HR & Employee Benefits: Building Employee Well-Being

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

HR & Employee Benefits Article

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.

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

Zach has been with the firm since 2010, advising clients on a broad range of mergers and acquisitions and strategic advisory assignments including divestitures, capital raisings, and financings. He is based in our San Francisco office.

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

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Managing Director

Chris Rogers is a senior advisor at Harris Williams in the firm's Aerospace, Defense & Government Services (ADG) Group. He has deep experience advising clients in aerospace technology and products, aviation services, defense, and 
government services sectors.

Chris, who joined the firm in 2005, has over 20 years of experience working with clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. Earlier in his career, Chris served as an officer in the United States Marine Corps.

__Education:__ M.B.A. from Harvard Business School and B.S. in History, with honors and distinction, from the United States Naval Academy

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Senior Advisor

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

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James Clark is a managing director in the Harris Williams Healthcare & Life Sciences Group. He has extensive experience working with clients across a broad range of sectors, including providers, payer tech and services, pharmacy, outsourced provider services, medical products and devices, behavioral health, healthcare IT, life sciences tools, clinical lab services, and outsourced pharma services, as well as provider, pharma, and device distribution. 

James has been with the firm for nearly 20 years and has experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our Richmond office.

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

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Taylor Will is a director at Harris Williams in the firm's Healthcare & Life Sciences Group. He has worked with companies across the healthcare and life sciences landscape, with a focus on the medical products and devices and behavioral health sectors. 

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

__Education:__ B.S.B.A. in Finance from the University of Pittsburgh

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Director

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

Pete has nearly 10 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 B.S. in Physics from the University of Virginia

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Bob Baltimore is a managing director and co-chief executive officer at Harris Williams. During his 20-year history with our firm, Bob has advised hundreds of clients, helped build a successful industry practice, and served in a variety of leadership roles.

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

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

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

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Co-Chief Executive Officer, Managing Director

Matt Crisafi is a vice president 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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Vice President

Brad Morrison is a managing director at Harris Williams in the firm's Industrials Group. He has extensive knowledge of the industrials industry, with a particular focus on packaging.

Brad, who joined the firm in 2011, 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 Richmond office.

__Education:__ B.A. in Financial Economics and Philosophy from the University of Virginia

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

Jason has nearly 30 years of experience advising clients on a broad range of mergers and acquisitions and strategic advisory assignments, including divestitures, capital raisings, and financings. Jason joined the firm in 2012 and is based in our Richmond office.

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

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Group Head, Managing Director

Stephen Crawford is a vice president at Harris Williams in the firm's Healthcare & Life Sciences Group. He has experience advising clients in the consumer healthcare and provider services sectors. 

Stephen has over six years of experience advising clients on mergers and acquisitions and strategic advisory assignments. He is based in our San Francisco office. 

__Education:__ M.B.A. from the Stanford Graduate School of Business and B.A. in Finance from the University of North Carolina at Chapel Hill 

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

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

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

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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

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

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

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

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Sam Hendler is a managing director at Harris Williams and has extensive experience working with clients across a range of healthcare and technology sectors. He focuses his efforts in the healthcare IT space.

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

__Education:__ B.A. in Politics from Princeton University, magna cum laude; MBA from The Fuqua School of Business at Duke University 

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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

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

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

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

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

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

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

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Julien Oussadon is a managing director at Harris Williams in the firm’s Technology Group. He has extensive experience across the broader technology sector including, industrial software, cybersecurity, legal technology, compliance solutions, and financial technology.

Julien joined Harris Williams in 2018 and has over 18 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:__ B.S.B.A. in Finance and Management Information Systems from the Questrom School of Business at Boston University

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Andy Warczak is a director at Harris Williams in the firm's Consumer Group. He has experience in the food and beverage industry, including the food ingredients, produce, bakery, and distribution sectors with a focus on B2B businesses. 

Andy has over 15 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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Jenson Dunn is a director at Harris Williams in the firm's Industrials Group. He has extensive experience working with companies in the industrial technology; artificial intelligence / machine learning; automation and robotics; instrumentation and sensors; engineered equipment; components; and products sectors.

Jenson has more than 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 McDonough School of Business at Georgetown University and B.S. in Electrical Engineering from Johns Hopkins University

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

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

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

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

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

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

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Nick Owens is a managing director at Harris Williams in the firm's Healthcare & Life Sciences Group. He has extensive experience working with clients in the providers, payors and payor services, outsourced provider services, Healthcare IT, and outsourced pharma services sectors.

Nick has over 16 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures and capital raising. He is based in our Richmond office.

__Education:__ M.B.A. from the University of Chicago Booth School of Business and B.B.A from the University of Michigan Ross School of Business

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

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

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

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

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

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

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

Brian has nearly 15 years of experience advising clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financings, and capital raising. He is based in our San Francisco office.

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

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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 

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Daniel Wang is the head of Asia-Pacific and Sovereign Wealth Funds for Harris Williams. He began his investment banking career in 2001 with Lazard in their Consumer & Retail investment banking group in New York. Since then he has advised clients on a variety of mergers and acquisitions and strategic advisory assignments, as well as equity and debt financings. Daniel has extensive cross-border M&A experience having been based in New York, London, and Hong Kong.

Prior to joining Harris Williams, Daniel was a managing director with Citi. First based in London within Citi's EMEA Consumer & Retail investment banking group, then subsequently relocating to Hong Kong in 2013 with the firm. Most recently, he led Citi's Asia Pacific Consumer & Retail investment banking business with a significant focus on sourcing and executing U.S./Asia and Europe/Asia cross border transactions. Daniel is based in the firm's San Francisco office.

__Education:__ B.S. in Finance and Marketing from NYU's Stern School of Business

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Head of Asia-Pacific & Sovereign Wealth Funds, Managing Director

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

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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.

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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

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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

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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

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

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

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

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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

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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  

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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

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Luke Clifford 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 compliance technology, legal technology, enterprise software and IT services.

Luke has more than six 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:__ BSc in Economics from the London School of Economics and Political Science

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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

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

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

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

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Josephine O'Brien is a vice president within the Harris Williams Private Capital Advisory Group, focused on providing a full range of primary, secondary, and private capital solutions.

Josephine has over seven years of experience in private capital advisory across Europe. Prior to Harris Williams, she developed and maintained investor relationships, as well as led origination efforts and execution of primary and secondary mandates globally. She is based in London.

__Education:__ B.A. in Political Science from Trinity College Dublin

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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

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 

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 Managing Director

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

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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

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Phoebe Willis is a vice president at Harris Williams in the firm's Healthcare & Life Sciences Group. She has experience advising clients across the healthcare and life sciences sector, including behavioral services; consumer healthcare; and medical products and devices.

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

__Education:__ J.D. from the University of Virginia School of Law; M.B.A. from the Darden School of Business Administration at the University of Virginia; B.A. in History from the University of Virginia


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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

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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 


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Chief Compliance Officer, Managing Director

Jenne Griffin is a managing director and the chief information officer of Harris Williams. She leads the Technology and Operations teams, inclusive of the Real Estate portfolio. She is focused on bringing these teams together to enhance operational efficiencies, build scalable solutions, and differentiate with technology and space that drive Harris Williams forward as a world-class M&A advisory firm.  

Before joining Harris Williams in 2018, Jenne ran her own consulting group, served as the chief operating officer and regional director of a nonprofit, and held various technical and leadership roles at Genworth Financial and GE. Jenne is based in our Richmond office.   

__Education:__ M.B.A. from Virginia Commonwealth University and B.S. in Management Science and Information Technology from Virginia Tech 

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Chief Information Officer, Managing Director

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

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

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


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Chief Operating Officer, Managing Director

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

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

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

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

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Ryan Budlong is a managing director at Harris Williams, serving as co-head of the firm’s Consumer Group. He has extensive experience working with clients in several sectors including branded consumer products, consumer services, and retail and restaurants as well as food, beverage, and agribusiness. 

Ryan, who joined the firm in 2007, has over 17 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 San Francisco office.

__Education:__ M.B.A. from the Carlson School of Management at the University of Minnesota and a B.S. in Biology from Wartburg College


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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

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

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

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

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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

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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

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

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

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

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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

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Daniel Stelbrink is a vice president in the Harris Williams Healthcare & Life Sciences Group. He has worked with companies across the healthcare and life sciences landscape, with a focus on care services and multi-site healthcare providers. 

Daniel has more than 6 years of experience executing buy and sell-side mandates for private equity funds as well as strategic advisory assignments, such as fairness opinions and divestures for corporate clients. He is based in our Frankfurt office. 

__Education:__ MSc. in International Business and BSc. in Economics From the University of Maastricht

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

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

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

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Bill Greven is a vice president 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 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:__ B.A. in Economics from Middlebury College and MAcc in Accounting from the Owen Graduate School of Management at Vanderbilt University. 

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Chris Flight is a vice president at Harris Williams in the firm's Transportation & Logistics Group. He has experience advising clients in the automotive and heavy-duty aftermarket, third-party logistics, and transportation infrastructure sectors. 

Chris 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 Richmond office. 

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

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Patrick Fitzsimmons is a vice president 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, and environmental services.

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

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Robert Engelhardt is a vice president at Harris Williams. He has experience advising clients across sectors, including industrial technology, packaging, business services, and consumer products.

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

__Education:__ MSc in Management from ESCP Europe, France

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Ben de Fiebre is a vice president 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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Peter Creech is a vice president at Harris Williams in the firm's Consumer Group. He has experience advising clients across a variety of sectors, including branded consumer products, e-commerce, tech-enabled services, and multi-site consumer.

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

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