Harris Williams

Harris Williams is led by co-CEOs Bob Baltimore and John Neuner, who guide the firm's strategic direction and maintain its culture of client service excellence.

This dual leadership structure reflects the firm's collaborative approach and commitment to continuity as it expands globally.

The firm's senior leadership includes experienced managing directors across key practice areas and geographies:

- Michael Kim serves as Co-Head of the Technology Group, leading one of the firm's core sector practices

• Sam Hendler, Managing Director, focuses on healthcare IT transactions and is based in the firm's Boston office
• Philipp Mohr and Mark Brune are Managing Directors contributing to the firm's European expansion and sector coverage

  With approximately 540 professionals globally, Harris Williams employs an apprenticeship model that enables junior bankers to work closely alongside senior professionals.

  The firm actively recruits Analysts and Associates, providing them with hands-on experience in business communication, strategic thinking, financial modeling, and client engagement throughout every phase of deal execution.

  This developmental approach ensures that team members gain the skills necessary to build successful careers in investment banking while delivering meaningful impact for clients.

Harris Williams is a global investment bank specializing in M&A and private capital advisory services, with approximately 540 employees serving clients worldwide.

Headquartered in Richmond, Virginia, the firm has established itself as one of the leading placement agents and advisory firms in the middle market, helping businesses unlock value through strategic transactions and critical milestones.

The firm operates with a client-centric approach, advocating for both sellers and buyers of companies across diverse industries.

Harris Williams combines deep sector expertise with global reach, enabling clients to navigate complex transactions with confidence.

The firm's advisory services span the full spectrum of M&A transactions, from sell-side and buy-side advisory to private capital solutions and strategic alternatives.

With a presence across North America, Europe, and Asia-Pacific regions, Harris Williams maintains a reputation for delivering sophisticated financial advice while maintaining a relationship-driven culture.

The firm's professionals work closely with management teams, private equity firms, and corporate acquirers to execute successful transactions that create lasting value.

Harris Williams provides comprehensive advisory services focused on two primary areas: M&A advisory and private capital solutions.

The firm's M&A practice encompasses sell-side advisory, buy-side advisory, and strategic alternatives across transaction sizes ranging from middle market to large-cap deals.

The team works with corporate clients, private equity sponsors, and family-owned businesses to execute strategic transactions.

In private capital advisory, Harris Williams offers capital solutions and fund placement services.

The firm recently announced plans to expand its service offerings through a merger with Sixpoint, which will enhance capabilities in capital solutions and primary fund placement.

This expansion demonstrates the firm's commitment to providing clients with a broader range of advisory services beyond traditional M&A.

The firm's industry-focused approach ensures that clients benefit from specialized sector knowledge and relationships.

Harris Williams organizes its capabilities around industry verticals, allowing deal teams to develop deep expertise in specific markets and leverage proprietary relationships with strategic and financial buyers.

This sector specialization enables the firm to provide more informed valuation perspectives and identify optimal transaction partners.

Harris Williams maintains a robust global footprint with offices strategically located across three continents to serve clients in major financial centers and industry hubs.

North American Offices:

• Richmond, Virginia – Headquarters
• Boston, Massachusetts – Technology and healthcare hub
• Charlotte, North Carolina – Regional coverage
• Chicago, Illinois – Midwest presence
• Cleveland, Ohio – Industrial sector focus
• Minneapolis, Minnesota – Upper Midwest coverage
• New York, New York – Financial center presence
• San Francisco, California – Technology and innovation corridor
• Washington, D.C. – Government and regulatory proximity

  European Offices:

• London, United Kingdom – European headquarters and primary European hub
• Frankfurt, Germany – DACH region coverage

  Asia-Pacific Coverage:

This global network enables Harris Williams to provide seamless cross-border advisory services while maintaining local market expertise and relationships across key regions.

Harris Williams has earned significant recognition within the investment banking industry for its advisory excellence and market leadership.

The firm received six industry awards, including two recognitions as Investment Bank of the Year, highlighting its reputation among peers and clients for executing high-quality transactions.

The firm's clients across industries generated strong buyer attention throughout 2023, demonstrating the steady appeal of high-quality businesses that Harris Williams represents.

According to the firm's 2024 Industry Outlooks, this buyer interest reflects both the quality of companies Harris Williams advises and the firm's ability to position clients effectively in the market.

Harris Williams is a registered broker-dealer and member of FINRA and SIPC in the United States.

The UK entity, Harris Williams & Co. Ltd, is a private limited company incorporated under English law, ensuring compliance with regulatory requirements across jurisdictions.

This regulatory standing, combined with industry recognition, reinforces the firm's position as a trusted advisor for complex M&A and private capital transactions.