ABOUT HARNEY CAPITAL

Investment Banking for Financing and Transaction Inflection Points

Harney Capital helps companies and their stakeholders evaluate and execute capital and strategic alternatives when the current path no longer fits the business.

FIRM OVERVIEW

Focused Where Execution
Becomes More Difficult

Harney Capital is a boutique investment bank focused on distressed debt capital markets and special situations M&A.

The firm advises lower middle market companies and their stakeholders when lender requirements, liquidity constraints, operating performance, or transaction timing call for a specialized process.

Clients and referral partners include:

  • Companies and management teams
  • Boards of directors
  • Private equity sponsors
  • Independent sponsors
  • SBIC funds
  • Bank and non-bank lenders
  • Family offices
  • Legal, accounting, and restructuring advisors

The firm may work on behalf of a company, sponsor, lender, board, or creditor constituency depending on the mandate.

HOW WE THINK

Start with the Facts,
Not a Predetermined Solution

A financing problem does not always require a refinancing. A liquidity issue does not always require a sale. A lender transition does not always require a formal restructuring.

Harney Capital begins by understanding:

Financing and refinancing solutions for companies whose timing, performance, collateral, or capital structure requires a non-conventional approach.

Capabilities include:

  • Current liquidity
  • Existing debt and capital structure
  • Available collateral
  • Operating performance
  • Upcoming maturities and lender deadlines
  • Sponsor and stakeholder support
  • Transaction objectives
  • Closing requirements

The team then determines which alternatives are viable and how the process should be structured.

How We Work

Senior Involvement

Senior professionals remain engaged throughout the mandate.

Focused Outreach

The firm approaches capital providers and buyers selected for their relevance to the opportunity.

Direct Market Feedback

Clients receive a clear view of lender or buyer interest, concerns, conditions, and execution risks.

Process Discipline

Harney Capital manages positioning, outreach, diligence, negotiation, documentation, and closing coordination.

Ability to Pivot

When operating results, lender requirements, or market conditions change, the team adjusts the process quickly.

STRATEGIC AFFILIATION

Harney Capital and Harney Partners

Harney Capital’s strategic affiliation with Harney Partners brings together investment banking execution and turnaround advisory.

Harney Capital

Capital Markets and M&A Execution

  • Debt financing and refinancing
  • Capital structure recapitalizations
  • Special situations M&A
  • Institutional lender outreach
  • Strategic and financial buyer outreach
  • Transaction execution through closing

Harney Partners

Turnaround and Restructuring Advisory

  • Turnaround management
  • Interim leadership
  • Operational improvement
  • Cash flow and liquidity management
  • In-court and out-of-court restructuring
  • More than 35 years serving middle-market companies and stakeholders

Together, the firms can support a company from operational stabilization and restructuring strategy through financing or transaction execution.