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Harvey & Company
Harvey & Company was launched in Newport Beach in 1998 by Dave Harvey, a buy-side advisor who had previously been a partner at the firm's predecessor.
Harvey & Company
Harvey & Company was launched in Newport Beach in 1998 by Dave Harvey, a buy-side advisor who had previously been a partner at the firm's predecessor. Co-founders Tim Block and Brian Kaneko brought additional investment-banking and corporate-finance experience from institutions including Chemical Bank, Citicorp, and Kidder Peabody. The firm has never disclosed a pool of committed capital — it earns fees by originating, evaluating, and closing acquisitions on behalf of well-capitalized private equity sponsors and acquisitive corporations, a model that has produced over 1,200 closed transactions. The firm structures its work around nine sector-focused origination teams covering industrial and business services, manufacturing, healthcare, distribution, consumer, technology, education, and energy. Within those verticals, the deal mix spans platform investments, add-on acquisitions, management buyouts, recapitalizations, and buy-and-build programs. Confirmed transactions include new platform investments in Oliver Winery, Mesker Door, 4 State Trucks, Penray, and Juice It Up, alongside a 14-add-on campaign executed for PlayCore. Geographic coverage extends across North America and Europe, with a dedicated European headquarters supporting cross-border acquisition mandates. The firm deploys more than 80 professionals, including 32 senior deal professionals averaging over 10 years of buy-side experience each. In addition to its Newport Beach headquarters, the firm operates a European office. A distinct adjacent vehicle, HarveyCEO, develops investment strategies in partnership with proven operating executives and private equity investors. In 2024, the firm initiated 166 buy-side transactions; in 2025, that figure reached 151. Harvey & Company’s architecture is distinct because it is neither a fund manager nor a placement agent — it is a dedicated buy-side acquisition search firm. This means its revenue depends on transaction success rather than management fees, and it maintains no committed capital to deploy. The model embeds the firm deeply in proprietary deal flow, with approximately 79% of its historical transactions classified as add-ons, reflecting long-duration relationships with repeat private equity clients building platforms over multiple holding periods.
General information
Firm type
Private Equity
Year founded
1998
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Newport Beach, CA, United States
Additional offices
European Headquarters (location undisclosed)
Principals
Dave Harvey
Founder & Director
Tim Block
Co-Founder & Partner
Brian Kaneko
Co-Founder & Partner
Eric Hartley
Director
Pete Bollman
Director, HarveyCEO
Jay Houlihan
Director
Todd Leigh
Director
Cliff Mulholland
Director
Jared Perrin
Director
Collin Sullivan
Director
Zach Dutra
Director
Trevor Friedman
Director
Eric (Health & Wellness)
Director
Brad Riegler
Chief Financial Officer
Brian R. Scott
Director
Sector focus
Frequently asked questions
How does Harvey & Company generate revenue if it does not raise a fund?
The firm operates on a success-fee model tied to individual transactions. It charges buy-side advisory fees to private equity sponsors and corporations for originating, evaluating, and closing acquisitions. This model means the firm earns only when a deal consummates, aligning its incentives with client outcomes rather than management fees on committed capital.
Who runs investment decisions at Harvey & Company?
Founder Dave Harvey and co-founders Tim Block and Brian Kaneko oversee the firm's origination and advisory practices alongside a group of directors who each lead specific industry verticals. Investment decisions ultimately rest with the private equity or corporate clients that retain the firm; Harvey & Company does not deploy balance-sheet capital of its own.
Does Harvey & Company participate in fund commitments or only direct deals?
The firm conducts direct acquisition search and advisory exclusively — it does not commit capital to limited partnership funds. Its clients are the private equity funds and corporations engaging it to execute buy-side mandates, not external GPs seeking fund investors.
What investment stages does Harvey & Company typically target?
The firm works across the full buy-side continuum: platform acquisitions, management buyouts, growth recapitalizations, and add-on bolt-ons. Its model is particularly weighted toward add-on acquisitions — approximately 954 of the firm's 1,200-plus closed transactions fit this profile — reflecting its strength in buy-and-build execution for private equity sponsors.
How is HarveyCEO different from Harvey & Company's core advisory business?
HarveyCEO is a specialist unit within the firm led by Director Pete Bollman. It develops investment strategies in partnership with proven operating executives and private equity investors, effectively matching CEO-level talent with acquisition opportunities — a model that helps clients pursue investment theses where operator expertise is the cornerstone of value creation.
Which sectors does Harvey & Company explicitly avoid?
The firm's disclosed sector focus spans 28 categories including aerospace, healthcare, manufacturing, distribution, and technology. No explicit sector exclusions are published, though its deal flow concentrates overwhelmingly on industrial, business services, and tangible-product middle-market categories rather than early-stage venture, consumer internet, or speculative technology.
How does Harvey & Company source proprietary deal flow?
Proprietary origination is the firm's structural edge: nine dedicated industry teams conduct direct acquisition search, cultivating relationships with owners and intermediaries in niche verticals. The firm's long-duration client relationships — demonstrated by a 10-year engagement with PlayCore — suggest repeatable, relationship-driven sourcing rather than auction participation.
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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