Harrison Steck

Questioner
DISC Type : c

Associate at CID Capital

Indianapolis, Indiana, United States

Overview

Harrison Steck is an Associate at CID Capital, focusing on sourcing and analyzing new investment opportunities. His background includes M&A deal advisory at KSM and complex securities valuation at Grant Thornton. He earned a Bachelor of Business Administration from Boston University and has passed the CFA Program Level I exam.

He appears to be a strong supporter of family and entrepreneurial ventures, publicly celebrating his brother-in-laws launch of a new advisory firm. His professional interests include following publications like the Harvard Business Review.

Unique fact: Harrison has specialized experience in valuing complex financial instruments, including contingent considerations and warrants with anti-dilution provisions.

Personality Overview

Price-Sensitive

Not Easily Convinced

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation.

Topics They Care About

Investment Analysis
His current role at CID Capital involves sourcing and analyzing new investment opportunities and monitoring portfolio companies.
M&A Deal Advisory
He gained significant experience in this area as a Transaction Advisory Senior Associate at KSM (Katz, Sapper & Miller).
Complex Securities Valuation
At Grant Thornton, he specialized in the valuation of complex securities, derivatives, and contingent considerations.

Media Appearances

Harrison has no verified media appearances

Work History

1-2026
Associate at CID Capital
6-2025 - 1-2026
Transaction Advisory Senior Associate | M&A Deal Advisory at KSM (Katz, Sapper & Miller)
4-2024 - 6-2025
Transaction Advisory Associate | M&A Deal Advisory at KSM (Katz, Sapper & Miller)
8-2022 - 4-2024
Strategy & Transaction Advisory Associate II | Complex Securities Valuation at Grant Thornton LLP (US)
8-2020 - 4-2021
Wealth Management Intern at Busey

Education

2018 - 2022
Bachelor of Business Administration - BBA from Boston University
2014 - 2018
High School Diploma awarded with distinction from Culver Academies

More Information

Social Presence :

Prographics :

Exp : 4 Location : Indianapolis, Indiana, United States Job Level : N/A Designation : Associate at CID Capital
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Insights For Selling To Harrison

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Harrison is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Harrison

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Harrison move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Harrison take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Harrison

Personality Compatibility


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