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.
DIRECTORS
Co-Founder & President
Dave Harvey founded Harvey & Company in 1998 and has been a leading buyside advisor to private equity funds, acquisitive corporations, and CEOs in transition since 1990. Dave was previously a partner of the predecessor firm to Harvey & Company, and earned a Bachelor of Science in Math Science from the University of California, Santa Barbara. Dave enjoys fitness, golf and outdoor activities and is a native of Newport Beach, where he lives with his wife of 20+ years and three children.
Co-Founder & Partner
Tim Block is a co-founder and partner of Harvey & Company and has been advising acquirers for more than 20 years. His prior experience includes corporate finance positions with Chemical Bank, Citicorp NA, Inc., and Kidder Peabody & Co., Inc. He earned his MBA from UCLA's Anderson Graduate School of Management and his Bachelor of Science in Accounting (Magna cum laude) from the University of Connecticut. Tim is also a licensed CPA (inactive) in California. In his free time, Tim enjoys working out and hanging out with his wife and two teenage daughters.
Partner
Eric Hartley leads the firm's investment and advisory practices in Specialty Distribution and Consumer Products & Services. In his 25 years at Harvey & Company, he has been instrumental in many successful transactions within B2B and B2C distribution, pet and enthusiast products, specialty retail, packaging machinery and foodservice. Eric also spends considerable time in healthcare services and physician practice management, focused on a variety of modalities including dental, vision, and physical therapy. Eric earned a Bachelor of Arts in Economics and English from the University of North Carolina at Chapel Hill. Eric lives in Brentwood with his wife and twin boys. He enjoys live music, working on his golf game and following UNC athletics.
Co-Founder & Partner
Brian Kaneko is a co-founder and partner of Harvey & Company and has more than twenty-five years of buyside acquisition experience. He leads the firm’s efforts within the broad commercial, industrial and residential facility services and specialty manufacturing sectors, having been a part of numerous successful transactions within HVAC, fire & life safety, contract cleaning, exterior maintenance, safety products and services, industrial rotating equipment repair and environmental services. Brian also spends considerable time in healthcare services and staffing focused on a variety of healthcare specialties, including internal medicine, dermatology, plastic surgery, psychiatry, orthopedic and pain management. He earned a Bachelor of Science in Business Administration from the University of Southern California. Outside of the office, Brian is an avid sport fisherman and enjoys golf, the outdoors and most importantly spending time with his wife and four active boys.
Managing Director
Pete Bollman leads the HarveyCEO business which develops investment strategies in partnership with proven operating executives and private equity investors. Prior to joining Harvey & Company in 2006, he worked for Morgan Stanley in Los Angeles. Pete received a dual Bachelor of Science degree in Finance and Marketing from the Whitman School of Management at Syracuse University. He enjoys playing hockey and golf and resides in Redondo Beach with his wife and two children.
Managing Director
Jay Houlihan leads the firm’s investment and advisory practices in selected areas of technology including software, telecommunications and tech-enabled business services. Jay has worked with private companies for more than 25 years as an investor and advisor, and has served on 30 private company boards of directors. He was previously a Co-Founder and General Partner of InnoCal, a growth equity investment firm based in Costa Mesa, CA. Jay received a BA in Political Science from Middlebury College and an MBA in Finance from Boston University. He is an active skier and mountain biker and has remained a loyal Boston sports fan even from Newport Beach, where he lives with his wife, son and daughter.
Director
Todd Leigh focuses on marketing and servicing the firm’s private equity clients. Todd has worked in financial services as a technology sector investment banker, investor and marketing executive for more than 20 years. He was previously a Managing Director at Credit Suisse and a Partner at a software company in the asset management industry, HOLT Value Associates, which sold to Credit Suisse in 2002. Todd also spent 10 years as a fund manager and capital raiser in the asset management industry as a Partner at Relational Investors and a Managing Director at Credit Suisse Asset Management. Todd received a BS in Commerce from the McIntire School of Commerce at the University of Virginia, earned his CPA while working for Price Waterhouse and is a CFA charterholder. He enjoys golf, skiing, and coaching youth sports in Newport Beach, where he lives with his wife of 25 years and three children.
Managing Director
Cliff Mulholland joined Harvey & Company in 2008 and leads the firm’s efforts in aerospace & defense, electronic components, medical products, agriculture, pharma services, death-care, and other niche categories. Cliff hails from Maryland, graduated from the University of Delaware, and is a holder of the Chartered Financial Analyst (CFA) designation. He enjoys fitness, hockey, and outdoor activities.
Managing Director
Jared Perrin has been with Harvey & Company since 2005 and leads the firm’s investment and advisory practices in food, packaging, building materials, and automotive aftermarket, plus other niche categories. He has initiated over 75 transactions including new platform investments in Oliver Winery (Branded Wine), Mesker Door (Building Products), 4 State Trucks (Truck Aftermarket), Penray (Automotive Chemicals), Juice It Up (Beverage Franchisor), and Liquid Technologies (Personal Care) among others. Jared initiated 14 add-on acquisitions for PlayCore, a client that retained Harvey & Company for over 10 years. Jared graduated with a Bachelor of Science in Business Administration (Cum Laude) from the University of Southern California.
Director
Collin Sullivan specializes in professional services, logistics & supply chain services, outsourced testing & inspection, and various niche manufacturing categories. Collin has been with Harvey & Company for over ten years and has supported repeat engagements with multiple clients throughout their respective holding periods. He has numerous completed additional transactions and experience in water & wastewater products, specialty materials and engineered product categories throughout his career. Collin earned a Bachelor of Arts in Economics, as well as a Bachelor of Arts in History from Emory University in Atlanta, GA. He enjoys playing ice hockey and exercising.
Director, European Office
Dirk Jan-Vorgers, based in the Netherlands joined Harvey & Company as a Director in July 2018 and leads the firm's efforts in Europe. Dirk brings over 15 years of M&A experience and previously served as Managing Director of the M&A advisory division of EuroDev, where he initiated numerous European acquisitions for North American Private Equity firms and their portfolio companies. Dirk holds a Master degree in Industrial Engineering & Management from the University of Twente. In his free time, he enjoys playing tennis and hanging out with his wife and three children.
Director
Zach Dutra specializes in originating and evaluating investment opportunities within the aerospace & defense, electronics, industrial technologies/automation, agriculture, and petroleum markets. Zach earned a Bachelor of Science in Business Administration from Chapman University and is currently a Board Member at Chapman’s Smith Institute for Political Economy and Philosophy.
Vice President, Finance & Administration
Brad Riegler joined Harvey & Company in 2020 as its Vice President, Finance and Administration and oversees the Company’s accounting, finance, human resources, and administration functions. Brad began his career in public accounting working at Mayer Hoffman McCann and PwC in Orange County, California. He then worked in various financial reporting and corporate accounting positions at Kofax, Inc. and worked as a Controller at Avante Health Solutions, a private equity backed medical device company. He earned his Bachelor of Science in Accounting and a Minor in International Business from the University of Illinois at Chicago. Brad is also a licensed (inactive) CPA in California. Outside of the office, Brad enjoys anything outdoors, sports and spending time with his wife and three children.
Growth via Acquisition since 1998
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5000 Birch Street,
Suite 8500
Newport Beach, CA 92660