Achieving your objectives
Harborside Capital is an M&A buy-side advisory firm that partners with your group to accomplish your acquisition and investment strategy. We can be your primary deal source, or we can complement an existing deal-sourcing strategy. We will deliver vetted, proprietary opportunities reflecting the thesis that achieves your objectives to avoid intensively competitive, costly, and time-consuming auctions.
A productive, efficient, and professional search
Our clients’ criteria, directions, and preferences form the guiding principles for each of our targeted searches. We develop a detailed strategy for researching related industries, associations, sectors, participant companies, and owners. That information not only defines our multi-channel and multi-touch process, but also supports our discreet, relationship-driven approach creating a productive dialogue and facilitating prospect-client discussions.
Our team
Harborside Capital team members are deal-sourcing and research professionals with backgrounds in M&A, private equity, seniorlevel management, branding, and research with years of successful sourcing. With our experience, we understand and accommodate the needs, preferences, and objectives of our private equity, family office, and corporate clients.
Outsourcing your deal flow
We specialize in sourcing proprietary acquisitions and investment opportunities on behalf of private equity, family offices, and select corporate groups. Our proprietary searches are thesis-driven and focused on companies where owners have not announced an intention to sell.
What Harborside Capital can do for you…multiple approaches
Thesis-driven platform searches
We will design a unique search reflecting the industry incorporating your preferences. Emphasis is always on identifying the optimum targets, accessing the right participants, establishing a target dialogue, and assessing and delivering the best opportunity.
Retainer-based searches
Retainer agreements are typically six-months in duration, paid monthly, and refunded upon the successful closing of opportunities we source.
Combining platform and add-on searches
Where an investment strategy includes growth through acquisition, combining the platform and add-on searches into a single process will provide for an early perspective of the acquisitions and the investment. Add-on transactions can be scheduled as applicable, with resulting planned and accelerated revenue and valuation growth.
Add-on searches
We routinely conduct add-on searches for existing platforms. Searches can be for a single add-on or multiple add-ons. The multiple add-on strategy is more effective, efficient, proactive, and productive and is one of the fastest means of driving portfolio company growth.
Ad hoc searches
Where buyers are not on retainer, we will frequently source opportunities if we have a detailed understanding of the investment criteria and a buyer agreement in place. We routinely have access to, or become aware of, opportunities that we can place with buyers and investors where there is a fit.
Exclusivity
When you engage Harborside Capital for a retained search, we serve as your exclusive partner within the designated industry sector.
Our geographic reach
We will conduct searches throughout North America. Armed with a clear investment thesis, we can also conduct searches outside North America.
Search profiles
The following outlines the typical financial parameters for searches we conduct. Profiles outside these parameters are considered on a case-by-case basis, as are special situations.
Platform acquisition searches
$15M+ in annual revenue
$3M+ in annual EBITDAAdd-on searches
No minimum revenue
No minimum EBITDAMinority investments
$15M+ in annual revenue
$3M+ in EBITDA