Harvey & Company LLC

Harvey & Company LLC Leading buy-side acquisition search & advisory since 1998. Harvey & Company is unique in that we have advised the buyer on every one of our 1,100+ transactions.

Harvey & Company is the leading buy-side acquisition search and advisory firm and has been involved in over 1,100 buy-side transactions, including 151 in 2025. Since our founding in 1998, we have built a strong track record of successful investments and acquisitions within industrial, business, and financial services; manufacturing; healthcare; distribution; consumer; technology; education and ene

rgy sectors. Our experienced teams act as industry-focused partners and advisers to well-capitalized private equity funds and corporations seeking to pursue new investments and buy-and-build strategies. Where we have strong industry interest, we are proactive about our investment process and strategically attempt to engage business owners and industry executives in a direct dialogue. Our 100+ professionals are well-attuned to the needs of privately-held companies, working with family and founder-owned businesses to explore options tailored to their goals and wishes. We recognize that management is the key to creating long-term value and that a successful and profitable company is developed by preserving both the culture and entrepreneurial spirit upon which it has been built. Harvey & Company has an extensive and successful track record including:

- Initiated and advised buyers on 1,199 closed transactions, including 151 in 2025
- Initiated 133 new private equity investment/platform transactions and 1,066 strategic add-ons
- Co-invested alongside our private equity buyer clients/partners in over 80 transactions
- Closed transactions with 272 Private Equity Firms and 500 corporations
- The aggregate valuation of the transactions initiated by Harvey & Company is over $10 billion
120+ professionals, plus an in-house and overseas research staff, all focused on specific industry sectors

In addition to North American-focused searches, our deal team professionals also have proven success sourcing proprietary deals throughout Europe, resulting in 10 buy-side transactions closed in the UK and Continental Europe over the past two years. HarveyCEO is a specialized, private equity-focused executive recruiting business connecting proven operators and former CEOs with private equity firms to serve as catalysts for new investments and to create value within existing portfolio companies. Their activity has resulted in 52 executive-led new platform investments and over 165 placements in CEO, Chairman, or Director capacities.

Harvey & Company is pleased to announce the promotion of Grant Burton to Associate. Grant joined the firm in 2022 as an ...
05/29/2026

Harvey & Company is pleased to announce the promotion of Grant Burton to Associate. Grant joined the firm in 2022 as an Analyst on Brian R. Scott's team and has since built a strong track record sourcing transactions and developing sector expertise across the commercial, industrial, and infrastructure maintenance services.

His efforts have contributed to several notable transactions, including the platforms, Citadel Access Solutions and ForgePoint Services. We are grateful for Grant's dedication, consistency, and continued contributions to the firm, and are excited to celebrate this well-deserved promotion.

Please join us in congratulating him!

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Last week, the Harvey & Company team had the privilege of participating in the Meals of Love program at the Ronald McDon...
05/18/2026

Last week, the Harvey & Company team had the privilege of participating in the Meals of Love program at the Ronald McDonald House Charities, preparing home-cooked meals for families staying there during difficult times.

The Ronald McDonald House Charities exist to ensure that no family faces a medical crisis alone. Having the opportunity to serve our community in this way was both humbling and deeply meaningful.

Grateful for a team that shows up and gives back. And grateful to the families who let us be a part of their day.

Harvey & Company is pleased to announce the promotion of Justin Hill to Senior Analyst. Since joining the firm in 2024 a...
05/12/2026

Harvey & Company is pleased to announce the promotion of Justin Hill to Senior Analyst. Since joining the firm in 2024 as an Analyst on Trevor Friedman's team, Justin has played an integral role in sourcing and evaluating acquisition opportunities across the rigid and flexible packaging, labels, and transportation components manufacturing sectors.

Justin’s strong work ethic, dedication, and collaborative approach have made a meaningful impact on the firm and our clients. Please join us in congratulating Justin on this well-deserved promotion.

Harvey & Company is proud to announce the promotion of Dimitris Grigoriou to Vice President. Since joining the firm in 2...
04/22/2026

Harvey & Company is proud to announce the promotion of Dimitris Grigoriou to Vice President.

Since joining the firm in 2015 as a Junior Analyst, Dimitris has built a well-rounded and impactful career at Harvey & Company. Over the years, he has contributed across multiple modules, developing a broad base of experience and a deep understanding of the firm’s diverse industry focus areas. He began in healthcare services, specializing in Physician Practice Management, and later transitioned to the Hartley module, where he expanded his coverage to include Special Education Staffing & Day Schools, Early Childhood Education, and Youth Enrichment and Sports.

Dimitris’ experience highlights his versatility and deep commitment to the firm’s success. His readiness to take on new challenges, along with his consistent and collaborative approach, has made him an integral member of the team. We are pleased to recognize this well-earned promotion and look forward to Dimitris’ continued contributions. Please join us in congratulating him on this achievement.

Harvey & Company is thrilled to announce the promotion of Bryant Liang to Senior Research Analyst. Bryant joined the fir...
04/13/2026

Harvey & Company is thrilled to announce the promotion of Bryant Liang to Senior Research Analyst. Bryant joined the firm in 2024, supporting the healthcare services sector, focusing his research in areas such as veterinary medicine, behavioral health, specialty pharmacy, and dentistry. Working alongside Adam Flood, Bryant’s consistent performance has made him a trusted research partner and an asset to the firm. We appreciate his continued dedication and congratulate him on this well-deserved promotion.

Harvey & Company is pleased to announce the promotion of Johann Magbitang to Senior Research Analyst. Johann joined the ...
04/13/2026

Harvey & Company is pleased to announce the promotion of Johann Magbitang to Senior Research Analyst. Johann joined the firm in 2023 and has been a valuable member to Dimitris Grigoriou’s team, where he specializes in the research and evaluation of acquisition opportunities in the healthcare services industry, as well as early education and youth enrichment. He is highly organized, detail-oriented, and consistently demonstrates a collaborative mindset, always willing to support and assist his colleagues. Johann’s strong performance and team-first approach have made him a meaningful asset to the firm. We are proud to recognize Johann and celebrate his promotion.

Harvey & Company is pleased to announce the promotion of Peter Megorden to Vice President within the firm. Peter joined ...
04/08/2026

Harvey & Company is pleased to announce the promotion of Peter Megorden to Vice President within the firm. Peter joined Harvey & Company in 2019 as a Junior Analyst working under Ken Cruickshank. Over the years, he has specialized in Foodservice, Distribution, and Recreational Real Estate, setting a company record with five (5) closed platform transactions.

His strong technical knowledge and humble approach have earned the respect of clients, business owners, and colleagues alike. This promotion is a testament to his leadership and meaningful impact he continues to make at the firm.

Please join us in congratulating Peter on this well-deserved promotion!

Today, we are proud to celebrate 28 years of Harvey & Company. Since our founding in 1998, we have grown to become the l...
04/03/2026

Today, we are proud to celebrate 28 years of Harvey & Company. Since our founding in 1998, we have grown to become the largest buyside M&A advisory firm in the industry, a milestone made possible by the dedication of our exceptional team, the trust of our valued clients, and an unwavering commitment to excellence in everything we do.

What has made the journey even more exciting is the accelerating pace of our activity. Over the past 28 years we've had 1200+ buy-side deals close – 800 of them closing in the past 5+ years. In other words, nearly two-thirds of our activity has taken place in just twenty percent of our history and we fully anticipate this trend to continue.

Thank you to all our colleagues, clients, and partners who have been part of this journey.

Quality research is one of the most underappreciated drivers of seller alignment and consistent, high-quality deal flow ...
03/27/2026

Quality research is one of the most underappreciated drivers of seller alignment and consistent, high-quality deal flow in the context of deal sourcing. The difference between sporadic inbound opportunities and a disciplined, relationship-driven pipeline is ultimately determined by how well you understand your targets before the first conversation even begins.

The gap between average and exceptional research is not a matter of effort or volume. It is clarity in criteria, attention to detail, and accuracy of information. Instead of casting a wide net, corporate and private equity acquirers identify companies that truly fit their investment or acquisition criteria, including size or industry, ownership structure, growth trajectory, strategic positioning, and business model fit. This level of clarity ensures that when outreach begins, it resonates. Sellers can immediately tell when a buyer understands their business, their market, and the nuances that make their situation unique.

In this week’s Market Insight “The Research Edge” Collin Sullivan and Ananya Singhvi share how a more disciplined approach to research can improve sourcing outcomes.

Read the full article: https://lnkd.in/g6t6X9Ah

Since 2021, Harvey & Company has partnered with GreatWater 360 Auto Care to execute a disciplined Auto Aftermarket add-o...
03/27/2026

Since 2021, Harvey & Company has partnered with GreatWater 360 Auto Care to execute a disciplined Auto Aftermarket add-on strategy expansion across the Midwest/Texas Consumer Services markets.

Highly targeted outreach, consistent touch points, and quick lead follow-up have been instrumental in driving meaningful connections and accelerating transaction momentum.

See how we help sponsors and management teams scale: https://lnkd.in/gG2mVjBR

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5000 Birch Street, Ste 8500
Newport Beach, CA
92660

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