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Harbert Private Equity provides equity capital to lower middle-market companies in a variety of industries. We seek superior management teams with a track record of success and the desire to significantly grow their company. Harbinger Private Equity Fund I, LLC (HPEF I) held its final closing in December 1999 and invested in six platforms and four add-ons. HPEF I has been fully realized. Harbert Private Equity Fund II, LLC (HPEF II) held its final closing December 2004 and invested in thirteen platforms and sixteen add-ons. In total, Harbert Private Equity has raised over $247 million in committed capital and has made nineteen platform investments and twenty add-on acquisitions. Investment Team- Michael D. Luce, President & Chief Operating Officer
- Donald R. Beard, Vice President & Senior Managing Director
- Winston H. Gillum, Jr., Vice President & Managing Director
- J. David Harper, Director of Investments
- Richard S. Davis, Director of Investments
- Raymond J. Harbert Jr., Associate
- Elizabeth Jinks Stewart, Associate
- John M. Allgood, Jr., Business Development Associate
| | | Investment CriteriaEach situation is unique. We work with business owners and management to structure a partnership aimed at achieving all of our collective goals and objectives. We seek to invest in companies with $3-15 million in EBITDA. | Investment Characteristics We typically make investments in companies with: - Superior management teams
- Strong competitive position
- Identified growth opportunities
- A history of profitability
Geographic Preferences Transaction Types - Representative transaction types for control investments
- Management buyouts
- Recapitalizations
- Buy-and-build strategies
- Financing add-on acquisitions
- Select distressed opportunities
Industry Experience Our team has operational and investment experience in the following industries: - Our team has operational and investment experience in the following industries:
- Automotive parts
- Logistics
- Education services
- Media and entertainment
- General manufacturing
- Packaging
- Healthcare and dental
- Specialty finance
- Industrial machinery and services
- Telecommunications
We will consider transactions in all industries with the exceptions of construction, energy, retail and restaurants. | |
Important Notices:- This site is designed to provide basic information about our alternative investment strategies. Nothing on the site is a recommendation that you purchase, sell or hold any security or other investment, or that you pursue any investment style or strategy.
- The password-protected portion of the site is designed for individuals and institutions that are “qualified purchasers” and “accredited investors.” Only such individuals and institutions may access the information on this password-protected site. All individuals and institutions requesting access will be screened to determine eligibility.
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