Our approach


Our investment strategy

Our mission is to find businesses or gaps in the market, research and analyze opportunities, invest in and build strong sustainable businesses. We invest in healthcare, education and healthcare related opportunities and companies globally; through partnership, strong sector knowledge, capital funding and experience to allow companies and their management teams to achieve their full potential.


Size

We invest in Greenfield projects and established companies. Our investments can be as little as an initial seed and pre-seed outlay of USD$ 1,000,000 to established mid-cap businesses valued between USD$ 50 – 500 million.


Key characteristics of projects and businesses we support

  • Opportunities for significant growth primarily stemming from a novel or unique offering, structural transformation, strategic repositioning and/or international expansion.
  • Ability to partner with management teams where August can support as majority stakeholders.

We are specialists with a clear focus

  • We are able to select from amongst the best opportunities and companies
  • We bring together expertise and meaningful collaboration to allow our companies to reach their potential
  • We understand the changes within the healthcare industry
  • We have a long-term view in all what we do

Every member of our team has decades of experience in identifying gaps in a given market, developing innovative solutions and strategies to fill identified gaps, and developing and managing investments.


August Medical is a subsidiary of SOZA Group which specializes in:


  • Developing Greenfield projects primarily in the fields of education and healthcare.
  • International Expansion and Growth Strategy: August Medical facilitated entry into APAC (including China) and EMEA for US based organizations such as University of Miami, Bascom Palmer Eye Institute, University of Florida, and many others, by leveraging its partnerships with these world-renowned institutions.
  • Unlocking Business Opportunities: Identified and delivered millions in investment opportunities for private equity as well as for healthcare and education partners.

August Medical always ensures the alignment of its goals with public health and humanitarian goals and priorities.


Our focus sector


We focus on healthcare and related sub-sectors of healthcare. We have over the years made a significant number of successful investments in healthcare with a view to raising the standard of care in the given community.

Healthcare

The global healthcare market is constantly evolving, however, over the past few decades we have seen significant changes from increased demand globally from factors such as ageing populations and increased emerging market wealth but also the rapidity of technological advances in medicine and healthcare.


Focus on Healthcare

August Medical is one of the most effective and experienced investors in healthcare globally, specialized in investing in opportunities and companies throughout the healthcare space.


Ownership Strategy

August Medical, based in Minnesota, invests in healthcare globally, offering our businesses and partners our deep knowledge of all aspects of this sector, our capital and significant experience to drive sustainability and growth. We first ensure that there exists an articulated vision and strategy to achieve that vision, we also bring business rigor and accountability, capital, international healthcare sector and operational expertise, and a strong global network to help businesses and the teams that manage them manifest their potential.


Driving sustainable growth


Expertise

We, together with our network of advisors and sub-specialty experts, are able to identify, assess, plan, and manage opportunities and businesses to realize the creation of sustainable value growth. At the end of the day, our businesses benefit not only ourselves and our partners but the communities in which they operate.

A shared vision and strategy

It is vital that before we make an investment, our team and that of the business we are contemplating share a vision and a plan on how to realize that shared vision.

People

August Medical spends a considerable amount of effort and resources to cultivate the right teams and our global network of experts to ensure our businesses achieve sustainable growth.

Sustainability

August Medical is not interested in developing businesses that do not at a minimum have the promise for sustainable growth. Sustainability and growth are fundamental to the businesses in which we chose to invest. The ability to be transformative, to grow, expand into new markets and raise the level of healthcare in a community is what we strive for.

Perspective

At August Medical, our outlook is long-term. In fact, we do not identify an exit date within our investment strategy. Our focus is to develop and support companies that are sustainable, that grow and that benefit the populations they serve.

Culture

The unique culture within August Medical is perhaps the thing that we are proudest of and which we strive to protect. Our team is composed of talented, hardworking people that share a vision. That vision is simply to always do good. That is often easier said than done but within August Medical it is part of who we are, and this simple mantra affects not only the environment within August Medical but it is palpable to those we deal with but are external to our organization. It drives our commitment to properly make both large and small decisions.

Core Principles

At August Medical we have seven core principles that form our culture and behavior. These seven principles are fundamental to who we are and each member of our team is expected to champion them.

  • Always do good
  • Always learn
  • Work as a team
  • Be responsible
  • Be meticulous
  • Be transparent
  • Be creative

Projects


Bascom Palmer August Medical Eye Institute (BPAMEI)

BPAMEI is a Private Equity investment to build a regional hub and satellites of the Bascom Palmer Eye Institute (BPEI), the #1 eye institute in the United States for the past 19 years, in the territory of the Middle-East. August Medical is the exclusive partner, licensee and co-operator of BPEI in the territory.

BPAMEI, Abu Dhabi will be comprised of 43 eye lanes and diagnostic rooms (including visual field, photo rooms and Ocular-Surface Disease diagnostics), 1 Lasik procedure room, 2 electro-retinography diagnostic labs, 3 ambulatory operating suites, 1 laser surgery suite, and 4 room sleep medicine labs, in addition to a few specialized amenities such as a 50-seat auditorium dedicated to medical education, a pharmacy with the ability to offer specialized medicinal compounding, an optical shop, and VIP and executive services and facilities, among others. This project has 2 phases:

Phase 1: Establishment of a cobranded state-of-the-art eye hospital in Abu Dhabi, United Arab Emirates (UAE) in collaboration with the Bascom Palmer Eye Institute. The longterm plan is to not only make this hospital a hub for ophthalmology in the Middle-East but to establish satellites in selected countries in the territory.

Phase 2: Research and Education in collaboration with Bascom Palmer Eye Institute (Residency and Fellowship programs). The planning for this phase is anticipated to start in 2024.


Education Consultancy Services

August Medical, partners with world-renowned educational institutes such as The Yale Child Study Center, which serves as the Department of Child Psychiatry for the Yale School of Medicine; The University of Minnesota; The University of Florida; The University of Miami, and others to raise the level of education within a given population or territory.

An example of these services is the partnership between SOZA Capital Consultants (SOZA) (August Medical’s operating arm in the Middle-East), The Lastinger Center for professional development and the University of Florida to provide professional development services to public schools in Abu Dhabi to design, build and test a professional development system that improves teacher practice and student learning in conjunction with the Abu Dhabi Department of Education and Knowledge.


Early Childhood Education

August Medical and SOZA partners with world-renowned institutes have developed early education academies such as The Laurel Nursery. The Laurel Nursery is the first research-based early education academy in the UAE at a moderate tuition, catering to mid- to low-income families. The curriculum is based on High Scope, the most advanced and robust curriculum in the United States. The Thorman Strategy Group for Early Learning and The Yale Child Study Center worked with August Medical and SOZA to develop the robust curriculum. The Laurel Nursery also provides need-based scholarships and grants.


Amity International School - Abu Dhabi

August Medical and SOZA developed the largest K-12 school in Abu Dhabi and signed a management agreement with Amity Education Group for the operation of the school.


August Medical cereneo for Neurological Rehabilitation (AMC)

AMC is a state-of-the-art facility that was launched in Dubai, UAE in 2017. This is the first facility in the UAE to provide research-based neuro-rehabilitation treatment specifically tailored to the needs of every patient. The concept is based on interdisciplinary collaboration combining personalized and highly intense treatment using innovative technology. AMC is a Joint Venture between Zurich-based cereneo for Neurological Rehabilitation (one of the research arms of the University of Zurich) and August Medical LLC.


Advisory Services

August Medical provides advisory services to multiple US based institutions such as the Minnesota Academy of Medicine (the oldest academy of medicine in the US), The University of Minnesota, and The University of Miami.


MD Anderson August Medical Cancer Center

This is a Public-Private Partnership with the Government of Abu Dhabi (Department of Health and SEHA). August Medical provided two proposals to the UAE government:

The first proposal is to establish a center of excellence for early detection, prevention and treatment of cancer and pain management through a partnership between August Medical and MD Anderson and eventually to expand to other Gulf countries. The second proposal is to manage one of the largest cancer centers in the UAE to provide a holistic cancer treatment delivery model to address further challenges including, but not limited to, fragmentation of service delivery, sub-optimal quality of care due to low volume, limited provision of integrated oncology service spectrum, shortage of qualified oncologists, and limited training/education opportunities.


Medical Device Startup Investments

August Medical invests in different medical device startup companies after doing a thorough due diligence. An example of this is the early stage (pre-FDA approval) investment in InnFocus’s Glaucoma MicroShunt.


Chronic Disease Management Programs (CDMP)

Custom designed chronic disease management programs in partnership with the Welch Center for Prevention, Epidemiology, and Clinical Research, affiliated with the Johns Hopkins School of Medicine and the Bloomberg School of Public Health.


University of Miami August Medical Health Science Campus

August Medical, working in concert with The University of Miami, submitted a proposal to the Government of Abu Dhabi to establish a Health Science Campus (a $4B project) to be the leading academic medical center in the UAE. This campus will include a: School of Medicine, School of Nursing, School of Dentistry/Dental Surgery, School of Pharmacy, School of Allied Health Sciences, Simulation Hospital, Ambulatory Care, Surgery, and Diagnostic Center, Acute Care Hospital, Biomedical Research Center, Rehabilitation Hospital, Technology Transfer Center, Administration, Housing and Support Services.


Contact

121 Washington Ave N, 4th Floor,
Minneapolis, Mn 55401
Telephone: 1-800-723-7250
info@augustmedical.org

Hours of Operation: Monday - Friday, 9:00 A.M. - 5:00 P.M. CST.
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