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Modern Aviation Receives Majority Investment from Apollo-Managed Infrastructure Funds

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A leading franchisor of residential and commercial property damage restoration services

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Tangle Teezer Acquired by BIC

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TAKKION Acquired by Siris

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Harris Williams advised People, Pets & Vets, a portfolio company of Cressey & Company, on its sale to VetCor, a portfolio company of Harvest Partners and Cressey & Company. People, Pets & Vets is a veterinary services company with general practice veterinary clinics across the U.S.

People, Pets & Vets

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GOJO Industries Acquired by The Clorox Company

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Neuberger Berman Capital Solutions Makes Significant Growth Investment in Sphera 

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Harris Williams advised Pilot Freight Services, a portfolio of ATL Partners and British Columbia Investment Management Corporation, on its sale to Maersk. Pilot is a leading U.S.-based last mile, middle mile, and border crossing solutions provider, specializing in the big and bulky freight segment for B2C and B2B distribution models.

Pilot Freight Services

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USG Water Solutions Acquired by Warren Equity Partners  

USG Water Solutions, a portfolio company of Turnspire Capital Partners, has been acquired by Warren Equity Partners

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Heartwood Partners Completes Continuation Vehicle for The Amlon Group

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35 Years of Excellence

Vault: 2026 Top 3 Ranked Client Interaction

2026 Vault Internship Award

Vault: 2026 Top 10 Ranked Overall Inclusion

Vault: 2026 Top Ranked

Tyler Bradshaw is a managing director at Harris Williams in the firm's Healthcare & Life Sciences Group. He has worked with companies across the healthcare and life sciences landscape, with a focus on the medical products and devices sector. 

Tyler has more than 12 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Richmond office.

__Education:__ B.A. in Economics and B.A. in Philosophy from Swarthmore College

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Managing Director

Tim Webb is a managing director at Harris Williams, serving as head of the firm's Industrials Group. He has deep experience advising global clients across several sectors, including building products and construction materials; chemicals and specialty materials; engineered components; industrial technology; and packaging.

Tim has 20 years of experience advising global clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Richmond office.

__Education:__ B.S. with Distinction from the McIntire School of Commerce at the University of Virginia

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Group Head, Managing Director

Taylor Morris is a managing director at Harris Williams in the firm's Business Services Group. He has experience advising clients across sectors with a particular emphasis on commercial and industrial services and environmental services. 

Taylor has over 10 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Richmond office.

__Education:__ M.B.A. from the Darden School of Business at the University of Virginia and B.S. in Commerce from the McIntire School of Commerce at the University of Virginia

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Michael Kim is a managing director at Harris Williams, serving as co-head of the Technology Group. Throughout his career, Michael has advised middle market and Fortune 500 companies, private equity groups, and venture capital firms, with a focus on enterprise software and other technology subsectors.

Michael has over 25 years of experience advising technology companies on mergers and acquisitions, merchant banking, and investment banking advisory. He is based in our San Francisco office.

__Education:__ B.A. in Economics from Williams College

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Jonathan Abecassis is a managing director in the Harris Williams Capital Solutions Group, focused on leading a full range of secondary liquidity and private capital solutions for our clients in Europe.

Jonathan has nearly 20 years of investment banking experience, advising clients across the spectrum of GP-led structures; LP fund interests; direct minority, preferred equity, and control investments; and fundraising. Prior to joining Harris Williams, he served as Head of Capital Solutions & GP Advisory in the EMEA and APAC regions at Credit Suisse. Jonathan is based in London.

__Education:__ B.A. and M.A. in Economics from the University of Cambridge 

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 Managing Director

Greg Waller is a managing director at Harris Williams in the firm's Energy, Power & Infrastructure Group. He has experience advising clients across sectors, including engineering and construction, water and wastewater solutions, environmental services, utility services, energy efficiency, telecom services and TICC.

Greg has 15 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our New York office.

__Education:__ J.D./M.B.A. from the University of Pittsburgh; B.A. and M.A. in History from Youngstown State University

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Geoff Smith is a managing director at Harris Williams, serving as co-head of the Healthcare & Life Sciences Group. He has deep experience across the healthcare and life sciences landscape, including payer tech and services; healthcare IT; outsourced provider services; and medical products and devices.

Geoff, having joined the firm in 2004, has nearly 20 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Richmond office.

__Education:__ M.B.A. from the Sloan School of Management at the Massachusetts Institute of Technology and B.B.A in Finance from the Goizueta Business School at Emory University

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Dan Linsalata is a managing director at Harris Williams with a focus on healthcare IT. Dan has experience in a broad range of related sectors, including provider and payer workflow and data solutions, revenue cycle management, pharma/life sciences technology and tech-enabled services, employer health technology, and value-based care enablement solutions. Dan also has experience in a broad range of related sectors, including IT and technology-enabled services, human capital management, financial technology, and a broad range of healthcare services.

Dan joined Harris Williams in 2012 and has more than 15 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Boston office.

__Education:__ MBA with High Distinction from the Tuck School of Business and A.B. from Dartmouth College

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Bryce Walker is a managing director at Harris Williams in the firm's Business Services Group with experience advising clients in the tech-enabled services, professional services, and commercial and industrial services sectors.

Bryce has over eight years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Richmond office.

__Education:__ M.B.A. from the Owen Graduate School of Management at Vanderbilt University and A.B. in Public Policy from Duke University

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Andreas Poth is a managing director at Harris Williams in the firm's Consumer Group. He has deep experience working with companies across sectors, including food and beverages, consumer products, and consumer multi-site

Andreas has over 15 years of experience advising clients on a range of mergers and acquisitions and capital markets transactions. He is based in our Frankfurt office. 

__Education:__ Degree in Business Administration from EBS University in Oestrich-Winkel, Germany 

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Brian Titterington is a managing director in the Technology Group at Harris Williams.  He has extensive experience working with high-growth software, technology, tech-enabled services, and eCommerce businesses across a variety of verticals and end markets.  

Brian has nearly 20 years of experience advising clients on mergers and acquisitions, capital solutions, and strategic advisory engagements, including divestitures, financings and capital raising.  

Brian is based in the Harris Williams London office. Previously, he spent 15 years in San Francisco working across the global technology landscape, including eight years with Harris Williams and additional experience at other investment banks. 

__Education:__ B.S.B.A in Finance from the Daniels College of Business at the University of Denver

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Brent Spiller is a managing director at Harris Williams, serving as co-head of the firm’s Consumer Group. He has extensive knowledge of the consumer industry, having worked with numerous clients in consumer services, multi-site, and consumer products.

Brent has more than 20 years of experience at the firm, advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Richmond office.

__Education:__ B.S. in Finance and Accounting from the University of Virginia’s McIntire School of Commerce

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Andrew Gulotta is a managing director in the Harris Williams Capital Solutions Group, focused on leading a full range of secondary liquidity and private capital solutions as Head of Private Capital Solutions.

Andrew has over 15 years of investment banking experience. In addition to private equity secondaries, he has experience in fund placement and debt capital markets, specifically bond offerings for electric utilities and environmental services companies. He is based in New York.

__Education:__ B.A. in Politics and Classics from Washington & Lee University; M.B.A from Columbia Business School

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Head of Private Capital Solutions

Ty Denoncourt is a managing director at Harris Williams in the firm's Industrials Group. He has deep experience advising clients across a variety of industries, including building products and materials, chemicals and specialty materials, packaging, industrial services, and general industrials and manufacturing. 

Ty has over 10 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Richmond office.

__Education:__ M.B.A. from the Darden School of Business at the University of Virginia; MAcc and B.S. degrees in Accounting from Virginia Tech

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Sylvain Noblet is a managing director at Harris Williams in the firm's Technology Group. He has deep experience advising clients across several sectors, including architecture, engineering, and construction; enterprise software; infrastructure software; IT and technology enabled services; real estate and property; and supply chain, transportation, and logistics.

Sylvain has over 14 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our London office.

__Education:__ Masters in Corporate Finance at the Paris Dauphine University

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Frank Mountcastle is a managing director and co-head of M&A at Harris Williams, with more than 30 years of experience advising clients on mergers and acquisitions and strategic advisory assignments. Since joining the firm in 2012, he has served in a variety of leadership roles.

As co‑head of M&A, he works across the firm’s eight Industry Groups to foster collaboration, strengthen engagement, and help ensure exceptional outcomes for Harris Williams clients. Frank is also a member of our Transportation & Logistics Group, where he has extensive expertise working with clients across the third‑party logistics, automotive and heavy‑duty aftermarket, and transportation infrastructure sectors.

Frank is based in our Richmond office.

__Education:__ M.B.A. from The Darden School of Business Administration at the University of Virginia and B.A. in History from the University of Virginia

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Co-Head of M&A, Managing Director

Mark Brune is a managing director at Harris Williams in the firm’s Industrials Group, focused on industrial technology and services.

Mark brings nearly two decades of investment banking experience, with a strong track record of helping build and grow practices in Frankfurt. He has developed deep expertise in the industrial technology and service sectors throughout his career. Mark is based in our Frankfurt office.

__Education:__ MSc in Finance and Asset Management from the International School of Management (ISM), Dortmund

Mark Brune, Managing Director, Harris Williams

Harris-Williams Bio-Crop Mark Brune

Mike Rohman is a managing director at Harris Williams in the firm's Aerospace, Defense & Government Services Group. He has worked with companies across sectors, including aerospace technology and products; aviation services; defense; government services; and space. 

Mike has over 12 years of experience, nine years with Harris Williams, advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Richmond office. 

__Education:__ B.B.A. from the University of Notre Dame

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Jason Bass is a managing director at Harris Williams, serving as co‑head of M&A as well as co‑head of the firm’s Industrials Group and Transportation & Logistics Group.

As co‑head of M&A, Jason works across the firm’s eight Industry Groups to encourage collaboration, strengthen engagement, and support effective execution for Harris Williams clients. He has broad experience working with global clients across a variety of sectors, with significant involvement in the automotive and heavy‑duty aftermarket, industrials, and third‑party logistics sectors.

Jason has nearly 30 years of experience advising clients on a wide range of mergers and acquisitions and strategic advisory assignments. He joined the firm in 2012 and is based in our Richmond office.

__Education:__ B.S. with a concentration in Finance from the University of Virginia's McIntire School of Commerce

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Co-Head of M&A, Group Head, Managing Director

Thierry Monjauze is a managing director at Harris Williams, serving as head of Europe and co-head of the firm’s global Technology Group.

With more than 30 years in the industry, Thierry has led a wide range of mergers and acquisitions and strategic advisory engagements, including divestitures, financings, and capital raisings.

As head of Europe, he works across the region to strengthen connectivity, support client engagements, and ensure the firm delivers a consistent, high quality experience in international markets.

He joined the firm in 2009 and is based in our London office.

__Education:__ B.A. in Economics from Stanford University; attended the London School of Economics

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Head of Europe, Group Head, Managing Director

Chris Toussaint is a managing director at Harris Williams in the firm's Industrials Group. He has experience across several sectors with a particular emphasis on industrial technology. 

Chris has over seven years of experience advising clients on a broad range of mergers and acquisitions and strategic advisory assignments, including divestitures, capital raisings, and financings. He is based in our Richmond office.

__Education:__ M.B.A. from the Tuck School of Business and a B.S. in Mechanical Engineering from the United States Coast Guard Academy. Member of the CFA® Institute and holds a Chartered Financial Analyst designation.

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Zach Ledwith is a managing director at Harris Williams in the firm's Consumer Group. He has deep experience working with clients across sectors, including consumer products and services. 

Zach has nearly 10 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Richmond office. 

__Education:__ B.S.B.A in Finance and Marketing from the Robins School of Business at the University of Richmond

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Corey Benjamin is a managing director at Harris Williams in the firm's Consumer Group. He has extensive knowledge of the consumer industry, having worked with numerous clients in branded consumer products and consumer services, including consumer healthcare, consumer multi-site, and franchising.

Corey joined Harris Williams in 2010 and has over 15 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Richmond office.

__Education:__ M.B.A. from Duke's Fuqua School of Business; B.A. in Government and Economics from the University of Virginia; Chartered Financial Analyst Designation

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Joe Conner is a managing director at Harris Williams, serving as co-head of the firm’s Transportation & Logistics Group. He has extensive experience working with clients across the transportation industry, with a particular focus on the automotive and heavy duty aftermarket. 

Joe joined the firm in 2005 and has extensive experience advising clients on a broad range of mergers and acquisitions and strategic advisory assignments, including divestitures, capital raisings, and financings. In addition to his advisory experience, Joe also gained extensive direct operating experience in the sector during his time at CSX Transportation, an international multimodal transportation company with railroad, ocean shipping, barge, third-party logistics, and intermodal operations. He is based in our Richmond office.

__Education:__ M.B.A. from the Harvard Business School and B.S. in Commerce from the University of Virginia

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Cheairs Porter is a managing director at Harris Williams, serving as co-head of the firm's Healthcare & Life Sciences Group. He has extensive knowledge of the healthcare and life sciences industry, having worked with numerous clients in the provider, pharma, and device distribution sectors.

Cheairs has more than 25 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Richmond office.

__Education:__ M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia and B.S. in Business Administration with Special Attainments in Commerce at Washington and Lee University

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Stephan Döring is a managing director at Harris Williams. He has deep experience advising clients across a variety of industries, including industrials; healthcare and life sciences; transportation and logistics; and energy, power and infrastructure. 

Stephan has over 10 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Frankfurt office. 

Education: MSc. in Corporate and International Finance from The University of Durham; B.Sc. in Business Administration from Catholic University of Eichstätt-Ingolstadt

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Richard Siegel is a managing director in the Harris Williams Capital Solutions Group, focused on leading a full range of secondary liquidity and private capital solutions.

Richard has nearly 20 years in the financial services industry. Prior experience includes investing in private equity transactions and providing capital raising advisory services to middle market companies, as well as investing in private and public credit opportunities across the capital structure. He is based in New York.

__Education:__ B.B.A. from the University of Michigan’s Ross School of Business and an M.B.A. from Columbia Business School

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Andy Warczak is a managing director at Harris Williams in the firm’s Consumer Group. He has extensive experience across a broad range of food and beverage segments, including ingredients, foodservice, private label and co-manufacturing, produce, bakery, distribution, and branded products.

Andy has over 20 years of experience with mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Minneapolis office.

__Education:__ B.S. in Finance and Accounting from Marquette University

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Jon Meredith is a managing director at Harris Williams in the firm's Transportation & Logistics Group. He has deep experience across several sectors, including automotive and heavy duty aftermarket, third-party logistics, and transportation infrastructure, with a particular emphasis on third-party logistics.

Jon has over 10 years of experience advising clients on a broad range of mergers and acquisitions and strategic advisory assignments, including divestitures, capital raisings, and financings. He is based in our Richmond office.

__Education:__ B.S.B.A in Finance from the Robins School of Business at the University of Richmond and M.B.A. from the University of Virginia

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John Neuner is a managing director at Harris Williams and has served in a variety of leadership positions during his 25-year tenure with the firm.

As co-chief executive officer, John is accountable for the strategic direction, life, and performance of the firm. Working in collaboration with all Harris Williams leaders, he helps ensure we deliver an exceptional experience for our people as well as unmatched expertise and execution capabilities for our clients. 

John has extensive experience advising clients on a broad range of mergers and acquisitions and strategic advisory assignments including divestures, capital raisings, and financings. He is based in our Richmond office. 

__Education:__ B.A. in Economics from Hampden-Sydney College


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Co-Chief Executive Officer, Group Head, Managing Director

Bob Baltimore is a managing director and co-chief executive officer at Harris Williams. During his 25-year history with our firm, Bob has advised hundreds of clients, helped build a successful industry practice, and served in a variety of leadership roles.

As co-chief executive officer, Bob is accountable for the strategic direction, life, and performance of the firm. Working in collaboration with all Harris Williams leaders, he helps ensure we deliver an exceptional experience for our people as well as unmatched expertise and execution capabilities for our clients.

Bob has extensive experience advising clients on a broad range of mergers and acquisitions and strategic advisory assignments, including divestures, capital raisings, and financings. He is based in our Richmond office.

__Education:__ M.B.A. from the Kenan-Flagler Business School at the University of North Carolina and B.A. in English from Boston College

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Co-Chief Executive Officer, Managing Director

Tucker Laurens is a managing director at Harris Williams who works across all teams to deepen our relationships within the private equity community.

With more than 15 years of industry experience, Tucker has built longstanding relationships with private equity firms and family offices across the U.S. While much of his career has focused on developing the strategies and relationships that support strong engagement with the investor community, he began his career advising clients on mergers and acquisitions, IPOs and financings, and other strategic advisory assignments.

__Education:__ B.S. in Business Administration from Washington & Lee University

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Kyle Angelos is a vice president in the Harris Williams Capital Solutions Group, focused on providing a full range of secondary liquidity and private capital solutions. He has almost a decade of financial services and investment banking experience. Prior to joining Harris Williams, Kyle advised on debt and equity financing and covered the consumer retail, financial institutions, real estate, and technology, media, and telecom sectors.

He is based in our New York office.

__Education__: MBA from Georgetown University McDonough School of Business; Bachelor's degree in Finance from Brigham Young

Harris Williams Bio Crop Kyle Angelos

Vice President

Jannik Burth is a vice president at Harris Williams in the firm's Consumer Group. He has experience advising clients across sectors, including travel & leisure and pet, with a particular focus on tech-enabled business models.

Jannik started his career in 2018 and has gathered experience advising clients on mergers and acquisitions, strategic advisory assignments, and capital raises.  

He is based in our London office.

__Education:__ B.A., Business Administration, University of St. Gallen 

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Charles Busch is a director at Harris Williams in the firm's Healthcare & Life Sciences Group. He has worked with clients across the healthcare and life sciences landscape, with a focus on providers, value-based care, and payer tech and employer services.

Charles has over 12 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Richmond office.

__Education:__ B.A in Mathematics and Economics from Washington & Lee University

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Director

Jessica Park is a vice president at Harris Williams in the firm’s Primary Fund Placement Group, focused on distribution. Based in our San Francisco office, she brings over eight years of experience in the investment industry.

__Education__: Bachelor of Commerce Double Major in Finance and Business Economics from the University of New South Wales

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Elliott Theuerkauf is a vice president at Harris Williams in the firm's Business Services Group.

Elliott has nearly 10 years of experience advising clients across a variety of sectors on buy-side and sell-side M&A client engagements, as well as debt and equity financings.

He is based in our Richmond office.

__Education:__ B.B.A. in Finance and B.A. in Government from the College of William & Mary 

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Dylan Harkness is a vice president at Harris Williams in the firm's Transportation & Logistics Group with experience advising clients across specialty manufacturing for transportation products, building products and services, and branded consumer products.

Dylan has more than five years of experience advising clients on mergers, acquisitions, and strategic advisory assignments, including divestitures, financings, and capital raisings.

He is based in our Richmond office.

__Education:__ B.B.A. in Finance from Marquette University 

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Shinik Patel is a director at Harris Williams who works across all teams to deepen our relationships within the private equity community.

He has nearly a decade of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. Shinik is based in our Richmond office.

__Education:__ M.B.A. from The Fuqua School of Business at Duke University; B.S. in Business Administration from the Robins School of Business at the University of Richmond

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Trey Packard is a managing director at Harris Williams who works across all teams to deepen our relationships within the private equity community.

He has over 15 years of experience advising clients on mergers, acquisitions, strategic advisory, and capital raising assignments. Trey is based in our Richmond office.

__Education:__ M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia and B.A. in Economics and Spanish from Washington & Lee University

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Bruce Kelleher is a managing director at Harris Williams and serves as head of financial sponsor coverage, working across all teams to strengthen relationships within the private equity community. 

He has more than 30 years of experience advising clients on mergers and acquisitions and debt and equity financings. Bruce is based in our Richmond office.

__Education:__ M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia and B.S. from the University of Virginia's McIntire School of Commerce

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Head of Financial Sponsor Coverage, Managing Director

Sam Funkhouser is a vice president at Harris Williams in the firm's Business Services Group. He has experience advising clients across a range of sectors, including commercial and industrial services, professional services, and specialty distribution.  

Based in our Richmond office, Sam has experience advising clients on mergers and acquisitions and strategic advisory assignments.  

__Education:__ M.B.A. from the Kenan-Flagler Business School at the University of North Carolina; Master of Management Studies from the Fuqua School of Business at Duke University; and a B.A. in History from the University of Virginia

Harris Williams Bio Crop Sam Funkhouser

Tom Dunne is a vice president at Harris Williams in the firm's Industrials Group. He has experience advising clients across sectors, including industrial technology, engineered equipment products and components, building products and materials, and chemicals and specialty materials.

Tom has nearly a decade of experience advising clients on mergers and acquisitions and strategic advisory assignments. He is based in our Richmond office.

__Education:__ B.S. in Economics from the United States Military Academy at West Point; M.B.A. from the Tuck School of Business at Dartmouth 

Harris-Williams Bio-Crop Tom Dunne

Drew Spitzer is a managing director at Harris Williams in the firm's Energy, Power & Infrastructure Group. He has deep experience advising clients in the infrastructure; environmental services; engineering and construction; TICC; energy management; renewables and distributed energy; and energy technology sectors. 

Drew, who joined the firm in 2004, has more than 25 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising.

__Education:__ M.B.A. from Columbia Business School and B.A. in Economics from the University of Virginia

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Tomas Poblete is a vice president in the Harris Williams Capital Solutions Group, focused on providing a full range of secondary liquidity and private capital solutions, including continuation fund transactions, as well as other GP and LP-led secondary and co-investment needs.

Tomas has over half a decade of financial services and investment banking experience. He is based in our London office.

__Education__: M.S. in Finance from Vrije Universiteit Amsterdam

Harris-Williams Bio-Crop Tomas Poblete

Ian Walters is a vice president at Harris Williams in the firm's Energy, Power & Infrastructure Group. He has experience advising service- and product-based businesses across a range of sectors.

Ian has five years of experience advising clients on mergers and acquisitions, strategic advisory assignments, and capital raises. He is based in our New York office.

__Education:__ M.B.A. from the NYU Stern School of Business and a B.A. in Classics from Union College

Harris-Williams Bio-Crop Ian Walters

Henry Frost is a director at Harris Williams in the firm's Energy, Power & Infrastructure Group. He has experience advising clients across sectors, including energy management, renewable energy, utility services, infrastructure services, and the broader energy transition. 

Henry has advised clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raises. Prior to joining Harris Williams, Henry provided strategy, management, and investment consulting services for clients across a broad range of engagements focused on energy, infrastructure, and commercial end markets. He is based in our Richmond office. 

__Education:__ M.B.A. from the Darden School of Business at the University of Virginia; M.P.P. from the Frank Batten School for Leadership and Public Policy at the University of Virginia; and a B.A. in Government and Philosophy from Dartmouth College

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Frank Imoehl is a vice president at Harris Williams in the firm’s Healthcare & Life Sciences Group with experience advising clients across several sectors, including pharma services, payor services, HCIT, and healthcare providers. 

Frank has a decade of experience spanning corporate development and investment banking. He advises clients on mergers and acquisitions and broader strategic advisory assignments, including divestitures, financings, and capital raising. 

Frank is based in our Richmond office.  

__Education:__ B.B.A in Finance and Economics from James Madison University

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Cameron Thomas is a vice president at Harris Williams in the firm's Healthcare & Life Sciences Group with experience advising clients across several sectors, including behavioral services; medical products and devices; pharmacy; and providers.

Cameron has over four years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. She is based in our Richmond office.

__Education:__ M.B.A. from the Darden School of Business at University of Virginia and B.E. in Mechanical Engineering from Vanderbilt University

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Rebecca Herter is a director at Harris Williams in the firm’s Technology Group with experience advising clients in infrastructure and cyber software and tech-enabled services; compliance technology; non-profit technology; legal technology; and data and info services sectors.

Rebecca has almost ten years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. She is based in our Boston office.

__Education:__ M.B.A. from the Tuck School of Business and B.S. in International Economics from Georgetown University

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Kevin Rosato is a vice president at Harris Williams in the firm’s Industrials Group. He has experience advising clients across sectors, including industrial technology, building products, chemicals, transportation and logistics, and services. 

Kevin has over eight years of experience advising clients on mergers and acquisitions, strategic advisory assignments, and capital raises. He is based in our Richmond office.  

__Education__: B.A. in Mathematics and Economics from the University of North Carolina at Chapel Hill


Harris-Williams Bio-Crop Kevin Rosato

Nate Tsimikas is a vice president at Harris Williams in the firm's Energy, Power & Infrastructure Group. He has experience advising clients across various sectors, including environmental services; testing, inspection certification and compliance (TICC); and water and wastewater treatment products and services. 

Nate has nearly eight years of experience advising clients on mergers and acquisitions, strategic advisory assignments, and capital raises. He is based in our New York office. 

__Education:__ Bachelor of Science in Management (BSM), Finance from Tulane University 

Harris-Williams Bio-Crop Nate Tsimikas

Dave Gordon is a managing director and Chief Technology Officer at Harris Williams. He brings more than 30 years of experience leading transformation through software, data, and infrastructure programs. 

As CTO, Dave is responsible for implementing technology that scales our infrastructure, culture, and connectivity in alignment with firm growth. Working collaboratively across functional and banking teams at Harris Williams, he advances technological capabilities that support a world-class experience for our clients and our people. 

Dave has served in CIO and CTO positions of several financial services companies over his career, including Northwestern Mutual, USAA Federal Savings Bank, Capital One, and others. He has a reputation for building high-performing teams, with responsibilities spanning software development, data engineering and analytics, infrastructure, cyber security, service delivery, and portfolio management. 

__Education:__ M.B.A. from the University of Richmond; B.A. in Computer Science from Indiana University Bloomington

Harris-Williams_Bio-Crop_Dave Gordon

Chief Technology Officer

Lane is a managing director and the chief talent officer of Harris Williams. She leads the firm in talent management, long term business planning, executive coaching, organization growth and development, change management, diversity and inclusion, risk management and recruiting.

Before joining Harris Williams in 2016, Lane spent nearly 20 years at Capital One, which included serving as the chief diversity and inclusion officer and senior vice president of Enterprise Human Resources, among other positions. Lane is based in our Richmond office.

__Education:__ M.A. in Human Resource Development from The George Washington University; B.A. in International Studies and Political Science from the University of North Carolina at Chapel Hill

Harris-Williams Bio-Crop 0064 1495 LaneHopkins

Chief Talent Officer, Managing Director

Stephen is a managing director and co-leads the Primary Fund Placement Group, bringing nearly 20 years of experience in the financial services industry. He co-leads the firm’s primary fund placement efforts, advising private equity, private credit, and real asset managers on capital formation strategies. 

He currently serves on the Board of Directors for Summit Golf Brands, whose portfolio includes Fairway & Greene, Zero Restriction, EP Pro, and B. Draddy. 

__Education:__ B.A. in History from the University of Richmond

Harris-Williams Bio-Crop Stephen Lessing

Head of Primary Fund Placement

Hiter Harris is the founder of Harris Williams. Since founding the firm in 1991, he has worked with his partners to build the firm into a leading global investment bank.

With more than 35 years of transactional experience, Hiter continues to provide strong leadership across the firm, exemplifying and upholding the guiding principles on which the firm was founded. Hiter is based in our Richmond office.

__Education__: M.B.A. from Harvard Business School; B.S. in Mathematics and Economics from Hampden-Sydney College, cum laude

Harris Williams Bio-Crop Hiter Harris

Founder

Ned Valentine is a managing director and chairman at Harris Williams. Working in collaboration with all Harris Williams leaders, Ned steers the firm’s strategic priorities and exemplifies our commitment to excellence and partnership, internally and externally. 

Ned, who joined the firm in 1996, leverages his longstanding tenure with the firm to develop the next generation of leaders and cultivate an organic talent model that fosters the distinct, unified culture for which Harris Williams is known.

Ned has over 35 years of experience advising clients on a broad range of mergers and acquisitions and strategic advisory assignments, including divestures, capital raisings, and financings. He is based in our Richmond office. 

__Education__: M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia; B.A. in History from the University of Virginia


Harris-Williams Bio-Crop 0083 0997 NedValentine

Chairman, Managing Director

Paul Poggi is the chief operating officer of Harris Williams. For over 25 years, he has led operational and legal teams across multiple industries and business sizes, with significant experience at financial institutions.

He has over 15 years of experience at Harris Williams, where he oversees the strategic initiatives of our business operations, finance, information technology, compliance, and marketing teams. He is focused on bringing these teams together to create strategic edges and  operational efficiencies that continue to drive Harris Williams forward as a world-class M&A advisory firm. Paul is based in our Richmond office.

__Education__: J.D. from Vanderbilt Law School; B.A. in English from Cornell University


Harris-Williams Bio-Crop 0087 0935 PaulPoggi

Chief Operating Officer, Managing Director

Frank is a managing director at Harris Williams. He co-leads the Primary Fund Placement Group, advising private equity, private credit, and real asset managers on capital formation strategies. 

Frank brings more than 30 years of experience in investment management and client advisory. He founded Aqueduct Capital, which was acquired by Harris Williams in 2025, and has held leadership roles throughout his career focused on raising institutional capital and building long-term investor relationships. 

Frank began his career at a global, bulge bracket investment bank where he eventually led one of their largest private credit teams. Frank is based in our Charlotte office. 

__Education:__ B.A. in Management from the University of North Carolina at Chapel Hill

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