HR & Employee Benefits: Building Employee Well-Being

HR & Employee Benefits: Building a Foundation for Employee Well-Being

HR & Employee Benefits Article

Read the latest perspectives on news, trends, and investor opportunities in the expanding human resources and employee benefits sector.

HR & Employee Benefits: Building Employee Well-Being | News & Trends

Buck

United States

5627 Buck (Project Eagle 2022) NT PENDING

Mergers & Acquisitions

One of the nation&rsquo;s largest, privately-held data retrieval and claims intelligence providers 
 
 A portfolio company of The CapStreet Group 
 
 Has received a majority investment from Aquiline Capital Partners LLC

Ontellus

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ConnectYourCare, a portfolio company of ABS Capital Partners, has been acquired by Optum Financial.

ConnectYourCare

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A provider of employee benefit plan administrative services for plan sponsors, participants, and government regulators. 
 
 A portfolio company of Water Street Healthcare Partners 
 
 Has been acquired by Beecken Petty O&#39;Keefe & Company, Chicago, Illinois

Zenith American Solutions

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A leading provider of healthcare cost containment and payment integrity solutions. 
 
 Has been acquired by Equian, Indianapolis, Indiana 
 
 A portfolio company of New Mountain Capital

OmniClaim

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EmpoweredBenefits

2928 EmpoweredBenefits NT

A leading provider of pharmacy benefit management and ancillary services to the workers&#39; compensation market.

Healthcare Solutions

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Provider of specialty managed care services and products to the workers&rsquo; compensation industry.

PMSI

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We are a global investment bank specializing in M&A and private capital advisory services. Clients worldwide rely on us to help unlock value in their business and turn ambitious goals into reality.

About Us

Our Capabilities

We have eight dedicated Industry Groups led by senior professionals who have deep knowledge and experience across sectors, service offerings, and geographies.

Our Industries

Access our latest insights on evolving industry dynamics and marketplace trends.

Our Insights

Our momentum as a firm is strong. We carry this momentum forward by hiring people who are smart, driven, and principled. If you are a team player who thrives on collaborating with colleagues and clients, we invite you to learn more about our career opportunities. 

Careers

Experienced Bankers

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Search for People, Insights, Transactions...

Retention Drives Demand

A Wealth of Opportunities

Healthcare Benefit Design

Buck: An Exemplar

Investor Considerations

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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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Vice President

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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Director

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

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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

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Chief Talent Officer, Managing Director

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

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

Bruce Kelleher is a managing director at Harris Williams and serves as head of financial sponsor coverage, working across all of the firm’s Industry Groups 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

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

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Head of Primary Fund Placement

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

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

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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


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Chairman, Managing Director

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

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


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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

Harris-Williams Bio-Crop Frank Edwards

Peter Creech is a vice president at Harris Williams in the firm’s Primary Fund Placement Group, where he focuses on distribution. He brings nearly a decade of experience advising clients on mergers, acquisitions, capital raising, and strategic advisory assignments. 

Peter is based in our San Francisco office.

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John Neuner is a managing director at Harris Williams and has served in a variety of leadership positions during his 20-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

Jason Hart is a managing director in the finance department at Harris Williams. He leads the firm’s finance team, including financial operations, financial planning and analysis, audit and regulatory reporting and financial information systems.

Jason has worked in accounting for more than 20 years, with experience across a range of industries and company sizes. Prior to joining Harris Williams, Jason spent 10 years in the audit practice of Keiter. He is based in our Richmond office.

__Education__: M.A. in Taxation from Virginia Commonwealth University; B.A. in Accounting from The University of Lynchburg; Certified Public Accountant; Certified Fraud Examiner.


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Managing Director

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

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

Tiff Armstrong is a managing director at Harris Williams. Having joined the firm in 1993, Tiff is a champion for the firm’s collegial and collaborative culture, commitment to excellence, and “one firm” mentality that have been quintessential to our success for more than 30 years.  He works across Industry Groups to ensure these core values are central to every interaction internally and externally. He advises the firm on deal selection and ensuring we engage on compelling opportunities. Tiff provides insight and guidance to the leaders at Harris Williams to ensure our people are well-positioned to provide the highest-quality service to our clients. 

Tiff has over 30 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. Tiff is based in our Richmond office.

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

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Pawan is a managing director in the Harris Williams Primary Fund Placement Group. Pawan 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

Kevin is a managing director in the Harris Williams Primary Fund Placement Group. 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

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Jen is a managing director in the Harris Williams Primary Fund Placement Group, 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

Scott is a managing director in the Harris Williams Primary Fund Placement Group. 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

Ted is a managing director in the Harris Williams Primary Fund Placement Group. 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

Ashley Van der Waag is a managing director of Harris Williams. She leads strategic and operational initiatives and our business optimization, compliance, operating support staff, and marketing teams. She is focused on creating efficiencies and differentiation across the firm and continuing to drive Harris Williams forward as a world-class M&A and private capital advisory firm.

Prior to joining Harris Williams in 2018, Ashley spent nearly 20 years at Credit Suisse, which included serving as the chief operating officer of global markets research. Ashley is based in our Richmond office.

__Education:__ B.S. in Commerce from the McIntire School of Commerce at the University of Virginia with concentrations in Finance and Marketing 


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Ignacio Martín-Chocano is a managing director in the Harris Williams Primary Fund Placement Group.

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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Rob Crampton is a director at Harris Williams in the firm's Healthcare & Life Sciences Group. He has experience advising clients across a range of focus areas, including pharma services, payor services, HCIT, and healthcare providers.

Rob has advised clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raises. He is based in our Richmond office.

__Education:__ M.B.A from the Tuck School of Business at Dartmouth and a B.A. in Economics and Political Sciences from Bates College

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Zarek Stafford is a director at Harris Williams in the firm's Industrials Group. He has experience advising clients in the industrial technology, diversified industrials, packaging, building products and services sectors.

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

__Education:__ B.S. in Finance from Virginia Polytechnic Institute and State University 

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John Chase is a director at Harris Williams in the firm's Business Services Group. He has experience advising clients in the professional and tech-enabled services, IT services, commercial and industrial services, and specialty distribution sectors.

He brings 15 years of experience to his work, beginning his career in management consulting before transitioning into mergers and acquisitions and strategic advisory assignments. John 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 and Spanish from the University of Richmond 

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Jeremy Zucker is a director at Harris Williams in the firm's Consumer Group. He has experience advising clients in multiple sectors across the consumer landscape, including health and beauty, apparel, footwear and accessories, home furnishings, pet food, and multi-site leisure.

Jeremy has over 10 years of experience advising clients on mergers and acquisitions, strategic advisory assignments, and capital raises. He is based in our London office. 

__Education:__ Masters in Management from ESCP Business School and B.A. in Economics from the University of Manchester

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Cam Cornwell is a director at Harris Williams in the firm's Consumer Group. He has experience advising clients in the food & beverage sector. 

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

__Education:__ M.B.A. from the Tepper School of Business at Carnegie Mellon University and B.S. in Economics from the University of Texas at Dallas 

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Jens-Uwe Spörl is a director 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

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Maury Nolen is a director at Harris Williams in the firm's Business Services Group. He has worked with companies in the professional services, commercial and industrial services, and specialty distribution sectors.

Maury has nearly five years of experience advising clients on mergers and acquisitions and strategic advisory assignments. He is based in our Richmond office.

__Education:__ M.B.A. from the Fuqua School of Business at Duke University and B.A. in Political Science from The George Washington University

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Ben de Fiebre is a director at Harris Williams in the firm's Technology Group, with experience across education technology, healthcare IT, human capital management, and real estate and property.

Ben has over five 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 University of Chicago Booth School of Business and B.S. from the University of Oregon; Member of the CFA Institute and holds the Chartered Financial Analyst designation; Member of the CAIA Association and holds the Chartered Alternative Investment Analyst designation

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

Christian has nearly six years of experience advising clients on mergers and 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 the College of William and Mary 

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Wilson Cecil 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, environmental services, and professional services.

Wilson has six years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raisings. He is based in our Richmond office. 

__Education:__ M.A. in Finance from the University of Virginia’s McIntire School of Commerce and B.A. in Economics from the University of Virginia 

Harris-Williams Bio-Crop Wilson Cecil

Mike Hagan is a vice president at Harris Williams in the firm’s Transportation & Logistics Group. He has experience advising clients on mergers and acquisitions and strategic assignments spanning the automotive and heavy‑duty aftermarket, third‑party logistics, transportation infrastructure, and aerospace and defense sectors.

His background also includes supporting strategic and operational initiatives, including prior roles as a product manager at AirBoss Defense Group and as an officer in the U.S. Army. Mike is based in our Richmond office. 

__Education:__ M.B.A. from Georgetown University McDonough School of Business and B.S. in Business Administration and Management from The Citadel Military College of South Carolina

Harris-Williams Bio-Crop Mike Hagan

Matt Roush is a vice president at Harris Williams in the firm’s Consumer Group. He has experience advising clients across the food and beverage landscape, including distribution, co-manufacturing, and branded products.

Matt has four years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raisings. Prior to entering finance, Matt served as a Judge Advocate in the U.S. Navy and held legal roles at Rolls‑Royce, advising on international trade, compliance, and complex business transactions. He is based in our Minneapolis office.

__Education:__ M.B.A. from the University of Notre Dame - Mendoza College of Business; J.D. from Indiana University Maurer School of Law; and B.S. in Marketing from Indiana University - Kelley School of Business

Harris-Williams Bio-Crop Matt Roush

Jackson Durham is a vice president at Harris Williams in the firm’s Technology Group. He has experience advising clients across the industrial software, supply chain and logistics, eCommerce enablement, and education technology sectors.

Jackson has over six years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raisings. He is based in our San Francisco office.

__Education:__ B.A. in Economics from the University of California, Berkeley

Harris-Williams Bio-Crop Jackson Durham

Jack Brant is a vice president at Harris Williams who works across all of the firm’s Industry Groups to deepen our relationships within the lender community.

Jack has over five years of investment banking experience advising clients on capital markets transactions. He is based in our Cleveland office.

__Education:__ B.S. in Finance and Economics from the Ohio State University Fisher College of Business

Harris-Williams Bio-Crop Jack Brant

Garrett Fox is a vice president at Harris Williams in the firm’s Consumer Group. He has experience advising clients across the consumer services, consumer products, and multi-site consumer sectors.

Garrett has over 10 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raisings. He is based in our San Francisco office.

__Education:__ M.B.A. from UCLA Anderson School of Management and B.A. in Finance from Southern Methodist University

Harris-Williams Bio-Crop Garrett Fox

Florian Riedel is a vice president at Harris Williams in the firm’s Healthcare & Life Sciences Group. He has experience advising clients across the healthcare and life sciences and technology industries.

Florian has over eight years of experience in the financial services industry and has advised clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raisings. He is based in our Frankfurt office.

__Education:__ Diploma in Mechanical Engineering from Technische Universitat Wien

Harris-Williams Bio-Crop Florian Riedel

Doug Gabbert is a vice president at Harris Williams in the firm’s Consumer Group. He has experience advising clients across sectors, including consumer products and services and industrial services. 

Doug has over four years of experience advising clients on mergers and 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 Administration at the University of Virginia; Master of Education (M.Ed.) from Vanderbilt University; and B.A. in Political Science and Government from Wofford College

Harris-Williams Bio-Crop Doug Gabbert

Chris Cerminaro is a vice president at Harris Williams in the firm’s Healthcare & Life Sciences Group. He has experience advising clients across the multi-site healthcare, pharma services, medical products, and payer services sectors. 

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

__Education:__ M.B.A. from the Kenan-Flagler Business School and B.A. in Business Administration and Management from the University of North Carolina at Chapel Hill

Harris-Williams Bio-Crop Chris Cerminaro

Andrew Mali is a vice president at Harris Williams in the firm’s Healthcare & Life Sciences Group, where he focuses on post‑acute care businesses.

Andrew has over eight years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raisings. He is based in our San Francisco office.

__Education:__ B.A. in Accounting and Finance from University of California, Irvine

Harris-Williams Bio-Crop Andrew Mali

Matt Crisafi is a director at Harris Williams in the firm's Industrials Group. He has worked with clients across several sectors, including building products and materials, specialty chemicals, industrial technology, and engineered equipment, products, and components. 

Matt 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 is based in our Richmond office.

__Education:__ B.B.A. and MAcc degrees in finance and accounting, respectively, from the College of William & Mary

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Gunnar Shaw is a director at Harris Williams in the firm's Technology Group. He has experience across the compliance solutions and supply chain, transportation, and logistics sectors.

Gunnar has nearly ten 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.A. in Engineering from Dartmouth College

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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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Group Head, Managing Director

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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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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Chuck Walter is a director at Harris Williams in the firm's Industrials Group. He has experience advising companies across the industrials industry, including packaging, distribution, logistics, advanced manufacturing, and services.

Chuck 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:__ M.B.A. from the Kenan-Flagler Business School at the University of North Carolina and B.B.A. in Finance from James Madison University

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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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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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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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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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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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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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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

Harris-Williams Bio-Crop Stephan Döring

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

Harris-Williams Bio-Crop 0005 0265 ZachLedwith

Regen Wallis is a director in the Harris Williams Capital Solutions Group, focused on providing a full range of secondary liquidity and private capital solutions.

Regen has over 15 years in investment banking including the evaluation and execution of new platform and bolt-on strategic acquisitions, minority investments and divestures across multiple portfolio companies and industry verticals, in private equity, and buy-side and sell-side M&A transactions in the technology and financial services sectors. He is based in New York.

__Education:__ B.A. in Administration and Finance from Texas McCombs School of Business; M.B.A. from Columbia Business School

HW-Sixpoint Bio-Crop RegenWallis

Thomas Tartaglia 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 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

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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