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
Targeted Investment Themes
Facilities Services
- Landscaping & Veg. Mgmt
- Restoration
- Fire & Life Safety
- HVAC, Plumbing & Electrical
- Roofing
- Elevator Services
- Garage Maintenance
Residential Services
- HVAC & Plumbing
- Pool Services
- Roofing
- Electrical Maintenance
- Generator Services
- Gutter Cleaning and Repair
- Foundation Repair
Industrial Services
- Plant & Equipment Maintenance
- Industrial safety/compliance
- Industrial Cleaning
Infrastructure
- Transportation
- Telecom
Automotive
- Aftermarket Auto Parts
- Aftermarket Truck / Commercial Parts
- Auto Repair Shops
- Fleet Maintenance & Repair
- Powersports Parts
- Recycled & Remanufacturing Parts
Professional Services
- Architecture & Engineering
- Accounting & Financial Consulting
Environmental Services
- Water Products & Services
- Beneficial Re-Use and Recycling
- Waste management
- Waste collection
Utilities Products & Services
- Electrical Utility
- Water Utility
- Natural Gas Utility
Energy/Power
- Back-up Power
- Data Center
- Renewables services & inspection
Chemicals
- Chemicals Distribution
- Specialty Chemical Manufacturing
Other Themes
- Aviation MRO
- Building Products TBD
- Food Distribution
- Asset Light Trucking
- IT Managed Services
- Specialty packaging
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
