Harvey & Company is led by a senior team of highly experienced professionals that have worked together for a long time. Our 10 most senior professionals have an average of 15 years of private equity and acquisition experience.
David W.M. Harvey President
David W.M. Harvey
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.
Timothy P. Block Executive Vice President
Timothy P. Block
, Executive Vice President
Tim Block is a co-founder and principal 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.
Eric M. Hartley Managing Director
Eric M. Hartley
, Managing Director
Eric Hartley leads firm's efforts in Consumer and Distribution. In his 17 years at Harvey & Company, he has been instrumental in many successful transactions including: Sprouts Farmers Markets, OTC, TMI, Pro Mach and Checkers. The firm's consumer practice includes consumer products, services, specialty retail and restaurants. Within Distribution, Eric works with clients and seeks new investment opportunities acquisitions in many sectors of B2B and B2C distribution businesses. 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.
Brian P. Kaneko Managing Director
Brian P. Kaneko
, Managing Director
Brian Kaneko is a co-founder and principal of Harvey & Company and has more than twenty years of buyside acquisition experience. He leads the firm’s efforts within the broad industrial manufacturing and services sectors, having been a part of numerous successful transactions within the safety products, plastics and rubber, medical contract manufacturing, engineered materials and environmental service categories. 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.
Peter A. Bollman Director, Harvey CEO
Peter A. Bollman
, Director, Harvey CEO
Pete Bollman leads the Harvey CEO 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. Mr. Bollman 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.
Jay E. Houlihan Director
Jay E. Houlihan
Jay Houlihan leads the firm’s investment and advisory practices in energy, business services and selected areas of technology. 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.
Cliff C. Mulholland Director
Cliff C. Mulholland
Cliff Mulholland joined Harvey & Company in 2008 and leads the firm’s efforts in specialty manufacturing, aerospace & defense, agriculture, and electronic components, in addition to other niche categories. One of his more notable clients is StoneMor Partners; Cliff has initiated 6 StoneMor transactions with more pending. 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.
Travis M. Ogden Director
Travis M. Ogden
Travis Ogden is a co-founder and Director of Harvey & Company, a member of its predecessor firm, and has been in the buy-side advisory business since 1995. Mr. Ogden leads a team of professionals specialized in healthcare (including autism/related therapies, multi-site practices, payer services), education, financial & insurance, and technology. Notable successful deals include initiating the platform investments in what is known today as Presidio Solutions, two recent acquisitions of autism/ABA service companies, and the platform investment in MI Windows & Doors. He earned his BS in Business Administration from the University of Southern California. He enjoys hiking, photography, track & field, and motorsports, and resides in Aliso Viejo with his wife, Michele, and two teenage children.
Jared L. Perrin Director
Jared L. Perrin
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 36 transactions including new platform investments in Mesker Door (Building Products), Penray (Automotive Chemicals), Juice It Up (Beverage Franchisor), and Liquid Technologies (Personal Care) among others. One of Jared's most notable clients is PlayCore, who has employed Harvey & Company’s services since 2007. Jared has initiated 14 PlayCore transactions with more pending. Jared graduated with a Bachelor of Science in Business Administration (Cum Laude) from the University of Southern California.
Collin S. Sullivan Director
Collin S. Sullivan
Collin Sullivan is focused on safety products, medical component manufacturing, professional services, logistics and water & wastewater categories and has worked at Harvey & Company for 6 years. 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 hockey, exercising and reading financial journals.
Dirk Jan-Vorgers Director, European Office
, 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. J. Ken Cruickshank Senior Associate
J. Ken Cruickshank
, Senior Associate
Ken Cruickshank specializes in the distribution sector across multiple industrial and commercial verticals, and has initiated numerous closed acquisitions in the space. 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.
Erich A. Garcia Senior Associate
Erich A. Garcia
, Senior Associate
Erich Garcia has been with Harvey & Company for the past 6 years and specializes in healthcare services, software, and business services. Erich has closed transactions in tech-enabled business services, electronic manufacturing services and manufacturing. Prior to Harvey & Company, he worked for a boutique M&A advisory firm and spent time in enterprise software, healthcare IT 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 water sports, basketball, and networking.
Jacob Baker Analyst Stephen Bennett Recruiter
Shahan Causey Accounting Manager
, Accounting Manager
Austin R. Connolly Analyst
Austin R. Connolly
James Counsman Analyst Lizette Duarte Marketing Coordinator
, Marketing Coordinator
Zachary L. Dutra Associate
Zachary L. Dutra
Zach Dutra specializes in originating and evaluating investment opportunities in the manufacturing sector, focusing on the military/aerospace, agriculture, and industrial markets. Zach earned a Bachelor of Science in Business Administration from Chapman University.
Blake Fortney Analyst Trevor Friedman Associate
Ryan A. Godinez Analyst
Ryan A. Godinez
Dimitris T. Grigoriou Associate
Dimitris T. Grigoriou
Riley P. Guilbeault Associate
Riley P. Guilbeault
Cyrus Jamidar Analyst
JoAnn Jenkins Office Manager
, Office Manager
Jovan Jeremic Analyst
Julie R. Koski Process Manager
Julie R. Koski
, Process Manager
Ammar Kurdmisto Analyst
Benjamin N. Loewenstein Associate
Benjamin N. Loewenstein
Ben Loewenstein specializes in growth investments and recapitalizations with private equity funds and corporate clients across consumer and distribution sectors. Ben graduated cum laude with a Bachelor of Science in Business Administration from the University of Southern California.
Alexander Lowes Analyst
Alex Lowes identifies proprietary investment themes that are led by industry executives and funded by Harvey & Company’s private equity partners. Mr. Lowes received a Bachelor of Science in Financial Economics with a Minor in Accounting from the University of Redlands.
Vincent Marfone Associate
Christian P. Martell Associate
Christian P. Martell
Christian Martell specializes in originating and evaluating acquisition opportunities and proprietary deal flow in the industrial products, logistics, water/wastewater, medical device manufacturing, and professional services sectors. Christian earned a Bachelor of Science in International Business, Finance & Accounting from Pepperdine University in Malibu, CA.
Davis Matthews Analyst Chad A. McCallister Analyst
Chad A. McCallister
Eric A. Moya Associate
Eric A. Moya
Eric Moya specializes in growth investments and recapitalizations with private equity funds and corporate clients primarily in the health and wellness sectors. He earned a BA in Economics and a Minor in Applied Mathematics from Pepperdine University.
Christopher J. Perry Associate
Christopher J. Perry
Chris Perry specializes in originating and evaluating investment opportunities in education and financial services, focusing in areas such as insurance, employee benefits, professional development & training, and the K-12 & higher education markets. Chris earned a Bachelor of Arts in Economics from Pepperdine University.
Brian R. Scott Analyst
Blake E. Wardman Associate
Blake E. Wardman
Blake Wardman and the Harvey CEO team develop investment strategies in partnership with proven operating executives and private equity investors. Prior to joining Harvey & Company, he worked as a technology consultant for Konica Minolta in Los Angeles. Mr. Wardman received a Bachelor of Science degree in Finance from Cal Poly, San Luis Obispo, where he attended on an athletic scholarship to play tennis. He still enjoys playing tennis and golf, and resides in Laguna Niguel with his wife.
Jessica Zelaya Process Manager
, Process Manager
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