, external growth, digitalization, commercial excellence)
➡️ Discuss 2026 opportunities with our specialist, Florian Jérome: contact@airfund.io
Fund Insights
MCF Access Feeder: Access to ARCHIMED’s evergreen solution
AirFund lists MCF Access Feeder, a feeder fund providing access to ARCHIMED’s evergreen strategies, a healthcare specialist.
Why this listing is key:
A pure healthcare specialist: ARCHIMED positions itself across the entire ecosystem (services, medtech, diagnostics, software, etc.) with a majority investment approach and a strong on-the-ground value creation focus.
An evergreen format: designed for long-term investment, with a structured liquidity framework.
Diversified exposure: a combination of primary funds, co-investments, and continuation funds (as presented in the documentation).
Key points:
Minimum subscription: €100,000 paid via a single capital call.
Indicative objectives (not guaranteed): target net IRR of 15% and target net multiple of 3x.
Liquidity framework: redemptions locked for 3 years, then capped at 5% of NAV per quarter; a 5% early redemption fee may apply in certain windows (refer to documentation).
Eligibility / access: reserved for eligible investors in accordance with regulations and documentation.
➡️ Discover the MCF Access Feeder launch webinar:
Inside AirFund — Launch of AirFund Academy
We are launching AirFund Academy: a space designed to help wealth advisors gain confidence and efficiency in private markets with practical, educational, and directly actionable content.
On the agenda:
Short videos and simple formats to better understand the mechanics (closed-end funds vs. evergreen, feeders, liquidity, risks, reading documentation, key watchpoints),
Regular insights connecting theory to real market cases,
Gradual content release to move forward step by step.
And above all: we can go further with you. AirFund can support firms in setting up tailored training programs adapted to your team and clients: short sessions (30–45 minutes), thematic workshops, “level 1 → level 2” pathways, or training on a specific topic (evergreen, due diligence, allocation construction, client pitch, etc.).
➡️ Request a customized training session for your firm: contact@airfund.io
Events & Community — Meet us in person
Occur Lyon — February 26 & 27, 2026 (Fort de Vaise)
Two days of meetings between wealth management, finance, and legal professionals, with conferences and networking. AirFund will be present and pleased to connect with you.
➡️ See you in Lyon: contact@airfund.io
Patrimonia Paris — Wednesday, April 8, 2026 (Carreau du Temple)
A day dedicated to wealth management professionals (meetings, exchanges, conferences). AirFund is an exhibitor come and visit us!
➡️ See you in Paris: contact@airfund.io
Sources & references
World Health Organization (WHO), Ageing and health (fact sheet), consulted 24/02/2026.
World Health Organization (WHO), Noncommunicable diseases (fact sheet), consulted 24/02/2026.
Organisation for Economic Co-operation and Development (OECD), Health at a Glance 2025: OECD Indicators, published 13/11/2025 (page “Health expenditure in relation to GDP”).
ANACOFI, Rencontre Occur | Auvergne-Rhône-Alpes Region, published 30/01/2026.
Patrimonia Paris, Practical Information — Special Edition 2026 (April 8, 2026).
Patrimonia Paris, Exhibitors List — AirFund (AirFund exhibitor).
AirFund, AirFund Academy (official page).
AirFund, AirFund Marketplace (official page).
Legal notice
Information reserved for wealth management professionals. Advertising communication. AirFund is a Financial Investment Advisor (CIF), registered with Orias under number 24004281, member of ANACOFI. Please consult the prospectuses and key information documents before making any investment decision.