Private
Equity

Relationship-Focused,
Process-Driven Approach to Middle Market Investing

Harvest Private Equity engages in a proactive, thematic and focused investment approach to building and expanding expertise in target sectors through a combination of independent research, sector-focused networking and experience from prior investments.

As an established investor with a differentiated asset selection strategy and value creation framework, Harvest Private Equity seeks to generate exceptional returns with low volatility.

*As of 9/30/2023. Reflects capital invested by funds and co-investors.
1981
Inception
$16.1B
Invested To-Date
94
Investments To-Date
9
Funds

Investment
Criteria

Revenue

$100 million – $3 billion

EBITDA

$30 million – $300 million

Enterprise Value

$300 million – $5 billion

The investment criteria is provided for illustrative purposes only and the actual investments may differ materially from the targets set out herein.

SECTORS OF
INTEREST

Business & Industrial Services
Consumer
Healthcare
Industrials
Software

At the outset of each Private Equity investment, Harvest leverages its diligence and experience to collaborate with management in order to design a Value Creation Blueprint (“VCB”) that outlines clear growth objectives along with actions designed to ensure capital preservation.

Throughout the investment, the Harvest Private Equity team and the Portfolio Support Group take a hands-on approach to measure progress against key milestones and initiatives.

Value Creation Blueprint

Core Focus: Support Growth Priorities and Add New Capabilities
  • Expansion of total addressable market
  • Salesforce development and productivity
  • Buy and build strategy
Core Focus: Build Management Depth and Be an Employer of Choice
  • Talent recruitment and retention
  • Employee engagement
  • Equity alignment
Core Focus: Optimize and Enhance Data-Driven Decision Making
  • Leverage scale
  • Business intelligence
  • Infrastructure buildout
  • ESG Monitoring