Team
The company’s 32 senior deal professionals average 10+ years each of buy-side experience. The firm has eight origination teams, comprised of 100+ 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.
Analysts
Senior Analyst
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.
Research Analyst
Adesoji Adimula joined Harvey & Company in 2022 as a Research Analyst specializing in the packaging industry as well as in the automotive service and aftermarket industries. Soji received his Bachelor of Science in Biomedical Engineering from Northwestern University. His pivot to the field of mergers and acquisitions from biomedical engineering and medicine is predicated upon the desire to continually challenge his intellect in varying situations. In his leisure time, he enjoys taking small road trips and working out as well as rocking out to metal and hard rock.
Analyst
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.
Research Analyst
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.
Analyst
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.
Research Analyst
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
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.
Research 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.
Research 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.
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.
Senior Analyst
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
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.
Research Analyst
Analyst
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.
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.
Research Analyst
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.
Senior Analyst
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.
Senior Analyst
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.
Analyst
Joel Hunter recently joined Harvey & Company in March 2022. Joel previously worked at a boutique investment bank focused on lower-middle market M&A deals and earned his Bachelor of Science in finance from the BYU Marriott School of Business. Outside of work, Joel is a life enthusiast that loves to stay active, from hiking, golfing, skiing, surfing to some adrenaline pumping activity.
Research Analyst
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
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.
Research 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
Yvan Monreal focuses on marketing and servicing the firm’s private equity clients. He earned a Bachelor of Arts in Political Science from Whittier College (Magna Cum Laude), where he played on the soccer team and served as the Student Body Vice-President. Yvan is fluent in Spanish.
Analyst
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.
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.
Research Analyst
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.
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
Senior Analyst
Analyst
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.
Analyst
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.
Analyst
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.
Research Analyst
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.
Senior Analyst
Senior Analyst
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.
Analyst
Lauren Valdez specializes in originating and evaluating investment opportunities in healthcare services, focusing on behavioral health, specialty pharmacy, and clinical research. Lauren graduated Magna Cum Laude with a Bachelor of Science in Business Administration with a concentration in Finance from California State University San Marcos.
Senior Analyst
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.
Growth via Acquisition since 1998
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5000 Birch Street,
Suite 8500
Newport Beach, CA 92660