Harvey & Company Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Harvey & Company has acquired 4 companies. It has also invested in 3 others.

Harvey & Company’s most common sectors for investment are retail (10%) and healthcare services (8%). The Firm’s most common investment types include recapitalization (36%) and buyout (lbo, mbo, mbi) (32%). In total, Harvey & Company has invested in 19 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2011 when it acquired ReCommunity Holdings for $134M.

In the last 3 years, Harvey & Company has exited 4 companies. The Firm’s most common exit type is trade sale (55%). Harvey & Company’s largest (disclosed) exit occurred in 2003 when it sold AlliedBarton Security Services for $268M.

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M&A Summary

  • M&A Total Activity83
    • M&A Buy Activity50
    • M&A Sell Activity33
  • Total Sectors Invested 26
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 58

Harvey & Company LLC

5000 Birch Street, Suite 9200,
Newport Beach, California 92660
United States
(949) 757-0400
www.harveyllc.com

Harvey & Company is a principal investment and advisory group. The Firm works with companies and private equity firms on acquisition searches as well as makes investments of its own. Harvey & Company was established in 1998 and is headquartered in Newport Beach, California.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Building Materials, Business Services, Chemicals, Communications, Consumer Products, Distribution, Education, Electrical Equipment, Electronics, Energy Services and Equipment, Environmental, Food, Franchising, Healthcare Services, Information Technology, Internet Software and Services, Machinery, Manufacturing, Medical Products, Packaging, Plastics, Publishing, Restaurants, Retail, Safety/Security, Semiconductors

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.8/yr) # 41 2 3 4 - - 50
vol $164M $164M
Sell (1.8/yr) # 24 5 1 1 1 1 33
vol $650M $51M $177M $878M
  83

Most Recent M&A

Company Date Value Type
FDS, Inc. 2021-07-26 177M USD Add-on Acquisition
Fort Worth, Texas · www.fdsrx.com
La Tavola Fine Linen Rental 2020-01-07 - Add-on Acquisition
Napa, California · www.latavolalinen.com
Liquid Technologies, Inc. 2019-12-17 - Add-on Acquisition
Chino, California · www.liquidtek.com
Schneider Packaging Equipment Co., Inc. 2019-09-16 - Growth Capital
Brewerton, New York · www.schneiderequip.com
Miller Environmental Group, Inc. 2019-03-20 - Buyout (LBO, MBO, MBI)
Calverton, New York · www.millerenv.com
Adventure Ready Brands 2019-02-01 - Recapitalization
Littleton, New Hampshire · www.adventurereadybrands.com
Engineered Medical Systems LLC 2019-01-31 - Growth Capital
Bartlett, Tennessee · www.engmedsys.net
Aspire Allergy & Sinus 2018-07-27 - Growth Capital
Austin, Texas · www.texanallergy.com
Myers Emergency Power Systems LLC 2018-07-09 - Buyout (LBO, MBO, MBI)
Bethlehem, Pennsylvania · www.myerseps.com
SWS Environmental Services, Inc. 2018-05-05 - Add-on Acquisition
Panama City, Florida · www.swsenvironmental.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Myers Emergency Power Systems LLC 2018-07-09 Low Voltage Systems, Inc. - Business 2019-11-26 1
Bethlehem, Pennsylvania · www.myerseps.com San Leandro, California

M&A by Sector

Sector Current # Value All-time # Value
Retail - - 5 (10%) -
Building Materials - - 4 (8%) -
Healthcare Services 1 (8%) - 4 (8%) -
Environmental 1 (8%) - 3 (6%) 134M (82%)
Business Services - - 3 (6%) 30M (18%)
Consumer Products 1 (8%) - 3 (6%) -
Food 1 (8%) - 3 (6%) -
Automotive 1 (8%) - 2 (4%) -
Electrical Equipment 1 (8%) - 2 (4%) -
Machinery 1 (8%) - 2 (4%) -
Manufacturing 1 (8%) - 2 (4%) -
Medical Products 1 (8%) - 2 (4%) -
Safety/Security - - 2 (4%) -
Aerospace 1 (8%) - 1 (2%) -
Chemicals - - 1 (2%) -
Communications - - 1 (2%) -
Consumer Services - - 1 (2%) -
Distribution - - 1 (2%) -
Energy Services and Equipment - - 1 (2%) -
Franchising 1 (8%) - 1 (2%) -
Internet Software and Services 1 (8%) - 1 (2%) -
Packaging - - 1 (2%) -
Publishing - - 1 (2%) -
Restaurants - - 1 (2%) -
Semiconductors - - 1 (2%) -
Software - - 1 (2%) -
Total 12 - 50 $164M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 12 (100%) - 48 (96%) 164M (100%)
  California 1 (8%) - 7 (14%) -
  Pennsylvania 2 (17%) - 5 (10%) -
  New York 2 (17%) - 4 (8%) -
  Illinois 1 (8%) - 4 (8%) -
  North Carolina - - 4 (8%) 134M (82%)
  Florida - - 4 (8%) 30M (18%)
  Texas 1 (8%) - 3 (6%) -
  Georgia 1 (8%) - 2 (4%) -
  Arizona - - 2 (4%) -
  Alabama - - 2 (4%) -
  Ohio - - 2 (4%) -
  Massachusetts - - 2 (4%) -
  Washington 1 (8%) - 1 (2%) -
  Tennessee 1 (8%) - 1 (2%) -
  New Hampshire 1 (8%) - 1 (2%) -
  Kansas 1 (8%) - 1 (2%) -
  Oklahoma - - 1 (2%) -
  Michigan - - 1 (2%) -
  Colorado - - 1 (2%) -
Canada - - 2 (4%) -
  Ontario - - 2 (4%) -
Total 12 - 50 $164M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 2 (17%) - 18 (36%) -
Buyout (LBO, MBO, MBI) 6 (50%) - 16 (32%) 30M (18%)
Growth Capital 4 (33%) - 11 (22%) -
Divestiture - - 3 (6%) 134M (82%)
Consolidation - - 2 (4%) -
Total 12 - 50 $164M

Exits by Deal Type

Type Total # Value
Trade Sale 13 (39%) 366M (42%)
Secondary Sale 10 (30%) 230M (26%)
Trade Sale - Public Company 5 (15%) 282M (32%)
IPO 2 (6%) -
Divestiture 1 (3%) -
Merger 1 (3%) -
Sold to Management 1 (3%) -
Total 33 $878M

Deal Values

buy # Total
$100M to $1B 1 $134M
< $100M 1 $30M
TOTAL $164M
Largest ReCommunity Holdings LP
$134M (2011-03-02)
sell # Total
$100M to $1B 3 $675M
< $100M 3 $203M
TOTAL $878M
Largest AlliedBarton Security Services LLC
$268M (2003-02-17)

M&A Connections

Deals
Acquired from
Investor(s)
4%
2 (4%)
Strategic(s)
4%
2 (4%)
Exited to
Investor(s)
30%
10 (30%)
Strategic(s)
61%
20 (61%)

Investor Summary

Size

Middle-Market

Established

1998

Specialist/Generalist

Generalist

Leadership

Travis Ogden

Co-Founder & Director

Brian Kaneko

Co-Founder & Managing Director

David Harvey

Co-Founder & President

Eric Hartley

Managing Director

Cliff Mulholland

Director

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