Investor Advisory
New Harbor supports investors with specialized business expertise at every stage of the investment lifecycle. We provide expert support to assess the value of new deals and enhance the value of portfolio companies. We work for private equity firms, family offices, pension funds, strategic investors and others who seek insightful analysis. Our services are tailored to your needs, whether for an acquisition target search or for time-critical due diligence.
New Harbor delivers compelling benefits through:
- A Senior Partner leading each engagement
- Deep expertise in selected industries and functional areas
- Robust customer/ competitor research and business modeling capabilities
- Rapid ramp-up, cost-effective team and results-oriented approach
- Compelling presentation of findings
Acquisition Opportunity Scan:
New Harbor identifies investment opportunities for financial and strategic investors, by searching for potential acquisition candidates meeting defined criteria. These can include such elements as company size, ownership type, industry sub-sector, growth strategy or geography. We generate promising targets through multiple approaches, including our own extensive professional networks, conversations with other knowledgeable industry sources and selective use of external databases. Recent assignments have ranged from financial services technology to cybersecurity consulting and international transportation software.
Due Diligence:
New Harbor partners have successfully conducted numerous due diligence engagements for investors. Our ability to deliver rests on: A well-proven and replicable process; rapid response and execution; clear focus on market and strategic factors; customer and competitor interviews; management assessment; and powerful valuation models. Our due diligence projects have addressed opportunities in multiple industries, including transportation; warehousing and logistics; equipment leasing; financial services; energy; business software; and consulting.
Value Creation:
Investors often approach New Harbor on behalf of a portfolio company’s management, in order to accelerate value creation. These assignments leverage our normal management consulting activities — strategy, market focus, sales effectiveness, operational efficiency, process improvement, organizational development and performance management. Our engagements typically drive rapid improvement in bottom-line performance – by refocusing on certain markets, segmenting customers and realigning the sales force, launching sourcing initiatives, or streamlining operational processes. Our work creates substantial value, in terms of net profits and EBITDA multiples.
Divestment:
New Harbor also assists investors to execute a sound exit strategy. We help develop an optimal positioning for the business, identify strategic buyers, prepare independent market size and share projections and draft offering memoranda. Our assistance helps to maximize the return on sale of a portfolio company.
