MAXIMIZING VALUE
MINIMIZING DISRUPTION
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)
• Public cloud services (managed AWS/Azure/Google, cloud migration, DevOps)
• Infrastructure-as-a-Service (co-location data centers and hosting)
SOFTWARE
• Financial Services and Banking Software
• Medical Software
• Human Capital Management Software
• Third Party Logistics Software
• Medical Software
• Human Capital Management Software
• 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)
• Managed Security Services (intrusion detection, DDoS protection, managed firewall)
INTERNET MARKETING
• Domain Name Monetization
• Affiliate Marketing
• Lead Generation
• Internet Media Publishing
• Performance-based Marketing
• 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
CENTURY CITY
Offices
T. 310.867.2703
2029 Century Park East, 4th FL
Century City, CA 90067
get directions
CALABASAS
Fallbrook Capital Securities Corporation
Branch Office
26610 Agoura Road Suite 120
Calabasas, CA 91302
get directions
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