Investments & Criteria

Empowering growth potential.

We are committed to supporting profitable SMEs scale up across healthcare, social care and healthcare technology — partnering with businesses that bring tremendous value to their communities.

Our Approach

Investing in impactful businesses.

As a family-owned investor, we bring patient capital and hands-on operational support to businesses with strong fundamentals and a clear social purpose. We back management teams we believe in and stay with them for the long term.

We're flexible on structure and sector-focused on what we know best — but every opportunity starts with the same questions: is the business profitable, is it well led, and does it genuinely improve the lives of the people and communities it serves?

What we look for

Our investment criteria.

01

Profitable SMEs

Established businesses with proven, profitable models and a clear path to scale — not speculative early-stage bets.

02

Strong leadership

Committed, capable management teams we can partner with — people we trust to lead the business forward.

03

Community value

Businesses that bring tremendous value to their communities — where commercial success and social impact reinforce each other.

04

Room to scale

Clear headroom for growth — through new markets, technology or operational support we can help unlock.

05

Sector fit

Healthcare, social care and healthcare technology — sectors where our experience adds real value beyond capital.

06

Long-term fit

Founders who want a patient, supportive partner for the long haul — not a quick exit.

Sectors

Where we invest.

Giving Back

Standing alongside the causes that matter.

From grassroots girls' football to easing loneliness in later life, we put our resources behind organisations creating kinder, more connected and more inclusive communities — because the impact we make off the balance sheet matters just as much as the returns on it.

East Goscote United Girls FC

Sponsors of the U10 girls' team.

Walk for Autism

Backing a more inclusive world.

Adopt a Grandparent

Gold sponsors easing loneliness.

The Anderson Foundation

Benefiting vulnerable communities.

Think we'd be a good fit?

We always pursue opportunities to grow our portfolio. Tell us about your business — we read every message.

info@sofinoholdings.com