MAXIMIZING VALUE

MINIMIZING DISRUPTION

M&A ADVISORY FOR LOWER MIDDLE MARKET

TECHNOLOGY COMPANIES

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WHAT TO EXPECT WITH HRC:

Proactive Identification of the right investor/buyer, in terms of price and fit
Sophisticated company positioning and story telling drives optimal value
High-touch management of M&A or fundraising process
Organized, one to many dynamic with buyers/investors, reduce management involvement
Consistent and reliable strategic guidance
Deep understanding of technology verticals
Meticulous preparation before going to market
Targeted yet thorough buyer/investor outreach
Conservative expectation management with clients
Effective and efficient process yields desired valuation and high likelihood of a close

WHAT TO EXPECT WITHOUT HRC:

Unstructured, disorganized deal process; Highly inefficient and a major time sink
Minimal leverage with only a few options; Leaving other options on the table
Huge business distraction with no certainty of close
Lack of positioning may lead to lesser valuation
No urgency for buyers, may drag out process
Business distraction may affect performance which lessens valuation
Many don’t know what don’t know scenarios
Reactive to those inbound options vs. being proactive to bring in the right partner

VERTICALS

Harbor Ridge Capital is focused on lower middle market growth technology companies, which are bootstrapped, founder owned and operated, and between $5-50mm in revenue. Verticals which we focus on are the following:



CLOUD SERVICES

• Complex Managed Hosting (application-focused, security/compliance, vertical-focused)
• Public cloud services (managed AWS/Azure/Google, cloud migration, DevOps)
• Infrastructure-as-a-Service (co-location data centers and hosting)



SOFTWARE

• Sales Enablement, Channel Management, and Incentive Management
• Financial Services, Mortgage and Banking
• Healthcare, Practice Management, Medical Records
• Third Party Logistics Software



MANAGED IT SERVICES

• Managed IT Services (remote monitoring and management of on-premise IT environments, network management, help desk)
• Managed Security Services (intrusion detection, DDoS protection, managed firewall)



INTERNET MARKETING

• Domain Name Monetization
• Affiliate Marketing
• Lead Generation
• Internet Media Publishing
• Performance-based Marketing

SERVICES

Expansion Capital

Established companies which are experiencing rapid growth, often require or can benefit from additional working capital to realize their growth opportunities, including executing on a strategic acquisition, which can be instrumental in a company’s ability to reach the next level of size and value. HRC raises growth equity or alternative debt from institutions in the $5-50mm range.

Mergers & Acquisitions

HRC advises business owners on a variety of liquidity transactions including partial liquidity from a private equity investor, or an outright sale from a strategic acquirer. Our knowledge and focus on the target verticals provide a unique advantage of knowing how to best position companies for the most optimal valuation, as well as knowing which acquirers and investors are most active in the space, and properly capitalized.

Buy-side Advisory

HRC provides buy-side advisory services to companies seeking support in identifying, evaluating and executing add-on acquisitions, which may be transformative from a growth and value creation perspective. Company owners find tremendous value in working with HRC, as we add significant horsepower and expertise to the company’s existing management team and their internal efforts.

SELECT TRANSACTIONS

We run a thorough process, creating sophisticated materials, and reach out to a targeted group of potential buyers or investors,
while guiding entrepreneurs through the complex, arduous process of a transaction, ensuring the highest likelihood of a close,
at the best valuation, while minimizing the entrepreneurs time spent. Our transaction history.

25

Transactions

$250,000,000

Total Transaction Value

25

Transactions

$250,000,000

Total Transaction Value

NEWS

OUR BLOG

Heat Check – Will My Business Get a Premium in Today’s Bull Market?

...

Expectation Management: Is My Company a 1x or a 3x Revenue Business?

...

Preparing for a liquidity event a few years out? What you should do now!

...

“Without Cyrus and HRC, the transaction that BlackMesh went through would not have been possible. Every step of the way, Cyrus was engaged, proactive, and became part of the team.”

Jason Ford
Co-founder and CTO BlackMesh

“Cyrus from Harbor Ridge Capital is very knowledgeable and easy to work with an expert in his field. I very much enjoyed working with him and his team over the years. He provided valuable expertise for us in the colocation and hosting related M&A space. We highly recommend his services.”

Eric Hulbert
CEO Opus Interactive

“Rook and its partners have been working with Cyrus from Harbor Ridge Capital since 2006 when his former group arranged financing for our predecessor company. We’ve maintained a strong relationship with him over the years and explored various transactions up until the most recent, our acquisition of our largest competitor and market leader, in a highly complex transaction of international scope. Cyrus and HRC were invaluable in guiding us through the various hurdles and challenges of the deal process in route to a successful closing. Thanks to their tireless efforts on the transaction, we dramatically increased our equity value, and moved into position as the clear market leader in our industry, in both volume and service offerings. We plan to continue working with Cyrus for our future M&A needs, and are exploring many exciting potential opportunities already.”

Daniel Law
CEO Rook Media

“BurstNET has been working with Harbor Ridge Capital for nearly two years and it’s been a great experience. In addition to raising our first institutional financing earlier this year, Cyrus and the team have brought significant value to the table outside of the standard scope of work, including referring our current largest customer, advising us on hiring a much need controller, advising us on pushing forward with a financial review, and now, having identified and currently executing on highly accretive add-on acquisitions. I look forward to continuing our working relationship with Harbor Ridge Capital as we continue to grow and have future requirements.”

Shawn Arcus
CEO BurstNET Technologies

CENTURY CITY

Offices

T. 310.867.2703

2029 Century Park East, 4th FL
Century City, CA 90067
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CALABASAS

Fallbrook Capital Securities Corporation

Branch Office

26610 Agoura Road Suite 120
Calabasas, CA 91302
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CONTACT US

For a high level assessment of your business, valuation range, and strategic options available

The information contained herein is believed to be reliable, but is not guaranteed as to its accuracy or completeness. This website is provided solely for your information and convenience. This material does not constitute an offer to sell or a solicitation of an offer to buy any security. An offer can only be made by a prospectus that contains more complete information on risks, management fees and other expenses. In order to fully understand all of the implications and risks of investing, investors should carefully read a prospectus before investing. Investment Products and Services Are Offered Through Fallbrook Capital Securities Corp. (Member FINRA and SIPC). You may contact Fallbrook Capital Securities Corp. by calling (818) 657-6100 or go to www.fallbrookcapital.com