INVESTMENT CRITERIA
WHAT WE LOOK FOR
Lower middle market companies up to $500 million in revenue (or any size for add-on opportunities to existing portfolio companies)
EBITDA up to $30 million – willing to look at unprofitable businesses
Strong strategic positions – market leadership
Companies headquartered in North America
Founder and family owned businesses
Corporate carve-outs
SECTORS OF FOCUS
Industrials
- Automotive
- Chemicals
- Energy/Power
- Industrial Services
- Infrastructure
BUSINESS SERVICES
- Environmental Services
- Facility Services
- Professional Services
- Residential Services
- Utilities Products & Services
Partner for Founders & Families
Hidden Harbor has deep experience buying businesses from founders and families.
- Flexibility for the founder or family on whether they will roll into a new capital structure
- Flexibility for founder or family roles going forward including management roles and board participation
- Dedicated and experienced Operations Team that can provide interim leadership
Founder & Family Owned In the Portfolio
current
current
current
current
current
current
current
current
current
current
current
realized
Corporate Carve-Out Capabilites
Hidden Harbor’s operational excellence makes us a partner of choice for complex situations, including
corporate carve-outs.
- Comprehensive, tested playbook – prepared to address the hundreds of issues that arise Significant experience carving out IT systems: establishing a new system or new instance of the parent system
- Improve accounting, sales and other capabilities including interim management
- Track record of meeting deadlines and retiring Temporary Service Agreement with the parent ahead of expiration
- Dedicated and experienced Operations Team that provides interim leadership
Corporate Carve-Outs in the Portfolio
realized
realized
current
current
