Harbert Mezzanine Capital Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

In the last 3 years, Harbert Mezzanine Capital has acquired 6 companies. It has also invested in 2 others.

Harbert Mezzanine Capital’s most common sectors for investment areinformation technology (24%) and healthcare services (16%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (35%) and recapitalization (27%). In total, Harbert Mezzanine Capital has invested in 16 US states.

In the last 3 years, Harbert Mezzanine Capital has exited 3 companies. The Firm’s most common exit type is trade sale (25%).

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M&A Summary

  • M&A Total Activity30
    • M&A Buy Activity26
    • M&A Sell Activity4
  • Total Sectors Invested 13
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 30

Harbert Mezzanine Capital

618 Church Street, Suite 500,
Nashville, Tennessee 37219
United States
(615) 301-6400
www.harbert.net/investment-strategies/private-capital/mezzanine-capital

Harbert Mezzanine Capital is the junior capital investment arm of asset manager Harbert Management Corporation. Harbert Mezzanine looks to invest $3 to $15 million of subordinated debt to support growth needs, acquisitions, recapitalizations, or management buyouts of mid-sized companies throughout the US. Harbert Mezzanine Capital is based in Nashville, Tennessee.


Investment Criteria

Sectors of Interest: Business Services, Healthcare Services, Information Services, Information Technology, Internet Software and Services, Leisure, Life Science, Medical Products, Software, Staffing

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 3 15
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (2.2/yr) # 15 3 3 - 3 2 26
Sell (0.6/yr) # 1 - 1 1 - 1 4
  30

Most Recent M&A

Company Date Value Type
Power Services Group, Inc. 2022-07-11 - Secondary Buyout
Cape Coral, Florida · www.powerservicesgroup.com
Common Cents Systems, Inc. 2022-04-12 - Buyout (LBO, MBO, MBI)
Brentwood, Tennessee · www.apollolims.com
Urgent Care Group 2022-03-15 - Add-on Acquisition
Brentwood, Tennessee · www.urgentcaregroup.com
Tulip Richardson Manufacturing 2021-12-07 - Add-on Acquisition
Milwaukee, Wisconsin · www.tulipcorp.com
Summit Hosting LLC 2021-10-20 - Recapitalization
Alpharetta, Georgia · www.summithosting.com
Sharecare, Inc. 2021-06-29 - PIPE
Atlanta, Georgia · www.sharecare.com
Clarke Solutions LLC 2020-10-27 - Unknown
Fishers, Indiana · theclarkecompanies.net
Trapp Technology, Inc. 2019-08-21 - Venture
Phoenix, Arizona · www.trapptechnology.com
Direct Shot Distributing, Inc. 2019-06-21 - Add-on Acquisition
Franklin, Indiana · www.directshotdist.com
Medical Indicators, Inc. 2019-06-17 - Secondary Buyout
Hamilton, New Jersey · www.medicalindicators.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Modus LLC 2012-03-07 Ivize Services, Inc. 2012-03-07 1
Washington, District of Columbia · www.discovermodus.com Atlanta, Georgia · www.ivize.net

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 5 (24%) - 6 (23%) -
Healthcare Services 4 (19%) - 4 (15%) -
Medical Products 3 (14%) - 3 (12%) -
Automotive 2 (10%) - 2 (8%) -
Manufacturing 2 (10%) - 2 (8%) -
Media 2 (10%) - 2 (8%) -
Business Services 1 (5%) - 1 (4%) -
Communications - - 1 (4%) -
Consumer Products 1 (5%) - 1 (4%) -
Energy Services and Equipment - - 1 (4%) -
Internet Software and Services 1 (5%) - 1 (4%) -
Packaging - - 1 (4%) -
Staffing - - 1 (4%) -
Total 21 - 26 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 21 (100%) - 26 (100%) -
  Tennessee 4 (19%) - 4 (15%) -
  Georgia 2 (10%) - 3 (12%) -
  Arizona 2 (10%) - 2 (8%) -
  Illinois 2 (10%) - 2 (8%) -
  Texas 1 (5%) - 2 (8%) -
  Florida 1 (5%) - 2 (8%) -
  Colorado 1 (5%) - 2 (8%) -
  Arkansas 1 (5%) - 1 (4%) -
  Wisconsin 1 (5%) - 1 (4%) -
  Washington 1 (5%) - 1 (4%) -
  South Carolina 1 (5%) - 1 (4%) -
  New Jersey 1 (5%) - 1 (4%) -
  Minnesota 1 (5%) - 1 (4%) -
  District of Columbia 1 (5%) - 1 (4%) -
  California 1 (5%) - 1 (4%) -
  Indiana - - 1 (4%) -
Total 21 - 26 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 6 (29%) - 9 (35%) -
Recapitalization 7 (33%) - 7 (27%) -
Growth Capital 2 (10%) - 3 (12%) -
Add-on Acquisition 2 (10%) - 2 (8%) -
Secondary Buyout 2 (10%) - 2 (8%) -
Consolidation - - 1 (4%) -
PIPE 1 (5%) - 1 (4%) -
Venture 1 (5%) - 1 (4%) -
Total 21 - 26 -

Exits by Deal Type

Type Total # Value
Recapitalization 1 (25%) -
Secondary Sale 1 (25%) -
Trade Sale 1 (25%) -
Unknown 1 (25%) -
Total 4 -

M&A Connections

Deals
Acquired from
Investor(s)
19%
5 (19%)
Exited to
Investor(s)
50%
2 (50%)
Strategic(s)
25%
1 (25%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Middle-Market

Specialist/Generalist

Generalist

Leadership

John Harrison

Senior Managing Director

John Scott

Managing Director

Robert Bourquin

Managing Director

Christopher Hammond

Director

Jack Davis

Director

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