Bernard Holdings is a Charleston, South Carolina based investment firm focused on majority acquisitions of founder and family-owned services and distribution businesses in the US.
LEADERSHIP: Matt Clark has 10+ years private equity experience with leading firms KKR, Incline Equity Partners, and HCI Equity Partners. He has completed over 25 acquisitions of founder and family-owned businesses. Originally from Richmond, Virginia, he holds an MBA from The Wharton School and a BBA from The College of William & Mary.
INVESTMENT CRITERIA: Bernard Holdings seeks to acquire service and distribution businesses in stable and fragmented markets with 10%+ EBITDA margins and $750k+ annual cash flow. We transact with owners who are looking to sell out as well as owners who are looking for a growth partner.
INVESTMENT EXPERIENCE: residential lawn care, car wash, commercial appliance and HVAC repair, industrial hose distribution, medical equipment rental, fastener treating and coating, website and digital marketing, safety equipment manufacturing, compressor and pump manufacturing.