Harbert Mezzanine Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Harbert Mezzanine Capital has acquired 2 companies. It has also invested in 1 other.

Harbert Mezzanine Capital’s most common sectors for investment are automotive (13%) and business services (13%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (63%) and growth capital (25%). In total, Harbert Mezzanine Capital has invested in 6 US states.

In the last 3 years, Harbert Mezzanine Capital has exited 2 companies. The Firm’s most common exit type is trade sale (50%).

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M&A Summary

  • M&A Total Activity10
    • M&A Buy Activity8
    • M&A Sell Activity2
  • Total Sectors Invested 8
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 11

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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.6/yr) # 5 - 2 1 - - 8
Sell (0.4/yr) # - - 1 - 1 - 2
  10

Most Recent M&A

Company Date Value Type
Direct Shot Distributing, Inc. 2019-06-21 - Add-on Acquisition
Franklin, Indiana · www.directshotdist.com
Simr, Inc. 2018-09-10 - Buyout (LBO, MBO, MBI)
Plano, Texas · www.statinmed.com
Nexus Technologies, Inc. 2017-12-13 - Recapitalization
Greenwood Village, Colorado · www.nexustek.com
Davey Coach Sales, Inc. 2017-05-09 - Growth Capital
Sedalia, Colorado · www.daveycoach.com
Southeastern Spine Institute 2017-04-19 - Recapitalization
Mt Pleasant, South Carolina · www.southeasternspine.com
Clarke Solutions LLC 2015-09-24 - Buyout (LBO, MBO, MBI)
Fishers, Indiana · theclarkecompanies.net
Nexus Technologies, Inc. 2014-09-09 - Growth Capital
Greenwood Village, Colorado · www.nexustek.com
Employment Staffing, Inc. (ESI Staffing) 2012-02-16 - Buyout (LBO, MBO, MBI)
Deer Park, Texas · www.esistaffing.net
Global Connection, Inc. of America 2008-01-01 - Buyout (LBO, MBO, MBI)
Atlanta, Georgia · www.connectwithglobal.com
Plasma Systems Holdings, Inc. 2008-01-01 - Buyout (LBO, MBO, MBI)
San Jose, California · www.plasmasysteminc.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Clarke Solutions LLC 2015-09-24 Covex LLC 2020-01-09 1
Fishers, Indiana · theclarkecompanies.net Wayne, Pennsylvania · www.covexllc.com

M&A by Sector

Sector Current # Value All-time # Value
Automotive 1 (17%) - 1 (13%) -
Business Services 1 (17%) - 1 (13%) -
Communications 1 (17%) - 1 (13%) -
Healthcare Services 1 (17%) - 1 (13%) -
Information Technology - - 1 (13%) -
Manufacturing 1 (17%) - 1 (13%) -
Packaging 1 (17%) - 1 (13%) -
Staffing - - 1 (13%) -
Total 6 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) - 8 (100%) -
  Texas 1 (17%) - 2 (25%) -
  Colorado 1 (17%) - 2 (25%) -
  South Carolina 1 (17%) - 1 (13%) -
  Indiana 1 (17%) - 1 (13%) -
  Georgia 1 (17%) - 1 (13%) -
  California 1 (17%) - 1 (13%) -
Total 6 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (67%) - 5 (63%) -
Growth Capital 1 (17%) - 2 (25%) -
Recapitalization 1 (17%) - 1 (13%) -
Total 6 - 8 -

Exits by Deal Type

Type Total # Value
Recapitalization 1 (50%) -
Trade Sale 1 (50%) -
Total 2 -

M&A Connections

Deals %
Exited to
PE Firm(s)
50%
1 50%
Strategic(s)
50%
1 50%

Investor Summary

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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