Harvey & Company LLC

Overview

Harvey & Company LLC is a prominent buy-side acquisition search and principal investment firm based in Newport Beach, California. Founded in 1998, the company specializes in advising private equity funds and corporations on acquisition and investment strategies, particularly through buy-and-build approaches across various industry sectors. With a strong track record, the firm has facilitated over 1,100 buy-side transactions, including 166 in 2024, and has successfully closed more than 700 transactions historically.

The firm has expertise in niche manufacturing, industrial services, healthcare, technology, and more. Teams work closely with business owners and executives to create tailored investment options, focusing on privately-held, family, and founder-owned businesses. Additionally, Harvey & Company LLC operates HarveyCEO, an executive recruiting service that connects experienced operators and former CEOs with private equity firms, having placed over 90 executives to enhance value creation in portfolio companies. Their proactive, relationship-driven approach ensures they effectively identify and execute strategic acquisition opportunities for their clients.

Basic Information

Contact Details

• Phone: +1 949-757-0400
• Website: harveyllc.com
• LinkedIn: linkedin.com/company/harvey-&-company-llc

Key Focus Areas & Initiatives

• recapitalizations
• 100 acquistions
• management buyouts
• minority investments
• growth capital
• change of control transactions
• board of directors placements
• ceoled acquisitions
• operating partner placements
• financial services
• sector specialization
• deal sourcing
• m&a advisory
• manufacturing
• operational efficiency
• transaction structuring
• deal pipeline development
• private equity investments
• industry-specific m&a
• buy-and-build strategy
• buy-side acquisition
• consulting
• acquisition search
• b2b
• strategic buyouts
• transaction valuation
• due diligence support
• education
• sector-focused advisory
• deal execution
• market intelligence
• industry vertical m&a
• platform investments
• corporate finance
• transaction management software
• deal negotiation
• corporate growth strategies
• investment banking
• business services
• industry sectors
• private equity advisory
• private equity deal sourcing
• financial advisory
• private equity
• professional services
• cross-border transactions
• management consulting services
• investment advisory
• lead generation
• private equity funds
• private equity deal origination
• private equity platform
• private equity advisory services
• healthcare services
• buy-and-build strategies
• services
• proprietary deal flow
• private equity relationships
• transaction management
• industry expertise
• investment banking support
• regulatory compliance
• private equity partnerships
• deal origination
• industry verticals
• private company advisory
• investment management
• add-on acquisitions
• private equity transaction support
• energy & utilities
• healthcare
• distribution
• portfolio management
• buy-side search
• industry-focused team
• finance
• mechanical or industrial engineering
• capital markets
• financial consulting
• management consulting
• professional training & coaching
• marketing & advertising
• sales
• health care
• health, wellness & fitness
• hospital & health care

Technologies Used

• A2Z Inc
• AI
• Amazon AWS
• Bootstrap Framework
• Circle
• Cision
• DigitalOcean
• Facebook Custom Audiences
• Google Analytics
• Google Font API
• Google Tag Manager
• Gravity Forms
• Intershop
• MemberClicks
• Mobile Friendly
• Nginx
• Outlook
• Remote
• Route 53
• Schedulicity
• TimeTrade
• WordPress.org
• Yelp
• reCAPTCHA

Affiliated Organizations & Regional Branches