Harvey & Company Mergers and Acquisitions Summary

Merchant Bank Profile

In the last 3 years, Harvey & Company has acquired 15 companies. It has also invested in 4 others.

Harvey & Company’s most common sectors for investment areretail (9%) and business services (9%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (38%) and recapitalization (34%). In total, Harvey & Company has invested in 24 US states and 3 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 3 companies. The Firm’s most common exit type is trade sale (52%). 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 Activity107
    • M&A Buy Activity72
    • M&A Sell Activity35
  • Total Sectors Invested 34
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 64

Harvey & Company

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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (4.0/yr) # 52 1 5 9 5 - 72
vol $164M $164M
Sell (0.8/yr) # 31 1 2 - - 1 35
vol $701M $177M $878M
  107

Most Recent M&A

Company Date Value Type
Miller Environmental Group, Inc. 2024-09-11 - Secondary Sale
Calverton, New York · www.millerenv.com
Fenceworks LLC 2023-11-15 - Buyout (LBO, MBO, MBI)
Riverside, California · www.fenceworks.us
Chan & Chan, Inc. 2023-10-19 - Recapitalization
Bethlehem, Pennsylvania · www.chanchaninc.com
Roaming Hunger LLC 2023-04-01 - Recapitalization
Los Angeles, California · www.roaminghunger.com
Container Services, Inc. 2023-02-13 - Stake Purchase
Hillsboro, Kansas · www.csibottles.com
MasVida Health Care Solutions LLC 2023-01-01 - Recapitalization
Fort Worth, Texas · www.masvidahealth.com
Reliant Health Partners LLC 2022-12-01 - Buyout (LBO, MBO, MBI)
Collierville, Tennessee · www.relianthp.com
CG Life 2022-12-01 - Recapitalization
Chicago, Illinois · www.cglife.com
Royal Distributing, Inc. 2022-11-01 - Recapitalization
Guelph, Ontario · www.royaldistributing.com
Zipline Logistics 2022-10-20 - Growth Capital
Columbus, Ohio · www.ziplinelogistics.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
MasVida Health Care Solutions LLC 2023-01-01 Joerns Healthcare - Rental Service Network 2024-02-27 1
Fort Worth, Texas · www.masvidahealth.com , Florida
Pave America 2021-06-30 Central States Paving and Concrete, LLC 2023-10-03 6
Warrenton, Virginia · www.paveamerica.com , Wisconsin
Apps Associates LLC 2021-07-14 Emtec - Oracle Services Division 2023-07-25 3
Acton, Massachusetts · www.appsassociates.com Jacksonville, Florida
Pave America 2021-06-30 Brothers National LLC 2023-02-27 5
Warrenton, Virginia · www.paveamerica.com Manassas, Virginia · www.brothersnational.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 3 (10%) - 6 (8%) 30M (18%)
Retail 1 (3%) - 6 (8%) -
Building Materials - - 4 (6%) -
Food 1 (3%) - 4 (6%) -
Healthcare Services 1 (3%) - 4 (6%) -
Environmental - - 3 (4%) 134M (82%)
Automotive 2 (6%) - 3 (4%) -
Consumer Products 1 (3%) - 3 (4%) -
Distribution 2 (6%) - 3 (4%) -
Medical Products 2 (6%) - 3 (4%) -
Chemicals 1 (3%) - 2 (3%) -
Construction 2 (6%) - 2 (3%) -
Electrical Equipment - - 2 (3%) -
Information Technology 2 (6%) - 2 (3%) -
Internet Software and Services 2 (6%) - 2 (3%) -
Manufacturing 1 (3%) - 2 (3%) -
Marketing 2 (6%) - 2 (3%) -
Packaging 1 (3%) - 2 (3%) -
Safety/Security - - 2 (3%) -
Aerospace 1 (3%) - 1 (1%) -
Beverages 1 (3%) - 1 (1%) -
Communications - - 1 (1%) -
Consumer Services - - 1 (1%) -
Digital Media 1 (3%) - 1 (1%) -
Energy Services and Equipment - - 1 (1%) -
Franchising 1 (3%) - 1 (1%) -
Machinery - - 1 (1%) -
Publishing - - 1 (1%) -
Restaurants - - 1 (1%) -
Semiconductors - - 1 (1%) -
Software - - 1 (1%) -
Staffing 1 (3%) - 1 (1%) -
Technology Hardware 1 (3%) - 1 (1%) -
Transportation 1 (3%) - 1 (1%) -
Total 31 - 72 $164M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 28 (90%) - 67 (93%) 164M (100%)
  California 3 (10%) - 9 (13%) -
  Pennsylvania 2 (6%) - 7 (10%) -
  Florida 2 (6%) - 6 (8%) 30M (18%)
  Illinois 2 (6%) - 5 (7%) -
  Texas 2 (6%) - 4 (6%) -
  New York 1 (3%) - 4 (6%) -
  North Carolina - - 4 (6%) 134M (82%)
  Ohio 1 (3%) - 3 (4%) -
  Massachusetts 1 (3%) - 3 (4%) -
  Arizona 1 (3%) - 3 (4%) -
  Tennessee 2 (6%) - 2 (3%) -
  Kansas 2 (6%) - 2 (3%) -
  Georgia 1 (3%) - 2 (3%) -
  Colorado 1 (3%) - 2 (3%) -
  Alabama - - 2 (3%) -
  Wisconsin 1 (3%) - 1 (1%) -
  Washington 1 (3%) - 1 (1%) -
  Virginia 1 (3%) - 1 (1%) -
  New Hampshire 1 (3%) - 1 (1%) -
  Missouri 1 (3%) - 1 (1%) -
  Minnesota 1 (3%) - 1 (1%) -
  Indiana 1 (3%) - 1 (1%) -
  Oklahoma - - 1 (1%) -
  Michigan - - 1 (1%) -
Canada 2 (6%) - 4 (6%) -
  Ontario 2 (6%) - 4 (6%) -
United Kingdom 1 (3%) - 1 (1%) -
Total 31 - 72 $164M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 15 (48%) - 27 (38%) 30M (18%)
Recapitalization 8 (26%) - 24 (33%) -
Growth Capital 5 (16%) - 13 (18%) -
Divestiture - - 3 (4%) 134M (82%)
Consolidation 1 (3%) - 3 (4%) -
Secondary Buyout 1 (3%) - 1 (1%) -
Stake Purchase 1 (3%) - 1 (1%) -
Total 31 - 72 $164M

Exits by Deal Type

Type Total # Value
Trade Sale 13 (37%) 366M (42%)
Secondary Sale 12 (34%) 230M (26%)
Trade Sale - Public Company 5 (14%) 282M (32%)
IPO 2 (6%) -
Divestiture 1 (3%) -
Merger 1 (3%) -
Sold to Management 1 (3%) -
Total 35 $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%
3 (4%)
Strategic(s)
3%
2 (3%)
Exited to
Investor(s)
34%
12 (34%)
Strategic(s)
57%
20 (57%)

Investor Summary

Investor Type

Merchant Bank

Size

Middle-Market

Established

1998

Specialist/Generalist

Generalist

Leadership

Brian Kaneko

Co-Founder & Managing Director

David Harvey

Co-Founder & President

Eric Hartley

Managing Director

Cliff Mulholland

Director

Collin Sullivan

Director

FAQ

When was Harvey & Company founded?

Harvey & Company was founded in 1998.

What type of investor is Harvey & Company?

Harvey & Company is a merchant bank.

Where is Harvey & Company headquartered?

Harvey & Company is headquartered in Newport Beach, California.

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