M&A is in our DNA. Whether an inflection point drives it within the company or changes in the marketplace, the decision to pursue a merger, acquisition or other liquidity events rarely follows a linear course. Drawing on decades of investment banking experience, Harbor View balances the needs of owners and stakeholders, while also keeping an eye on industry trends and market conditions.
The catalyst for pursuing a transaction vary as much as the underlying businesses. That’s why Harbor View takes a holistic approach to ensure that the path to liquidity melds with the business model, market landscape and owner objectives.
Harbor View guides company leaders through the entire M&A process, from the initial decision through the last steps of a deal. We draw on our industry insight and transactional expertise to determine the right course of action and work proactively to ensure the best outcome.
We help clients with every facet of the process, from market preparation and outreach to negotiation and due diligence.
Harbor View’s M&A clients typically have $10 million to $100 million in revenue and, in many cases, are still owned and managed by the founders or their families. These clients have developed tremendous expertise in their respective businesses, but they need clear and unbiased guidance on M&A. In many cases, our work starts with the question of whether M&A advisory is appropriate. We then examine all the variables at play to determine the best objective and craft a course of action to achieve it.
Although Harbor View’s leadership team has experience in a wide range of industries, our focus on B2B Technology & Services, Fintech, Financial Services, Industrials and Consumer services offer M&A clients in these verticals an additional edge. Our clients don’t need to bring us up to speed on their industries before the real work can begin; in many instances, we have orchestrated similar transactions and already have a pulse on that corner of the market. What’s more, because we have relationships with companies and advisors in these industries, we can provide our clients with the kinds of timely and nuanced insights they need to understand whether M&A is a viable option—and how to move ahead for the best outcome.
Contact Harbor View Advisors to discuss how we can help you navigate the entire M&A process.
