HARVEST · Joshua Carter Stephen Fessler David Swanson Andrew Hudelson Sean Kapur Stephen...

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Joshua Hyatt Cristina Mommsen Samuel Bondy Matthew Bruckmann Natalie Curnes Lucas Rogers Ethan Soodak Maury Bardovi Devin Graber Kevin Haack Joshua Carter Stephen Fessler David Swanson Andrew Hudelson Sean Kapur Stephen Eisenstein Dan Glickman Michael Greenman Ira Kleinman Campbell MacColl Thomas Arenz Doug Campbell Stephen Carlson Paige Daly Michael DeFlorio Matthew Nairn Kevin Zipf Catherine Clifford Elizabeth Eades James Mitchel Nicholas Romano Andrew Schoenthal David Schwartz Jay Wilkins INVESTMENT TEAM 280 PARK AVENUE, 26TH FLOOR, NEW YORK, NY 10017 P: 212.599.6300 WWW.HARVESTPARTNERS.COM/PRIVATE EQUITY Private company recapitalizations and buyouts Partnering with entrepreneurs to provide capital for expansion or generational transitions Public-to-private, corporate carve-outs, industry consolidations Transaction Types $100 million - $1 billion in Revenue $20 million - $100 million in EBITDA $100 million - $1 billion in Enterprise Value Target Size Auto Aftermarket Building Products Facilities Management Financial Services Food and Beverage Franchises Human Capital Management Insurance Brokerage Legal and Compliance Logistics Maintenance and Repair Multi-Site Healthcare Providers Outsourced Services Packaging Payor Services Pharma Services Software Specialty Chemicals Specialty Distribution Specialty Equipment / Components Tech-Enabled Business Services Testing and Measurement Utility Services Select Investment Themes Business Services & Consumer Healthcare Industrial Services Manufacturing & Distribution Industries Key Criteria Market leadership position in large end markets Barriers to entry, recurring revenue, high free cash Flow Talented management teams INVESTMENT CRITERIA Harvest Partners seeks to invest in good businesses that we believe have high potential to benefit from the firm's value creation approach. PRIVATE EQUITY OVERVIEW Founded in 1981, Harvest Partners, is an established middle-market private equity firm with 35+ years of investing experience. Through eight funds, with aggregate capital commitments of over $9 billion, Harvest’s control strategy has completed over 40 platform transactions and is currently seeking new investment opportunities for its eighth control fund, which has committed capital of over $4 billion. Our goal is to generate superior returns with low volatility H ARVEST P A R T N E R S PRIVATE EQUITY

Transcript of HARVEST · Joshua Carter Stephen Fessler David Swanson Andrew Hudelson Sean Kapur Stephen...

Page 1: HARVEST · Joshua Carter Stephen Fessler David Swanson Andrew Hudelson Sean Kapur Stephen Eisenstein Dan Glickman Michael Greenman Ira Kleinman Campbell MacColl ... • Private company

Joshua Hyatt Cristina Mommsen Samuel Bondy Matthew Bruckmann Natalie Curnes

Lucas Rogers Ethan Soodak Maury Bardovi Devin Graber Kevin Haack

Joshua Carter Stephen Fessler David Swanson Andrew Hudelson Sean Kapur

Stephen Eisenstein Dan Glickman Michael Greenman Ira Kleinman Campbell MacColl

Thomas Arenz Doug Campbell Stephen Carlson Paige Daly Michael DeFlorio

Matthew Nairn Kevin Zipf Catherine Clifford Elizabeth Eades

James Mitchel Nicholas Romano Andrew Schoenthal David Schwartz Jay Wilkins

I N V E S T M E N T T E A M

2 8 0 P A R K AV E N U E , 2 6 T H F L O O R , N E W Y O R K , N Y 1 0 0 1 7 P : 2 1 2 . 5 9 9 . 6 3 0 0 W W W. H A RV E S T P A RT N E R S . C O M / P R I VAT E E Q U I T Y

• Private company recapitalizations and buyouts• Partnering with entrepreneurs to provide capital for expansion or generational transitions• Public-to-private, corporate carve-outs, industry consolidations

Transaction Types

$100 million - $1 billion in Revenue

$20 million - $100 million in EBITDA

$100 million - $1 billion in Enterprise Value

Target Size

• Auto Aftermarket• Building Products• Facilities Management• Financial Services• Food and Beverage• Franchises• Human Capital Management• Insurance Brokerage

• Legal and Compliance• Logistics• Maintenance and Repair• Multi-Site Healthcare Providers• Outsourced Services• Packaging• Payor Services• Pharma Services

• Software• Specialty Chemicals• Specialty Distribution• Specialty Equipment / Components• Tech-Enabled Business Services• Testing and Measurement• Utility Services

Select Investment Themes

• Business Services & Consumer• Healthcare• Industrial Services• Manufacturing & Distribution

Industries

Key Criteria • Market leadership position in large end markets

Barriers to entry, recurring revenue, high free cash Flow•

• Talented management teams

INVESTMENT CRITERIA

Harvest Partners seeks to invest in good businesses that we believe have high potential to bene�t from the �rm's value creation approach.

PRIVATE EQUITY OVERVIEW

Founded in 1981, Harvest Partners, is an established middle-market private equity �rm with 35+ years of investing experience.

Through eight funds, with aggregate capital commitments of over $9 billion, Harvest’s control strategy has completed over 40 platform transactions and is currently seeking new investment opportunities for its eighth control fund, which has committed capital of over $4 billion.

Our goal is to generate superior returns with low volatility

HARVESTP A R T N E R S

P R I V A T E E Q U I T Y

Page 2: HARVEST · Joshua Carter Stephen Fessler David Swanson Andrew Hudelson Sean Kapur Stephen Eisenstein Dan Glickman Michael Greenman Ira Kleinman Campbell MacColl ... • Private company

2 8 0 P A R K AV E N U E , 2 6 T H F L O O R , N E W Y O R K , N Y 1 0 0 1 7 P : 2 1 2 . 5 9 9 . 6 3 0 0 W W W. H A RV E S T P A RT N E R S . C O M / P R I VAT E E Q U I T Y

U.S. Silica

The second largest producer of industrial sand in North America with leading positions in most of its local markets.

INDUSTRY: Manufacturing & Distribution

TruckPro, LLC

A leading independent distributor of heavy-duty vehicle aftermarket parts and accessories

INDUSTRY: Manufacturing & Distribution

Regency Energy Partners LP

A growth-oriented, publicly traded master limited partnership, midstream natural gas services company.

INDUSTRY: Industrial Services

Packers Sanitation Services, Inc.

The leading national provider of critical outsourced cleaning and sanitation services to the food processing industry.

INDUSTRY: Industrial Services

Green Bancorp, Inc.

A nationally chartered commercial bank providing commercial and private banking services through 22 locations in the Houston, Austin, Dallas, and Louisville markets.

INDUSTRY: Business Services & Consumer

FCX Performance

A leading provider of process flow control solutions and products to a variety of process industries.

INDUSTRY: Manufacturing & Distribution

Encanto Restaurants

The sole franchisee of Yum Brands, Inc. in Puerto Rico for the KFC, Pizza Hut, and Taco Bell concepts.

INDUSTRY: Business Services & Consumer

Driven Brands

A leading franchisor in the automotive aftermarket services industry and a national franchising platform in the United States.

INDUSTRY: Business Services & Consumer

Documents Technologies, LLC

A leading provider of outsourced litigation support services to law firms and corporate customers.

INDUSTRY: Business Services & Consumer

Continuum Energy Services, LLC

A midstream oil and gas services company.

INDUSTRY: Industrial Services

Bartlett Holdings, Inc.

A leading specialty utility services company for nuclear, fossil and renewable power facilities, as well as government decommissioning projects.

INDUSTRY: Industrial Services

AxelaCare Holdings

A leading provider of home infusion services for chronic and acute conditions.

INDUSTRY: Healthcare

Aquilex Corporation

A leading global provider of critical maintenance, repair and industrial cleaning solutions to the energy industry.

INDUSTRY: Industrial Services

Athletico Physical Therapy

A leading physical therapy business offering rehabilitation, outreach, and fitness services in the United States.

INDUSTRY: Healthcare

SELECT REALIZED PORTFOLIO COMPANIES

Yellowstone Landscape*

Second largest provider of commercial landscape services to over 5,000 customers throughout the Southern United States.

INDUSTRY: Business Services & Consumer,Industrial Services

Valet Living*

A leading provider of value-added amenity services to the multi-family housing industry in the United States.

INDUSTRY: Industrial Services

VetCor*

A leading general practice veterinary business with over 270 veterinary hospitals across 28 states.

INDUSTRY: Healthcare

Service Express*

A leading third-party maintenance provider of hardware support for data center infrastructure focused on mission-critical server, storage, and network equipment.

INDUSTRY: Business Services & Consumer

PRO Unlimited*

A leading provider of contingent workforce management solutions.

INDUSTRY: Business Services & Consumer

OnPoint Group*

The leading provider of brand- independent repair, maintenance and fleet management services to retail, manufacturing, distribution, healthcare and hospitality companies.

INDUSTRY: Industrial

Neighborly*

A leading franchisor of repair, maintenance and other services for customers in the residential and commercial markets.

INDUSTRY: Business & Consumer Services

MRI Software*

A leading provider of commercial and residential real estate property management software solutions globally.

INDUSTRY: Business & Consumer Services

Lazer Spot*

The largest independent operator of outsourced yard management services, including trailer spotting and shuttling, in the U.S.

INDUSTRY: Industrial Services

Integrity Marketing Group*

The leading national independent distributor of life and health insurance products to the Senior Market.

INDUSTRY: Business Services & Consumer,Healthcare

Insight Global

A leading provider of temporary and permanent staffing placements throughout North America.

INDUSTRY: Business Services & Consumer

EyeCare Services Partners*

The leading vertically integrated vision services practice in the United States.

INDUSTRY: Healthcare

Epiq*

The leading global provider of tech-enabled legal services to fortune 500 corporationsand AM Law 100 firms.

INDUSTRY: Business Services & Consumer

Dental Care Alliance*

The leading multi-branded dental services practice in the United States.

INDUSTRY: Healthcare

APC Automotive Technologies*

A leading supplier of brake, chassis and exhaust aftermarket products to the automotive, light truck and heavy duty markets.

INDUSTRY: Manufacturing & Distribution

Advanced Dermatology & Cosmetic Surgery*

The leading dermatology services practice in the United States.

INDUSTRY: Healthcare

CURRENT PORTFOLIO COMPANIES * Actively seeking follow-on investments.