For Advisors and Intermediaries

We only submit LOIs we intend to close.

We invest our own capital, and we arrange the rest before any letter of intent goes out. One of us has spent eighteen years as an investor in lower-middle-market companies, buying, chairing, and growing them. The other built and sold a company to private equity in 2022, to Ensono, a KKR portfolio company. Every decision is made directly by the principals, with no committee in between.

Submit a Deal A real answer within five business days.
Placeholder · Video 05 Structural steel and brick detail of an industrial facility, in HarborWind navy duotone A short film from our founders, speaking directly to intermediaries, will run here.

What This Means For You

What a HarborWind deal does for your practice.

Two things are true about working with us, on the axes that matter most to a repeat relationship.

01

Your client relationship survives the process

We communicate directly with you and your client throughout, and we close on the terms we offer. The experience your client has with us reflects on the advisor who brought us in.

02

Your time is respected

We move through diligence without re-education. A real answer arrives within five business days, and an LOI follows within three weeks when a deal fits. When it does not, the no comes quickly, and with reasons.

The Promise

Your economics are protected.

We respect your fee, your client relationship, and your role through close and after it.

Who You'll Talk To

The principals you'll deal with.

Sean Mahoney, Co-founder and Managing Partner at HarborWind Partners
The Operator
Sean Mahoney
Co-founder & Managing Partner

Built a digital transformation consultancy and sold it to private equity in 2022, to Ensono, a KKR portfolio company.

Rocky Lopez, Co-founder and Managing Partner at HarborWind Partners
The Investor
Rocky Lopez
Co-founder & Managing Partner

Eighteen years buying, chairing, and growing lower-middle-market companies.

Every submission gets a read from one of us, personally. No associate gates the process.

What To Send Us

Keep this on your desk.

A one-page reference for the deals that fit. Forward it to anyone on your team, or keep it on file for the next one.

HarborWind Partners Criteria
EBITDA
$2.5M–$12M
Deal Size
$20M–$100M
Revenue
$10M–$75M
Timeline

A real answer within five business days. An LOI within three weeks on deals that fit. We aim to close within 90 days of signing.

Industry Focus

Specialty chemicals, industrials and industrial services, and essential B2B services. Send us manufacturers.

Situations

Ownership and succession transitions, recapitalizations, management buyouts, and corporate carve-outs.

Seller Profile

Founder-led and family-owned companies with durable demand and a real reason to transact: a founder planning succession, an owner taking liquidity, or a business that needs a long-term steward and growth capital to reach the next level.

Geography

United States only.

Download Our Criteria (PDF)

After The Close

And after the close?

Your book is where we want to be, and we reciprocate.

Our portfolio's financing and sell-side work route back to the bankers and advisors who bring us the opportunity. References from the advisors we have worked with are available on request.

A portfolio company production floor, seen from above, in HarborWind navy duotone

The Ask

Have a deal that fits?

Send a teaser, a CIM, or a name and a line about the opportunity. A principal will read it and reply within five business days.

Reviewed personally, with no associate screen and no committee.

Have a deal

Send it directly to us, and a principal reads it.

Not ready yet

Introduce yourself and get our criteria on file, so we are a known name when the right deal comes along.