Dave Harvey founded Harvey & Company in 1998 and has been a leading buyside advisor to private equity funds, acquisitive corporations, and CEOs in transition since 1990. Dave was previously a partner of the predecessor firm to Harvey & Company, and earned a Bachelor of Science in Math Science from the University of California, Santa Barbara. Dave enjoys fitness, golf and outdoor activities and is a native of Newport Beach, where he lives with his wife of 20+ years and three children.

Tim Block is a co-founder and partner of Harvey & Company and has been advising acquirers for more than 20 years. His prior experience includes corporate finance positions with Chemical Bank, Citicorp NA, Inc., and Kidder Peabody & Co., Inc. He earned his MBA from UCLA's Anderson Graduate School of Management and his Bachelor of Science in Accounting (Magna cum laude) from the University of Connecticut. Tim is also a licensed CPA (inactive) in California. In his free time, Tim enjoys working out and hanging out with his wife and two teenage daughters.

Eric Hartley leads the firm's investment and advisory practices in Specialty Distribution and Consumer Products & Services. In his 25 years at Harvey & Company, he has been instrumental in many successful transactions within B2B and B2C distribution, pet and enthusiast products, specialty retail, packaging machinery and foodservice.  Eric also spends considerable time in healthcare services and physician practice management, focused on a variety of modalities including dental, vision, and physical therapy. Eric earned a Bachelor of Arts in Economics and English from the University of North Carolina at Chapel Hill. Eric lives in Brentwood with his wife and twin boys. He enjoys live music, working on his golf game and following UNC athletics.

Brian Kaneko is a co-founder and partner of Harvey & Company and has more than twenty-five years of buyside acquisition experience. He leads the firm’s efforts within the broad commercial, industrial and residential facility services and specialty manufacturing sectors, having been a part of numerous successful transactions within HVAC, fire & life safety, contract cleaning, exterior maintenance, safety products and services, industrial rotating equipment repair and environmental services. Brian also spends considerable time in healthcare services and staffing focused on a variety of healthcare specialties, including internal medicine, dermatology, plastic surgery, psychiatry, orthopedic and pain management.  He earned a Bachelor of Science in Business Administration from the University of Southern California. Outside of the office, Brian is an avid sport fisherman and enjoys golf, the outdoors and most importantly spending time with his wife and four active boys.

Pete Bollman leads the HarveyCEO business which develops investment strategies in partnership with proven operating executives and private equity investors. Prior to joining Harvey & Company in 2006, he worked for Morgan Stanley in Los Angeles. Pete received a dual Bachelor of Science degree in Finance and Marketing from the Whitman School of Management at Syracuse University. He enjoys playing hockey and golf and resides in Redondo Beach with his wife and two children.

Jay Houlihan leads the firm’s investment and advisory practices in selected areas of technology including software, telecommunications and tech-enabled business services. Jay has worked with private companies for more than 25 years as an investor and advisor, and has served on 30 private company boards of directors. He was previously a Co-Founder and General Partner of InnoCal, a growth equity investment firm based in Costa Mesa, CA. Jay received a BA in Political Science from Middlebury College and an MBA in Finance from Boston University. He is an active skier and mountain biker and has remained a loyal Boston sports fan even from Newport Beach, where he lives with his wife, son and daughter.

Todd Leigh focuses on marketing and servicing the firm’s private equity clients. Todd has worked in financial services as a technology sector investment banker, investor and marketing executive for more than 20 years. He was previously a Managing Director at Credit Suisse and a Partner at a software company in the asset management industry, HOLT Value Associates, which sold to Credit Suisse in 2002. Todd also spent 10 years as a fund manager and capital raiser in the asset management industry as a Partner at Relational Investors and a Managing Director at Credit Suisse Asset Management. Todd received a BS in Commerce from the McIntire School of Commerce at the University of Virginia, earned his CPA while working for Price Waterhouse and is a CFA charterholder. He enjoys golf, skiing, and coaching youth sports in Newport Beach, where he lives with his wife of 25 years and three children.

Cliff Mulholland joined Harvey & Company in 2008 and leads the firm’s efforts in aerospace & defense, electronic components, medical products, agriculture, pharma services, death-care, and other niche categories. Cliff hails from Maryland, graduated from the University of Delaware, and is a holder of the Chartered Financial Analyst (CFA) designation. He enjoys fitness, hockey, and outdoor activities.

Jared Perrin has been with Harvey & Company since 2005 and leads the firm’s investment and advisory practices in food, packaging, building materials, and automotive aftermarket, plus other niche categories. He has initiated over 75 transactions including new platform investments in Oliver Winery (Branded Wine), Mesker Door (Building Products), 4 State Trucks (Truck Aftermarket), Penray (Automotive Chemicals), Juice It Up (Beverage Franchisor), and Liquid Technologies (Personal Care) among others. Jared initiated 14 add-on acquisitions for PlayCore, a client that retained Harvey & Company for over 10 years. Jared graduated with a Bachelor of Science in Business Administration (Cum Laude) from the University of Southern California.

Collin Sullivan specializes in professional services, logistics & supply chain services, outsourced testing & inspection, and various niche manufacturing categories. Collin has been with Harvey & Company for over ten years and has supported repeat engagements with multiple clients throughout their respective holding periods. He has numerous completed additional transactions and experience in water & wastewater products, specialty materials and engineered product categories throughout his career. Collin earned a Bachelor of Arts in Economics, as well as a Bachelor of Arts in History from Emory University in Atlanta, GA. He enjoys playing ice hockey and exercising.

Dirk Jan-Vorgers, based in the Netherlands joined Harvey & Company as a Director in July 2018 and leads the firm's efforts in Europe. Dirk brings over 15 years of M&A experience and previously served as Managing Director of the M&A advisory division of EuroDev, where he initiated numerous European acquisitions for North American Private Equity firms and their portfolio companies. Dirk holds a Master degree in Industrial Engineering & Management from the University of Twente. In his free time, he enjoys playing tennis and hanging out with his wife and three children.

Zach Dutra specializes in originating and evaluating investment opportunities within the aerospace & defense, electronics, industrial technologies/automation, agriculture, and petroleum markets. Zach earned a Bachelor of Science in Business Administration from Chapman University and is currently a Board Member at Chapman’s Smith Institute for Political Economy and Philosophy.

Brad Riegler joined Harvey & Company in 2020 as its Vice President, Finance and Administration and oversees the Company’s accounting, finance, human resources, and administration functions. Brad began his career in public accounting working at Mayer Hoffman McCann and PwC in Orange County, California. He then worked in various financial reporting and corporate accounting positions at Kofax, Inc. and worked as a Controller at Avante Health Solutions, a private equity backed medical device company. He earned his Bachelor of Science in Accounting and a Minor in International Business from the University of Illinois at Chicago. Brad is also a licensed (inactive) CPA in California. Outside of the office, Brad enjoys anything outdoors, sports and spending time with his wife and three children.

Ken Cruickshank has been with Harvey & Company for over 9 years. His main industries of specialization are: Specialty and Value-Added Distribution, Commercial Foodservice, and Business Services. Prior to Harvey & Company, he worked as a Financial Advisor for Edward D. Jones. Ken earned a Bachelor of Science degree in Economics from the University of Oregon. He currently lives in San Juan Capistrano with his wife Zoe and daughter Charlotte.

Trevor Friedman specializes in originating and evaluating acquisition opportunities and proprietary deal flow in the packaging, cyber security, and transportation components industries. Trevor graduated from the University of California at Santa Barbara with degrees in Technology Management and Spanish.

Erich Garcia has been with Harvey & Company for the past 8 years and specializes in physician practice management, behavioral health, business services, and technology. Erich has closed transactions in dental, allergy, behavioral health, software, and business process outsourcing (BPO). Prior to Harvey & Company, he worked for a boutique M&A advisory firm and spent time in healthcare IT, enterprise software, and business services. Erich earned a Bachelor of Science in Finance from the California State University of Long Beach. In his free time, he enjoys watching and playing basketball, cycling, and traveling to new cities.

Benjamin Loewenstein primarily focuses his time on specialty distribution, consumer products, business services, and automation machinery categories. Ben has worked at Harvey & Company for over 8 years. He has numerous completed additional transactions and experience in markets such as pet, outdoor enthusiast, route-based services, and commercial products distribution. Ben graduated cum laude with a Bachelor of Science in Business Administration and a Minor in History from the University of Southern California. Ben lives in Lake Forest with his wife and enjoys playing tennis and traveling in his spare time.

Vince Marfone specializes in originating and evaluating acquisition opportunities in the facility services, home services, and safety services sectors. Vince earned a Bachelor of Science in Urban and Regional Development and a Minor in Business Administration from the University of Arizona.

Eric is a Vice President at Harvey & Company and leads the firm’s investment and advisory practices in the Health & Wellness industries, including Food & Beverage, Personal Care, Dietary Supplement, and Recreation. Eric joined Harvey & Company in October 2014 and previously worked as an Analyst at a local investment bank. A Southern California native, Eric earned a Bachelor of Arts in Economics with a Minor in Applied Mathematics from Pepperdine University. Eric lives in Newport Beach with his wife, Kari, and their dog, Heidi.

Brian R. Scott specializes in growth investments and recapitalizations with private equity funds and corporate clients across the industrial and environmental service and equipment sectors. During his time at Harvey & Company, he has developed deep expertise within the specialty waste and industrial MRO markets. Brian graduated in three years with a Bachelor of Arts in Business Administration with concentration in Finance from the University of Washington in Seattle.

Austin Connolly specializes in originating and evaluating investment opportunities in the technology enabled services sector, focusing on the telecommunications, information technology, cybersecurity, vertical specific software products and real estate services markets. Austin earned a Bachelor of Science in Global Business and a minor in Mathematics from the University of Redlands.

James Counsman specializes in originating and evaluating investment opportunities in the technology enabled business services sector, focusing on the digital transformation, Internet of Things (IoT) and marketing industries. James earned a Bachelor of Arts in Finance and a minor in Computer Science from Lake Forest College.

Blake Fortney focuses on growth, recapitalization, and buyout private equity investments in the middle market arena. He has focused his industry expertise specifically around regulatory business such as outsourced testing and industrial services sectors. He also works with transportation and logistics related projects. Mr. Fortney earned a Bachelor of Business Administration with a concentration in information systems from Loyola Marymount University.

Ryan Godinez specializes in originating and evaluating investment opportunities in healthcare and business services, focusing in areas such as veterinary medicine, behavioral health, specialty pharmacy, and clinical research. Ryan earned a Bachelor of Science in Business Administration with a Minor in Psychology from Chapman University.

Dimitris Grigoriou specializes in originating and evaluating acquisition opportunities in the healthcare services industry, with a particular focus in physician practice management. Dimitris earned a Bachelor of Science in Finance from Pepperdine University.

Riley Guilbeault specializes in originating and evaluating investment opportunities in the medical products and services, pharmaceutical services, and payment technology sectors. Riley earned a Bachelor of Science in Business Administration from Chapman University.

Jovan Jeremic specializes in originating and evaluating investment opportunities in the specialty manufacturing and industrial services sector, focusing on aerospace/defense, medical, and industrial end markets. Jovan earned a Bachelor of Arts degree in Neuroscience from Princeton University.

Alex Lowes identifies proprietary investment themes that are led by industry executives and funded by Harvey & Company’s private equity partners. Alex received a Bachelor of Science in Financial Economics with a Minor in Accounting from the University of Redlands.

Christian Martell specializes in originating and evaluating acquisition opportunities and proprietary deal flow in the industrial products, water/wastewater, medical device manufacturing, and professional services sectors. Christian earned a Bachelor of Science in International Business, Finance & Accounting from Pepperdine University in Malibu, CA.

Davis Matthews joined Harvey & Company in 2016. Davis received his BS in Economics from Cal Poly San Luis Obispo and is a CFA charterholder. He enjoys surfing, skiing, and playing soccer.

Peter Megorden joined Harvey & Company in February 2019 and helps lead the firm’s investment and advisory practices in both the Distribution and Foodservice sectors. Within distribution, Peter has developed specialization around industrial end markets including building products, construction supplies, fluid process, industrial automation, and electronic components. Foodservice experience has branched across multiple business models including manufacturing, route-based services, and distribution. A Southern California native, Peter earned a Bachelor of Arts in Economics & Business with a Minor in Spanish from Westmont College in Santa Barbara. Peter lives in Irvine with his wife, Megan, and their golden retriever, Flynn.

Luke Meyers has developed specialization around buy-and-build strategies focused on the Facility Services, Industrials, Business Services and Safety sectors. He earned a Bachelor of Science in Business Administration from Northern Arizona University.

Blake Wardman and the HarveyCEO team develop investment strategies in partnership with proven operating executives and private equity investors. Prior to joining Harvey & Company, he worked as a technology consultant for Konica Minolta in Los Angeles. Blake received a Bachelor of Science degree in Finance and Industrial Technology from Cal Poly, San Luis Obispo, where he attended on an athletic scholarship to play tennis. He still enjoys playing tennis and golf, and resides in San Juan Capistrano, CA with his wife and two children.

Damian Anderson joined Harvey and Company in 2023 and supports the firm's investment and advisory practices in the commercial and residential facility services industries. Damian graduated Cum Laude from California Polytechnic University, Pomona with a Bachelor of Science in Business Administration with an emphasis in Finance, Real Estate & Law. Outside of the office, Damian enjoys staying active and spending time with family and friends.

Janalyn Apolonio is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

Lory Paña-Aquino is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

Mr. Bailleul specializes in growth investments and recapitalizations for private equity funds and corporate clients. Previously, Mr. Bailleul worked for a management consulting firm in Los Angeles. He graduated with honors from Whittier College with a Bachelor of Arts in Economics and Political Science.

Sabrina Bekeschus works with the HarveyCEO team to facilitate partnerships between private equity investors and established executives. Sabrina received a Bachelor of Arts in Psychology from the University of Colorado, Boulder. In her spare time, she enjoys skiing, Pilates, and spending time with family.

Vivien Berania is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

AJ Beunaflor is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

Joseph Bravo joined Harvey & Company in 2022, specializing in marketing and servicing the firm's private equity clients. Joseph earned a Bachelors of Science in Business Psychology and a Bachelors of Arts in Economics from the University of California, San Diego. On his free time Joseph enjoys films, as he also received a minor in film studies, and calisthenics.

Grant Burton specializes in originating and evaluating acquisition opportunities in the industrial services industry, specifically around heavy equipment repair and distribution. Grant graduated from Stanford University as captain of the baseball team with a Bachelor of Arts in Science, Technology, and Society.

Garrett Calvert specializes in originating evaluating investment opportunities in the specialty manufacturing and industrial services sector, focusing on aerospace, defense, and industrial end markets. Garrett earned a Bachelor of Science in Finance from University of San Diego. He enjoys sports, fitness, and country music.

Joshua graduated with a Bachelor of Arts in Economics with a specialization in Data Analytics and Economic Analysis from the University of California, Davis.

Phoebe Catalan is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

Claire Conley joined Harvey & Company in March 2021 and helps lead the firm’s investment and advisory practices in both the Distribution and Foodservice sectors. A Southern California native, Claire graduated summa cum laude with a Bachelor of Arts in Political Science from the University of California, Los Angeles.

Shane Crowley has been at Harvey & Company since 2021 and specializes in the medical and education industries. Shane graduated from The King’s College, New York City, where he studied business management. Outside of the office Shane enjoys spending time with family and friends and watching sports, especially the Padres.

Isabella Duarte joined Harvey & Company in 2021 as a Research Analyst specializing in the research of investment opportunities in the medical, pharmaceutical, and biotechnology sectors. Isabella received her BS in Business Administration with an Emphasis in Finance from Chapman University. She enjoys surfing, playing soccer, traveling, and going to concerts.

Denyse Escalante is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

Alexandra Escobar joined Harvey and Company in 2021 and helps lead the firm's investment and advisory practices in the Industrial and Environmental sectors. She graduated Magna Cum Laude with a Bachelors of Arts in International Relations from San Francisco State University.

MJ Espenocilla is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

VJ Estella is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

Guido Filippozzi specializes in originating and evaluating European acquisition opportunities for private equity funds and corporate clients. He graduated from Hult International Business School in Boston, with a Master of Science in International Business and a Master of Science in Finance. Guido is fluent in Italian.

Austin Fluegel specializes in originating and evaluating acquisition opportunities within the industrial technology/automation, electronics, agriculture, and petroleum markets. Austin received a Bachelor of Science in Finance from Northwood University.

Jordan Friedman has been working at Harvey & Company since 2020, and specializes in the healthcare, finance, and technology industries. Jordan earned a major in Business Economics and a minor and Entrepreneurship at California State University, Long Beach. During his free time, he enjoys surfing, snowboarding, and road trips.

Nadia Ghadimy joined Harvey & Company in 2021 as a research analyst on the healthcare services sector. Within the healthcare sector, Nadia has spent time on various projects involving substance abuse, mental health, orthopedic services, veterinary services and many others. Nadia earned her BA in Business Economics and a minor in Management from the University of California Irvine in 2020.

Shannon Gomez is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

Chau Ha joined Harvey & Company in 2022. She received a Bachelor of Art in Business Administration, concentration in Finance from California State University, Fullerton.

Sean Harper is an Analyst at Harvey & Company, and specializes in originating and evaluating investment opportunities in the Chemical and Personal Care sectors. Sean joined Harvey & Company in August 2019 and graduated from California State University, Fullerton with a BA in Business Administration (Cum Laude) with an emphasis in Finance.

Connor Hickey specializes in the research and evaluation of potential acquisition opportunities in the residential, commercial, and industrial building products space. Connor earned a Bachelors of Arts in Political Science and Psychology and Social Behavior from the University of California, Irvine.

Austin Hicks joined the firm in July 2018 and has worked alongside Eric Hartley in the Consumer and Distribution sectors—specifically, he has sourced, evaluated, and contacted companies in industries ranging from outdoor products to janitorial & sanitation distribution, as well as technology services. Austin earned a Bachelor of Science in Business Administration (conc. Entrepreneurship) and a minor in Economics from the University of Oregon. He enjoys fitness, action sports, exotic cars, and spending time with his golden retriever, Porter.

Maria Hubocan specializes in conducting industry research within the private sector across the aerospace & defense, industrial technologies/electronics, agriculture, and petroleum markets. Maria holds a Master of Arts in Political Science and Anthropology from California State University, Fullerton.

Alexander Humer specializes in originating and evaluating acquisition opportunities in the medical products and services, pharmaceutical services, and payment technology sectors. Alexander earned a Bachelor of Arts in Business Economics from the University of California, Irvine.

David Ibrahim specializes in originating and evaluating acquisition opportunities focused on the facility services, business services, home services, and safety sectors. He earned a Bachelor of Science in Business Administration with a concentration in finance from San Diego State University.

Marko Ilincic focuses on originating and researching acquisition opportunities in the broader financial services, insurance, and education sectors. Marko graduated from the University of Southern California with a Bachelor of Science in Business Administration. Outside of the office, he enjoys water polo, country music, and the beach.

Matija Jancic specializes in researching and originating acquisition opportunities in the broader Health & Wellness, Food & Beverage, Personal Care, Dietary Supplement, and Recreation industries. Originally from Australia, Matija earned a Bachelor of Arts in Economics with a Minor in History from Pomona College. Matija is a NCAA Division III Water Polo champion and continues to play and referee water polo in his spare time.

Cameron Kaneko joined Harvey & Company in 2020 and focuses on researching, originating and evaluating acquisition opportunities in the broader transportation & logistics and testing, inspection and certification “TIC” service sectors. He earned a Bachelor of Arts in Economics from the University of Hawaii, where he attended on an athletic scholarship to play golf.

Ekaterina Kupriyanova joined Harvey & Company in 2020. In her role, Ekaterina specializes in originating and evaluating acquisition opportunities and proprietary deal flow in the middle market arena. Ekaterina was previously an analyst in the M&A advisory division of EuroDev and attained a master’s degree in Strategic Corporate Finance from Maastricht University. In her spare time, Ekaterina enjoys athletics, cycling, and traveling with her fiancé.

Glyza Latayan is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

William Lin specializes in the financial services, insurance, and education industries. William graduated from the University of California, Riverside with a Bachelor of Science in Business Administration concentrating in Analytics. He also works as a fantasy basketball and baseball writer.

Scott Maxey joined Harvey & Company in July 2021 as an analyst for the HarveyCEO team. Scott received his BA from Cal State Fullerton in Business Administration with a concentration in Economics and is currently in the MA Economics program at CSUF. In his spare time Scott enjoys golfing, bowling, and refereeing soccer.

John McDonnell specializes in evaluating investment opportunities in the healthcare industry, focusing in areas such as behavioral health, primary care, and revenue cycle management. John earned a Bachelor of Science in Business Administration with a Minor in International Relations from the University of Southern California.

Mr. Mull specializes in sourcing and originating acquisitions within the distribution, business services, and manufacturing industries alongside private equity funds and their portfolio companies. Prior to joining Harvey & Company, he worked in investment management as a Financial Advisor at Merrill. Mr. Mull earned a Bachelor of Arts degree in Art from Westmont College.

Adam Mundy focuses on originating and researching acquisition opportunities in the broader financial services, insurance, and education sectors. Adam graduated from Boston University with a Bachelor of Arts in European Studies and German. Outside of the office, he enjoys athletics, music, leatherwork, and the outdoors.

Andrew Nguyen joined Harvey & Company in 2022 as a Research Analyst and focuses on researching new private equity clients and refurbishing passed-on deal opportunities for the firm. He earned a Bachelor of Arts in Business Economics from the University of California, Irvine. Andrew is fluent in Vietnamese.

Hamza Noorzayee joined Harvey & Company in 2019. Hamza specializes in originating and evaluating acquisition opportunities within the industrial services, niche manufacturing, water/wastewater and business services categories. Hamza earned a Bachelor of Arts in Business Administration from California State University of Fullerton.

Frances Olbes is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

Erik Peterson joined Harvey in 2023 and identifies proprietary investment themes that are led by industry executives and funded by Harvey & Company’s private equity partners. Erik studied Political Science at the University of Washington and enjoys cooking and spending time with his family.

Praise Pitero is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

Brendan Ernest Ramel is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

Tannaz Razzaghi joined Harvey & Company in March 2022. As a research analyst, she specializes in finding acquisition opportunities within the healthcare and pharmaceutical industries. Tannaz graduated from UC Irvine with a degree in Biological Sciences.

Lalaine Recibido is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

Adam focuses on defense, business services, and other niche markets. He earned a Business Marketing degree from The University of Utah and graduated in 2020. In his free time, he likes skiing, surfing, and camping.

Drew Ryan joined Harvey & Company in 2022. Drew specializes in originating and evaluating acquisition opportunities within the consulting engineering services, outsourced testing & inspection and niche manufacturing categories. Drew earned a Bachelor of Arts in Business Administration from the University of California, Irvine with an emphasis in Finance.

Micah specializes in originating and evaluating investment opportunities in the technology enabled business services and home health sectors. Micah earned a Bachelor of Arts in Communication Studies with a minor in Finance and a certificate in Mediation from California State University, Long Beach. During his free time, he enjoys rock climbing, snowboarding and hiking.

Christian Sampson is an Analyst at Harvey & Company, and specializes in originating and evaluating deal flows and investment opportunities in the Food & Beverage, Health & Wellness, Personal Care, and Dietary Supplements industries. Christian joined Harvey & Company in June 2021 and graduated from California State University, Long Beach with a Bachelors of Science in International Business in select markets.

Aaron Delos Santos is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

Jordan Scheftz specializes in the industrial and environmental services and equipment sectors at Harvey & Company. He graduated from the University of Central Florida where he earned a Bachelor in Communications and a minor in Sports Business Management and later played in the Cleveland Indians organization.

Jack Simpson specializes in originating and evaluating investment opportunities primarily in the tech-enabled services sector, focusing on the telecommunications, information technology, cybersecurity, vertical-specific software products, and real estate services markets. Jack joined Harvey & Company in November 2021 and graduated from the University of California, Berkeley with a BA in Economics.

Philip Song joined Harvey & Company in 2021 as a Research Analyst specializing in the origination of acquisition opportunities in the Facility Services, Industrials, Business Services and Safety sectors. Philip earned a Bachelor of Arts in Business/Economics from the University of California, Irvine.

Bhavna Sreekumar joined Harvey & Company in November 2022. As a research analyst, she specializes in finding acquisition opportunities within the technology enabled services sector. Bhavna graduated from UCLA with a Bachelor of Science in Cognitive Science and minors in Digital Humanities and Music Industry.

Monica StaAna is a Research Analyst based in The Philippines and is focused on target identification, qualification, and profiling, as well as industry research, for both add-on and platform acquisition strategies.

Cody graduated with a Bachelor of the Arts in Business Administration with a concentration in Finance (Cum Laude) from Cal State Fullerton Mihaylo College of Business and Economics.

Nolan Thompson specializes in originating and evaluating acquisition opportunities in the commercial and residential building & architectural products industry, including energy efficiency, building automation, and outdoor products. Nolan also works in the media and digital marketing industry, helping to expand grow Harvey & Company’s marketing practice. Nolan earned a Bachelor of Arts in Business Administration from California State University, Fullerton.

Jack Thompson joined Harvey & Company in June 2023 as an analyst for the HarveyCEO team after spending 6 months as a mergers & acquisitions research intern. Jack received his BA from Chapman University in Business Administration with a concentration in Economics. In his spare time Jack enjoys playing soccer, tennis, and spending time outdoors.

William Usman joined Harvey & Company in 2022 as a Research Analyst specializing in originating and evaluating middle market investment opportunities in the logistics, broader manufacturing, outsourced testing and industrial service sectors. William received his Bachelor of Arts in Economics from UC San Diego. Outside of work, William loves to spend time working on his golf game or catching up with friends and family.

Brooke Visagie joined Harvey & Company in January 2023. As a research analyst, she specializes in finding companies in the food service and medical sectors. Brooke graduated from UCLA with a Bachelor of Science in Pure Mathematics.

Karen Vuong specializes in originating and evaluating acquisition opportunities in the Packaging, Transportation Components, and Automotive Aftermarket Services industries. Prior to joining Harvey & Company, she worked in M&A consulting at Palm Tree, and at JPMorgan Chase covering Small Business Lending and Financial Sales. Karen earned her degrees at the University of California at Los Angeles in Applied Mathematics and History. Outside of the office, she enjoys Formula 1 and IndyCar, playing piano, and working on her golf game.

Dane Watkins specializes in originating growth investments and recapitalizations with private equity funds and corporate clients across the commercial and residential building & architectural products industries. With expertise in areas such as energy efficiency, building automation, and outdoor products, Dane possesses a deep understanding of the market landscape and emerging trends. Dane graduated from California State University, Fullerton, with a Bachelor of Arts in Business Administration and a concentration in Finance.

Joe Weber joined Harvey & Company in June of 2022 and specializes in originating and evaluating acquisition opportunities within thein the industrial technology and electronic component markets. Joe received a Bachelor of Science in Public Relations from the University of Oregon. Outside of the office, Joe enjoys golfing, cooking, and spending time with his family and friends.

Kristin Augustine joined Harvey & Company in May 2021 as Senior Graphic Designer. Kristin is responsible for the design of custom acquisition and corporate marketing materials, website content management, social media and more. An East coast native, Kristin earned a Bachelor of Arts in Communications from the University of Delaware and enjoys traveling, photography, cooking, and outdoor activities in her spare time.

Stephen Bennett joined Harvey & Company’s Human Resources department in Summer of 2018 as their Senior Recruiter. Stephen earned a Bachelor of Arts in Business Administration and a minor in Religious Studies from California State University, Fullerton. If you are interested in Harvey & Company’s career opportunities or our internship program, please reach out to Stephen directly.

Kaeli Dinh joined Harvey & Company in October 2022. As a Marketing Coordinator, she works with multiple teams in managing email and mail marketing campaigns. She graduated magna cum laude with a Bachelor of Arts in Psychology from California State University, Long Beach.

JoAnn has been with Harvey & Company for 17 years and is responsible for running and managing the office on a day-to-day basis in addition to organizing and coordinating office administration and procedures.

Annie King is a Marketing Coordinator and Executive Assistant for David Harvey. She graduated with a Bachelor of Arts in Creative Writing from Pepperdine University, with a focus on literature and novel-writing. In her spare time, she enjoys travel, country music concerts, and discovering new books.

Diane Ledgerwood joined Harvey & Company in 2021 as an Accounting Clerk. She is responsible for Accounts Payable and Accounts Receivable and received a Bachelor of Science from Cal-State Long Beach. In her free time, she enjoys crocheting beanies for children in chemo, watching the Dodgers win and rooting on her favorite college basketball and football teams.

Stephanie Munakata joined Harvey & Company in 2022 as the Director of Human Resources. She earned her Bachelor of Arts degree with a double major in Criminology, Law, & Society and Social Ecology from the University of California, Irvine.  Stephanie has been in Human Resources for over 10 years and she holds SHRM-SCP and PHR certifications.  In her spare time, she enjoys spending time at dog beach in Huntington Beach, where she lives with her husband, daughter, and two rescue pups.

Jennifer Park joined Harvey & Company in 2020 as Senior Accounting Manager. Prior to Harvey & Company, Jennifer was Assistant Controller at First Financial Equipment Leasing, a commercial equipment leasing company. Her role was crucial for First Financial’s acquisition by J.A. Mitsui, a Japanese Leasing Company. Jennifer earned her Bachelor of Arts in Business Administration with a concentration in Accounting and her MBA concentrating in Organization Leadership at California State University, Fullerton. In her free time, Jennifer and her husband enjoy working on a model train set, playing video games, world travel, and soaking up the beautiful Southern California weather.

Katarina Sandoval graduated with a Bachelor of Arts in Communication Studies from California State University- Fullerton. In her spare time, she enjoys traveling, going to the beach, writing and attending live comedy shows.