# Harris Williams

Harris Williams is an Asset Manager based in Denver, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** Richmond, VA, United States
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** harriswilliams.com
- **LinkedIn:** https://www.linkedin.com/company/harris-williams

## Regulatory record

- **CRD number:** 342308
- **SEC file number:** 802-136308
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/342308

## About

HARRISWILLIAMS LLC is an exempt reporting adviser in Denver, CO, established in 2026. It is based in Denver.

## Sectors

- Enterprise Software
- Digital Health
- Industrial Tech
- Consumer & Retail
- Aerospace, Defense & Government Services
- Energy Transition & Renewables
- Business Services

## Offices

- Boston, MA, United States
- San Francisco, CA, United States
- Minneapolis, MN, United States
- London, United Kingdom
- Frankfurt, Germany

## People

- Hiter Harris — Co-Founder & Chairman
- Chris Williams — Co-Founder
- Bob Baltimore — Managing Director & Co-Head
- Paul Poggi — Managing Director & Co-Head
- David Kennedy — Managing Director & Co-Head

## Questions

### Who runs investment decisions at Harris Williams?

Harris Williams is an M&A advisor, not a principal investor — the firm does not manage a fund or deploy balance-sheet capital. Day-to-day leadership sits with co-heads Bob Baltimore, Paul Poggi, and David Kennedy, who oversee sector teams and deal execution. Origination and mandate decisions are distributed across more than three dozen managing directors, each responsible for deal coverage inside a specific industry group. Final engagement authority for sell-side mandates rests with the relevant sector head in coordination with the co-heads.

### How does Harris Williams source deal flow?

Harris Williams generates the vast majority of its mandates through multi-year relationships with private equity sponsors, founder-owned businesses, and family offices. Each industry pod tracks between 200 and 500 private companies in its coverage universe, maintaining ongoing dialogue before formal sale processes launch. The firm publishes sector research and market outlooks that double as origination tools, and it leverages a dedicated business development team to map sponsor portfolio companies approaching their hold-period window. Cross-border mandates from Europe into North America, and vice versa, are sourced through the London and Frankfurt offices.

### Does Harris Williams participate in fund commitments or only direct deals?

Harris Williams does not make fund commitments, co-investments, or principal investments. The firm acts exclusively as an advisor on M&A transactions, primarily representing sellers in auction-style processes. It does not operate any investment vehicle, GP stake, or balance-sheet deployment program. The firm's economics are entirely fee-based, derived from success fees on completed transactions and, in some cases, retainer arrangements.

### What investment stages does Harris Williams typically advise on?

The firm concentrates on middle-market M&A — companies generating between $10 million and $200 million of EBITDA, though the sweet spot is $25 million to $100 million. Most mandates are control transactions: private equity platform acquisitions, add-on acquisitions for existing portfolio companies, founder recapitalizations, and full exits. Harris Williams occasionally advises on growth equity minority rounds and public-company carve-outs, but those sit at the margin of a book dominated by sponsor-driven sell-side processes.

### How is Harris Williams related to PNC and what might change?

PNC Financial Services acquired Harris Williams in 2005 as a capability play — a way to offer M&A advisory to the bank's commercial and corporate client base without building a practice from scratch. For nearly two decades, Harris Williams operated independently under the PNC umbrella, maintaining its own brand, offices, and leadership. In February 2024, PNC disclosed it was exploring strategic alternatives for the unit, opening the door to a potential management buyout, sale to a competitor, or independent re-listing in a deal that was ongoing as of early 2025 (per Reuters, February 2024).

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Last updated: 2026-08-14T12:30:00.000Z

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