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 average over 20 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 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. 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 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.
Cliff C. Mulholland Director
Cliff C. Mulholland
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.
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.
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.
Zachary L. Dutra Senior Associate
Zachary L. Dutra
, Senior Associate
Zach Dutra specializes in originating and evaluating investment opportunities within the aerospace & defense, industrial technologies/electronics, 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.
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.
Ben Loewenstein Senior Associate
, Senior Associate
Benjamin Loewenstein has been with Harvey & Company for over 7 years. He has developed specialization around both the Distribution and Consumer & Retail sectors. Within distribution, Ben has spent time in commercial products end markets, janitorial/sanitary, automation, building products, and several others. Consumer experience has included various business models including manufacturers, franchisors/franchisees, multi-unit, and route-based services. Ben graduated cum laude with a Bachelor of Science in Business Administration and a Minor in History from the University of Southern California.
Grant Adams Analyst
Grant Adams specializes in originating growth investments and recapitalizations with private equity funds and corporate clients across energy, business services and selected areas of technology. Grant graduated from the University of California, Berkeley with a degree in Economics
Stephen Bennett Recruiter
Stephen Bennett joined Harvey & Company’s Human Resources department in Summer of 2018 as their Recruiter. Stephen earned a Bachelor of Arts in Business Administration and a minor in Religious Studies from California State University, Fullerton.
If you are interested in Harvey & Company’s career opportunities or our internship, please reach out to Stephen directly.
Shahan Causey In Memoriam
, In Memoriam In Memoriam
On April 21, 2020 we lost our beloved colleague and friend, Shahan Causey. Shahan was a devoted and caring employee at our firm for over four years. As our Accounting Manager, she was instrumental in keeping the administration running smoothly and was a respected sounding board for many of our employees. Additionally, she was a genuine friend to many of her colleagues. She could always be counted on to listen, offer sage advice, and most importantly insert comic relief and her bright smile when it was needed most. We are forever thankful for, and will always remember, Shahan’s contributions and friendship. Rest in peace Shahan; you will never be forgotten.
Ty Christensen Analyst
Ty Christensen specializes in growth investments and recapitalizations with private equity funds and corporate clients across consumer and distribution sectors. Ty graduated with a Bachelor of Arts in Economics from Colorado College.
Austin R. Connolly Associate
Austin R. Connolly
Austin Connolly specializes in originating and evaluating investment opportunities in the technology enabled services sector, focusing on the telecommunications, information technology, cybersecurity, vertical specific software products and real estate services markets. Austin earned a Bachelor of Science in Global Business and a minor in Mathematics from the University of Redlands.
James Counsman Associate
James Counsman specializes in originating and evaluating investment opportunities in the technology enabled business services sector, focusing on the wireless connectivity, healthcare and marketing industries. James earned a Bachelor of Arts in Finance and a minor in Computer Science from Lake Forest College.
Blake Fortney Associate
Blake Fortney focuses on growth, recapitalization, and buyout private equity investments in the middle market arena. He has focused his industry expertise specifically around regulatory business such as outsourced testing and industrial services sectors. He also works with transportation and logistics related projects. Mr. Fortney earned a Bachelor of Business Administration with a concentration in information systems from Loyola Marymount University.
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 Associate
Ryan A. Godinez
Ryan Godinez specializes in originating and evaluating investment opportunities in healthcare and business services, focusing in areas such as veterinary medicine, behavioral health, specialty pharmacy, and clinical research. Ryan earned a Bachelor of Science in Business Administration with a Minor in Psychology from Chapman University.
Dimitris T. Grigoriou Associate
Dimitris T. Grigoriou
Dimitris Grigoriou specializes in originating and evaluating acquisition opportunities in the healthcare services industry, with a particular focus in physician practice management. Dimitris earned a Bachelor of Science in Finance from Pepperdine University.
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
Jovan Jeremic specializes in originating and evaluating investment opportunities in the specialty manufacturing and industrial services sector, focusing on aerospace/defense, medical, and industrial end markets. Jovan earned a Bachelor of Arts degree in Neuroscience from Princeton University.
Luke Kampton Analyst Annie King Executive Assistant, Marketing Coordinator
, Executive Assistant, Marketing Coordinator
Julie R. Koski Marketing Coordinator
Julie R. Koski
, Marketing Coordinator
Alexander Lowes Associate
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, 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.
Christian P. Martell Associate
Christian P. Martell
Christian Martell specializes in originating and evaluating acquisition opportunities and proprietary deal flow in the industrial products, 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
Davis Matthews joined Harvey & Company in 2016. Davis received his BS in Economics from Cal Poly San Luis Obispo and is a CFA charterholder. He enjoys surfing, skiing, and playing soccer.
Peter Megorden Senior Analyst
, Senior Analyst
Peter Megorden specializes in originating and evaluating acquisition opportunities in both the Distribution and Foodservice sectors. Mr. Megorden received a Bachelor of Arts in Economics & Business with a Minor in Spanish from Westmont College.
Luke Meyers Analyst
Luke Meyers focuses on originating acquisition opportunities and proprietary deal flow within the broader industrial and commercial manufacturing and service sectors. He earned a Bachelor of Science in Finance from Northern Arizona University.
Yvan Monreal Senior Analyst
, Senior Analyst
Yvan Monreal focuses on marketing and servicing the firm’s private equity clients. He earned a Bachelor of Arts in Political Science from Whittier College (Magna Cum Laude), where he played on the soccer team and served as the Student Body Vice-President.
Eric A. Moya Associate
Eric A. Moya
Eric is an Associate 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.
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 Associate
Brian R. Scott
Brian R. Scott specializes in growth investments and recapitalizations with private equity funds and corporate clients across the industrial and environmental service and equipment sectors. During his time at Harvey & Company, he has developed deep expertise within the specialty waste and industrial MRO markets. Brian graduated in three years with a Bachelor of Arts in Business Administration with concentration in Finance from the University of Washington in Seattle.
Cody Swan Analyst
Cody graduated with a Bachelor of the Arts in Business Administration with a concentration in Finance (Cum Laude) from Cal State Fullerton Mihaylo College of Business and Economics.
Nolan Thompson Senior Analyst
, Senior Analyst
Nolan Thompson specializes in originating and evaluating acquisition opportunities in the commercial and residential building & architectural products industry, including energy efficiency, building automation, and outdoor products. Nolan also works in the media and digital marketing industry, helping to expand grow Harvey & Company’s marketing practice. Nolan earned a Bachelor of Arts in Business Administration from California State University, Fullerton.
Blake E. Wardman Associate
Blake E. Wardman
Blake Wardman and the HarveyCEO 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.
Jeffrey Wendorf Analyst
Jeff Wendorf specializes in originating and evaluating investment opportunities in the food & beverage and health & wellness sectors. He held a corporate management position at a major grocery retailer before starting with Harvey & Company in 2019. Jeff graduated from the University of California, Irvine with a BA in Economics.
Jessica Zelaya Marketing Coordinator
, Marketing Coordinator
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