TECH M&A ADVISORY FIRM FOR THE LOWER MIDDLE MARKET

STRIVING to MAXIMIZE VALUE

and MINIMIZE DISRUPTION

SERVICES

Capital Raise Advisory

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.

M&A Advisory

HRC advises business owners on mergers and acquisition transactions, including those seeking to sell their business, or acquire another business. We run comprehensive processes to effect optimal outcomes. Our focus on select verticals provides us with a strong advantage of knowing which acquirers and investors are most active in the space, and how to best achieve desired results.

CFO and Controller Services

HRC provides contract CFO and controller services to companies seeking support in bolstering their accounting and finance capabilities, to generate reliable and accurate GAAP financial statements. Often this can be utilized to prepare oneself for an M&A or institutional capital raise, or just to enhance the quality and timeliness of the financial reports, for shareholders to gain better insights.

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



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)



MARKETING TECHNOLOGY

• Data as a Service
• Customer Data Platform
• Lead Generation
• Internet Media Publishing
• Performance-based Marketing

WHAT TO EXPECT WITH HRC:

Proactive Identification of an appropriate investor/buyer, in terms of price and fit
Sophisticated company positioning and story telling can drive 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 can yield a desired valuation and high likelihood of close

WHAT TO EXPECT WITHOUT A PROFESSIONAL DEAL TEAM:

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 less certainty of close
Lack of positioning may lead to lesser valuation
Less urgency for buyers, may drag out process
Business distraction may affect performance which could decrease valuation
Many I don’t know what I don’t know scenarios
Reactive to those inbound options vs. being proactive to bring in the right partner

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, that strives to create the highest likelihood of a close,
at the best valuation, while minimizing the entrepreneurs time spent. Our transaction history.

30

TRANSACTIONS

$300,000,000

TOTAL TRANSACTION VALUE

NEWS

OUR BLOG

Buy-Side Advisory Grew Client EBITDA from $3mm to $25mm Overnight

...

Preparing for a Capital Raise or Future Sale? Get Your Ducks in a Row First

...

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

...

“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

The testimonials may not be representative of the experience of other customers and is no guarantee of future performance or success.

CENTURY CITY

Offices

2029 Century Park East, 4th FL
Century City, CA 90067
get directions

CONTACT US

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

Securities Products and Investment Banking Services are offered through Ashland Securities, LLC.

Supervised by the Home Office, located at 80 S.W. 8th Street, Suite 2000 Miami, Florida 33130. Phone Number 305-279-3176. Member FINRA SIPC. Please refer to BrokerCheck for more information about Ashland Securities, LLC. Harbor Ridge Capital and Ashland Securities, LLC are separate and unaffiliated entities.