Scroll Top

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
  • Corporate carve-outs
  • Family and entrepreneur owned businesses

industries of focus

Invests broadly across Industrials and Business Services including:

  • Auto & Transportation
  • BPO Services
  • Building & Facility Services
  • Building Products
  • Chemicals
  • Distribution
  • Environmental Services
  • Food & Beverage
  • Industrial Services
  • Transportation & Logistics

CORPORATE CARVOUT CAPABILITIES

Hidden Harbor’s operational excellence makes us a partner of choice for complex situations, including corporate carveouts​

Corporate Carveouts in Portfolio

Hidden Harbor Professionals have also carved out businesses from these parent companies

Hidden Harbor Carveout Toolkit

  • 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

PARTNER FOR FOUNDERS & FAMILIES

Hidden Harbor has deep experience buying businesses from founders and families

Founder Owned

Family Owned

Hidden Harbor Approach

  • 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