Harvest Partners Review: Business Services Private Equity Investment Focus
In-depth review of Harvest Partners: their business services investment thesis, portfolio companies including Acrisure and Driven Brands, typical deal sizes, and how to prepare for investment.
Key Takeaways
- •Based in New York City
- •Founded in 1981 by Harvey Mallement and Harvey Wertheim
- •Over 40 years of experience in middle-market investing
- •Focus on Industrial, Business Services, Healthcare, Consumer
- •Investment range: $50M-$500M in equity
- •Partnership-focused investment approach
About Harvest Partners
Harvest Partners is an established private equity firm with over 40 years of experience investing in middle-market companies. Founded in 1981, the firm pursues management buyouts and recapitalizations of profitable middle market companies across industrial, business services, healthcare, and consumer sectors. Harvest has raised over $5.3 billion in commitments across multiple funds.
What Harvest Looks For
- 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
- Operational excellence — Strong unit economics and operational capabilities
Pro Tip
How to Connect With Harvest
- Demonstrate Strong Growth — Showcase your revenue growth trajectory, customer acquisition rates, and market share gains
- Present Market Opportunity — Show your large addressable market with strong growth tailwinds and clear market positioning
- Prepare Financial Metrics — Be ready to discuss revenue growth, EBITDA margins, customer acquisition costs, and unit economics
- Leverage Industry Networks — Many deals come through industry advisors, investment bankers, or professional service relationships
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.
Pro Tip
Frequently Asked Questions
What industries does Harvest Partners focus on?
Harvest Partners primarily invests in Industrial, Business Services, Healthcare, and Consumer sectors. The firm seeks companies with strong market positions and clear growth trajectories.
What size companies does Harvest Partners acquire?
Harvest Partners typically invests $50M-$500M in equity, targeting companies with enterprise values in the middle market range.
What is Harvest Partners' typical investment size?
The firm's equity investments generally range from $50M-$500M, positioning them as active investors who can provide meaningful capital for growth.
How long does Harvest Partners' due diligence process take?
Due diligence timelines vary by deal complexity, but Harvest Partners typically conducts thorough financial, operational, and market due diligence over several weeks to months.
What should I prepare before engaging with Harvest Partners?
Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.
How does Harvest Partners work with portfolio companies?
Harvest Partners takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.
Ready to Connect With Harvest Partners?
Prepare your business for private equity investment with expert financial guidance. Our fractional CFO team helps you build the financial infrastructure PE firms expect.
Learn MoreThis article is part of our Private equity firms | Eagle Rock CFO guide.
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