Harvey & Company events are designed to connect proven executives with private equity sponsors who prefer to invest alongside industry experts. Private equity firms are increasingly looking to partner with operators to serve in a variety of capacities when pursuing new deals. These Harvey-sponsored events are an effective way for private equity groups and executives to connect regarding both prospective deals as well as opportunities within existing investments.

Executive Benefits

These events provide a unique opportunity for executives to meet private equity investors who are committed to working with proven managers and have a track record of involving them as a key part of their investment strategy. Whether it’s finding a partner to buy a specific business, to sponsor an industry strategy, or to network with funds to get introduced to CEO/Director opportunities, these events provide a great opportunity to meet investors dedicated to working with operating executives.

PE Firm Benefits

The HarveyCEO team spends 100% of its time identifying private equity-appropriate executives for our sponsor partners. These are executives who have “backable” track records, have a strong interest in private equity (past experience in many cases), and often have specific ideas that need private equity backing. Our events give private equity investors a tremendous opportunity to meet vetted executives about actionable deals and specific thesis ideas, as well as an opportunity to build their network of proven executives for potential Deal Advisors, CEOs, or Board members for new deals and existing portfolio companies.

‘Meet the Funds’ is Harvey & Company’s premier event with its first annual conference taking place in 2015. Historically held in Park City, Utah, ‘Meet the Funds’ offers a unique opportunity for executives to meet private equity groups that are committed to leveraging executive talent in their investments. Conversely, it offers a platform for private equity investors to meet the talent they need to be successful in today’s competitive M&A market. The event includes:

  • A roster of proven executives from various industries with interest in private equity
  • Senior investment professionals from some of the most successful private equity firms
  • Prearranged, one-on-one meetings between the private equity professionals and operating executives that are scheduled based on fund feedback, executive feedback, and Harvey & Company’s advice
  • Networking cocktail receptions and dinners
  • Optional activities (skiing, golf, etc.)

All of this comes together to make ‘Meet the Funds’ a truly unique experience where investors and operators can find ways to work together in a setting that is professional, yet conducive to building lasting relationships.


January 2024

Virtual Meet the Funds

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