Investment Focus & Thesis

Harbourview Capital focuses on lower middle market companies with strong fundamentals. Their investment thesis centers on: Investment Range Equity investments typically ranging from $3M-$15M in companies with EBITDA of $2M-$10M. Sector Focus Healthcare services, business services, industrial, and consumer services. Healthcare services — Healthcare business services and practices Business services — Professional and IT services Industrial — Manufacturing and distribution Consumer services — Niche consumer service companies

Notable Portfolio Companies

Harbourview Capital has built an impressive portfolio of lower middle market companies: Company Sector Notes Med First Healthcare Healthcare services Quality Food Consumer Food services Business Services Co Business Services Professional services Industrial Parts Industrial Manufacturing Healthcare Solutions Healthcare Healthcare services Tech Services Business Services IT services Consumer Services Group Consumer Service company Harbourview Capital has completed numerous successful investments in the lower middle market, with a focus on companies with strong fundamentals and growth potential.

What Harbourview Capital Looks For

Based on their investment patterns, Harbourview Capital typically evaluates companies based on: Proven profitability — Strong EBITDA and cash flow generation Market position — Leading positions in niche market segments Customer base — Diversified customer relationships Growth potential — Clear pathways to organic growth Management team — Experienced leadership willing to reinvest }> Pro Tip Harbourview Capital is known for their collaborative partnership approach. They look for management teams that want to remain invested and grow their companies post-acquisition.

The Value of Financial Preparedness

Lower middle market companies need sophisticated financial infrastructure for PE investment: Performance Metrics • EBITDA tracking • Cash flow analysis • Working capital efficiency • Revenue growth trends Financial Infrastructure • Clean financials • Audit-ready books • KPI tracking • Cash flow forecasting }> How Eagle Rock Helps We help lower middle market companies prepare for PE investment by building sophisticated financial infrastructure that showcases profitability and growth potential.

Frequently Asked Questions