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 five years of buyside acquisition experience. He leads the firm’s efforts within the broad industrial and commercial manufacturing and service sectors, having been a part of numerous successful transactions within safety products and services, specialty manufacturing, facility services, industrial services and environmental services. 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
Peter A. Bollman
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.
Todd Leigh 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 Managment. 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.
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. 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, was a member of its predecessor firm, and has been a buy-side advisor since 1995. Mr. Ogden leads the firm’s efforts in healthcare, education, and financial services. He has been instrumental in many successful transactions in specialties including autism therapy, allergy, clinical trials, dental, ENT, I/DD, and substance abuse/mental health treatment. Numerous additional transactions and experience in certification and training, professional continuing education, special education/day schools, MGAs/MGUs, niche benefit plan administration, fleet management technology, and student management software. He earned his BS in Business Administration from the University of Southern California. He resides in Aliso Viejo with his wife and enjoys traveling to visit his grown son and daughter across the country and abroad.
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 primarily focuses his time on professional services, logistics & supply chain services, outsourced testing & inspection, and various niche manufacturing categories. He has worked with Harvey & Company for almost 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, exercising, and reading financial-related newspapers.
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.
Andrew M. Wiggins Vice President Finance & Administration
Andrew M. Wiggins
, Vice President Finance & Administration
J. Ken Cruickshank Senior Associate
J. Ken Cruickshank
, Senior Associate
Ken Cruickshank has been with Harvey & Company for over 7 years. He has developed specialization around both the Distribution and Foodservice sectors. Within distribution, Ken has spent time in industrial end markets, laboratory, building products, and several others. Foodservice experience has included various business models including manufacturing, services, and distribution. 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 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.
Stephen Bennett Recruiter
Shahan Causey Accounting Manager
, Accounting Manager
Austin R. Connolly Analyst
Austin R. Connolly
James Counsman Analyst 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
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 a degree in Technology Management and Spanish.
Ryan A. Godinez Analyst
Ryan A. Godinez
Dimitris T. Grigoriou Associate
Dimitris T. Grigoriou
Riley P. Guilbeault Associate
Riley P. Guilbeault
Riley Guilbeault specializes in originating and evaluating investment opportunities in the medical products and services, pharmaceutical services, and payment technology sectors. Riley earned a Bachelor of Science in Business Administration from Chapman University.
JoAnn Jenkins Office Manager
, Office Manager
Jovan Jeremic Associate
Annie King Executive Assistant, Marketing Coordinator
, Executive Assistant, Marketing Coordinator
Julie R. Koski Process Manager
Julie R. Koski
, Process Manager
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
Vince Marfone specializes in originating and evaluating acquisition opportunities in the facility services, regulatory compliance 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.
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 Associate
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 Nolan Thompson 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 and son.
Jessica Zelaya Process Manager
, Process Manager
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