Outlook 2025 | Private Capital Markets

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Harris Williams Outlook 2025: Private Capital Markets

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Global M&A activity gained substantial momentum throughout 2024. Impatience has been building in the market for high-quality opportunities, and investors are eager to deploy capital and generate liquidity. Against this backdrop, 2025 should see continued strengthening in the market.

Outlook 2025: A Time for Action

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Setting the Stage: A Strengthening Foundation for M&A Acceleration

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Palatine Private Equity Forms Buyout Fund V

Deal Announcement Eyebrow

PCA 6231 Palatine Private Equity NT

New State Capital Partners Forms Fund IV

6291 PCA New State Capital Partners NT

Frontenac Forms Frontenac XIII Private Capital L.P.

PCA Frontenac XIII NT

CORE Industrial Partners Forms CORE Industrial Partners Fund III, L.P.

Private Capital Advisory Engagement: Harris Williams advised CORE Industrial Partners on the closing of their $685 million flagship fund, CORE Industrial Partners Fund III, L.P.

PCA Core Industrial Partners Fund III NT

CORE Industrial Partners Forms CORE Industrial Services Fund I, L.P.

Private Capital Advisory Engagement: Harris Williams advised CORE Industrial Partners on the closing of CORE Industrial Services Fund I, L.P.

PCA Core Industrial Services Fund I NT

New Heritage Capital Forms New Heritage Capital Fund IV, L.P.

New Heritage Capital Eyebrow

PCA New Heritage Capital NT

Incline Equity Partners Forms Incline Equity Partners VI, L.P.

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harris-williams our-capabilities PFP THUMBNAIL 081425

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Stephen is a managing director at Harris Williams Primary Fund Placement, 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.

Stephen 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

Managing Director

Pawan is a managing director at Harris Williams Primary Fund Placement, where he works across the firm to deepen our relationship with the investor community. He brings a multidisciplinary background and over 20 years of experience in portfolio management, investment strategy, and due diligence across private markets.

Before joining the firm, Pawan held senior investment leadership roles at UCLA Investment Company and Altius Associates (now Mercer). Earlier in his career, he was a business development manager at Sprint, and an Assistant Professor in radiology and adjunct faculty in electrical engineering at the University of Kansas. He is listed as an inventor on seven patents in telecommunications and medicine.

__Education:__ M.B.A., The Wharton School, University of Pennsylvania; Ph.D. in Electrical Engineering, University of Kansas; M.Sc. in Physics, Indian Institute of Technology (New Delhi)

Harris-Williams Bio-Crop Pawan Chaturvedi

Ted is a managing director at Harris Williams Primary Fund Placement. He focuses on investor coverage across the Asia Pacific region and brings over 20 years of experience building and managing relationships.

Before joining the firm, Ted held senior leadership roles in business development and distribution, with a focus on institutional investor engagement and regional growth strategy across the Asia Pacific region. He began his career in private client services at a global, bulge bracket investment bank and has developed deep expertise in cross-border capital formation throughout his career. Ted is based in our New York office.

__Education:__ M.B.A. Hong Kong University of Science & Technology; B.A., University of Virginia

Harris-Williams Bio-Crop Ted Holland

Stephanie is a director at Harris Williams Primary Fund Placement, focused on project management and operations. She brings over 20 years of experience in business operations across the investment, healthcare, and hospitality industries.

Before joining the firm, Stephanie held leadership roles overseeing accounting systems, operations, and retail management for premier golf and hospitality organizations. She also played a key role in the execution of a major PGA Tour event. Earlier in her career, she held similar operational roles for a home health care company. Stephanie is based in our Charlotte office. 

__Education:__ B.S. in International Business, Auburn University

Harris-Williams Bio-Crop Stephanie Holmes

Director

Scott is a managing director at Harris Williams Primary Fund Placement. He brings more than 30 years of experience in the finance industry, with a focus on distribution, origination, and business development.

Before joining Harris Williams, Scott held senior roles across several investment firms, where he specialized in institutional fundraising and client engagement. He began his career in equity research and has built a broad perspective across asset classes and investor segments.

__Education:__ B.A. in Political Science, Gettysburg College

Harris-Williams Bio-Crop Scott Lamond

Sam is a vice president at Harris Williams Primary Fund Placement, focused on distribution. He brings over ten years of experience in the investment industry.

Before joining the firm, Sam worked in private client advisory and wealth management at leading, global firms based in Australia. He earned his Bachelor of Business degree, majoring in Finance, from Swinburne University of Technology in Melbourne—while simultaneously working and traveling internationally as a musician. Sam is based in our New York office.

__Education:__ B.Bus. in Finance, Swinburne University of Technology; CFA charterholder

Harris-Williams Bio-Crop Sam Gethin Jones

Vice President

Michelle is a director at Harris Williams Primary Fund Placement, focused on project management and operations. She brings over 20 years of experience in the financial services industry, including investor and broker relations, marketing distribution support, and project management.

Michelle began her career in international relations and strategic alliances at a management consulting firm. Michelle is based in our New York office.

__Education:__ B.A., University of Delaware

Harris-Williams Bio-Crop Michelle Libertiny

Michael is a director at Harris Williams Primary Fund Placement, where he works across the firm to deepen our relationship with the investor community. He brings over 15 years of experience in investor relations and fund manager selection across alternative investments.

Before joining the firm, Michael held investor relations roles at several investment management firms, where he supported fundraising efforts and manager engagement. He began his career in private banking, building a strong foundation in client service and financial analysis.

__Education__: B.A. in Economics, Skidmore College

Michael Rivers Headshot

Kyle is a director at Harris Williams Primary Fund Placement. He brings more than 15 years of experience in the financial industry, including private markets distribution, investor relations, and credit analysis.

Before joining the firm, Kyle held senior roles in business development and investor relations, with a focus on private credit. He began his career in tax advisory and credit analysis at global financial institutions, building a strong foundation in financial services and client engagement.

__Education:__ M.S. and B.S. in Accountancy, Brigham Young University; CFA charterholder and Certified Public Accountant (CPA)

Harris-Williams Bio-Crop Kyle John

Kevin is a managing director at Harris Williams Primary Fund Placement. He brings more than 20 years of experience in marketing and distribution across the financial services industry.

Before joining the firm, Kevin led institutional equity efforts across the Midwest for a national investment firm, following earlier roles in institutional equity sales and national retail account management. His career spans a broad range of client-facing and strategic distribution functions.

__Education:__ B.A. in Business Administration, Providence College

Harris-Williams Bio-Crop Kevin Magner

Jen is a managing director at Harris Williams Primary Fund Placement, leading project management and operations. She brings over 25 years of experience in alternative assets and investment management.

Jen began her career in private wealth management, supporting an entrepreneurial advisory team as a client analyst at a global, bulge bracket investment bank. She also founded and led a successful event planning company for eight years. Jen is based in our New York office.

__Education:__ B.S. in Finance, Binghamton University – School of Management

Harris-Williams Bio-Crop Jennifer Sonenklare

Frank is a managing director at Harris Williams Primary Fund Placement. He co-leads the firm’s primary fund placement efforts, 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, the predecessor to Harris Williams Primary Fund Placement, LLC, 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

Harris-Williams Bio-Crop Frank Edwards

Laurence Smith is a managing director at Harris Williams. As a senior leader within its Private Capital Advisory Group, he focuses on [__primary fund placement__](https://www.harriswilliams.com/our-capabilities/primary-fund-placement), [__private capital solutions__](https://www.harriswilliams.com/our-capabilities/private-capital-solutions), and origination. Laurence is responsible for setting and executing operating strategy, managing due diligence, and integrating the sales strategy with project management for primary fund placement.

Laurence has nearly four decades of experience in the financial services industry, covering both corporate and institutional investors. He also co-founded and sold one of Japan’s largest manufacturers of frozen specialty bread products. He is based in New York.

__Education:__ B.A. in Philosophy from Yale University

HW-Sixpoint Bio-Crop LaurenceSmith

Ignacio Martín-Chocano is a managing director in the Harris Williams Private Capital Advisory Group, focused on leading a full range of primary, secondary liquidity, and private capital solutions.

Ignacio has over 10 years of experience in investment banking. Prior experience includes executing debt private placement transactions globally across the consumer, real estate, healthcare and energy industries. He also has experience in project and infrastructure finance transactions. He is based in London.

__Education:__ B.S. in Finance from The Carroll School of Management at Boston College

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Julian Feneley (Dr.) is a managing director at Harris Williams in the firm's Healthcare & Life Sciences Group. He has deep experience advising clients in the providers, pharmacy, medical products and devices, healthcare IT, life sciences tools, clinical lab services, and outsourced pharma services sectors.

Julian has nearly 30 years of healthcare industry experience, including investment banking, serving on the c-suite of healthcare companies, and working as a medical doctor. He is based in our London office.

__Education:__ MBBS and B.Sc from Guy's Hospital at the University of London

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Thierry Monjauze is a managing director at Harris Williams, serving as head of the firm's Technology Group. 

He has over 30 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. Thierry, who joined the firm in 2009, is based in our London office.

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

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Group Head, Managing Director

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

Florian has nearly 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 Frankfurt office.

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

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Philipp Mohr is a managing director at Harris Williams. Philipp collaborates with Harris Williams Industry Groups to help expand our European presence and grow our global capabilities.

He is a seasoned investment banker with nearly three decades of experience advising clients across Europe on complex M&A transactions. Philipp began his career in law before transitioning into investment banking, where he has held senior roles at leading global firms. He is based in our Frankfurt office.

__Education:__ PhD in Law from the University of Hamburg; MPhil in International Relations and International Finance from the University of Cambridge; BA in History and Law from the University of Bonn

Philipp Mohr, Managing Director, Harris Williams

Harris-Williams Bio-Crop Philipp Mohr

Jens-Uwe Spörl is a vice president at Harris Williams in the firm’s Industrials Group, focused on industrial technology and services.

Jens-Uwe has over ten years of experience advising clients on a range of mergers and acquisitions and strategic advisory assignments, including divestitures, capital raisings, and financings. He has worked with a wide range of clients, including private equity firms, large corporates, and family-owned businesses. Jens-Uwe is based in our Frankfurt office.

__Education:__ M.A. in Accounting and Finance from the University of Fribourg; B.S. in Economics and Business Administration from Goethe University Frankfurt

Jens-Uwe Spörl | Harris Williams, Industrials Group, Frankfurt

Harris-Williams Bio-Crop Jens Spoerl

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

George Stephenson is a vice president at Harris Williams in the firm's Energy, Power & Infrastructure Group. He has experience advising clients across a variety of sectors, including infrastructure services, industrial services, and tech-enabled professional services.

George has nearly 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:__ M.B.A. from the Darden School of Business at the University of Virginia; B.A. in History from Washington and Lee University

Harris-Williams Bio-Crop George Stephenson

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

Michael has nearly five years of experience advising clients on mergers and acquisitions and strategic advisory assignments. Prior to joining Harris Williams, he spent five years focused on lower middle market private equity fund investments, direct co-investments, and secondary investments. Michael is based in our Richmond office. 

__Education:__ B.A. in Economics and History from University of Virginia 

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Jeff Doremus is a vice president at Harris Williams in the firm's Healthcare & Life Sciences Group. He has experience advising clients across healthcare and technology industries, with a focus on healthcare IT.

Jeff has advised clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raises. Prior to joining Harris Williams, he advised institutional investment portfolios on asset allocation and investment manager selection with a focus on alternative and private investments. He is based in our Boston office.

__Education:__ M.B.A from the Owen Graduate School of Management at Vanderbilt University; B.A. in Economics from Denison University 

Harris-Williams Bio-Crop Jeff Doremus

Trey Shehan is a director at Harris Williams in the firm's Consumer Group. He has experience advising clients across the consumer products and services sectors. 

Trey has nearly 15 years of experience advising clients on mergers, 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; B.A. in Philosophy from Washington & Lee University 


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Shinik Patel is a director at Harris Williams who works across all of the firm’s Industry Groups 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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Sylvain Noblet is a 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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Michael Mahoney is a director at Harris Williams in the firm's Healthcare & Life Sciences Group. He has experience advising clients across the healthcare and life sciences landscape, with a focus on post-acute care, multi-site healthcare, value-based care, healthcare IT, and tech-enabled services.

Michael has over a decade of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, fairness opinions, and growth capital raises. He is based in our San Francisco office. 

__Education:__ B.A. in Business Economics from the University of California, Los Angeles

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Hilary King is a director at Harris Williams in the firm's Consumer Group. She has experience advising clients across a broad range of food and beverage segments, including branded food and beverage, ingredients, and co-manufacturing. 

Hilary has over a decade of experience with mergers and acquisitions and strategic advisory assignments, including capital raising, financing, and divestitures. She is based in our Minneapolis office. 

__Education:__ M.B.A. from the University of Chicago Booth School of Business; B.A. in economics from The George Washington University

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Bill Greven is a director at Harris Williams in the firm's Business Services Group and has experience advising clients in the commercial and industrial services, professional services, and specialty distribution sectors. 

Bill has over a decade 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 from Middlebury College; MAcc in Accounting from the Owen Graduate School of Management at Vanderbilt University 

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Patrick Fitzsimmons is a director at Harris Williams in the firm’s Energy, Power & Infrastructure Group. He has experience across a variety of sectors, including infrastructure services, engineering and construction, utility services, and environmental services.

Patrick 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 Finance and Accounting from Virginia Polytechnic Institute and State University

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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 dermatology and orthopedics.

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

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Kelly McPhilliamy is a managing director at Harris Williams in the firm's Consumer Group. She has extensive experience working with clients across the consumer landscape, with a focus on the health and beauty sector.

Kelly has more than 25 years of experience advising clients on mergers and acquisitions, strategic advisory assignments, and capital raising. Kelly works out of Charlotte, North Carolina.

__Education:__ M.B.A. from the Kellogg School of Management at Northwestern University; B.A. from the University of North Carolina at Charlotte

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Zach England is a managing director at Harris Williams in the firm's Consumer Group. He has deep experience, having worked with numerous clients in the multi-site consumer, consumer services, branded consumer products, and food, beverage, and agribusiness sectors. 

Zach has been with the firm since 2010, 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 San Francisco office.

__Education:__ Masters in Finance from the Robert Day School of Economics and Finance at Claremont McKenna College and a B.A. in Economics and Mathematics with a Finance Sequence from Claremont McKenna College

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Turner Bredrup is a senior advisor at Harris Williams in the firm's Healthcare & Life Sciences Group. In his role, Turner guides strategy around the firm's subsector development; focuses on internal team development and mentorship; and serves as a thought partner for deal generation and execution. 

Turner, who joined Harris Williams in 1998, helped lead the Healthcare & Life Sciences Group for more than 20 years before becoming a senior advisor. He has over 35 years of experience advising domestic and international clients on mergers and acquisitions and strategic advisory assignments. He is based in our Richmond office.

__Education:__ M.B.A from the Darden Graduate School of Business Administration; B.A. from the University of Virginia

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Senior Advisor 

Bernardo Villar is a director at Harris Williams in the firm's Consumer Group. He has experience advising clients across a variety of consumer sectors. 

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

Education: M.S. in Accounting from The University of Virginia; B.B.A from The College of William and Mary

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Stephan Döring is a 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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Jannik Burth is a vice president at Harris Williams in the firm's Consumer Group. He has experience advising clients across sectors, including branded consumer products, food and beverage, and digital business models. 

Jannik has over half a decade of 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 

Harris-Williams Bio-Crop Jannik Burth

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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Jon Meredith is a 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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Thomas Tartaglia is a vice president at Harris Williams in the firm's Private Capital Advisory Group, focused on providing a full range of secondary liquidity and private capital solutions. He has experience advising clients across industries, including consumer, healthcare, professional services, and technology. 

Thomas has over half a decade of financial services and investment banking experience. He is based in our New York office. 

__Education:__ B.B.A. in Finance from Baruch College 

Harris-Williams Bio-Crop Thomas Tartaglia

Andrew Gulotta is a managing director in the Harris Williams Private Capital Advisory 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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Konstantin Molinari is a director at Harris Williams in the firm's Consumer Group and is based in Frankfurt.

Konstantin has over 10 years of experience advising clients on mergers and acquisitions, divestitures, refinancings and strategic growth opportunities. He has experience across a variety of sectors within the consumer space including pet, food & beverage, consumer products and consumer services. 

Education: MSc. in International Business, with a concentration in Marketing and Finance, from Maastricht University; B.A. in Philosophy and Economics from University of Bayreuth

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Jason Bass is a managing director at Harris Williams, serving as co-head of the firm's Industrials Group and the Transportation & Logistics Group. He has deep experience advising global clients across a variety of sectors and leads our teams to deliver exceptional client outcomes in automotive and heavy-duty aftermarket, industrials, and third party-logistics.

Jason has nearly 30 years of experience advising clients on a broad range of mergers and acquisitions and strategic advisory assignments, including divestitures, capital raisings, and financings. Jason 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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Bob Baltimore is a managing director and co-chief executive officer at Harris Williams. During his 20-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

Sean Bielawski is a director at Harris Williams in the firm's Energy, Power & Infrastructure Group. He has experience advising clients across various sectors, including infrastructure services; utility services; and testing, inspection, certification & compliance (TICC) services.  

Sean has over a decade of experience advising clients on mergers and acquisitions and strategic advisory assignments. He is active in the Richmond community and serves on the board at The Faison Center, a nonprofit autism center dedicated to providing resources across the lifespan for individuals with autism spectrum disorders and their families. Sean is based in our Richmond office. 

__Education:__ M.P.P. from the Frank Batten School for Leadership and Public Policy at The University of Virginia; M.B.A. from the Robins School of Business at the University of Richmond; B.A. in Economics from 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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Sam Hendler is a managing director at Harris Williams and has extensive experience working with clients across a range of healthcare and technology sectors. He focuses his efforts in the healthcare IT space.

Sam has more than 20 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures and capital raising. He has spent most of his career at Harris Williams, and after entering the private equity world for a couple of years, returned to Harris Williams in 2024. Sam is based in our Boston office.

__Education:__ B.A. in Politics from Princeton University, magna cum laude; MBA from The Fuqua School of Business at Duke 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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Henry Frost is a vice president 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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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, environmental services, utility services, energy efficiency, telecom services and TICC.

Greg has more than 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:__ 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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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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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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Brian Titterington is a managing director in the Harris Williams Technology Group. He has extensive experience working with software and tech-enabled services companies across the compliance (GRC and EHS), eCommerce & retail, education, human capital management (HCM), and real estate & property sectors.

Brian has nearly 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 San Francisco office.

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

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Neha Shah is a director at Harris Williams in the firm's Energy, Power & Infrastructure Group. She has experience advising clients across sectors, including infrastructure services, utility services, industrial services, engineering and construction, energy management, and renewables and distributed energy.

Neha has over 11 years of experience with the firm, 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 Fuqua School of Business at Duke University; B.S. in Accounting from George Mason University

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Frank Mountcastle is a managing director at Harris Williams and has served in a variety of leadership positions during his tenure with the firm.

As head of M&A, Frank works across our eight Industry Groups to strengthen ongoing engagement and collaboration and help ensure we deliver exceptional outcomes for Harris Williams clients.

Additionally, Frank co-leads our Transportation & Logistics Group where he has extensive expertise working with clients across the automotive and heavy-duty aftermarket, third-party logistics, and transportation infrastructure sectors. 

Frank, who joined the firm in 2012, has over 30 years of experience advising clients on a broad range of mergers and acquisitions and strategic advisory assignments, including divestures, capital raisings, and financings. He 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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Head of M&A, Group Head, Managing Director

Graham Gillam is a managing director at Harris Williams in the firm's Business Services Group and has extensive experience advising clients in the specialty distribution sector.

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

__Education:__ M.B.A. from the Darden School of Business at the University of Virginia and BSc (Honors) in Business Administration from the University of Bath, England

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Brian Lucas is a managing director at Harris Williams, serving as co-head of the firm's Business Services Group. He has deep experience advising clients in the professional services, commercial and industrial services, and specialty distribution sectors.

Brian has over 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:__ M.B.A. from The Wharton School at the University of Pennsylvania and B.S. in Commerce with concentration in Finance from the University of Virginia's McIntire School of Commerce

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Derek Lewis is a managing director at Harris Williams, serving as co-head of the firm's Business Services Group. He has extensive knowledge of the professional services, commercial and industrial services, and specialty distribution sectors, having worked with numerous clients in the space.

Derek joined the firm in 2000 and has extensive 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 Harvard Business School and A.B. in Economics from Harvard College

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Erik Szyndlar is a managing director at Harris Williams in the firm's Technology Group, with extensive experience in compliance solutions, human capital management software, industrial software, and real estate and property technology, as well as supply chain, transportation, and logistics technology.

He has more than 16 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our San Francisco office.

__Education:__ M.B.A. from the Fuqua School of Business at Duke University and B.S. in Mechanical Engineering from the University of Michigan

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Priyanka Naithani is a managing director at Harris Williams in the firm's Technology Group. She has deep experience advising clients across the technology landscape, including software, SaaS, healthcare IT, technology-enabled services, digital media, and eCommerce.

Priyanka has over 12 years of experience at the firm, 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 Sloan School of Management at the Massachusetts Institute of Technology;  M.S. in Computer Science from Texas A&M University; B.S. with honors from the Indian Institute of Technology

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Andy Leed is a managing director at Harris Williams in the firm's Technology Group. He has extensive experience across a broad range of technology and data solutions sectors, including supply chain and logistics technology, industrial software, education technology, government technology, and financial technology. 

Andy, who joined Harris Williams in 2012, 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 San Francisco office.

__Education:__ M.B.A. from the Kellogg School of Management at Northwestern University and B.B.A. in Finance from Loyola University Maryland

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Martin Keck is a managing director at Harris Williams in the firm's Technology Group. He has extensive experience working with clients across a range of sectors, including education technology, HR and talent technology, and non-profit software. 

Martin has nearly 20 years of experience advising clients in mergers and acquisitions and capital raising for venture-backed, private equity-owned, and founder-owned businesses. He is based in our Boston office.

__Education:__ M.B.A. from the Tuck School of Business at Dartmouth and B.A. from Amherst College


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

Luke, who joined the firm in 2008, 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 the Darden School of Business at the University of Virginia and B.A. from Trinity College in Hartford, Connecticut.

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Matt White is a managing director at Harris Williams, serving as co-head of the Energy, Power & Infrastructure Group. Matt has extensive experience within the energy, power and infrastructure industry, including industrial and infrastructure; electric power, natural gas, and water utilities; telecom; and environmental. 

Matt has more than 20 years of experience advising clients on mergers and acquisitions engagements and has been with the firm since 2007. He is based in our Richmond office. 

__Education:__ M.B.A. from Emory University and a B.S. in Business Administration from the University of North Carolina at Chapel Hill

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Chris Toussaint is a 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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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 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 Columbia Business School and B.A. in Economics from the University of Virginia

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Kiernan Somers is a vice president at Harris Williams in the firm's Technology Group. He has experience advising clients across sectors, including education technology, infrastructure software and cybersecurity, and IT services.

Kiernan has over half a decade of experience advising clients in mergers and acquisitions and capital raising for venture-backed, private equity-owned, and founder-owned businesses. He is based in our Boston office.

__Education:__ B.A. in Government and Global Studies from Colby College

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Daphne Solomon is a vice president at Harris Williams in the firm's Private Capital Advisory Group. Based in our New York office, she has half a decade of experience advising clients on primary fundraising and investment banking.

__Education:__ B.B.A. in Operations and Information Management from University of Massachusetts, Amherst

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Saajan Sappal is a vice president at Harris Williams in the firm's Healthcare & Life Sciences Group. He has experience advising clients across sectors, including care services, healthcare providers, medical products and devices, and pharma services.

Saajan has over half a decade of experience, beginning his career at Harris Williams as an analyst before working in private equity and returning to Harris Williams in 2023. He has advised clients on mergers and acquisitions and strategic advisory assignments. Saajan is based in our London office.

__Education:__ B.S. in Finance and B.S. in Economics from Virginia Commonwealth University

Overview

Engagements