Page 114 - TACC 2023 Program

PROPRIETARY DEAL
ORIGINATION

Harvey & Company is a leading buy-side acquisition search and advisory firm. Clients, primarily private equity
firms and their portfolio companies, engage Harvey to identify, evaluate and initiate strategic and proprietary
acquisitions and investments into founder- and family-owned businesses.

• Market leader in acquisition search
• The professionals at Harvey & Company have initiated 879 buy-side transactions, virtually all of which
were non-auction transactions, including 161 proprietary deals in 2023
• Initiated 104 new private equity investment/platform deals with over half involving a management
partnership or placement from the HarveyCEO team

PRIVATE EQUITY CLIENTS

Harvey has closed buy-side transactions with the funds below, with 5+ buy-side deals initiated for the funds in bold.

• ABRY Partners • Harvest Partners • Ridgemont Equity Partners
• Advent International Corporation • Huron Capital Partners • Ronin Equity Partners, LLC
• AEA Investors LP • Inverness Graham Investments • River Associates Investments
• American Infrastructure MLP • Irving Place Capital • Searchlight Capital
• Apax Partners • Kidd & Company • Sentinel Capital Partners
• Ares Management • Kelso & Company • Shore Capital Partners
• Audax Group, Inc. • Kinderhook Industries • Shoreline Equity Partners
• Bain Capital • KKR & Co. Inc. • ShoreView Industries
• Berkshire Partners • Leeds Equity Partners • Source Equity Partners
• BlackRock, Inc. • Levine Leichtman Capital Partners • Sun Capital Partners
• Candescent Partners • Lightview Capital • The Beekman Group
• Centre Partners Management • Lovell Minnick Partners • The Carlyle Group
• Charlesbank Capital Partners • Macquarie Infrastructure Partners V • The Jordan Company
• CI Capital Partners • MSD Partners • The Stephens Group
• Court Square Capital Partners • New Mountain Capital • Tinicum Incorporated
• Five Arrows Principal Investments • NexPhase Capital • Thomas H. Lee Partners, L.P.
• Fort Point Capital • Northstar Capital • Tonka Bay Equity Partners
• Frontenac Company • O2 Investment Partners • Trilantic Capital Partners

• Gemspring Capital • Odyssey Investment Partners • TruArc Partners, L.P.
• GenNx360 Capital Partners • ONCAP • Wellspring Capital Management
• GI Partners • Pamplona Capital Management • Welsh, Carson, Anderson & Stowe
• Graham Partners • Partners Group • Wind Point Partners
• Greenbriar Equity Group • Quad-C Management • Windjammer Capital

879 100+ 217 104 161

Buy-side Professionals Closed Deals With Platform Deals Closed
Transactions Distinct PE Funds Transactions in 2023