PRIVATE EQUITY
STRUCTURED CAPITAL

Industry Expertise

Tom ArenzSenior Managing Director
  • Business Services & Consumer

    Harvest seeks to acquire service businesses with defensible business models and recurring revenue streams that are positioned to benefit from secular changes, outsourcing trends and/or consumer behavior in their industry or end markets. We believe that many of the companies in this sector will benefit from the following trends:

    • Outsourcing non-core functions
    • Shift from fixed cost to variable cost labor
    • Leaner and more efficient cost structures
    • Increasing complexity of business processes
    • Aging demographics
    • Focus on health / wellness

    Since 2000, Harvest has made several investments in this space. Click here to see Harvest’s Business Services & Consumer investments and related Case Studies.

  • Healthcare Services

    Harvest seeks to acquire healthcare businesses with attractive growth strategies in large, fragmented healthcare markets that are positioned to benefit from continuing secular tailwinds and face low reimbursement and reform risk. We believe that many of the companies in this sector will benefit from the following trends:

    • Aging population
    • Complexity around reform
    • Rapidly increasing cost of care
    • Highly fragmented sectors
    • De novo growth opportunities
    • Manageable reimbursement risk
    • Huge opportunity for efficiencies
  • Industrial Services

    Harvest seeks to acquire well-positioned service businesses with recurring revenue streams that benefit from secular changes and/or outsourcing trends in their end markets and in which the cost of failure materially exceeds the cost of service. We believe that many of the companies in this sector will benefit from the following trends:

    • Aging infrastructure
    • Shortage of qualified personnel
    • Increased outsourcing
    • Preference for fewer vendors
    • Heightened focus on profitability
    • Prohibitive cost of downtime
    • Increased focus on safety
    • Stricter regulations
    • Sustained historical underinvestment

    Since 2000, Harvest has made several investments in this space. Click here to see Harvest’s Industrial Services investments and related Case Studies.

  • Manufacturing & Distribution

    Harvest seeks to acquire well-positioned companies with stable cash flows, diversified income streams and multiple cycle-independent value creation levers. We believe that many of the companies in this sector will benefit from the following trends:

    • Shift to lean manufacturing
    • Global/JIT supply chain
    • Focus on service versus price
    • Emphasis on energy efficiency and environmental compliance
    • Preference for repair versus replace solutions

    Since 2000, Harvest has made several investments in this space. Click here to see Harvest’s Manufacturing & Distribution investments and related Case Studies.