Team
The company’s 32 senior deal professionals average 10+ years each of buy-side experience. The firm has nine origination teams, comprised of 80+ professionals in total, each of which is focused on acquisition search within industrial, business, and financial services; manufacturing; healthcare; distribution; consumer; technology; education and energy.
DIRECTORS

Co-Founder & President

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.

Co-Founder & Partner

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.

Partner

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.

Co-Founder & Partner

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.

Managing Director

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.

Managing Director

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.
Director
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.
Managing Director
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.
Managing Director
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.
Director
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.
Director, European Office
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.
Director
Zach Dutra specializes in originating and evaluating acquisition opportunities in the aerospace & defense, industrial automation, electronic/electrical, IOT/IIOT, home health, business services, and agriculture/off-highway industries. 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. He enjoys spending time with his wife Julie and their two dogs, outdoor activities, and sporting events.
Director
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.
Director
Eric is a Director 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.
Chief Financial Officer
Brad Riegler joined Harvey & Company in 2020 as its Chief Financial Officer 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.
Director
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.
SENIOR ASSOCIATES
Vice President
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.
Vice President
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.
Vice President
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.
Vice President
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.
Vice President
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.
Vice President
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.
Vice President
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.
ASSOCIATES
Associate
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.
Associate
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.
Associate
Associate
Associate
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.
Associate
Associate
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.
Associate
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.
Associate
Associate
Jordan 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 degree in Communications and a minor In Sports Business Management and later played in the Cleveland Indians organization.
Associate
Associate
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.
Associate
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.
Research
Investment Analyst
Nicolas Kramer joined Harvey & Company as an Investment Analyst to support the fast-growing principal investment side of Harvey’s business. Prior to joining Harvey & Company, he worked as a Senior Audit Associate for Ernst & Young in Los Angeles, and he is still a licensed CPA in California. Nicolas earned his MBA from UCI's Paul Merage School of Business and received two Bachelor of Science degrees in Finance and Accounting (summa cum laude) from the University of New Orleans, where he attended on an athletic scholarship to play tennis. During his free time, he enjoys playing tennis, golf, working out and traveling the world.
Research Analyst
Soji Adimula joined Harvey & Company in 2022 as a Research Analyst, specializing in the packaging and automotive aftermarket industries. With a Bachelor of Science in Biomedical Engineering from Northwestern University and a Master of Science in Biomedical Science from the University of Miami, Soji transitioned to mergers and acquisitions to continually challenge his intellect in dynamic environments. At Harvey & Company, he has sourced and reviewed over 1,500 prospective leads for leading private equity firms, their individual strategies, and portfolio companies, contributing to 30+ transactions totaling $200 million in enterprise value. Outside of work, Soji enjoys small road trips, working out, and listening to metal and hard rock music.
Research Analyst
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.
Senior Analyst
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.
Senior Analyst
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.
Analyst
Scott Cooke joined Harvey & Company in June 2024 and helps lead the firm's investment and advisory practices in both the commercial and industrial distribution sectors. Prior to Harvey & Company, he worked as an Analyst for Capital Group. Scott graduated from Chapman University with a Bachelor of Science in Business Administration and a Finance emphasis.
Analyst
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.
Senior Business Development Operations Analyst
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.
Senior Business Development Analyst
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.
Research Analyst
Ashkan Sharif specializes in sourcing and analyzing acquisition opportunities in the Packaging, Transportation Components, and Automotive Aftermarket industries. A graduate of the University of California, Santa Barbara, he holds a bachelor’s degree in economics with a minor in Technology Management. Outside of work, Ashkan enjoys skiing, rock climbing with friends, and watching the 49ers.
Analyst
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.
Analyst
Adam Flood focuses on originating and researching acquisition opportunities in healthcare and business services, focusing in areas such as veterinary medicine, longevity services, specialty pharmacy, and clinical research. Adam graduated from the University of Southern California with a Bachelor of Science in Real Estate Development and a Minor in Entrepreneurship. Outside of the office, he enjoys surfing, volleyball, snowboarding and the beach.
Research Analyst
Allie Freyman joined Harvey & Company in January 2025, specializing in industrial technology and electronic component markets. Allie received a Bachelor of Science degree in Biology from Cal Poly San Luis Obispo. Outside of the office, she enjoys skiing, country music, and going to hockey games.
Senior Analyst
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.
Research Analyst
Tyler Gebo joined Harvey & Company in October 2024 and helps support the firm’s investment and advisory practices in the Consumer Products and Distribution sectors. A Southern California native, Tyler graduated with a Bachelor of Business Administration from the University of San Diego.
Analyst
Conrad Gordon specializes in originating and evaluating investment opportunities in the specialty manufacturing and industrial sectors, with a focus on aerospace/defense and other high-value end markets. Prior to joining Harvey & Company, he worked at PitchBook Data, gaining experience in private market intelligence and financial research. Conrad earned a Bachelor of Arts in Economics from Pepperdine University. Outside of work, he enjoys live music, fitness, and world travel.
Research Analyst
Senior Analyst
Sean Harper specializes in originating and evaluating investment opportunities in the Chemicals, Personal Care, Nutraceuticals, and HOA Management industries. Sean graduated from California State University, Fullerton with a Bachelors in Business Administration with an emphasis in Finance.
Research Analyst
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.
Analyst
Analyst
Justin Hill joined Harvey and Company in April 2024 and supports the firm’s advisory efforts in the packaging, transportation components, and automotive aftermarket industries. Prior to joining the team at Harvey, Justin graduated from Chapman University with a Bachelor of Science in Business Administration with and emphasis in Finance. Outside the office, Justin enjoys spending time by the beach with friends, riding mountain bikes, and scenic drives around Orange County.
Analyst
Trevor Holland specializes in originating and evaluating investment opportunities in the technology enabled business services, information technology, real estate services, and software sectors. Trevor earned a Bachelor of Arts in Politics, Philosophy, and Economics from The King’s College, New York City. He resides in Corona Del Mar along with his wife, Jessica.
Analyst
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.
Analyst
Ellis Jensen joined Harvey & Company in December 2024, supporting the firm’s advisory efforts in the Food & Beverage industry. Prior to joining Harvey, Ellis earned a Bachelor of Science in Business and Finance from Menlo College and gained experience as an analyst at a local investment bank. Outside the office, Ellis enjoys surfing, fishing, freediving, and snowboarding.
Analyst
Natasha Jimmy joined Harvey & Company in January 2025 and helps lead the firm's investment and advisory practices in both the commercial and industrial distribution sectors. Prior to joining Harvey & Co., she worked as a Risk Analyst at KPMG. Natasha earned her MSc in Finance from USC Marshall School of Business. In her free time, she enjoys weightlifting, salsa dancing and traveling.
Analyst
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.
Senior Research Analyst
Senior Analyst
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.
Research Analyst
Bryant Liang joined Harvey and Company in January 2024 and specializes in originating and evaluating investment opportunities in the healthcare services sector, focusing in areas such as veterinary medicine, behavioral health, specialty pharmacy, and dentistry. Bryant earned a Bachelor of Science in Cognitive Science from UCLA. In his free time, he enjoys playing board games, paddling, and basketball.
Senior Research Analyst
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.
Analyst
Tristan Luther specializes in originating and evaluating investment opportunities in the Chemicals, Personal Care, Nutraceuticals, and HOA Management industries. Tristan graduated from Northern Arizona University with a Master of Business Administration (MBA) and a Bachelor of Science in Business Economics. Outside of the office he enjoys golfing, snowboarding and traveling.
Research Analyst
Johann Magbitang joined Harvey and Company in 2023 and specializes in the research and evaluation of acquisition opportunities in the healthcare services industry as well as in early education and youth enrichment. Johann graduated from the University of California, Irvine with a Bachelor of Arts in Quantitative Economics. Outside the office, Johann enjoys playing basketball, golf, and spending time with family and friends.
Research Analyst
Saba Mashayekhi joined Harvey & Company in 2023 and helps lead the research and marketing sector alongside the Business Development team catering to the firm’s esteemed private equity clients. Saba earned a Bachelor of Arts in Literature from the University of California, Berkeley. Outside of the office, Saba enjoys time with family and friends, traveling, fitness, and experiencing new opportunities.
Analyst
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.
Research Analyst
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.
Senior Analyst
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.
Analyst
Andrew Nguyen joined Harvey & Company in 2022 as an 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.
Senior Analyst
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.
Research Analyst
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.
Analyst
Sasha Radovanovic specializes in originating and evaluating acquisition opportunities in the medical product, biotechnology, and pharmaceutical services sectors. Sasha earned her MBA in Finance from the University of Tennessee, Knoxville and her Bachelor of Science in Business Administration with an Emphasis in Finance from Southern Methodist University. In her free time, she enjoys cooking, aviation, and traveling.
Senior Research Analyst
Research Analyst
Jaxon Ripley focuses on originating and researching acquisition opportunities in the aerospace & defense industries. Jaxon graduated from California Polytechnic State University San Luis Obispo with a Bachelor of Science in Business Administration. Outside of the office, Jaxon enjoys snowboarding, surfing, and golfing.
Analyst
Julia Roudebush joined Harvey & Company in 2024, specializing in the foodservice, medical/healthcare, distribution, and recreational real estate industries. Julia graduated from University of California, Santa Barbara where she earned a Bachelor of Science in Biological Sciences and a certificate in Technology Management. Outside of the office she enjoys surfing, sailing, and skiing.
Research Analyst
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.
Analyst
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.
Analyst
Research Analyst
Kristin Shiuey joined Harvey & Company in January 2025 and specializes in researching acquisition opportunities in the industrial manufacturing, automation, and technology sectors. Kristin graduated from Tufts University with Bachelor’s degrees in Economics and Political Science. In her free time, she enjoys playing tennis, crafting, and cooking for her friends and family.
Research Analyst
Kieran Sidebotham joined Harvey & Company in October 2024 as a member of the HarveyCEO team. Kieran graduated from Claremont Mckenna college as a member of the baseball team with a Bachelor of Arts in Economics. Outside the office, he enjoys golfing, watching sports, and going to the beach.
Research Analyst
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.
Research Analyst
Kyle Strelecki has been with Harvey since August 2024. He focuses on researching acquisition opportunities in the testing, inspection and certification (TIC) sector, as well as in logistics. Kyle graduated from the University of California, Irvine with a Bachelor’s in Business in 2022 and a Master’s degree in Finance in 2023. Outside of the office, he enjoys researching and debating history and politics, studying the financial markets, hiking and spending quality time with his close family and friends.
Analyst
Ms. Tannberg specializes in growth investments, recapitalizations, and debt financing with private equity funds and corporate clients. Previously, Ms. Tannberg worked at OC Financial as a financial analyst. She graduated Summa Cum Laude with a Bachelor of Science in Finance from California State Polytechnic University-Pomona.
Analyst
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.
Analyst
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.
Research Analyst
Alvin Wei joined Harvey & Company in 2024 and supports the origination and evaluation of investment opportunities in the Food & Beverage industry. Alvin graduated from the University of California, Irvine with a Bachelors in Business Administration with an emphasis in Information Systems.
Analyst
Ava Yacoel specializes in identifying and evaluating acquisition opportunities in the environmental, industrial, and infrastructure service industries. Ava graduated with a Bachelor of Arts in Political Economics, concentrating in finance and econometrics, with a minor in Data Science from the University of California, Berkeley. In her free time, Ava enjoys skiing, yoga, and spending time with family and friends.
Research Analyst
Shana Yang focuses on identifying and researching acquisition opportunities in the aerospace and defense sector. She earned a Bachelor of Science in Finance with a minor in Computer Science from Pepperdine University. Outside of the office, Shana enjoys playing golf, swimming, and baking.
Administration
Graphic Designer
Alexis Anderson joined Harvey & Company in 2023 as a graphic designer where she is responsible for creating custom acquisition presentations and unique branding for clients. A native of Orange County, she earned her Bachelor of Science degree in Business Management at California State University, Chico in 2023. In her free time, Alexis enjoys being near the ocean, running and Pilates.
Senior Graphic Designer
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.
Senior Recruiter
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.
Marketing Coordinator
Jennifer Dau joined Harvey & Company in 2024 as a Marketing Coordinator. She is responsible for managing direct marketing campaigns and received a Bachelor of Arts in Business Administration with a concentration in Marketing from California State University, Fullerton. In her free time, she enjoys reading, camping, and cooking.
Office Manager
Marketing Coordinator
Accounting Clerk
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.
Executive Assistant
Alle Madrid serves as the Marketing Coordinator and Executive Assistant to David Harvey. She holds a Bachelor of Arts degree in Psychology and Sociology from the University of Nevada, Las Vegas. Outside of her professional responsibilities, Alle is passionate about fitness, travel, and spending time by the ocean.
Human Resource Director
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.
Senior Accounting Manager
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.
Marketing Coordinator
Marketing Coordinator
Vivian Tra joined Harvey & Company in October of 2023. Vivian graduated from California State University, Fullerton with a Bachelor of Arts in Psychology. In her free time, Vivian enjoys spending time with her dog, going out with her friends, trying new coffee shops, watching Netflix shows, and reading.
Growth via Acquisition since 1998
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Newport Beach, CA 92660