2025 Year in Review at Harvey & Company
As we enter 2026, we remain focused on expanding our partnerships, delivering actionable insights, and helping our clients execute on their most important strategic initiatives.
2025 marked a record year of growth and meaningful partnerships at Harvey & Company. We’re proud of the momentum we’ve built and look forward to accelerating it even further in 2026.
This year’s results reflect the strength of our relationships and the trust placed in us by private equity firms and corporate clients alike:
16 new platforms
151 buy-side transactions
87 private equity funds with closed transactions
$3.4 billion in aggregate transaction value
Each engagement represents a partnership built on deep industry expertise, disciplined execution, and a commitment to delivering exceptional outcomes.
Our long-term performance continues to demonstrate consistency and scale:
132 new platforms
1,178 buy-side transactions
267 private equity funds with closed transactions
493 closed transactions with corporate clients
These milestones reflect decades of experience working alongside leading investors and management teams to identify, evaluate, and execute strategic acquisitions.
Our success is powered by our people. In 2025, we proudly recognized several well-earned promotions:
Partner: Jared Perrin
Directors: Trevor Friedman, Eric Moya, Brian Scott
Vice Presidents: Austin Connolly, Riley Guilbeault, Blake Wardman
Associates: Thomas Bailleul, Claire Conley, Sean Harper, Jordan Scheftz
Their leadership and dedication continue to strengthen our platform and position us for continued growth.
As we enter 2026, we remain focused on expanding our partnerships, delivering actionable insights, and helping our clients execute on their most important strategic initiatives.

Growth via Acquisition since 1998
5000 Birch Street,
Suite 8500
Newport Beach, CA 92660