Harvey & Company

Harvey & Company

Harvey & Company was established in 1998 by R. Scott Harvey in Newport Beach, California. The firm adopted an independent-sponsor structure, sourcing and closing control investments in lower-middle-market companies and syndicating the equity across a repeat group of co-investors. Its founding era coincided with a wave of corporate divestitures, and the firm built its early reputation on acquiring orphaned divisions of larger corporations. Harvey & Company pursues control buyouts in the lower middle market, targeting industrial technology, healthcare services, and business services. The strategy concentrates on companies with proven business models and $5 million to $25 million in EBITDA where ownership transition—whether a founder's retirement or a corporate parent's strategic exit—creates pricing inefficiency. The firm has completed more than 50 platform and add-on acquisitions. Sectors represented in its historical portfolio include specialty manufacturing, industrial distribution, outsourced healthcare logistics, and environmental testing services (per the firm's official communications). The firm invests exclusively in North America, with transactions concentrated in the Western and Midwestern United States. The independent-sponsor model means Harvey & Company does not disclose a traditional fund-level AUM. Equity is committed transaction-by-transaction, and total capital deployed over the firm's history exceeds $1 billion when accounting for co-investor equity and associated debt financing. In August 2020, the firm closed the acquisition of EN Engineering, a portfolio company it built through multiple add-on acquisitions across the utility and industrial infrastructure services sector (per PE Hub, August 2020). Harvey & Company's team operates from its Newport Beach headquarters. The firm's structural distinction is its enduring commitment to the independent-sponsor model across more than two decades. Unlike conventional private equity firms that charge management fees on committed capital, Harvey & Company earns carried interest and transaction fees aligned to each individual deal's outcome. This architecture means the firm selects its capital partners per investment, drawing on relationships with family offices and institutional co-investors who value deal-level discretion and alignment of interests.