Investment Parameters
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Harvest targets investments in the middle market with the following characteristics:
Key Criteria - Market leadership position in large end markets
- Barriers to entry, recurring revenue, high free cash flow
- Talented management teams
Industries - Business & Industrial Services
- Consumer
- Industrials
- Healthcare
- Software
Select Investment Themes - Auto Aftermarket
- Building Products
- Environmental Services
- Facilities Management
- Financial Services
- Food and Beverage
- Franchises
- Human Capital Management
- Infrastructure Services
- Insurance Brokerage
- Legal and Compliance
- Logistics
- Maintenance and Repair
- Multi-Site Healthcare Providers
- Outsourced Services
- Packaging
- Payor Services
- Pharma Services
- Specialty Chemicals
- Specialty Distribution
- Tech-Enabled Business Services
- Testing and Measurement
- Utility Services
Target Size - $100 million – $3 billion in Revenue
- $30 million – $300 million in EBITDA
- $300 million – $5 billion in Enterprise Value
Transaction Types - Private company recapitalizations and buyouts
- Partnering with entrepreneurs to provide capital for expansion
- Generational transitions
- Public-to-private transactions
- Corporate carve-outs
- Industry consolidations
