Jay Houlihan
Executive Leader / Board Member | Growth Strategy / Organization Development / M&A | Software / Healthcare
Costa Mesa, California
Overview
Work Experience
Managing Director
2013 - Current
Harvey & Company is a principal investment and acquisition advisory firm that develops and executes acquisition strategies in partnership with private equity funds and acquisitive corporations. We assist in the development of investment strategies then source, evaluate and recommend proprietary transactions with specific target companies. Harvey & Company's principals have initiated more than 190 acquisitions, all as the advisor to the buyer. ➢ Conduct strategic buyside acquisition searches for private equity funds, growth capital investors, and acquisitive corporations ➢ Focus in various industry areas including software, Machine-To-Machine communications, Internet and energy
Harvey & Company is an investment banking company specializing in industrial and business services.
Managing Director
2013
➢ Manage co-investment program for both internal and external investors
Chairman Of The Board
2019
ExsoMed is focused on developing, manufacturing, and commercializing innovative technologies and products for minimally-invasive hand surgery. Exsomed was acquired by Acumed, a division of Coulter Medical in 2022. https://www.acumed.net/about/news/acumed-acquires-exsomed-to-enhance-its-portfolio-of-upper-extremity-solutions/
Managing Director - InnoCal II, L.P.
2001
InnoCal was a mid and growth stage direct investment fund focused primarily on technology oriented companies in software, healthcare, Internet and communications. InnoCal made 36 portfolio investments across two funds and in most cases, syndicated with other institutional investors. ➢ One of two Managing Directors with primary responsibility for fund management, portfolio investments and strategy, and investor relations. Also President of ICAL2, Inc. the management company of the fund. ➢ Central role in all aspects of deal flow generation, investment opportunity evaluation, due diligence, investment selection and portfolio company management ➢ Director of nine portfolio companies and took active role in management team mentoring, executive recruiting, strategy development, acquisition programs and financial planning ➢ Regular participant and speaker with industry groups in Southern California and active in all aspects of private equity community ➢ Experience in multiple markets including information technology/software, Internet, healthcare and services.
Former member-Advisory Board; FieldConnect, Inc.
2016 - 2022
FieldConnect, Inc., is a field service and project management software provider. FieldConnect was acquired by a private equity backed software consolidator in 2022.
Board of Directors Positions (over 22+ years of VC work)
1993 - 2015
Verbex Voice Systems • Continuous voice recognition technology and applications provider • Acquired by Nuance Communications Healthcare First • Preferred Provider Organization (PPO) for the workers compensation market • Acquired by Tufts Managed Care Medication Delivery Devices • Advanced infusion pump developer • Acquired by Baxter Healthcare Medical Data International • Leading medical device market publisher • Acquired by Elsevier Publishing Collagenix Pharmaceuticals • Bio-pharmaceutical developer of systemic treatment for periodontal disease • IPO & subsequently acquired by Purdue Pharmaceuticals LifeMasters Supported Self-Care • Technology enabled chronic disease management provider • Acquired by StayWell TriVida Software • Data mining and analysis software for corporate CRM networks • Acquired by BeFree TCI Software • Pricing, merchandising and inventory management software for retailers • Acquired by Retalix Accruent Software • Retail location and contract management software • Acquired by Vista Private Equity Arzoon Software • Multi-modal supply chain software • Acquired by Infor Software ITM Software • Business software applications for Chief Information and Chief Technology Officers • Acquired by BMC Software Siderean Software • Enterprise guided navigation and search software based on RDF technology • Acquired by OpenText Radia • Radio on a chip products for WiFi and other wireless applications • Acquired by Texas Instruments Mojix • Next generation digital signal processing for RFID and other wireless applications • Independent private company FieldConnect • A leading provider of mobile workforce solutions for field service and project organizations • Independent private company Axis AI • Develops and deploys artificial intelligence solutions for data extraction and analysis • Independent private company
General Partner - InnoCal, L.P.
1994 - 2003
➢ As General Partner played a key role in establishing InnoCal as a highly respected investor of choice in Southern California market. ➢ Initiatives included building deal flow generation program, PR program and community development. ➢ As General Partner led investments and/or held board seats for nine portfolio investments and took active role in management team mentoring, executive recruiting, strategy development and financial planning. ➢ Focus in several market areas including healthcare services, medical devices, healthcare information systems, software and the Internet.
Principal
1989 - 1994
➢ Director of 5 BCV portfolio companies in various segments of healthcare and information technology. Played central role in acquisition programs, executive team recruiting and financing and business strategy. ➢ Created and managed a firm-wide deal flow generation program to increase BCV’s visibility and deal flow in areas of interest such as selected segments of healthcare and information technology. ➢ Directed BCV’s entry into new areas of strategic focus such as environmental technologies. ➢ Due diligence support for BCV investments in companies including Parexel International, Broad Horizons, Medical Management of New England, Tektagen, Child Health Services, Healthcare First and others.