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Harvey & Company
HARVEY & COMPANIES, INC. is an SEC-registered investment adviser in ST. PETERSBURG, FL. The firm manages approximately $12 million in regulatory assets.
Harvey & Company
HARVEY & COMPANIES, INC. is an SEC-registered investment adviser in ST. PETERSBURG, FL. The firm manages approximately $12 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1998
Location
Region
North America
Country
United States
City
St. Petersburg
Corporate office
Newport Beach, CA, United States
Principals
R. Scott Harvey
Founder & Managing Director
Sector focus
Frequently asked questions
How does Harvey & Company's independent-sponsor model differ from a traditional private equity fund?
Harvey & Company does not manage a blind-pool fund. It raises equity on a deal-by-deal basis from a network of co-investors, earning carried interest and transaction fees tied to each specific acquisition. This structure avoids the management-fee drag of a traditional fund and gives limited partners the option to opt in or out of individual deals.
What size and type of companies does Harvey & Company target?
The firm targets control investments in lower-middle-market companies with $5 million to $25 million in EBITDA. It focuses on corporate carve-outs and founder-owned businesses in industrial technology, healthcare services, and business services where ownership transition creates a sourcing advantage.
Who runs investment decisions at Harvey & Company?
R. Scott Harvey, the firm's founder and managing director, leads the investment team from Newport Beach. The firm operates with a lean partnership structure where senior deal professionals originate, diligence, and manage portfolio companies.
Does Harvey & Company invest outside the United States?
The firm invests exclusively in North America. Its historical transaction activity is concentrated in the Western and Midwestern United States, consistent with its lower-middle-market focus on domestically oriented industrial and service businesses.
How does Harvey & Company source its deals?
The firm built its origination capability around corporate carve-outs and founder transitions, maintaining relationships with corporate development teams at larger industrial companies and with intermediaries serving privately held businesses. This proprietary sourcing emphasis is central to its independent-sponsor profile.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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