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

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.
Growth via Acquisition since 1998
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Suite 8500
Newport Beach, CA 92660