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

ontellus-2.png

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

ConnectYourCare

4714connectyourcarev2.png

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

zenith-water-street-beecken2.gif

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

omniclaim-equian.gif

EmpoweredBenefits

2928 EmpoweredBenefits NT

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

Healthcare Solutions

healthcare-soultions.gif

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

PMSI

pmsi.gif

Site Map

Privacy

Terms Of Use

Cookie Policy

Disclosures

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

Contact Us

Experienced Bankers

Analysts

Associates

Search for People, Insights, Transactions...

Retention Drives Demand

A Wealth of Opportunities

Healthcare Benefit Design

Buck: An Exemplar

Investor Considerations

Contacts

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 

bio-crop 0007 Michael Tuohey 02

Vice President

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

Harris-Williams Bio-Crop 0055 1715 KellyMcPhilliamy

Managing Director

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

Harris-Williams Bio-Crop michael-mahoney

Director

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

Harris-Williams Bio-Crop mkim 1

Group Head, Managing Director

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 

Harris-Williams Bio-Crop shendler 1

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

Harris-Williams Bio-Crop 0021 089 DanLinsalata

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

bio-crop 0009 Henry Frost 03

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

Harris-Williams Bio-Crop 0016 0133 GregWaller

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

Harris Williams Bio-Crop 0000 065 BryceWalker

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

Harris-Williams Bio-Crop 0098 0661 TaylorMorris

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

Harris-Williams Bio-Crop 0029 titterington brian-2

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

Harris-Williams Bio-Crop 0096 0690 NehaShah

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

Harris-Williams Bio-Crop 0101 0536 FrankMountcastle

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

Harris-Williams Bio-Crop 0085 0974 GrahamGillam

Anthony Basmajian is a managing director at Harris Williams in the firm's Business Services Group. He has deep experience advising clients in the IT services, technology enabled professional services, commercial and industrial services, and specialty distribution sectors.

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

__Education:__ M.B.A. from the Stern School of Business at New York University and B.B.A. in Accounting from the College of William and Mary

Harris-Williams Bio-Crop 0059 1621 AnthonyBasmajian

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

Harris-Williams Bio-Crop 0089 0914 BrianLucas

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

Harris-Williams Bio-Crop 0099 0596 DerekLewis

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

Harris-Williams Bio-Crop 0044 Erik Szyndlar-2

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

Harris-Williams Bio-Crop 88A4492 Priyanka

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

Harris-Williams Bio-Crop 0038 leed andy-2

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


Harris-Williams Bio-Crop mkeck1

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

He has nearly 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

Harris-Williams Bio-Crop 0004 0115 ThierryMonjauze

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.

Harris-Williams Bio-Crop 0001 0311 LukeSemple

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

Harris-Williams Bio-Crop 0102 0513 MattWhite

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.

Harris-Williams Bio-Crop 0025 0031 ChrisToussaint

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

Harris-Williams Bio-Crop 0082 1012 DrewSpitzer

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

Harris-Williams Bio-Crop 0012 158 CoreyBenjamin

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

Harris-Williams Bio-Crop 0057 1665 CharlesBusch

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

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

Keith Zukowski is a vice president at Harris Williams in the firm's Energy, Power & Infrastructure Group. He has experience advising clients across sectors, including environmental services and water and wastewater. 

With nearly half a decade of experience, Keith has worked on a range of sell-side and buy-side transactions across the energy, power, and infrastructure landscape. He is based in our Richmond office. 

__Education:__ M.B.A. from the Fuqua School of Business at Duke University; B.A. in English from the University of Richmond 

Harris-Williams Bio-Crop Keith Zukowski

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

Harris-Williams Bio-Crop Kiernan Somers

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

Harris-Williams Bio-Crop Daphne Solomon

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

Harris-Williams Bio-Crop Saajan Sappal

Matt Nye is a vice president at Harris Williams in the firm's Industrials Group. He has experience advising clients across sectors, including chemicals and specialty materials, industrial technology, building products and materials, and aerospace and defense. 

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

__Education:__ M.S. and B.B.A. in Accounting from James Madison University

Harris-Williams Bio-Crop Matt Nye

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 


Harris-Williams Bio-Crop 0001 0777 TreyShehan

Dan Savage is a director at Harris Williams in the firm's Industrials Group. He has experience advising clients across a broad range of sectors, including chemicals, industrial technology, packaging, specialty distribution, and aerospace and defense. 

Dan 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:__ M.B.A. from the Darden School of Business at the University of Virginia; B.S. in Business Administration from the University of Richmond

Harris-Williams Bio-Crop 0103 0484 DanSavage

David Hull is a vice president at Harris Williams in the firm's Energy, Power & Infrastructure Group. He has experience advising clients across sectors, including power equipment and technology, utility services, and telecom services. 

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

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

Harris-Williams Bio-Crop David Hull

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

Harris-Williams Bio-Crop 0043 Hilary King Web (2)

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 

Harris-Williams Bio-Crop 0007 0189 BillGreven

Jonathan Ferrell is a vice president at Harris Williams in the firm's Healthcare & Life Sciences Group. He has experience advising clients across sectors, including medical products, pharma services, and payers and payer services. 

Jonathan has over half a decade of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raises. He is based in our Richmond office. 

__Education:__ M.S. in Accounting from the McIntire School of Commerce at The University of Virginia; B.S. in Commerce from the McIntire School of Commerce at The University of Virginia  

Harris-Williams Bio-Crop Jonathan Ferrell

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

Harris-Williams Bio-Crop 0005 108 ShinikPatel

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

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

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

Harris-Williams Bio-Crop Tom Dunne

Daniel Drazen is a vice president at Harris Williams in the firm's Technology Group. He has experience advising clients across a range of focus areas, including data and information services, enterprise software, legal technology, architecture, engineering, and construction.

Daniel has over half a decade of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures and capital raises. He is based in our London office.

__Education:__ B.A. and M.Sci. in Natural Sciences from the University of Cambridge 

Harris-Williams Bio-Crop Daniel Drazen

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

Harris-Williams Bio-Crop PatrickFitzsimmons2

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

Harris-Williams Bio-Crop 0072 1240 SeanBielawski

Susie Choi is a vice president at Harris Williams in the firm's Consumer Group. She has nearly half a decade of experience advising clients across sectors, including branded consumer products, multi-site consumer services, fitness, and education.

Prior to joining Harris Williams, Susie led strategy and management as a district leader in a K-12 school network. She is based in our San Francisco office.

__Education:__ M.B.A. from the University of Chicago Booth School of Business; B.S. in Chemistry and Mathematics from the University of North Carolina 

Harris-Williams Bio-Crop Susie Choi

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

John Cunningham is a vice president at Harris Williams in the firm's Consumer Group. He has experience advising clients across sectors, including food and beverage and agribusiness.

John has nearly half a decade of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raises. Prior to joining Harris Williams, he worked in client-facing operational consulting and project management roles in the oil refining and chemicals industry. John is based in our Minneapolis office.

__Education:__ M.B.A. from the Darden School of Business at The University of Virginia; B.S. in Chemical Engineering from the University of Wisconsin-Madison

Harris-Williams Bio-Crop John Cunningham

Chris Smith is a Managing Director at Harris Williams in the firm's Aerospace, Defense & Government Services Group. He has extensive experience advising clients across sectors, including aerospace technology and products, aviation services, defense, government services, and space. 

Chris has over 11 years of experience at the firm, advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. Earlier in his career, Chris served as a naval aviator in the United States Navy where he flew the F/A-18 Hornet. 

__Education:__ M.B.A. from the Tuck School of Business at Dartmouth; B.S. in Chemistry from the U.S. Naval Academy

Harris-Williams Bio-Crop 0003 0073 ChrisSmith

Nick Crystal is a vice president within the Harris Williams Private Capital Advisory Group, focused on providing a full range of primary fund solutions.

Nick has more than six years of experience in private capital advisory. Prior to Harris Williams, he worked in investor relations and fundraising at a healthcare focused private investment firm. Nick is based in New York.

__Education:__ B.A. in Political Science and Government from the University of Southern California, where he was the captain of the men’s tennis team.

bio-crop 0006 ncrystal 1

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

Addison has more than six years of experience, beginning his career at Harris Williams as an analyst before working in private equity and returning to Harris Williams in 2022. He has advised clients on mergers and acquisitions and strategic advisory assignments. Addison is based in our Richmond office. 

__Education:__ B.A. in Economics from Sewanee: The University of the South  

bio-crop 0011 ajones 002

Rob Crampton is a vice president 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

bio-crop 0000 0855 RobCrampton

Colin Chapin is a vice president at Harris Williams in the firm's Technology Group. He has experience advising premier technology companies across sectors, including government, education, supply chain, and healthcare IT.

Colin 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 manager selection with a focus on alternative and private investments. Colin is based in our Boston office.

__Education:__ M.B.A. from Tuck School of Business at Dartmouth and a B.A. in Government from Hamilton College

bio-crop 0004 024 ColinChapin

Will Baker is a vice president at Harris Williams in the firm's Consumer Group. He has experience advising companies across sectors, including branded consumer products, food and beverage, and pet products and services.

Will has more than five years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures and capital raises. He is based in our London office.

__Education:__ B.A. in Finance from the University of Nottingham; Member of Institute of Chartered Accountants in England and Wales

bio-crop 0005 wbaker 1 full

Elliot Cave is a vice president at Harris Williams in the firm's Aerospace, Defense & Government Services Group. He has experience advising clients across sectors, including defense, government services, space, aerospace technology and products, and aviation services.

Elliot has six years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raises. Prior to his career in investment banking, he spent five years in the U.S. Army as an Arabic Linguist. Elliot is based in our Richmond office.

__Education:__ B.A. in Russian Language and Literature from Davidson College

bio-crop 0010 Elliot Cave 02

Jeremy Zucker is a vice president 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 nearly 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

Harris-Williams Bio-Crop jzucker1

Ted Casey is a vice president at Harris Williams in the firm's Consumer Group. He has experience advising clients across consumer product and service sectors, including consumer healthcare, residential services, and franchising.

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

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

bio-crop 0003 0247 TedCasey

Sebastian Poulsen is a director in the Harris Williams Private Capital Advisory Group, focused on leading a full range of primary fund solutions.

Sebastian has over seven years of experience in private equity, with prior experience including middle market primary commitments and co-investments across buyout, infrastructure, and venture capital funds, as well as management consulting. Sebastian is based in our London office.

__Education:__ MSc in Finance and Accounting and BSc in International Business from the Copenhagen Business School

Harris-Williams Bio-Crop 0005 spoulsen 1

Jen is a managing director in the Harris Williams Talent team. She is focused on talent management, executive coaching, ongoing education, and change management in order to drive Harris Williams forward as a world-class M&A and Private Capital Advisory firm. 

Before joining Harris Williams in 2017, Jen spent over 20 years serving in multiple senior HR/Talent leadership roles in the finance and tech industries. She is based in our Richmond office. 

__Education:__ M.A. in Interpersonal and Public Communication from Central Michigan University; BSc in Organizational Communication from Ohio University

Harris-Williams Bio-Crop 0733 JenBayat

Kel Wilburn is a vice president at Harris Williams who works across all of the firm’s Industry Groups to deepen our relationships within the private equity community. 

Kel has more than 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 Kenan-Flagler Business School at the University of North Carolina; B.A. in Economics and Environmental Sciences from the University of Virginia 

bio-crop 0002 0321 KelWilburn

Chris LaCroix is a director in the Harris Williams Private Capital Advisory Group, focused on providing a full range of primary fund solutions.

Chris has over 10 years of experience in investment banking and asset management, including asset raising, marketing, business development and investor relations. He is based in our New York office.

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

Harris-Williams Bio-Crop clacroix 1

Markus Schmalhofer serves as Managing Director, PCA Operations at Harris Williams. Throughout his career, Markus has held a number of senior finance and management roles, most recently serving in Chief Financial Officer roles for two premier financial institutions.

In his current role, Markus oversees the operations and integration of the Private Capital Advisory Group, which merged with Harris Williams in 2023. He is also responsible for PCA's financial planning and analysis, contractual relationships, and due diligence. Markus is based in our New York office.

__Education:__ Graduate Degree of Business Administration from Ludwig-Maximilians-Universität München; M.B.A. from Columbia Business School

Harris-Williams Bio-Crop 0010 mschmalhofer 1

Dainora Miliauskaite is a director in the Harris Williams Private Capital Advisory Group, focused on providing a full range of secondary liquidity and private capital solutions.

Dainora has experience executing a broad range of secondary transactions on behalf of institutional investors and private investment firms in EMEA such as continuation funds, tender offers, portfolio strip sales, direct co-investment placements and other GP-initiated transaction structures. She is based in London.

__Education:__ B.S.c. in International Business and Finance from Northeastern University; B.A. in Global Business with Transatlantic Studies from Dublin City University

Harris-Williams Bio-Crop dmiliauskaite 1

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

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

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

Harris-Williams Bio-Crop jabecassis 1

 Managing Director

James Gillan is a director in the Harris Williams Private Capital Advisory Group, focused on providing a full range of primary fund solutions.

He has over 10 years of experience in investment banking. Prior experience includes advisory sales, capital markets distribution, and hedge fund relationship management in the equities department of global bulge bracket investment banks. James is based in New York.

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

Harris-Williams Bio-Crop jgillan 1

Gunnar Shaw is a vice president 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

Harris-Williams Bio-Crop 0000 shaw gunnar-2

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

Rob 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 from the University of Richmond

Harris-Williams Bio-Crop 0070 1259 RobDevlin

Richard Furseth is a director at Harris Williams in the firm's Consumer Group, with experience advising clients in the food, beverage, and agribusiness sectors. 

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

__Education:__ M.B.A. and B.S.B. in Finance and Insurance from the Carlson School of Management at the University of Minnesota

Harris-Williams Bio-Crop 0034 Richard Furseth Web (2)

Ashley Van der Waag is a managing director and the chief compliance officer of Harris Williams. She leads the strategic initiatives of our compliance, operating support staff, marketing, and business optimization 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 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 


Harris-Williams Bio-Crop 0002 0306 AshleyVan derWaag

Chief Compliance Officer, Managing Director

<span style="white-space: pre;" data-slate-fragment="JTVCJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMkJ1c2luZXNzJTIwU2VydmljZXMlMjIlMkMlMjJkYXRhJTIyJTNBJTdCJTdEJTdEJTVEJTJDJTIyaXNWb2lkJTIyJTNBZmFsc2UlMkMlMjJkYXRhJTIyJTNBJTdCJTdEJTdEJTVE">Business Services

Select Activity

Human Capital Management Technology Q2 2023

Employer Health: Rising Interest in an Increasingly Relevant Subsector

Select Activity

Related Insights

Human Capital Management Technology Q2 2023

Employer Health: Rising Interest in an Increasingly Relevant Subsector