Investment Focus & Thesis

Harborview Capital focuses on business services companies with strong fundamentals. Their investment thesis centers on: Investment Range Equity investments of $20M-$75M in companies with enterprise values typically ranging from $50M-$250M. Sector Focus Professional services, IT services, compliance services, and facility services. Professional services — Accounting, legal support, and consulting IT services — Managed IT and technology support Compliance services — Regulatory compliance and risk management Facility services — Janitorial, security, and maintenance

Notable Portfolio Companies

Harborview Capital has built a portfolio of essential business services companies: Company Sector Notes Professional Services Group Professional Services Management consulting Tech Solutions Inc. IT Services Managed IT services Compliance Partners Co. Compliance Services Regulatory compliance Facility Management Group Facility Services Facility management Business Consulting Inc. Professional Services Business consulting IT Support Solutions IT Services IT support services Harborview Capital typically looks for companies with strong recurring revenue and customer retention.

What Harborview Capital Looks For

Based on their investment patterns, Harborview Capital typically evaluates companies based on: Recurring revenue — High percentage of recurring contract revenue Customer retention — Strong track record of customer retention Essential services — Services that customers consider essential Market position — Defensible competitive position Management team — Experienced services executives }> Pro Tip Harborview Capital is known for their focus on recurring revenue. They understand the value of customer retention. Be prepared to present detailed recurring revenue metrics.

The Value of Financial Preparedness

Business services companies need sophisticated financial infrastructure for PE investment: Service Metrics • Revenue per customer tracking • Customer lifetime value analysis • Churn rate monitoring • Service utilization reporting Financial Infrastructure • Contract revenue recognition • Customer profitability analysis • Service delivery costing • Billing and collections tracking }> How Eagle Rock Helps We help business services companies prepare for PE investment by building financial infrastructure that showcases recurring revenue strength and drives value creation.

Frequently Asked Questions