Category Archives: investment-professionals

Rebecca Cummings

Rebecca Cummings joined Harvest in 2023. Prior to joining Harvest, she was an Analyst of Blue Owl’s BSP where she provided data integrity support. Before joining Blue Owl, Rebecca was a Client Service Associate at Wealthspire Advisors, focusing on money movement facilitation and client assistance.

She began her career at 1100 Architect and received a Bachelor of Arts degree from The College of New Jersey.

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.

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.

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.

Oak Mize

Oak Mize joined Harvest in 2023. Prior to joining Harvest, he was an Analyst at Harris Williams. While at Harris Williams, he focused on mergers & acquisitions for public and private companies across multiple sectors within the Energy, Power, and Infrastructure group.

He has a B.S. in Accounting and Business Administration from Washington and Lee University.

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.

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.

Leila Eshaghpour

Leila Eshaghpour joined Harvest in 2023. Prior to joining Harvest, she was an Analyst in the investment banking division at Goldman Sachs. While at Goldman Sachs, she focused on mergers & acquisitions, debt financings and equity issuances for public and private companies across multiple sectors within the Real Estate group.

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

Julia Eshaghpour

Julia Eshaghpour joined Harvest in 2023. Prior to joining Harvest, she was an Analyst in the investment banking division at Citigroup. While at Citigroup, she focused on leveraged buyouts, mergers & acquisitions, debt financings and equity issuances for sponsor portfolio companies across multiple sectors within the Financial Sponsors Group.

She has a B.A. in Economics and Philosophy from the University of Pennsylvania.

Iris Duong

Iris Duong joined Harvest in 2023. Prior to joining Harvest, she was an Analyst in the Investment Banking division of Goldman Sachs. While at Goldman Sachs, she focused on Debt Transactions supporting Leveraged Buyouts, Mergers & Acquisitions, and corporate refinancing across the technology, media and telecommunications sectors within the Leveraged Finance Group.

She has B.A. in English Literature at King’s College London and Columbia University.

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.

Emily Cahill

Emily Cahill joined Harvest in 2023 and is a member of the Investor Relations team. Prior to joining Harvest, she was an Associate at TCV within the Investor Relations team, focusing capital raising for private and public technology investments. Previously, Emily worked in Private Equity Investor Relations at The Blackstone Group, and Infrastructure & Real Estate Investment Banking at HSBC.

Emily has a B.A. in Political Economy from Georgetown University.

Patrick Benjamin

Patrick Benjamin joined Harvest in 2023. Prior to joining Harvest, he was an Analyst in the investment banking division at Greenhill & Co. While at Greenhill, he focused on mergers & acquisitions for public and private companies spanning the consumer, healthcare and media spaces.

He has a B.S. in Finance from the Kelley School of Business at Indiana University.

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.

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.

Claire Simon

Claire Simon 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.

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.

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.

Shane serves on the Board of Affordable Care.

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 Boards of Hand & Stone Franchise Corporation and Service Express.

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

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.

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, Insight Global, and The Vincit Group. He previously served on the Board of Lazer Logistics.

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.