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.
Vice Presidents
Vice President
Ken Cruickshank has been with Harvey & Company for over 9 years. His main industries of specialization are: Specialty and Value-Added Distribution, Commercial Foodservice, and Business Services. Prior to Harvey & Company, he worked as a Financial Advisor for Edward D. Jones. Ken earned a Bachelor of Science degree in Economics from the University of Oregon. He currently lives in San Juan Capistrano with his wife Zoe and daughter Charlotte.
Vice President
Trevor Friedman specializes in originating and evaluating acquisition opportunities and proprietary deal flow in the packaging, cyber security, and transportation components industries. Trevor graduated from the University of California at Santa Barbara with degrees in Technology Management and Spanish.
Vice President
Erich Garcia has been with Harvey & Company for the past 8 years and specializes in physician practice management, behavioral health, business services, and technology. Erich has closed transactions in dental, allergy, behavioral health, software, and business process outsourcing (BPO). Prior to Harvey & Company, he worked for a boutique M&A advisory firm and spent time in healthcare IT, enterprise software, and business services. Erich earned a Bachelor of Science in Finance from the California State University of Long Beach. In his free time, he enjoys watching and playing basketball, cycling, and traveling to new cities.
Vice President
Benjamin Loewenstein primarily focuses his time on specialty distribution, consumer products, business services, and automation machinery categories. Ben has worked at Harvey & Company for over 8 years. He has numerous completed additional transactions and experience in markets such as pet, outdoor enthusiast, route-based services, and commercial products distribution. Ben graduated cum laude with a Bachelor of Science in Business Administration and a Minor in History from the University of Southern California. Ben lives in Lake Forest with his wife and enjoys playing tennis and traveling in his spare time.
Vice President
Vince Marfone specializes in originating and evaluating acquisition opportunities in the facility services, home services, and safety services sectors. Vince earned a Bachelor of Science in Urban and Regional Development and a Minor in Business Administration from the University of Arizona.
Vice President
Eric is a Vice President at Harvey & Company and leads the firm’s investment and advisory practices in the Health & Wellness industries, including Food & Beverage, Personal Care, Dietary Supplement, and Recreation. Eric joined Harvey & Company in October 2014 and previously worked as an Analyst at a local investment bank. A Southern California native, Eric earned a Bachelor of Arts in Economics with a Minor in Applied Mathematics from Pepperdine University. Eric lives in Newport Beach with his wife, Kari, and their dog, Heidi.
Growth via Acquisition since 1998
Other Links
Get in touch
5000 Birch Street,
Suite 8500
Newport Beach, CA 92660