Harvest Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Harvest Partners has acquired 9 companies. It has also invested in 1 other.

Harvest Partners’ most common sectors for investment arehealthcare services (15%) and business services (13%) . The Firm’s most common investment types include secondary buyout (54%) and buyout (lbo, mbo, mbi) (18%). In total, Harvest Partners has invested in 16 US states and 4 different countries. Its largest (disclosed) acquisition occurred in 2016 when it acquired Epiq Systems for $1.0B.

In the last 3 years, Harvest Partners has exited 6 companies. The Firm’s most common exit type is secondary buyout (54%). Harvest Partners’ largest (disclosed) exit occurred in 2010 when it sold Associated Materials for $1.3B.

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M&A Summary

  • M&A Total Activity75
    • M&A Buy Activity47
    • M&A Sell Activity28
  • Total Sectors Invested 25
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 25
  • M&A Advisors 12

Harvest Partners

280 Park Avenue, 25th floor,
New York, New York 10017
United States
(212) 599-6300
www.harvpart.com
info@harvestpartners.com

Harvest Partners is a private equity firm that targets buyout and growth capital investments in middle-market public and private companies. Harvest Partners looks to invest in profitable ($30 to $300 million of EBITDA) consumer products/retail, manufacturing, marketing, building products, industrial, specialty services, and value-added distribution companies valued between $100 and $600 million. The Firm prefers opportunities headquartered in North America. Harvest Partners was formed in 1981 and is based in New York City.


Investment Criteria

Sectors of Interest: Automotive, Beverages, Building Materials, Business Services, Chemicals, Consumer Products, Consumer Services, Digital Media, Distribution, E-Commerce, Electrical Equipment, Energy Services and Equipment, Environmental, Financial Services, Food, Franchising, Healthcare Services, Information Services, Information Technology, Insurance, Life Science, Machinery, Manufacturing, Marketing, Medical Products, Metals/Mining, Oil/Gas Exploration, Packaging, Restaurants, Retail, Software, Staffing, Test/Measurement Equipment, Transportation, Utilities

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Going Private, Growth Capital, Recapitalization, Special Situations/Distressed, Secondary Buyout, Stake Purchase

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

Transaction Criteria Min Max
Target Revenue 100 3,000
Target EBITDA 30 300
Investment Size - -
Enterprise Value 300 5,000
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (2.2/yr) # 36 1 4 3 2 1 47
vol $1.9B $1.9B
Sell (1.6/yr) # 20 2 3 1 2 - 28
vol $3.4B $768M $4.2B
  75

Most Recent M&A

Company Date Value Type
Hand and Stone Franchise Corp. 2022-06-07 - Secondary Buyout
Trevose, Pennsylvania · www.handandstone.com
Convergint Technologies LLC 2021-12-16 - Stake Purchase
Schaumburg, Illinois · www.convergint.com
Fortis Solutions Group LLC 2021-10-15 - Secondary Buyout
Merced, California · www.fortissolutionsgroup.com
Neighborly 2021-07-08 - Secondary Buyout
Waco, Texas · www.neighborlybrands.com
PRO Unlimited, Inc. 2021-06-28 - Secondary Buyout
San Francisco, California · www.prounlimited.com
The Vincit Group 2020-12-01 - Recapitalization
Chattanooga, Tennessee · www.vincitgroup.com
Valet Living LLC 2020-11-23 - Secondary Buyout
Tampa, Florida · www.valetliving.com
Galway Insurance Holdings LP 2020-06-19 - Buyout (LBO, MBO, MBI)
Chicago, Illinois
MRI Software LLC 2020-02-10 - Secondary Buyout
Solon, Ohio · www.mrisoftware.com
Lazer Spot, Inc. 2019-12-09 - Secondary Buyout
Alpharetta, Georgia · www.lazerspot.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Granicus, Inc. 2016-08-18 Rock Solid Technologies, Inc. 2022-10-12 9
Denver, Colorado · www.granicus.com San Juan, Puerto Rico · www.rocksolid.com
MRI Software LLC 2020-02-10 Springboard Research Ltd. 2022-10-03 18
Solon, Ohio · www.mrisoftware.com Milton Keynes, United Kingdom · www.spring-board.info
MRI Software LLC 2020-02-10 Apartment Data Services, Inc. 2022-08-04 17
Solon, Ohio · www.mrisoftware.com Houston, Texas · www.apartmentdata.com
Integrity Marketing Group LLC 2019-08-28 PHP Agency, Inc. 2022-07-20 46
Dallas, Texas · www.integritymarketinggroup.com Addison, Texas · www.phpagency.com
MRI Software LLC 2020-02-10 eSight Energy Ltd. 2021-11-02 16
Solon, Ohio · www.mrisoftware.com Cambridge, United Kingdom · www.esightenergy.com
Granicus, Inc. 2016-08-18 GovQA LLC 2021-08-26 8
Denver, Colorado · www.granicus.com Woodridge, Illinois · www.govqa.com
MRI Software LLC 2020-02-10 Trimble Inc. - Manhattan Software 2021-02-17 15
Solon, Ohio · www.mrisoftware.com Sunnyvale, California
MRI Software LLC 2020-02-10 AMTdirect LLC 2021-01-27 14
Solon, Ohio · www.mrisoftware.com Cornelius, North Carolina · www.amtdirect.com
Integrity Marketing Group LLC 2019-08-28 Connexion Point LLC 2021-01-12 45
Dallas, Texas · www.integritymarketinggroup.com Sandy, Utah · www.connexionpoint.com
Service Express, Inc. 2019-11-22 Zensar Technologies Ltd. - Third-Party Maintenance Division 2020-12-03 6
Grand Rapids, Michigan · www.serviceexpress.com Pune, India

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 4 (22%) - 7 (15%) -
Business Services 3 (17%) - 6 (13%) -
Energy Services and Equipment - - 4 (9%) 310M (16%)
Information Technology 2 (11%) 1.0B (100%) 2 (4%) 1.0B (52%)
Building Materials - - 2 (4%) 436M (23%)
Consumer Services 2 (11%) - 2 (4%) -
Distribution - - 2 (4%) -
Franchising - - 2 (4%) -
Insurance 2 (11%) - 2 (4%) -
Internet Software and Services 1 (6%) - 2 (4%) -
Manufacturing - - 2 (4%) -
Medical Products - - 1 (2%) 145M (8%)
Financial Services - - 1 (2%) 20M (1%)
Automotive - - 1 (2%) -
Consumer Products - - 1 (2%) -
Environmental - - 1 (2%) -
Food 1 (6%) - 1 (2%) -
Information Services - - 1 (2%) -
Machinery - - 1 (2%) -
Restaurants - - 1 (2%) -
Retail - - 1 (2%) -
Safety/Security 1 (6%) - 1 (2%) -
Software 1 (6%) - 1 (2%) -
Staffing - - 1 (2%) -
Transportation 1 (6%) - 1 (2%) -
Total 18 $1.0B 47 $1.9B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 18 (100%) 1.0B (100%) 44 (94%) 1.9B (100%)
  Texas 3 (17%) - 9 (19%) 165M (9%)
  Ohio 2 (11%) - 6 (13%) 436M (23%)
  Georgia 1 (6%) - 5 (11%) 310M (16%)
  Illinois 2 (11%) - 4 (9%) -
  Florida 2 (11%) - 3 (6%) -
  California 1 (6%) - 3 (6%) -
  Kansas 1 (6%) 1.0B (100%) 2 (4%) 1.0B (52%)
  Tennessee 1 (6%) - 2 (4%) -
  North Carolina 1 (6%) - 2 (4%) -
  Massachusetts 1 (6%) - 2 (4%) -
  Pennsylvania 1 (6%) - 1 (2%) -
  Michigan 1 (6%) - 1 (2%) -
  Colorado 1 (6%) - 1 (2%) -
  Maryland - - 1 (2%) -
  Louisiana - - 1 (2%) -
  Iowa - - 1 (2%) -
Canada - - 1 (2%) -
  Manitoba - - 1 (2%) -
Germany - - 1 (2%) -
Puerto Rico - - 1 (2%) -
Domestic 18 (100%) 1.0B (100%) 44 (94%) 1.9B (100%)
Cross-border - - 3 (6%) -
Total 18 $1.0B 47 $1.9B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 10 (56%) - 25 (53%) 310M (16%)
Recapitalization 5 (28%) - 8 (17%) 145M (8%)
Buyout (LBO, MBO, MBI) 1 (6%) - 8 (17%) 20M (1%)
Going Private 1 (6%) 1.0B (100%) 2 (4%) 1.4B (75%)
Growth Capital - - 2 (4%) -
Stake Purchase 1 (6%) - 2 (4%) -
Total 18 $1.0B 47 $1.9B

Exits by Deal Type

Type Total # Value
Secondary Sale 15 (54%) 2.6B (63%)
Trade Sale - Public Company 3 (11%) 1.5B (37%)
IPO 3 (11%) -
Trade Sale 2 (7%) -
Unknown 2 (7%) -
Merger 1 (4%) 18M (< 1%)
Bankruptcy 1 (4%) -
Recapitalization 1 (4%) -
Total 28 $4.2B

Top M&A Advisors

Financial Deals
Alvarez & Marsal
 4
William Blair & Co. LLC
 3
Harris Williams & Co.
 3
Legal Deals
White & Case LLP
 15
Ropes & Gray LLP
 4
McDermott Will & Emery LLP
 1

Deal Values

buy # Total
> $1B 1 $1.0B
$100M to $1B 3 $891M
< $100M 1 $20M
TOTAL $1.9B
Largest Epiq Systems, Inc.
$1.0B (2016-07-27)
sell # Total
> $1B 2 $2.3B
$100M to $1B 4 $1.9B
< $100M 1 $18M
TOTAL $4.2B
Largest Associated Materials, Inc.
$1.3B (2010-09-08)

M&A Connections

Deals
Acquired from
Investor(s)
70%
33 (70%)
Exited to
Investor(s)
61%
17 (61%)
Strategic(s)
21%
6 (21%)

Investor Summary

Investor Type

Private Equity Firm

Size

Mega

PE Assets

5.0B USD

Established

1981

Specialist/Generalist

Generalist

Leadership

Michael DeFlorio

CEO

Lou Sciarretta

CFO

Julie Casella

Head of Human Capital

Fabia DeCrescenzo

Managing Director, Finance & Accounting

Andrew Schoenthal

Partner

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