New Harbor Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

New Harbor Capital’s most common sectors for investment arehealthcare services (32%) and education (22%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (53%) and growth capital (27%). In total, New Harbor Capital has invested in 14 US states.

The Firm’s most common exit type is trade sale (56%).

Join Mergr to view New Harbor Capital’s full profile and discover more middle-market private equity firm investors just like it.

M&A Summary

  • M&A Total Activity28
    • M&A Buy Activity19
    • M&A Sell Activity9
  • Total Sectors Invested 11
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 7
  • M&A Advisors 6

New Harbor Capital

500 West Madison, Suite 2830,
Chicago, Illinois 60661
United States
(312) 876-8605
www.newharborcap.com
investorrelations@newharborcap.com

New Harbor Capital is a lower middle-market private equity firm focused on investing in and acquiring profitable, growth-oriented companies. New Harbor seeks opportunities in the healthcare services, education, and business services sectors and looks to invest $10 to $40 million per transaction. The Firm prefers control investment situations and typically looks to fund growth capital financings, management buyouts, and recapitalizations. New Harbor Capital was established in 2013 and is headquartered in Chicago, Illinois.


Investment Criteria

Sectors of Interest: Business Services, Distribution, Education, Healthcare Services, Information Services, Retail

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 3 15
Investment Size 10 40
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.8/yr) # 15 4 - - - - 19
Sell (0.2/yr) # 8 1 - - - - 9
  28

Most Recent M&A

Company Date Value Type
IndeVets 2021-12-09 - Growth Capital
Philadelphia, Pennsylvania · www.indevets.com
MindPlay Education LLC 2021-11-17 - Buyout (LBO, MBO, MBI)
Tucson, Arizona · www.mindplay.com
Food Technology and Design LLC 2021-06-08 - Growth Capital
Sante Fe Springs, California · www.FoodPharma.com
Ocean State Healthcare 2021-03-19 - Add-on Acquisition
Cumberland, Rhode Island · www.oceanstateurgentcare.com
Advent Home Medical, Inc. 2021-03-12 - Growth Capital
Pontiac, Michigan · www.adventhomemedical.com
Community Psychiatry Management LLC 2020-12-15 - Secondary Buyout
Sacramento, California · www.communitypsychiatry.com
Certica Solutions, Inc. 2020-12-10 - Add-on Acquisition
Wakefield, Massachusetts · www.certicasolutions.com
Wedgewood Pharmacy 2020-12-09 - Secondary Buyout
Swedesboro, New Jersey · www.wedgewoodpharmacy.com
Fix-It 24/7 2020-06-09 - Buyout (LBO, MBO, MBI)
Arvada, Colorado · www.fix-it24.com
Quigley Eye Specialists 2020-02-13 - Recapitalization
Bonita Springs, Florida · www.quigleyeye.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 1 (10%) - 6 (32%) -
Education 3 (30%) - 4 (21%) -
Business Services 1 (10%) - 1 (5%) -
Consumer Products 1 (10%) - 1 (5%) -
Consumer Services - - 1 (5%) -
Distribution - - 1 (5%) -
Franchising 1 (10%) - 1 (5%) -
Internet Software and Services - - 1 (5%) -
Life Science 1 (10%) - 1 (5%) -
Medical Products 1 (10%) - 1 (5%) -
Staffing 1 (10%) - 1 (5%) -
Total 10 - 19 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (100%) - 19 (100%) -
  California 2 (20%) - 4 (21%) -
  Florida 3 (30%) - 3 (16%) -
  Colorado 1 (10%) - 1 (5%) -
  Arizona 1 (10%) - 1 (5%) -
  Pennsylvania 1 (10%) - 1 (5%) -
  New York 1 (10%) - 1 (5%) -
  Michigan 1 (10%) - 1 (5%) -
  Massachusetts - - 1 (5%) -
  Maryland - - 1 (5%) -
  Georgia - - 1 (5%) -
  District of Columbia - - 1 (5%) -
  Texas - - 1 (5%) -
  Rhode Island - - 1 (5%) -
  New Jersey - - 1 (5%) -
Total 10 - 19 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (40%) - 10 (53%) -
Growth Capital 4 (40%) - 5 (26%) -
Secondary Buyout - - 2 (11%) -
Divestiture 1 (10%) - 1 (5%) -
Recapitalization 1 (10%) - 1 (5%) -
Total 10 - 19 -

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (44%) -
Trade Sale 3 (33%) -
Trade Sale - Public Company 2 (22%) -
Total 9 -

Top M&A Advisors

Financial Deals
Livingstone Partners LLP
 1
Signal Hill Capital Group LLC
 1
Legal Deals
Reed Smith LLP
 9
McDermott Will & Emery LLP
 5
Kirkland & Ellis
 2

M&A Connections

Deals
Acquired from
Investor(s)
11%
2 (11%)
Strategic(s)
5%
1 (5%)
Exited to
Investor(s)
44%
4 (44%)
Strategic(s)
56%
5 (56%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

500M USD

Established

2013

Specialist/Generalist

Generalist

Leadership

Ed Lhee

Co- Founder & Partner

Tom Formolo

Co- Founder & Partner

Jocelyn Stanley

Partner

John Pircon

Principal

Justin Marquardt

Principal

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