Harvey Mason

About Harvey Mason

Harvey is a Managing Director in Capstone Partners’ Financial Advisory Services (FAS) group. He is responsible for gathering market intelligence and performing business development activities for the group, as well as serving on key client engagements. He focuses on creating long-term growth through building relationships.With more than 25 years of professional experience helping business owners, investors, and management teams navigate transactions, capital raising, and performance improvement initiatives, as well as restructuring processes, Harvey is focused on understanding the varied needs of his clients and working with them to find the specific solutions that will allow them to capitalize on new opportunities or conquer their most complex business challenges.Over the course of his career at Capstone Partners, Harvey has provided transaction advisory, interim management, financial advisory, operational consulting, forensic, turnaround and restructuring, and insolvency services to clients across a wide range of industries. He has served as an interim senior-level executive at several clients in the roles of CEO, CRO, COO, CFO, Construction Manager and Controller.Prior to joining Capstone, Harvey worked at Argus Management where he specialized in providing interim management and financial advisory services. He began his career at PriceWaterhouse, in the Financial Services and Advisory group in Seattle, Washington. He later served as Senior Vice President for both KPMG and Mesirow Financial Consulting’s Corporate Recovery practice.

Experience

1. Managing Director

   Capstone Partners

   Jul 2012 — Present · Houston, TX, US

   Specializing in providing Transaction Advisory, Financial Advisory, Restructuring and Turnaround ServicesIn addition to serving clients, I\'m responsible for FAS business development activities, including overseeing the group’s direct source and outreach to private equity firms, law firms and financial institutions. Focuses on creating long-term growth through building relationships. With more than 30 years of professional experience helping business owners, investors, and management teams navigate transactions, capital raising, and performance improvement initiatives, as well as restructuring processes, I\'m focused on understanding the varied needs of his clients and working with them to find the specific solutions that will allow them to capitalize on new opportunities or conquer their most complex business challenges.Over the course of my career at Capstone Partners, I\'ve provided transaction advisory, interim management, financial advisory, operational consulting, forensic, turnaround and restructuring, and insolvency services to clients across a wide range of industries. I\'ve served as an interim senior-level executive at several clients in the roles of CEO, CRO, COO, CFO, Construction Manager and Controller.

Education

• University of Puget Sound

  Bachelor's degree, Accounting

  1991 — 1995

Skills

• Management Consulting
• Management
• Financial Statements & Analysis
• Internal Controls / Audits
• Budgets
• Finance
• Executive Management
• Team Leadership
• Strategic Planning
• Accounting
• Start Ups & Turnarounds
• Turn Around Management
• Integration
• Long Range Projections
• Financial Analysis
• Expense Management
• Forecasting
• Cost & Benefit Analysis
• Financial Modeling / Forecasts
• Corporate Finance
• Mergers
• Budgeting / P&L
• Business Strategy
• Mergers & Acquisitions
• Strategy
• Restructuring
• Due Diligence
• Change Management
• Mergers
• Expense Control
• Financial Modeling