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New Harbor Capital Investment Criteria

What Does New Harbor Capital Generally Look for in Companies?

At New Harbor Capital, your success is our success. We are constantly looking for lower middle-market private equity investment opportunities that closely align with our principals’ and Executive Advisors’ in-depth industry knowledge in healthcare, education and technology-enabled services.

Using an approach that begins with extensive research, our team identifies investments that we believe enable us to build mutually beneficial, collaborative partnerships in sectors with favorable conditions for growth.

We have extensive experience guiding businesses through a range of economic and financial market conditions — and capitalize on growth potential by bringing resources, creative ideas and a disciplined approach to the investment partnership.

Our investment criteria help guide us to businesses where we believe we can help accelerate growth and create greater value, partnering with you every step of the way.

New Harbor Capital's team meeting about lower middle-market private equity investment opportunities

Investment Size

For more than 25 years, we’ve sought to help businesses accelerate purposeful, sustainable growth. Our preferred investment size is: 

  • Scalable companies with $3-15 million of trailing EBITDA
  • Targeted New Harbor Capital equity investments of $10-40 million, in addition to meaningful seller, management and co-investor participation

Larger investments will be considered based on opportunity.

Investment Type

We have demonstrated success in several lower middle-market private equity investment scenarios:

  • Growth buyouts and recaps
  • Majority control positions in partnership with Founders and management
  • Select minority and other customized structures

Our investment approach differentiates us. Our results make us stand out. 

New Harbor Capital's team collaborating on lower-middle market private equity investments

Investment Criteria

New Harbor Capital looks for opportunities where we can establish strong relationships and deliver results in an effort to provide real, sustained value. Our investment criteria include: 

  • Large, growing and fragmented industry
  • Compelling value proposition for customers
  • Multiple ways to grow
  • Sustainable competitive advantage
  • Focus on quality and compliance 
  • Attractive financial metrics, unit economics, cash flow profile 
  • No significant risk concentrations
  • Multiple ways to exit with potential for valuation multiple arbitrage
  • Ability to partner with founders and management
  • Ability for New Harbor Capital to drive value creation through experience, resources and Executive Advisors

Investment Success Stories

Wedgewood Pharmacy Logo

New Harbor’s healthcare industry expertise and strong cultural fit were key differentiators for us. Their track record for successfully executing growth strategies, as well as their experience with medical products distribution, have elevated our business to the next level, while upholding the high quality, innovation and reliable service our customers expect.”

Marcy Bliss Headshot Marcy Bliss
Wedgewood Pharmacy, President and CEO
Blueprint Logo

“Our experience with New Harbor has exceeded our expectations. We have a tremendous board and access to their team of executive advisors. They have supported investments into our team and technology that will support the company through our next phase of growth. They are honest and ethical and care about the business owners they work with. If you are a founder looking to take your business to the next level, I would highly recommend working with New Harbor. They will push you to become a better leader and bring you growth opportunities you would never have on your own.”

Matt Riley Headshot Matt Riley
Blueprint Prep, Founder and CEO

Meet the New Harbor Capital Team

Backed by a team of industry experts who understand how to accelerate the growth of established lower-middle market businesses, we bring intellectual curiosity, extensive experience, a strong work ethic and a history of success to every investment partnership.

Get in Touch

Ready to connect with our private equity firm team members? Contact us today.

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