– Guardian Capital Partners closed a single-asset Continuation Fund to extend its partnership with Havis, Inc.
– Provided liquidity to existing Havis shareholders.
– Secured new capital commitments to support Havis’ add-on acquisition strategy.
– Extended investment hold period to build on Havis’ success.
– Guardian Capital Partners is an operationally focused private equity firm. Specializes in control-oriented investments in lower middle-market private companies.
– Havis, Inc. is an industry leader in mobile workforce solutions.
– Continuation Fund was oversubscribed.
– Co-lead investors: Kline Hill Partners and Barings.
– Allowed Guardian to provide accelerated liquidity for investors at a market-driven price. Enhanced resources for Havis’ long-term growth plans.
– Scott Evans, Managing Partner at Guardian: Highlighted commitment to Havis’ growth potential and value creation for investors.
– Max Rogers, CEO of Havis: Expressed excitement for deepened partnership with Guardian.
– Peter Haabestad, Managing Partner at Guardian: Praised the transaction’s balance of liquidity and growth resources.
– Mina Pacheco Nazemi, Head of Barings Diversified Alternative Equity: Affirmed strong alignment with Havis’ growth strategy.
– Raudel Yanez, Managing Director at Kline Hill Partners: Supported Havis’ growth in core and emerging markets.
– William Blair, Exclusive financial advisor to Guardian and Havis.
– Legal advisors:
– Guardian: Latham & Watkins.
– Kline Hill and Barings: Cleary Gottlieb Steen & Hamilton LLP.
