![R. Harvey](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
R. Harvey
Founder at
CCSD Management Services Inc.
Net worth: 424 458 $ as of 31/08/2026
Profile
R.
Burton Harvey was the founder of Morgan Keegan Mezzanine Fund LP, founded in 2000, serving as Partner from 2000 to 2009.
Mr. Harvey is the founder of CCSD Management Services Inc., founded in 2009, serving as Managing Partner since 2009.
The current job is Manager at CCSD GP II LLC.
Former jobs include Director at Intermountain Drilling Supply Corp., Director at Employment Staffing, Inc., Director at Care Hospice, Inc. from 2013 to 2017, Director at i3 Verticals, Inc. from 2018 to 2025, Vice President at Bank of America Corp.
from 1994 to 1996, Principal at Banc of America Capital Management LLC, Vice President at Wachovia Bank Card Services, Inc. from 1988 to 1993, Senior Credit Officer at Sirrom Capital Corp from 1996 to 2000, Principal at Morgan Keegan & Co. (Private Equity), and Principal at Wachovia Securities, Inc. Education includes undergraduate and MBA degrees from the University of Tennessee.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
I3 VERTICALS, INC. 0.11% | 13/05/2025 | 11,285 ( 0.11% ) | 181 124 $ | 31/08/2026 |
i3 Verticals LLC
 i3 Verticals LLC Finance/Rental/LeasingFinance Provides credit and debit card transaction processing services 0.04% | 13/05/2025 | 11,285 ( 0.04% ) | 181 124 $ | 31/08/2026 |
| 13/05/2025 | 3,876 ( 0.02% ) | 62 210 $ | 31/08/2026 |
R. Harvey active positions
| Companies | Position | Start |
|---|---|---|
CCSD Management Services Inc.
 CCSD Management Services Inc. Investment ManagersFinance Capital Alignment Partners invests in lower middle market companies located in the United States with revenues ranging from USD 10 – 100 million and EBITDA ranging between USD 2 and 20 million. The firm focuses on companies operating in the fields of healthcare services, business services, and industrial services. It participates in MBOs, LBOs, growth capital, recapitalization, shareholder liquidity, ESOP, and balance sheet restructuring with an investment size of USD 5 – 40 million. The firm acquires controlling interest. | Founder | 01/01/2009 |
CCSD GP II LLC | Corporate Officer/Principal | - |
Former positions of R. Harvey
| Companies | Position | End |
|---|---|---|
| I3 VERTICALS, INC. | Director/Board Member | 14/11/2025 |
Care Hospice, Inc.
 Care Hospice, Inc. Medical/Nursing ServicesHealth Services Provides hospice care services | Director/Board Member | 01/01/2017 |
Morgan Keegan & Co. (Private Equity)
 Morgan Keegan & Co. (Private Equity) Investment ManagersFinance Morgan Keegan & Co. focuses on investments in established service and manufacturing companies. They do not invest in real estate, financial services or high-technology industries. The Morgan Keegan Mezzanine Fund provides mezzanine financing to small and mid-sized companies. Investments are used to finance buyouts, recapitalizations, strategic acquisitions and later stage growth and range from $1 million to $10 million. The Fund may make co-investments to complete larger transactions. Companies must have revenues of at least $10 million. The Fund focuses on established service and manufacturing companies and will not invest in real estate, financial services or high-technology industries. Preferred locations are the Southeast, Mid-Atlantic, Midwest and Southwest. The most common form of security used is subordinated debt with detachable warrants to purchase an equity ownership position. The Fund does not actively manage the businesses but does require a board seat or observation rights. Targeted maturity is 3 to 5 years. | Chief Investment Officer | 31/03/2009 |
Morgan Keegan Mezzanine Fund LP
 Morgan Keegan Mezzanine Fund LP Investment ManagersFinance Functions as an alternative investment manager | Founder | 01/01/2009 |
Sirrom Capital Corp
 Sirrom Capital Corp Investment Trusts/Mutual FundsMiscellaneous Provides loans to small businesses; finance co. | Corporate Officer/Principal | 01/01/2000 |
Training of R. Harvey
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
77
1st degree connections
14
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 14 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
Banc of America Capital Management LLC
 Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
Wachovia Bank Card Services, Inc.
 Wachovia Bank Card Services, Inc. Finance/Rental/LeasingFinance Bank office offering credit card services | Finance |
Sirrom Capital Corp
Sirrom Capital Corp Investment Trusts/Mutual FundsMiscellaneous Provides loans to small businesses; finance co. | Miscellaneous |
University of Tennessee
 University of Tennessee Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Keegan & Co. (Private Equity)
Morgan Keegan & Co. (Private Equity) Investment ManagersFinance Morgan Keegan & Co. focuses on investments in established service and manufacturing companies. They do not invest in real estate, financial services or high-technology industries. The Morgan Keegan Mezzanine Fund provides mezzanine financing to small and mid-sized companies. Investments are used to finance buyouts, recapitalizations, strategic acquisitions and later stage growth and range from $1 million to $10 million. The Fund may make co-investments to complete larger transactions. Companies must have revenues of at least $10 million. The Fund focuses on established service and manufacturing companies and will not invest in real estate, financial services or high-technology industries. Preferred locations are the Southeast, Mid-Atlantic, Midwest and Southwest. The most common form of security used is subordinated debt with detachable warrants to purchase an equity ownership position. The Fund does not actively manage the businesses but does require a board seat or observation rights. Targeted maturity is 3 to 5 years. | Finance |
Morgan Keegan Mezzanine Fund LP
Morgan Keegan Mezzanine Fund LP Investment ManagersFinance Functions as an alternative investment manager | Finance |
Intermountain Drilling Supply Corp.
 Intermountain Drilling Supply Corp. Engineering & ConstructionIndustrial Services Designs and manufactures drilling products | Industrial Services |
Employment Staffing, Inc.
 Employment Staffing, Inc. Personnel ServicesCommercial Services Provides staffing services | Commercial Services |
Wachovia Securities, Inc.
 Wachovia Securities, Inc. Investment Banks/BrokersFinance Provides security Brokerage services | Finance |
CCSD GP II LLC | |
Care Hospice, Inc.
Care Hospice, Inc. Medical/Nursing ServicesHealth Services Provides hospice care services | Health Services |
CCSD Management Services Inc.
CCSD Management Services Inc. Investment ManagersFinance Capital Alignment Partners invests in lower middle market companies located in the United States with revenues ranging from USD 10 – 100 million and EBITDA ranging between USD 2 and 20 million. The firm focuses on companies operating in the fields of healthcare services, business services, and industrial services. It participates in MBOs, LBOs, growth capital, recapitalization, shareholder liquidity, ESOP, and balance sheet restructuring with an investment size of USD 5 – 40 million. The firm acquires controlling interest. | Finance |
i3 Verticals, Inc.
 i3 Verticals, Inc. Packaged SoftwareTechnology Services Engages in the provision of integrated payment and software solutions | Technology Services |
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