Investment Focus & Thesis

Brown Brothers Harriman targets companies with enterprise values typically between $100 million and $1 billion. The firm seeks businesses with strong market positions and clear value creation opportunities: Investment Range Equity investments of $25M-$150M in companies with enterprise values typically ranging from $100M-$1B. Stage Focus Control and significant minority investments in established middle-market companies. Business Services — IT services, professional services, and outsourced business processes Healthcare Services — Healthcare services, medical practices, and healthcare IT Financial Services — Insurance, asset management, and specialty finance Industrial Manufacturing — Specialty manufacturing and industrial distribution

Recent Investment Activity

Brown Brothers Harriman has maintained consistent investment activity in the middle market. The firm's deep financial expertise and long-term perspective make it an ideal partner for companies seeking growth. Company Sector Investment Theme Year Business Services Platform Business Services Growth Equity 2024 Healthcare Services Network Healthcare Services Control Buyout 2024 Financial Services Company Financial Services Growth Equity 2023 Manufacturing Company Industrial Control Buyout 2023 BBH's value creation approach combines deep financial expertise with strategic guidance, helping portfolio companies achieve sustainable growth.

Notable Portfolio Companies

Brown Brothers Harriman has built a diversified portfolio across multiple sectors, demonstrating their ability to create value in various middle market situations: Business Services Leaders Companies providing critical outsourced services to enterprise customers. Healthcare Services Platforms Companies providing healthcare services addressing growing market needs. Financial Services Companies Insurance, asset management, and specialty finance companies. BBH's value creation strategy includes providing financial expertise, strategic guidance, and operational support.

What Brown Brothers Harriman Looks For

BBH evaluates opportunities based on several key criteria: Strong market position — Companies with defensible competitive advantages Proven business model — Businesses with demonstrated traction and sustainable economics Growth potential — Companies operating in markets with expansion opportunities Experienced management — Leadership with the skills to execute growth strategies Value creation opportunity — Clear pathways to enhance value }> Pro Tip BBH brings deep financial expertise and a long-term perspective. Be prepared to discuss your financial infrastructure and growth plans.

How to Connect With Brown Brothers Harriman

Approaching BBH requires demonstrating both financial performance and growth potential: 1 Demonstrate Business Strength Quantify your business strength through revenue analysis and competitive positioning. 2 Prepare Financial Infrastructure Ensure clean financials with EBITDA of $10M+. 3 Articulate Growth Vision Develop a clear thesis for how BBH's partnership can accelerate growth. 4 Build Relationships Leverage professional advisors and industry connections.

The Value of Professional Financial Infrastructure

Companies seeking PE investment from established firms like Brown Brothers Harriman must demonstrate solid financial infrastructure: Financial Preparation Clean financial statements EBITDA optimization Financial reporting Due diligence data room Working capital analysis Operational Metrics Customer metrics Operational efficiency Key performance indicators Growth modeling Industry benchmarks }> How Eagle Rock Helps We help companies prepare for PE investment by building professional financial infrastructure.

Frequently Asked Questions