Harvey & Company LLC

Excited to give back! Some of our team at Harvey recently spent the day volunteering with Waymakers in Huntington Beach, packing ~80 backpacks filled with essential supplies for students starting the new school year. It was a wonderful way to contribute to a cause that supports young minds and helps them start the school year on the right foot. We believe in the power of community and the difference that small acts of kindness can make. Thank you, Waymakers, for allowing us to be a part of this impactful initiative, our volunteers for dedicating their time, and Jennifer Park for organizing!  #CommunityImpact #BackToSchool #Volunteering #GivingBack #TeamWork

Extending our warmest congratulations to JoAnn Jenkins-Nunley, affectionately known as "Ms. J", on reaching a significant milestone and celebrating her 20th Anniversary at the firm. Her unwavering commitment and exceptional dedication have been instrumental in ensuring the smooth and efficient operation of our workplace throughout these past two decades. Please join us in acknowledging JoAnn for her remarkable achievement and expressing our heartfelt gratitude for her devotion and loyalty to our firm. #congratulations #companymilestones #workanniversary

This past weekend, some of our employees came together for a beach clean-up at the Bolsa Chica State Beach in Huntington. With the sun shining, we rolled up our sleeves and got to work, removing an impressive 15 pounds of trash from the section of shoreline we were assigned by the California State Parks Department. A huge thank you to Matija Jancic for organizing the event and everyone who participated and helped make it a success: David W.M. Harvey, Clifford Mulholland, CFA, Ryan Godinez, Kristin A., Dimitris Grigoriou, Claire Conley, Matthew Garrison, Micah Ryan and Blaz Seric. Your commitment to protecting our beaches and oceans is inspiring! #TeamWork #BeachCleanup #CommunityService #CompanyCulture #MakingADifference

Harvey & Company is pleased to announce the promotion of Shane Crowley to Senior Analyst within the firm. Shane started as an Analyst in 2021 and will continue to specialize in healthcare practice management, early education, and youth enrichment. We appreciate his dedication and hard work throughout the years. Please join us in wishing him success in his new role! #congrats #promotion #employeegrowth #harveycompanyllc

Harvey & Company is delighted to announce the promotion of Brad Riegler to the position of Chief Financial Officer. Brad has been an invaluable asset to our firm since 2020, demonstrating exceptional leadership skills, financial acumen, and dedication to our company's success. Throughout his tenure with us, Brad has consistently exemplified excellence in his role, leading our Administration and Human Resources team with integrity and proficiency. His strategic vision and analytical prowess, coupled with his deep understanding of our company's operations and financial landscape, have significantly contributed to our organization's growth and success. Please join us in congratulating Brad on this well-deserved promotion! #employeepromotion #growth #congratulations

Harvey & Company is pleased to announce the promotions of Cody Swan and Austin Fluegel to Associate within the firm. Cody joined Harvey in 2018 as a Junior Analyst and now specializes in helping lead the firm's investment and advisory practices in the broader commercial facility services and residential services sectors. Austin joined in 2020 as a Junior Analyst and specializes in originating and evaluating acquisition opportunities within the industrial technology/automation, electronics, and agriculture markets. Please join us in congratulating Cody and Austin on their well-deserved promotions. Their achievements exemplify the spirit of excellence and dedication that defines Harvey & Company, and we look forward to their continued success! #congrats #careerjourney #growth #workpromotion

Harvey & Company is thrilled to announce that our team achieved a significant milestone last week with the closing of our 900th buy-side deal. Celebrating this accomplishment is not just about the numbers; it's a testament to our team and their dedication, deep industry expertise, and commitment to delivering exceptional results for our clients. Thank you to our incredible team for their hard work and perseverance in reaching this goal. Here's to continued success, collaboration, and growth in the future. #teamwork #milestones #achievements #harveycompanyllc

The team at Harvey has wrapped up 2023 on an incredible note and we're thrilled to share our record-breaking stats. It's been a year of growth, strategic partnerships, and successful deals. None of this would have been possible without the trust of our clients and the hard work of our dedicated team. Here's to more success, growth, and impactful collaborations in the coming year. #MergersAndAcquisitions #RecordYear #BusinessSuccess #TeamWork

As we approach the holidays, we wanted to thank our employees for donating and wrapping gifts for our 2nd Annual Adopt-A-Family with Waymakers. Your donations and gifts helped to make a substantial difference for our chosen family as well as 12 additional families. We gifted our family a huge gift bag with requested treats, small gifts and several hundred dollars in gift cards. For our extra families, we put together gift bags filled with games, candy, snacks, socks, blankets, mugs, hot cocoa (for a fun holiday movie or game night) and tons of gift cards. These bags will go to families that did not get a sponsor for the holidays, so we appreciate all our wrapping helpers! Special thanks to Jennifer Park and Stephanie Munakata, SHRM-SCP, PHR for organizing this festive event. Your help will make a substantial difference in making the holidays brighter for those in our communities who can use some extra holiday cheer, warmth, and support. #dogood #holidays2023 #helpingothers

Harvey & Company is pleased to announce we have been awarded a Top Workplaces 2023 recognition by Orange County Register Top Workplaces! The list is based solely on confidential employee feedback and measures 15 culture drivers that are critical to the success of any organization: including alignment, execution, and connection, just to name a few. Being name a Top Workplace is an honor, and we are thrilled to make this our third year running. Special thanks to all of our employees who took the time to reply and share their honest and valuable thoughts. #topworkplaces2023 #leadingworkplace #cultureofexcellence