Who We Are

Relationships are at the heart of everything we do.

We are here to help you and your family – to be men and women of service.  If we can’t help you, we will make every effort to introduce you to anyone we know in our network who may be able to help you, regardless if you are our client or not. 

That is what we’re all about – to be ‘of service’ – it’s our value proposition and core differentiator.

Chad Chadwick

Co-Founder, Senior Managing Director

Chad is responsible for overall management of the firm, including Deal Sourcing, Project Leadership, M&A Advisory and Capital Markets Advisory.

The industries he is most experienced with include:

  • Aerospace & Defense
  • Supply Chain & Distribution
  • Transportation – Truck & Trailer
  • Manufacturing
  • Infrastructure & Construction
  • B2B Services

Prior to founding Blue Harbor in 2018, he was with Commerce Street Capital, Morgan Stanley, and Credit Suisse. Prior to entering the financial services industry, he owned a diversified holding company with numerous consumer retail, energy, and commercial real estate investments. In the earliest phases of his career he was a Corporate Strategy Consultant with EDS, The North Highland Company and Arthur Andersen, LLP.

His undergraduate degree is from University of Texas at Austin, and he earned his MBA from Vanderbilt University.

Bill Ogle

Senior Managing Director

Bill is responsible for firm operations as well as Deal Sourcing, Project Leadership, M&A Advisory, Capital Markets Advisory, and Strategic Consulting Services.

The industries he is most versed include:

  • Technology
  • Manufacturing
  • Healthcare
  • Consumer Products
  • Retail / Restaurant
  • Franchise Operations

Bill came to Blue Harbor following a successful 10 year career as CEO for two technology companies, including one publicly traded.  Prior to that, he was the CMO for Motorola Mobility until it’s sale to Google, he was the CMO for Samsung North America, and the CMO for Global Operations at Pizza Hut, promoted following successfully launching Wing Street.  Prior to that he began his career with Sara Lee and Proctor & Gamble.

Bill earned his BBA in Marketing and Finance from University of Cincinnati, while also lettering in Varsity Football.