Investment Criteria

Style

• Growth buyout

Focus

• Growth-oriented business services companies with emphasis on the healthcare and education industries
• Lower middle market
• Founder-owned businesses

Size

• EBITDA of $3M – $15M
• Targeted equity investment of $10M – $40M

Investment Type

• Majority investments, select minority, or other customized structures

Transaction Type

• Growth financings, management buyouts, and recapitalizations

Target Criteria

• Large, growing, and fragmented industry
• Compelling value proposition for customers
• Multiple ways to grow, and multiple avenues for future exit
• Sustainable competitive advantage
• Attractive financial metrics and cash flow profile
• No significant risk concentrations
• Ability for New Harbor to add value through our relevant experience

The New Harbor team has a history of success – our investments demonstrate a proven ability to foster strong and consistent growth.

INVESTMENTS