Harvest Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Harvest Partners has acquired 8 companies.

Harvest Partners’ most common sectors for investment are healthcare services (15%) and business services (10%). The Firm’s most common investment types include secondary buyout (53%) and recapitalization (20%). In total, Harvest Partners has invested in 15 US states and 3 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 4 companies. The Firm’s most common exit type is secondary buyout (57%). 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 Activity63
    • M&A Buy Activity40
    • M&A Sell Activity23
  • Total Sectors Invested 22
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 21
  • M&A Advisors 12

Harvest Partners LLC

280 Park Avenue, 25th floor,
New York, New York 10017
United States
(212) 599-6300
www.harvpart.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 up to $100 million in 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 1,000
Target EBITDA 20 100
Investment Size 50 250
Enterprise Value 100 1,000
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (2.0/yr) # 30 2 2 1 4 1 40
vol $911M $1.0B $1.9B
Sell (0.8/yr) # 19 - 1 1 1 1 23
vol $3.4B $768M $4.2B
  63

Most Recent M&A

Company Date Value Type
Valet Living LLC 2020-11-23 - Secondary Buyout
Tampa, Florida · www.valetliving.com
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
Service Express, Inc. 2019-11-22 - Secondary Buyout
Grand Rapids, Michigan · www.seiservice.com
Yellowstone Landscape Group 2019-11-01 - Secondary Buyout
Plano, Texas · www.yellowstonelandscape.com
TruckPro, Inc. 2019-10-16 - Secondary Buyout
Memphis, Tennessee · www.truckpro.com
Integrity Marketing Group LLC 2019-08-28 - Recapitalization
Dallas, Texas · www.integritymarketinggroup.com
Neighborly 2018-06-04 - Secondary Buyout
Waco, Texas · www.neighborlybrands.com
FCX Performance, Inc. 2018-01-09 768M USD Add-on Acquisition
Columbus, Ohio · www.fcxperformance.com
Bartlett Holdings, Inc. 2017-08-28 - Secondary Buyout
Weymouth, Massachusetts · www.bhienergy.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Epiq Systems, Inc. 2016-07-27 Hyperion Global Partners LLC 2020-11-12 5
Kansas City, Kansas · www.epiqsystems.com Sugar Land, Texas · www.hyperiongp.com
Integrity Marketing Group LLC 2019-08-28 Family First Life LLC 2020-11-05 12
Dallas, Texas · www.integritymarketinggroup.com Gales Ferry, Connecticut · www.familyfirstlife.com
MRI Software LLC 2020-02-10 CoreLogic, Inc. - Jenark 2020-10-29 7
Solon, Ohio · www.mrisoftware.com Irvine, California
MRI Software LLC 2020-02-10 CheckpointID LLC 2020-10-13 6
Solon, Ohio · www.mrisoftware.com Carrolton, Texas · www.checkpointid.com
Neighborly 2018-06-04 Cabinet Essentials Group LLC 2020-10-05 5
Waco, Texas · www.neighborlybrands.com Atlanta, Georgia · www.shelfgenie.com
MRI Software LLC 2020-02-10 Priority Technology Holdings, Inc. - RentPayment 2020-09-01 5
Solon, Ohio · www.mrisoftware.com Alpharetta, Georgia
MRI Software LLC 2020-02-10 MacMunnis, Inc. 2020-08-06 4
Solon, Ohio · www.mrisoftware.com Chicago, Illinois · www.macmunnis.com
MRI Software LLC 2020-02-10 Housing Partners Ltd. 2020-08-05 3
Solon, Ohio · www.mrisoftware.com Worcester, United Kingdom · www.housingpartners.co.uk
Neighborly 2018-06-04 HM Services LLC 2020-07-02 4
Waco, Texas · www.neighborlybrands.com Somerville, New Jersey · www.housemaster.com
MRI Software LLC 2020-02-10 Castleton Technology Plc 2020-04-15 2
Solon, Ohio · www.mrisoftware.com Sutton Coldfield, United Kingdom · www.castletonplc.com

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 3 (19%) - 6 (15%) -
Energy Services and Equipment 1 (6%) - 4 (10%) 310M (16%)
Business Services 2 (13%) - 4 (10%) -
Building Materials - - 3 (8%) 436M (23%)
Distribution - - 3 (8%) -
Information Technology 2 (13%) 1.0B (100%) 2 (5%) 1.0B (52%)
Franchising 1 (6%) - 2 (5%) -
Insurance 2 (13%) - 2 (5%) -
Medical Products - - 1 (3%) 145M (8%)
Financial Services - - 1 (3%) 20M (1%)
Automotive - - 1 (3%) -
Consumer Products - - 1 (3%) -
Consumer Services 1 (6%) - 1 (3%) -
Environmental - - 1 (3%) -
Information Services - - 1 (3%) -
Internet Software and Services 1 (6%) - 1 (3%) -
Machinery - - 1 (3%) -
Restaurants 1 (6%) - 1 (3%) -
Retail - - 1 (3%) -
Software 1 (6%) - 1 (3%) -
Staffing - - 1 (3%) -
Transportation 1 (6%) - 1 (3%) -
Total 16 $1.0B 40 $1.9B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 16 (100%) 1.0B (100%) 38 (95%) 1.9B (100%)
  Texas 5 (31%) - 9 (23%) 165M (9%)
  Ohio 3 (19%) - 6 (15%) 436M (23%)
  Georgia 1 (6%) - 5 (13%) 310M (16%)
  Florida 3 (19%) - 4 (10%) -
  Kansas 1 (6%) 1.0B (100%) 2 (5%) 1.0B (52%)
  Massachusetts 1 (6%) - 2 (5%) -
  Illinois - - 2 (5%) -
  Michigan 1 (6%) - 1 (3%) -
  Tennessee - - 1 (3%) -
  North Carolina - - 1 (3%) -
  Maryland - - 1 (3%) -
  Louisiana - - 1 (3%) -
  Iowa - - 1 (3%) -
  California - - 1 (3%) -
Canada - - 1 (3%) -
  Manitoba - - 1 (3%) -
Germany - - 1 (3%) -
Domestic 16 (100%) 1.0B (100%) 38 (95%) 1.9B (100%)
Cross-border - - 2 (5%) -
Total 16 $1.0B 40 $1.9B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 9 (56%) - 21 (53%) 310M (16%)
Recapitalization 6 (38%) - 8 (20%) 145M (8%)
Buyout (LBO, MBO, MBI) - - 7 (18%) 20M (1%)
Going Private 1 (6%) 1.0B (100%) 2 (5%) 1.4B (75%)
Growth Capital - - 1 (3%) -
Stake Purchase - - 1 (3%) -
Total 16 $1.0B 40 $1.9B

Exits by Deal Type

Type Total # Value
Secondary Sale 13 (57%) 2.6B (63%)
Trade Sale - Public Company 3 (13%) 1.5B (37%)
IPO 3 (13%) -
Merger 1 (4%) 18M (< 1%)
Bankruptcy 1 (4%) -
Recapitalization 1 (4%) -
Trade Sale 1 (4%) -
Total 23 $4.2B

Top M&A Advisors

Financial Deals
Alvarez & Marsal
 4
Harris Williams & Co.
 3
Jefferies LLC
 2
Legal Deals
White & Case LLP
 14
Ropes & Gray LLP
 2
Kirkland & Ellis 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
PE Firm(s)
100%
35 100%
Exited to
PE Firm(s)
78%
18 78%
Strategic(s)
22%
5 22%

Investor Summary

Size

Mega

PE Assets

5.0B USD

Established

1981

Specialist/Generalist

Generalist

Leadership

Andrew Schoenthal

Partner

Campbell MacColl

Partner

Ira Kleinman

Partner

Jay Wilkins

Partner

Michael DeFlorio

Partner

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