Category Archives: investment-professionals

Kevin Yang

Kevin Yang joined Harvest in 2021. Prior to joining Harvest, he was an Associate at Spectrum Equity, where he focused on enterprise software investments. Previously, Kevin was an Analyst in the investment banking division at Evercore, where he focused on mergers & acquisitions for public and private companies across multiple sectors within the Technology Group.

He has a B.B.A in Finance from the Fox School of Business at Temple University.

Margy Taylor

Margy Taylor joined Harvest in 2021 and is a member of the Investor Relations team. Prior to joining Harvest, she was a Senior Associate in the Alternative Investments Division at PricewaterhouseCoopers where she focused on financial statement audits of multi-strategy funds.

She has a B.S. in Accounting from Lehigh University and has a M.S in Accountancy from NYU Stern School of Business. She is an active Certified Public Accountant.

Jeremy Sternbach

Jeremy Sternbach joined Harvest in 2022 as an Associate of Harvest Partners Ascend. Harvest Partners Ascend is a middle market platform focused on the Business and Technology Services sectors. Prior to joining Harvest, he was an Associate at Tailwind Capital, where he focused on healthcare, business services, and technology private equity investments. Previously, Jeremy was an Analyst in the investment banking division of Guggenheim Securities.

He has a B.A. in Economics from Tufts University.

Spencer Steinberg

Spencer Steinberg joined Harvest in 2020. Prior to joining Harvest, he was an Analyst in the investment banking division of Rothschild & Co. While at Rothschild & Co, he focused on mergers & acquisitions for public and private companies across multiple sectors within the Industrials Group.

He has a B.S. in Economics from Duke University.

Connor Scro

Connor Scro joined Harvest in 2021. Prior to joining Harvest, he was an Analyst in the investment banking division at Lazard. While at Lazard, he focused on mergers & acquisitions for public and private companies across multiple sectors within the Industrials Group.

He has a B.S. in Applied Economics and Management from the Dyson School at Cornell University.

David Rubenstein

David Rubenstein joined Harvest in 2021. Prior to joining Harvest, he was an Analyst in the investment banking division of Perella Weinberg Partners. While at Perella Weinberg Partners, he focused on mergers & acquisitions for public and private companies across the consumer & retail and technology, media, and telecommunications sectors.

He has a B.A. in Finance from the University of Kentucky and is a CFA Charterholder.

Kyle Rosen

Kyle Rosen joined Harvest in 2020. Prior to joining Harvest, he was an Analyst in the investment banking division at Lazard. While at Lazard, he focused on mergers & acquisitions and restructurings for public and private companies spanning the technology, media and telecommunications spaces.

He has a B.S. in Economics from The Wharton School of the University of Pennsylvania.

Fallon Raviol

Fallon Raviol joined Harvest in 2022. Prior to joining Harvest, she was an Analyst in the investment banking division at Jefferies. While at Jefferies, she focused on mergers & acquisitions, debt financings and equity issuances for public and private companies across multiple sectors within the Healthcare group.

She has a B.A. in Economics and Mathematics from Kenyon College

Mike Mancini

Mike Mancini joined Harvest in 2022. Prior to joining Harvest, he was an Analyst in the investment banking division at Houlihan Lokey. While at Houlihan Lokey, he focused on mergers & acquisitions for public and private companies across multiple sectors within the Industrials Group.

He has a B.B.A. in Finance and Economics from the Mendoza College of Business at the University of Notre Dame.

Sam Ludin

Sam Ludin joined Harvest in 2020. Prior to joining Harvest, he was an Associate in the investment banking division of Goldman Sachs in both the New York and London offices. While at Goldman Sachs, he focused on debt transactions supporting leveraged buyouts, mergers & acquisitions, and corporate refinancing across multiple sectors within the Leveraged Finance Group.

He has a B.S. in Economics from The Wharton School of the University of Pennsylvania.

Michael Kim

Michael joined Harvest in 2022. Prior to joining Harvest, he was an Assistant Vice President at Antares Capital overseeing the underwriting, documentation, and portfolio management of private equity backed transactions across all sectors.

He has a B.S. in Finance and Entrepreneurship from Boston College.

Jacqueline Honet

Jacqueline Honet joined Harvest in 2021. Prior to joining Harvest, she was an Analyst in the investment banking division of Bank of America. While at Bank of America, she focused on mergers & acquisitions, debt financings and equity issuances for public and private companies across multiple sectors in the Industrials Group.

She has a B.A. in Art History from Yale University.

Isabel Grabel

Isabel Grabel joined Harvest in 2021. Prior to joining Harvest, she was an Analyst in the investment banking division at Jefferies. While at Jefferies, she focused on mergers & acquisitions, debt finances and equity issuances for public and private companies across multiple sectors within the technology group.

She has a B.B.A from the Ross School of Business at the University of Michigan.

Jack Callahan

Jack Callahan joined Harvest in 2022. Prior to joining Harvest, he was an Analyst in the investment banking division at Morgan Stanley. While at Morgan Stanley, he focused on mergers & acquisitions, debt financings and equity issuances for public and private companies in the Financial Institutions Group.

He has a B.S.B.A from The Freeman College of Management at Bucknell University.

Matt Bernstein

Matt Bernstein joined Harvest in 2022. Prior to joining Harvest, he was an Analyst in the investment banking division at Guggenheim Partners. While at Guggenheim Partners, he focused on mergers & acquisitions for public and private companies across multiple sectors within the Industrials Group.

He has a B.S.B.A. in Finance and Accounting from the Olin School of Business at Washington University in St. Louis.

Claire D’Arcangelo

Claire D’Arcangelo joined Harvest in 2021 and is a member of the Investor Relations team. Prior to joining Harvest, she was an Associate in the Goldman Sachs Asset Management Division where she focused on capital raising and client strategy for alternative investments. Previously, Claire was an Associate in the Firmwide Strategy Group and an Analyst in the Global Investment Research Group at Goldman Sachs.

Claire has a B.B.A in Finance and Management Information Systems from the Villanova School of Business.

Ethan Soodak

Ethan Soodak joined Harvest in 2020. Prior to joining Harvest, he was an Assistant Vice President at BBH Capital Partners, where he partnered with portfolio company management teams to identify and implement value creation initiatives. Previously, Ethan was a Senior Associate in the private equity and corporate strategy practices at the Parthenon Group.

He has a B.S. in Economics from The Wharton School of the University of Pennsylvania.

Andrew Weisman

Andrew Weisman joined Harvest in 2022 as a Vice President of Harvest Partners Ascend. Harvest Partners Ascend is a middle market platform focused on the Business and Technology Services sectors. Prior to joining Harvest, he was a Vice President at CIP Capital, where he completed a number of private equity transactions in the technology-enabled services sectors. Before CIP Capital, he was an Associate at Northlane Capital Partners and American Capital where he focused on middle market private equity in the healthcare services and business services sectors. Andrew started his career at Wells Fargo in investment banking.

He has a B.S. in Commerce with Concentrations in Finance and Accounting from the University of Virginia.

Shane McHugh

Shane McHugh joined Harvest in 2021. Prior to joining Harvest, he was a Vice President at CCMP Capital, where he focused on healthcare and consumer private equity investments. Previously, Shane was an analyst in the healthcare investment banking group at Jefferies & Co.

He has a B.A. in Economics from Brown University.

Chris Larsen

Chris Larsen joined Harvest in 2021. Prior to joining Harvest, he was an Engagement Manager at McKinsey and Company, where he primarily focused on operational transformations, helping companies diagnose, structure, and implement strategic initiatives. Previously, Chris was a project coordinator focusing on pipeline and facilities construction and management for Chesapeake Energy. Chris began his career as a U.S. Army Infantry Officer.

He has a B.S. in Applied Mathematics from the U.S. Military Academy and an MBA from New York University’s Stern School of Business.

John Josif

John Josif joined Harvest in 2022 as a Vice President of Harvest Partners Ascend. Harvest Partners Ascend is a middle market platform focused on the Business and Technology Services sectors. Prior to joining Harvest, he was a Vice President at CIP Capital, where he completed a number of private equity transactions in the technology-enabled services sectors. Before CIP Capital, he was an Associate at HIG Capital where he focused on the Technology, Business Services, and Consumer sectors. John started his career at Jefferies in Technology Investment Banking.

He has a B.S. in Finance from the University of Colorado at Boulder.

John currently serves on the Board* of SBI.

*Denotes prior board roles and investments at a prior firm.

Kevin Haack

Kevin Haack joined Harvest in 2016. Prior to joining Harvest, he was an Analyst in the investment banking division of Lazard. While at Lazard, he focused on restructurings and mergers & acquisitions for public and private companies across multiple sectors within the Middle Market Group.

He has a B.S.B.A. in Finance and Accounting from the McDonough School of Business at Georgetown University.

Devin Graber

Devin Graber joined Harvest in 2016. Prior to joining Harvest, he was an Analyst in the investment banking division of Citigroup. While at Citigroup, he focused on mergers & acquisitions across multiple sectors within the Mergers & Acquisitions Group.

He has a B.S. in Economics from The Wharton School of the University of Pennsylvania

Devin serves on the Board of OnPoint Group.

Elizabeth Coughlin

Elizabeth Coughlin joined Harvest in 2020 and is a member of the Investor Relations team. Prior to joining Harvest, she was an Associate in the Limited Partners Services Group at Advent International where she focused on fundraising and investor relations activities. Previously, Elizabeth was an Analyst in the Debt Capital Markets Group at UBS Investment Bank.

Elizabeth has a B.A. in Economics and Psychology from Williams College.

Matthew Bruckmann

Matthew Bruckmann joined Harvest in 2018. Prior to joining Harvest, he was an Associate in the investment banking division of Deutsche Bank. While at Deutsche Bank, he focused on debt transactions supporting leveraged buyouts, mergers & acquisitions, and corporate refinancings across multiple sectors within the Leveraged Finance Group.

He has a B.A. in Economics from Harvard College.

Maury Bardovi

Maury Bardovi joined Harvest in 2017. Prior to joining Harvest, he was an Analyst in the investment banking division at Moelis & Company. While at Moelis & Company, he focused on mergers & acquisitions for public and private companies across multiple sectors.

He has a B.S. in Finance from the Lundquist College of Business Honors Program at The University of Oregon.

Maury serves on the Board of Hand & Stone Franchise Corporation.

Melekot Abate

Melekot Abate joined Harvest in 2022. Prior to joining Harvest, he was a Senior Associate in the Private Equity group of the Goldman Sachs Asset Management Division, where he focused on Healthcare investments. Previously, he was an Associate Principal at CrossBoundary, an Associate at Google, and a Business Analyst at McKinsey & Company.

He has a B.A. in Politics from Princeton and an MBA from the Harvard Business School

David Swanson

Dave Swanson joined Harvest in 2018. Prior to joining Harvest, he was a Vice President at Odyssey Investment Partners, where he focused on leveraged buyout transactions. Previously, Dave was an Analyst in the investment banking division of Morgan Stanley where he focused on M&A transactions.

He has a B.A. in Economics from Stanford University.

Dave serves on the Board of Integrity Marketing Group.

Lucas Rogers

Lucas Rogers joined Harvest in 2018. Prior to joining Harvest, he was an Associate at Oak Hill Advisors, where he focused on distressed debt and special situations investments. Previously, Lucas was an Associate at H.I.G. Capital and an Analyst in the Leveraged Finance group at Bank of America Merrill Lynch.

He has a B.S. in Economics from The University of North Carolina at Greensboro, an M.S. from George Washington University, and an MBA from The Wharton School of the University of Pennsylvania.

Sean Kapur

Sean Kapur joined Harvest in 2019. Prior to joining Harvest, he was a Vice President at PennantPark Investment Advisers, where he focused on middle-market direct lending and credit opportunities. Previously, Sean was an Associate at Centre Lane Partners and an Analyst at Citi.

He has a B.A. in Economics from New York University.

Andrew Hudelson

Andrew Hudelson joined Harvest in 2018. Prior to joining Harvest, he was a Senior Associate at Arsenal Capital Partners, where he completed private equity transactions in the specialty industrials sector. Previously, Andrew was an Associate at TPG Growth and an investment banking analyst at Deutsche Bank.

He has a B.S. in Finance, Accounting, and Economics from the Villanova University.

Andrew serves on the Boards of Fortis Solutions Group, Lazer Spot and Insight Global.

Kevin Formica

Kevin Formica joined Harvest in 2022 as a Principal of Harvest Partners Ascend. Harvest Partners Ascend is a middle market platform focused on the Business and Technology Services sectors. Prior to joining Harvest, he was a Principal of CIP Capital, where he completed a number of private equity transactions in the technology-enabled services sectors. Before CIP Capital, he was an associate at Protostar Partners, a middle market private equity fund, and started his career at TM Capital in investment banking.

He has a B.S. in Finance and International Business from Georgetown University.

Kevin currently serves on the Boards* of Adstra and Affinitiv and previously served on the Boards* of eDriving.

*Denotes prior board roles and investments at a prior firm.

Joshua Carter

Joshua Carter joined Harvest in 2015. Prior to joining Harvest, he was an Associate at Apax Partners, where he focused on leveraged buyout transactions in the retail and business services sectors. Previously, Joshua was an Analyst in the Consumer and Retail investment banking group at Bank of America Merrill Lynch.

He has a B.S.B.A. in Finance from The Ohio State University and an MBA from The Wharton School of the University of Pennsylvania.

Joshua serves on the Boards of Affordable Care, Dental Care Alliance, EyeCare Services Partners, Granicus and VetCor.

Kenneth Chen

Ken Chen joined Harvest in 2021. Prior to joining Harvest, Ken was a Managing Director in originations at Antares Capital. Prior to joining Antares, Ken worked in the Sponsor Finance group at GE Capital. Ken has 14 years of private equity leveraged lending experience managing all aspects of the deal process, including sourcing, underwriting due diligence, structuring, documentation, and portfolio management.

He has a B.S. in Finance from the University of Illinois at Urbana-Champaign.