Analysts

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 received two Bachelor of Science degrees in Accounting and Finance (summa cum laude) from the University of New Orleans, where he attended on an athletic scholarship to play tennis. He’s currently pursuing his MBA at the University of California, Irvine. During his free time, he enjoys playing tennis, golf, working out and traveling the world.

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.

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.

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.

Lucas specializes in originating and evaluating acquisition opportunities in the tech-enabled services sector, focusing on the software engineering and digital transformation industries. Lucas earned a Bachelor of Science in Mathematics & Economics from UCLA. Outside of the office, he enjoys playing basketball, golf and chess.

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.

Matt Garrison joined Harvey and Company in July of 2023 and specializes in sourcing deals within industrial technologies and agricultural markets. Matt attended California Polytechnic University San Luis Obispo and received a Bachelor of Science in Business Administration with a focus on Finance and a minor in Statistics. In his free time Matt enjoys live music, cycling, and swimming at the beach.

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 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.

Sebastian Hertel joined Harvey and Company in 2023 and supports the firm's investment and advisory practices in the commercial and residential facility services industries. Sebastian graduated from Chapman University with a Bachelor of Science in Business Administration with an emphasis in Finance. Outside of the office, Sebastian enjoys playing soccer and spending time with family and friends.

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.

Elizabeth Keith joined Harvey & Company in 2023 as a research analyst specializing in finding acquisition opportunities in the foodservice and medical sectors. Elizabeth graduated magna cum laude from the University of Mississippi with a BS in Criminal Justice. Outside of work, she enjoys baking, camping, and swimming at the beach.

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.

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.

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.

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.

John Redoutey specializes in originating and evaluating acquisition opportunities within the industrial technology/automation, electronics, agriculture, and maritime markets. John received a Bachelor of Arts in Business Administration with an emphasis in Finance and minor in Economics from California State University, Fullerton.

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.

Blaz Seric joined Harvey and Company in 2023 and supports the firm's investment and advisory practices in the industrial services market. Blaz graduated from the University Hawaii with a Master of Science in Finance degree and two Bachelor of Business Administration degrees in Finance & International Business, while acting as the tennis team captain, earning academic & athletic scholarships. In his free time, Blaz enjoys outdoor activities and sports, while still playing tennis competitively on the UTR Tour. Blaz is fluent in German and Croatian.

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.

Axel Sutandi joined Harvey & Company in 2023, specializing in researching, originating, and evaluating acquisition opportunities in the broader transportation & logistics industry, as well as the testing, inspection, and certification (TIC) sector. Axel earned his Bachelor of Arts in Business Administration with emphases in Finance and Management from the University of California, Irvine - Paul Merage School of Business. Outside of work, Axel enjoys spending his time outdoors, hiking, skiing, traveling, and visiting national parks. Axel is also fluent in Indonesian.

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.

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.

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.

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.