Phil Ivey
Chief Executive Officer at Crofton Capital LLC
Profile
Since founding Crofton Capital, Phil Ivey has led each of the firm's acquisitions in a role that has included substantial time working directly with management teams to help support company growth.
As a mergers and acquisitions advisor for 15 years prior to establishing Crofton Capital – most recently as Managing Director with Harris Williams & Co. (see note below) – Phil advised middle market clients in a range of sectors including industrial manufacturing, business services, distribution, technology, consumer products, and financial services.
As an M&A practitioner, he worked extensively alongside owner-operators of closely-held businesses, as well as private equity groups and executive teams of large corporations that were selling divisions.
In all these assignments, Phil enjoyed valuable insights into the philosophy and expertise of senior management teams across the gamut of business environments.
Prior to joining Harris Williams & Co. and helping to establish its Boston office, Phil was a Principal in the investment banking group of Tucker Anthony Sutro (now RBC Capital Markets).
His further experience includes KPMG Consulting (now BearingPoint, Inc.), where he was a consultant working with companies on operational and financial management improvements, and the institutional equities group of UBS Securities in London, England.
Phil earned an M.B.A.
with highest honors from the Kellogg School of Management at Northwestern University.
More recently, he was also selected as one of Boston Business Journal's annual “40 Under 40” award winners.
After growing up in England, where he earned a B.S.
from the University of Bristol, Phil has lived in the U.S.
since 1989, all but two of those years in the Boston area where he now lives with his wife and three children.
Phil Ivey active positions
Companies | Position | Start |
---|---|---|
Crofton Capital LLC
Crofton Capital LLC Investment ManagersFinance Crofton Capital LLC (Crofton Capital) is an independent private equity firm founded in 2009 by Phil Ivey. The firm is headquartered in Cohasset, Massachusetts. | Chief Executive Officer | 2008-12-31 |
Wave 2 LLC
Wave 2 LLC Recreational ProductsConsumer Durables Wave 2 LLC provides retailing services. The company was founded in 2016 and is headquartered in Los Angeles, CA. | Director/Board Member | - |
Former positions of Phil Ivey
Companies | Position | End |
---|---|---|
Harris Williams & Co.
Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA. | Corporate Officer/Principal | 2008-12-31 |
Tucker Anthony Sutro | Corporate Officer/Principal | 2000-12-31 |
UBS Securities Ltd. | Corporate Officer/Principal | - |
KPMG Consulting, Inc. | Corporate Officer/Principal | - |
Training of Phil Ivey
Northwestern University | Masters Business Admin |
University of Bristol | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
---|---|
Tucker Anthony Sutro | Finance |
Harris Williams & Co.
Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA. | Finance |
KPMG Consulting, Inc. | Commercial Services |
UBS Securities Ltd. | Finance |
Wave 2 LLC
Wave 2 LLC Recreational ProductsConsumer Durables Wave 2 LLC provides retailing services. The company was founded in 2016 and is headquartered in Los Angeles, CA. | Consumer Durables |
Crofton Capital LLC
Crofton Capital LLC Investment ManagersFinance Crofton Capital LLC (Crofton Capital) is an independent private equity firm founded in 2009 by Phil Ivey. The firm is headquartered in Cohasset, Massachusetts. | Finance |
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