The business services sector often presents compelling opportunities for Scientia Holdings we actively stay engaged due to its strong recurring revenue streams, scalability, and potential for operational improvements. Our investment thesis is centered on acquiring mid-to-large-sized companies with track records in providing essential services such as consulting, outsourcing, logistics support, or staffing solutions.

Scientia is particularly interested in companies operating in industries with steady demand cycles, such as financial services, healthcare, and technology. Geographically, we target both Southern African firms and international companies in developed and emerging markets, we prioritize regions with growing economies and favorable regulatory environments. Within Southern Africa, our main focus lies on businesses positioned in metropolitan hubs like Johannesburg, Cape Town, and Durban, while internationally, we aim to prioritize markets in North America, Europe, and Southeast Asia with established infrastructure and economic plasticity.

Scientia seeks to acquire organizations with a strong foundational culture, clear value propositions, and demonstrable ability to scale their services across markets. We prioritize companies with EBITDA margins exceeding 15%, annual revenues between R150 million and R1 billion, and low to moderate levels of debt. Target firms should have a diversified client base to minimize revenue concentration risks, and we emphasize service providers with a technology-enabled approach to business operations. 

Scientia’s investment criteria also include a clear governance structure, alignment with ESG principles, and opportunities for post-acquisition value creation through process optimization or market expansion. Whether we're engaging with international or Southern African firms, Scientia aims to ensure cultural compatibility by working with management teams that prioritize straightforwardness, accountability, and long-term growth. These parameters allow us to identify and work with businesses that align with our vision.