...
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
  • Aftermarlet 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