Analysts

Grant Adams specializes in originating growth investments and recapitalizations with private equity funds and corporate clients across selected areas of technology, energy, and business services Grant graduated from the University of California, Berkeley with a degree in Economics in 2019.

Eduardo Aiza has been at Harvey & Company since 2022 and specializes in consumer products, specialty distribution, and growth investments for private equity funds and corporate clients. Eduardo graduated Cum Laude from Loyola Marymount University with a Communication Studies degree. Outside the office Eduardo enjoys traveling, sports, and hanging out with family and friends.

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.

Chris Bisorca has been with Harvey & Company Since 2022 and specializes in the medical, education, and business services industries. Chris graduated from California State University Long Beach where he studied finance and economics. Outside of the office, Chris enjoys spending time outdoors.

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.

Nabil Miftah joined Harvey & Company in 2022 and leads the research and evaluation efforts in various areas of technology involving software, marketing, health systems and life sciences. Nabil earned a Bachelor of Science in Management Science from University of California, San Diego and was raised in Irvine, CA. In his free time, Nabil enjoys playing basketball, hanging out with friends, and spending time with his younger brother.

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.

Tyler Sells specializes in originating and evaluating acquisition opportunities within the home services, business services, and facility services markets. Tyler received a Bachelor of Science in Business Management from The King's College in New York City.

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.