Investment Focus & Thesis

Harvest Partners focuses on growth-oriented middle market companies with strong fundamentals: Investment Range Equity investments typically ranging from $50 million to $200 million in middle market companies. Sector Focus Business services, healthcare services, and industrial growth companies. Business Services — IT services, marketing services, professional services, and outsourced services Healthcare Services — Post-acute care, physician services, and healthcare support services Industrial Growth — Niche industrial manufacturers and value-added distributors Consumer Services — Education, fitness, and consumer service concepts

Notable Portfolio Companies

Harvest Partners has built a diversified portfolio across business services and healthcare: Company Sector Notes Axiom Business Services Legal services and compliance Silverline Business Services Salesforce implementation DataRobot Technology Machine learning platform Giant Eagle Retail Grocery retail Solstice Business Services Benefits administration Pinnacle Healthcare Services Post-acute care Tencarva Industrial Industrial distribution Harvest's portfolio reflects their focus on companies with recurring revenue models and strong market positions in fragmented industries.

What Harvest Looks For

Based on their investment patterns, Harvest Partners evaluates opportunities based on: Business model quality — Companies with recurring revenue and predictable cash flows Market opportunity — Large addressable markets with strong tailwinds Management teams — Experienced operators with demonstrated track records Growth potential — Clear pathways to organic growth and strategic acquisitions Technology differentiation — Proprietary technology or data assets providing competitive advantages }> Pro Tip Harvest is known for its collaborative approach with management teams. They look for companies where they can add value through strategic guidance and operational expertise. Be prepared to demonstrate your growth trajectory and market opportunity.

How to Connect With Harvest

Approaching Harvest Partners requires demonstrating your growth potential: 1 Demonstrate Strong Growth Showcase your revenue growth trajectory, customer acquisition rates, and market share gains. 2 Present Market Opportunity Show your large addressable market with strong growth tailwinds and clear market positioning. 3 Prepare Financial Metrics Be ready to discuss revenue growth, EBITDA margins, customer acquisition costs, and unit economics. 4 Leverage Industry Networks Many deals come through industry advisors, investment bankers, or professional service relationships.

The Value of Financial Preparedness

PE firms like Harvest expect detailed financial information specific to business services: Growth Metrics • Revenue growth rate • Customer acquisition cost • Customer lifetime value • Net revenue retention Business Metrics • Customer retention rates • Revenue per customer • Contract renewal rates • Gross margins }> How Eagle Rock Helps We help business services companies prepare for PE investment by building detailed financial models, growth projections, and operational dashboards. Our fractional CFO services ensure your company is ready for due diligence.

Frequently Asked Questions