Cyrus founded Harbor Ridge Capital and leads all facets of the group’s M&A and capital raise activities, including managing transaction processes, client management and business development. Prior to Harbor Ridge Capital, Cyrus was a co-founder of Shackleton Equity, a middle market private equity group focused on acquisitions of distressed assets and companies in technology verticals. Prior to Shackleton, Cyrus was a private equity investor with Kayne Anderson Private Investors, a growth-oriented private equity fund with over $500 million under management. During his tenure, Cyrus was instrumental in the group’s execution of over 20 transactions, totaling over $300 million of invested capital, including transactions in IT solutions, software, and online marketing. Cyrus is licensed with Series 79, 82 and 63. Further he earned a B.A. degree in literature from the University of Southern California. In his off time, Cyrus enjoys cooking, outdoors activities including surfing, snowboarding, hiking, reading, and spending time with friends and family. Cyrus is also an avid auto enthusiast, and close follower of sports such as boxing and professional basketball.
Rushabh is responsible for primary industry research, in-depth financial analysis and supporting business development. This includes tracking several technology verticals within technology services and software. Previously, he worked at Molecular Finance, an LA-based technology startup focused automation of retail stock trading. Previous to this, Rushabh performed equity research for Dohmen Capital Research, as well as with DSP BlackRock. He was very active at UCLA and has lead multiple student organizations in areas of entrepreneurship, consulting and social work including founding The Bruin Review, and participating in the Bruin Hedge fund.
Rushabh graduated with a bachelors of arts in Economics. Rushabh’s interests include music production, playing the guitar, Fortnite, Chelsea FC, and the Freakonomics podcast.
Head of CFO and Controller Services
Kevin is responsible for supporting Harbor Ridge Capital’s Outsourced Controller & CFO Services. His primary focus is on providing accounting support and oversight to ensure companies have reliable and timely financial reporting, which can be used by business owners to manage their business and present a clear financial picture to potential buyers, investors, and other external parties. Prior to Harbor Ridge Capital, Kevin worked at multiple public accounting firms where he performed outsourced Controller & CFO services, audit readiness & due diligence support, financial statement audits of publicly traded companies, tax return preparation for partnerships & corporations, and accounting systems implementations. Kevin has worked extensively with privately held businesses in all stages of their lifecycle, from start-up to growth to exit, and ensures that the financial and accounting reporting meets the needs of business owners along the way.
Kevin earned a BS in Accounting from Miami (Ohio) University where he graduated magna cum laude. Outside of work, Kevin is an avid sports fan who enjoys playing basketball, soccer, and football.
Chief Compliance Officer of Ashland Securities
Charles is the President of Ashland Securities, the principal of Harbor Ridge Capital’s Broker Dealer. Prior to founding Ashland Securities, he was the president, founder and chief compliance officer of BA Securities, LLC. Established in 2010, BA Securities was one of the first independent broker-dealers designed to cater to independent Investment Bankers and Placement Agents. Charles successfully sold the company in 2016. Prior to founding BA Securities, he was a partner at Creative Financial Group, a 45-year-old wealth management firm which focused on strategic planning for middle market businesses and their shareholders. At age 25 he became the youngest Masters Qualifier in New England Financial’ s 174 year history. He has advised numerous closely held businesses with regards to risk management, capital structure, and strategic financial planning.
Charles received a B.S. in finance from Florida State University and was a member of the Golden Key and Phi Kappa Phi honor societies. Mr. Jordan holds Series 6,7,24,27,63,79 and 99 Licenses.
Linda is a senior advisor and consultant to Harbor Ridge Capital that specializes in aerospace and defense technology focusing on strategic planning and M&A advisory services. Previously, she spent 20+ years between Houlihan Lokey and Jefferies as a senior member of the Aerospace, Defense and Government Services teams. During her tenure, she was instrumental in building both practices, utilizing her technical and financial background to expand the client base and perform transactions for both large private equity firms and private/public companies requiring specialized knowledge of the aerospace and defense industry. In addition, her unique skill sets allowed representation for many of the large strategics, with their complex carve-out divestitures. Prior
to investment banking, Linda spent approximately 15 years with Raytheon where she held advancing
levels of responsibility in the engineering, program management and marketing organizations. Her last position at Raytheon, prior to leaving for an investment banking career, was the Director of Business Development for all of Army Land Combat in the Washington DC office interfacing with various government officials (both uniformed and civilian) inside and outside the Pentagon. During her career in engineering, she had many technical achievements including a patent and a number of published technical papers focusing on complex modeling for highly engineered aerospace and defense products. Linda Maxwell graduated with both B.S. and M.S. degrees in Mechanical Engineering from the Massachusetts Institute of Technology and an MBA from Harvard University.
Securities Products and Investment Banking Services are offered through Ashland Securities, LLC.
Supervised by the Home Office, located at 80 S.W. 8th Street, Suite 2000 Miami, Florida 33130. Phone Number 305-279-3176. Member FINRA SIPC. Please refer to BrokerCheck for more information about Ashland Securities, LLC. Harbor Ridge Capital and Ashland Securities, LLC are separate and unaffiliated entities.
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