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

Analyst

Jacob Allison joined Harvey and Company in May 2025, specializing in finding and evaluating acquisition and investment opportunities within the logistics & testing, inspection, and certification (TIC) sector. Prior to joining Harvey & Company, he worked at Porsche and earned a Bachelor of Arts in Finance from Concordia University Irvine. In his free time, he enjoys playing ice hockey, reading, and spending time with family.

Research Analyst
Isaac Allnutt started working at Harvey in April of 2026 and specializes in medical products, biotechnology, pharmaceutical, and payment technology sectors. Isaac graduated from Santa Clara University in 2025. In his free he enjoys going on runs with his dog, drawing, and rowing out in the sun.

Analyst

Shane joined Harvey and Company in November of 2025. He works in a variety of industries including, Financial Services, Insurance, and Post-Secondary Education under the leadership of Jared Perrin. Shane graduated from the University of California San Diego in 2020 where he majored in Political Science with a focus on International Relations and minored in History. After graduating from UCSD Shane spent two years as a journalist and 3 years as a business technologies sales consultant, specializing in business security systems. Shane enjoys exercise, fishing, and three-putting on 18 whenever he is about to go a personal low.

Senior 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..

Research Analyst

Tyler Bernard joined Harvey & Company in February 2026 and specializes in research and evaluating acquisition opportunities in the automotive and transportation industries. Prior to joining Harvey & Company, Tyler earned a Bachelor of Science in Data Science with a focus on Marketing Analytics from the University of Oregon. In his free time, Tyler enjoys traveling with friends, cooking, and attending live music events.

Research Analyst

Mark Burleson specializes in originating and evaluating acquisition opportunities in the industrial services industry. Mark is also an established chemist and a listed inventor on multiple patents. Mark graduated from the California Institute of Technology (Caltech) as captain of the baseball team with a Bachelor of Science in Chemistry.

Senior 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.

Senior 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.

Analyst

Dominic Cuneo joined Harvey & Company in 2026, where he focuses on the research and evaluation of acquisition opportunities within the Aerospace & Defense industries. He earned a Bachelor of Science in Management from Tulane University, with concentrations in Finance and Real Estate. Outside of the office, Dominic enjoys snowboarding, playing music, and spending time with family and friends.

Research Analyst

Duke Doyle supports the team in sourcing and evaluating investment opportunities across the technology enabled business services, information technology, legal services, and software sectors. Duke obtained his MBA from Chapman University and his Bachelor’s degree from Cal Poly Pomona. He was born and raised on the island of Maui, Hawaii, and previously worked for the University of Hawaii Football.

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.

Analyst

Tari specializes in identifying and evaluating acquisition opportunities in the environmental, industrial, and infrastructure service industries. Tari graduated with a Bachelor of Arts in Economics, concentrating in international and corporate finance, from the University of California, Santa Barbara. Outside of the office, Tari enjoys playing pickleball, golfing, and spending time with family and friends.

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.

Analyst

Andersen joined Harvey & Company in March 2026, specializing in insurance and financial services, with a focus on the identification and evaluation of acquisition and investment opportunities. Prior to joining Harvey & Company, he worked as a Financial Consultant at T. Rowe Price. He earned a Bachelor of Science in Business Administration from Pepperdine University and is currently a candidate in the CFA Program. Outside of the office, he enjoys golfing, hiking, and playing beach volleyball.

Research Analyst

Brooke Garcia joined Harvey & Company in July 2025 as a member of the HarveyCEO team, helping develop investment strategies in partnership with proven operating executives. She graduated with a Bachelor of Arts in Business Administration from Pepperdine University. Outside of the office, Brooke enjoys traveling and competes at a national level in equestrian sports.

Analyst

Nash Garvey joined Harvey & Company in May 2026 and helps lead the firm’s investment and advisory practices in Value-Added Distribution, Contractor Supply & Service and Flow Control Manufacturing & Distribution. Although a Dallas, TX native, Nash earned a B.A. in Economics from Westmont College, where he served as Student Body President, and an M.S. in International Business from the University of Miami. In his free time, he enjoys traveling, reading, and all things classic Land Rovers. Nash is an Eagle Scout.

Research Analyst

Blake Gilbert joined Harvey & Company in January 2026 and specializes in researching and evaluating acquisition opportunities in service-based industries, with a focus on pet care services, plumbing, and healthcare services. Blake earned a Bachelor of Science in Business Administration from the University of Southern California. Outside of the office, Blake enjoys weightlifting, rugby, philosophy, exploring AI tools, and spending time with family and friends.

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


Senior 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.

Senior 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.

Research Analyst


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

Jacob Juarez joined Harvey & Company in August 2025 and specializes in research and evaluating acquisition opportunities in the automotive and transportation industries. Jacob graduated with a bachelor’s degree in International Business Management from California State University, Monterey Bay. In his free time, Jacob enjoys Golf, Baseball, and Fitness.

Senior 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.

Research Analyst

Kaden Kaneko joined Harvey & Company in February 2024, specializing in evaluating acquisition opportunities within youth sports and enrichment services, healthcare, and industrial distribution. Kaden graduated from Pepperdine University, where he competed as a Division I Student-Athlete on the Men’s Water Polo Team for five years. Outside of the office, he is an avid outdoorsman who enjoys fishing, surfing, and spending time on the water.

Senior Research Analyst

Analyst


Senior 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

Nik Little specializes in originating and evaluating acquisition opportunities in the industrial services industry, specifically around heavy equipment repair and distribution. Nik graduated from The University of Washington as a member of the football team with a Bachelor of Arts in communications.

Research 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.

Senior 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.

Senior 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

Senior 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.

Analyst

James Mott focuses on originating and sourcing acquisition opportunities in the Commercial Services sector, with an emphasis on facility services, specialty contracting, and other business-critical service industries. James earned his Master of Business Administration, Finance from Villanova University and a Bachelor’s Degree in Economics from the University of Colorado, where he also played college football. Outside of the office, he enjoys golf, skiing, and going to the beach.

Research Analyst

Sean Newland is a specialist in developing and evaluating investment opportunities in the financial, educational, insurance, and construction materials industries. Sean graduated from the University of La Verne with a Bachelor of Computer Science and a Master of Data Analytics. When he's not working, he enjoys reading, traveling, and cooking.

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

Liam O'Connell joined Harvey & Company in June 2025 and specializes in originating and evaluating investment opportunities across engineering, infrastructure, and environmental services. He works closely with clients to identify strategic acquisition targets and support buy-and-build initiatives. Liam earned a Bachelor of Business Administration in Finance from Baylor University. In his free time, he enjoys working out and watching sports.

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.

Investment Analyst


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.

Research Analyst

Miles Redfern joined Harvey & Company in November 2025 as a member of the HarveyCEO team. He received his Bachelor of Arts in Economics & Business from Westmont College in Santa Barbara and his Master of Business Administration from Pepperdine University in Malibu. In his free time, Miles enjoys surfing, watching sports, and spending time with close friends and family.

Analyst

Carson Robles specializes in originating and evaluating investment opportunities in the technology-enabled business services, information technology, and software sectors. Carson earned a Bachelor of Science in Business Administration from the University of Utah with an emphasis in finance. Outside the office, he enjoys surfing, skiing, and spending time with family and friends.

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

Alejandro focuses on identifying acquisition opportunities in the aerospace, defense, and energy sectors. He earned a Bachelor of Arts in Economics from Long Beach State University where he was president of the club ice hockey team. Outside the office he enjoys coaching youth hockey in Irvine, and reading.

Analyst

Diego Fernandez-Salvador focuses on originating and evaluating investment opportunities across industrial services and specialty manufacturing, with experience in sectors including workplace safety, power generation, roofing, and precision components. Diego graduated from UCLA with a Bachelor of Science in Cognitive Science and joined Harvey & Company in 2025 as a Research Analyst. Outside of work, he enjoys fishing, snowboarding, golf, and wine.

Analyst

Analyst

Ayra joined Harvey in 2025 and specializes in the medical products, biotechnology, pharmaceutical, and payment technology sectors. Arya earned a Master of International Business with a specialization in Finance from the University of South Carolina. Outside of work he enjoys the beach, spending time with his dog, playing soccer, traveling, and meeting new people.

Research Analyst

Preston Schreck joined Harvey & Company in 2025 and specializes in research and evaluation of acquisition opportunities in the technology enabled business services sector, focusing on the digital transformation, Internet of Things (IoT) and marketing industries. Preston graduated from the University of California, Santa Barbara with a Bachelor of Arts in Communications. Outside of the office, Preston enjoys playing tennis, going to the gym, and spending time with family and friends.

Analyst

Shivam Shah joined Harvey & Company in September 2024 and helps support the firm’s investment and advisory practices across technology-enabled business services (including digital transformation through software implementation and IoT), digital marketing, home healthcare and low voltage systems integration. Originally from Kenya, Shivam earned a Bachelor of Science in Mechanical Engineering from the University of California, Irvine.

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

Simran Singh joined Harvey & Company in August 2025 and works with the Legal & Technology team as a Research Analyst. She earned an MBA from the University of California, Riverside, and is also a lawyer. She previously worked as a corporate lawyer in Mergers & Acquisitions with a legal and business consultancy firm, where she helped close transactions, drafted contracts, and supported legal and financial due diligence. In her free time, she enjoys working out, hiking, gardening, and traveling.

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.

Senior 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.

Senior 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.

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.

Research Analyst

Ryan Whitaker joined Harvey & Company in January of 2026 and specializes in researching and evaluating acquisition opportunities within industrial technology and electronic component markets. Ryan received a Bachelor of Arts in Communication with a concentration in Technology Management from the University of California, Santa Barbara. Outside of the office, Ryan enjoys golfing, watching sports, and spending time with family and friends.

Senior 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.

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