R. Harvey
Director/Board Member at I3 VERTICALS, INC.
Net worth: 542 451 $ as of 30/04/2024
Profile
Mr. Harvey founded Capital Alignment Partners in 2009 and serves as the firms Managing Partner.
Prior to founding Capital Alignment Partners, Mr. Harvey was with Morgan Keegan & Company’s investment banking group, where he served as Principal in the Morgan Keegan Mezzanine Fund and its successor, the Morgan Keegan Strategic Fund.
In these roles, Mr. Harvey was responsible for sourcing, selecting, managing and exiting investments, as well as general fund management activities.
Prior to joining Morgan Keegan, Mr. Harvey worked with Sirrom Capital, a publicly traded Business Development firm, and its successor, Finova Mezzanine Capital, where he served in a variety of investment and credit-related positions.
Prior to Sirrom, Mr. Harvey worked in commercial banking serving in both marketing and credit-related roles at Bank of America and Wachovia Corporation.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
I3 VERTICALS, INC.
0.11% | 27/12/2023 | 11,716 ( 0.11% ) | 271 225 $ | 30/04/2024 |
i3 Verticals LLC
 i3 Verticals LLC Finance/Rental/LeasingFinance i3 Verticals LLC provides and develops payment and software solutions to small- and medium-sized businesses and other organizations in strategic vertical markets, such as education, non-profit, public, property management, and healthcare and to the business-to-business markets. The company was founded by Gregory S. Daily in December 2012 and is headquartered in Nashville, TN. 0.04% | 10/12/2020 | 11,716 ( 0.04% ) | 271 225 $ | 30/04/2024 |
| 13/02/2024 | 0 ( -.--% ) | - $ | 30/04/2024 |
R. Harvey active positions
| Companies | Position | Start |
|---|---|---|
| I3 VERTICALS, INC. | Director/Board Member | 17/01/2018 |
CCSD Management Services Inc.
 CCSD Management Services Inc. Investment ManagersFinance CCSD Management Services Inc. (Capital Alignment Partners) is a private equity firm founded in 2009 by R. Burton Harvey, Mark L. McManigal, and M. Lee Ballew. The firm is headquartered in Nashville, Tennessee. | Founder | 01/01/2009 |
| CCSD GP II LLC | Corporate Officer/Principal | - |
Former positions of R. Harvey
| Companies | Position | End |
|---|---|---|
Care Hospice, Inc.
 Care Hospice, Inc. Medical/Nursing ServicesHealth Services Care Hospice, Inc. provides routine, home care, general inpatient and inpatient respite care services. It represents the primary payer, with portion of reimbursements through medicaid, commercial insurance and private pay. The firm offers its services for hospice patients in Arkansas, Texas and Virginia. The company was founded by J. Brad Hunter in 1997 and is headquartered in Charlottesville, VA. | Director/Board Member | 01/01/2017 |
Morgan Keegan & Co. (Private Equity)
 Morgan Keegan & Co. (Private Equity) Investment ManagersFinance Founded in 1969, Morgan Keegan & Co. Private Equity is a private equity firm located in Nashville, Tennessee. The firm is a subsidiary of Morgan Keegan and Company, Inc. Their ultimate parent is Regions Financial Corp. (NYSE:RF) | Chief Investment Officer | 31/03/2009 |
Morgan Keegan Mezzanine Fund LP
 Morgan Keegan Mezzanine Fund LP Investment ManagersFinance Morgan Keegan Mezzanine Fund LP seeks investments in companies located in the United States with revenues of USD 10 million. The fund targets companies operating in the fields of manufacturing and consumer services. It provides financing for later stage, acquisitions, recapitalizations and buyout capital requirements with an investment size of USD 1 - 10 million. It takes a seat on the board of directors and also makes co-investments. | Founder | 01/01/2009 |
| Sirrom Capital Corp | Corporate Officer/Principal | 01/01/2000 |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | 01/01/1996 |
Training of R. Harvey
| University of Tennessee | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| I3 VERTICALS, INC. | Technology Services |
| Private companies | 11 |
|---|---|
| Banc of America Capital Management LLC | Finance |
| Wachovia Bank Card Services, Inc. | Finance |
| Sirrom Capital Corp | Miscellaneous |
Morgan Keegan & Co. (Private Equity)
Morgan Keegan & Co. (Private Equity) Investment ManagersFinance Founded in 1969, Morgan Keegan & Co. Private Equity is a private equity firm located in Nashville, Tennessee. The firm is a subsidiary of Morgan Keegan and Company, Inc. Their ultimate parent is Regions Financial Corp. (NYSE:RF) | Finance |
Morgan Keegan Mezzanine Fund LP
Morgan Keegan Mezzanine Fund LP Investment ManagersFinance Morgan Keegan Mezzanine Fund LP seeks investments in companies located in the United States with revenues of USD 10 million. The fund targets companies operating in the fields of manufacturing and consumer services. It provides financing for later stage, acquisitions, recapitalizations and buyout capital requirements with an investment size of USD 1 - 10 million. It takes a seat on the board of directors and also makes co-investments. | Finance |
Intermountain Drilling Supply Corp.
 Intermountain Drilling Supply Corp. Engineering & ConstructionIndustrial Services Intermountain Drilling Supply Corp. designs and manufactures drilling products. Its products include pipes, pumps, supplies for directional drilling supplies and diamond core drilling, drilling fluids, construction as well as reverse circulation and down the hole drilling. The company was founded in 1995 and is headquartered in Salt Lake, UT. | Industrial Services |
Employment Staffing, Inc.
 Employment Staffing, Inc. Personnel ServicesCommercial Services Employment Staffing, Inc. provides staffing services. The company was founded in 1987 and is headquartered in Shelby, NC. | Commercial Services |
| Wachovia Securities, Inc. | Finance |
| CCSD GP II LLC | |
Care Hospice, Inc.
Care Hospice, Inc. Medical/Nursing ServicesHealth Services Care Hospice, Inc. provides routine, home care, general inpatient and inpatient respite care services. It represents the primary payer, with portion of reimbursements through medicaid, commercial insurance and private pay. The firm offers its services for hospice patients in Arkansas, Texas and Virginia. The company was founded by J. Brad Hunter in 1997 and is headquartered in Charlottesville, VA. | Health Services |
CCSD Management Services Inc.
CCSD Management Services Inc. Investment ManagersFinance CCSD Management Services Inc. (Capital Alignment Partners) is a private equity firm founded in 2009 by R. Burton Harvey, Mark L. McManigal, and M. Lee Ballew. The firm is headquartered in Nashville, Tennessee. | Finance |
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