Investment Focus & Thesis

New Harbor Capital focuses on three core sectors where they bring deep expertise and track records of success. Their investment thesis centers on partnering with experienced management teams: Investment Size Companies with $2-15M EBITDA, targeted equity investments of $10-40M. Investment Types Growth buyouts, recapitalizations, and majority control partnerships. Healthcare — Physician practices, outsourced solutions, pharma services, and wellness Education — K-12, post-secondary, skills gap, and corporate training Technology-enabled services — Tech-enabled business services with recurring models

Notable Portfolio Companies

New Harbor Capital has built a diverse portfolio across healthcare services and education: Company Sector Notes MD Esthetics Healthcare Medical aesthetics and wellness Access Infusion Care Healthcare Specialty and infusion pharmacy IndeVets Healthcare Tech-enabled veterinarian staffing Bloom Health Centers Healthcare Comprehensive mental healthcare FYZICAL Healthcare Physical rehabilitation franchise MindPlay Education Education Education software for literacy Blueprint Prep Education Test prep platform for grad school New Harbor's portfolio demonstrates deep expertise in healthcare services, with particular strength in medical aesthetics, specialty pharmacy, and rehabilitation services, as well as education technology and services.

What New Harbor Looks For

Based on their investment criteria and patterns, New Harbor Capital evaluates opportunities based on: Large, growing markets — Industries with significant growth potential and market expansion Compelling value proposition — Strong differentiation and customer value Multiple growth paths — Clear strategies for revenue and market expansion Sustainable competitive advantages — Defensible market positions Quality focus — Emphasis on quality and compliance in healthcare }> Pro Tip New Harbor is known for their collaborative partnership approach. They value founders who want to remain invested in their company's future. Emphasize your long-term vision and willingness to partner for growth.

How to Connect With New Harbor Capital

Approaching New Harbor Capital requires demonstrating your company's growth potential and partnership readiness: 1 Demonstrate Sector Expertise Show deep knowledge of your healthcare or education market and clear understanding of industry dynamics. 2 Show Multiple Growth Paths Present clear strategies for organic growth, market expansion, and potential add-on acquisitions. 3 Emphasize Partnership Potential Demonstrate openness to New Harbor's involvement and collaborative approach to value creation. 4 Show Quality Credentials For healthcare companies, emphasize quality metrics, compliance track record, and accreditation.

The Value of Financial Preparedness

PE firms like New Harbor expect detailed financial information specific to healthcare and education services: Healthcare Metrics • Patient/client volume trends • Revenue per patient • Payer mix analysis • Quality metrics Education Metrics • Student enrollment trends • Retention rates • Revenue per student • Program completion rates }> How Eagle Rock Helps We help healthcare and education companies prepare for PE investment by building detailed financial models, KPI dashboards, and growth projections. Our fractional CFO services ensure your company is ready for New Harbor's due diligence.

Frequently Asked Questions