Harbert Mezzanine Capital Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

In the last 3 years, Harbert Mezzanine Capital has acquired 1 company.

Harbert Mezzanine Capital’s most common sectors for investment areautomotive (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 1 company. The Firm’s most common exit type is trade sale (50%).

Join Mergr to view Harbert Mezzanine Capital’s full profile and discover more middle-market private equity firms just like it.

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 ≤ '16 '17 '18 '19 '20 '21 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 >>

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%) -
  Colorado 1 (17%) - 2 (25%) -
  Texas 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
Investor(s)
50%
1 (50%)
Strategic(s)
50%
1 (50%)

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

 Subscribe to unlock this and 171,700
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.2K Private Equity Firms
  • 161K M&A Transactions
  • 167K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.4K M&A Advisors
    (Investment Banks and Law Firms)
  • 59K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal