A boutique approach. Institutional execution.

Our Services

Whether it is improving existing operations, creating liquidity for owners or growing through acquisition, it helps to work with someone who knows your industry and has done it all before — and many times over.

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Our Approach

We bring together the expertise and precision of investment banking and management consulting to confidently guide our clients through exits, acquisitions, and capital raises with clarity and results.

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RECENT OUTCOMES
BELAY Acquired Fully Accountable

Harbor View Advisors is proud to announce that our client, BELAY, the leading provider of flexible staffing solutions, acquired Fully Accountable, a premier outsourced accounting firm known for delivering specialized financial services to eCommerce and digitally native brands.

RECENT OUTCOMES
Opteon Acquired Equity Valuation Partners (EVP)

Opteon USA (“Opteon”), a global leader in valuation services and appraisal technology, has acquired Equity Valuation Partners (EVP), and its family of companies. As one of the largest appraisal firms globally, this acquisition expands Opteon’s U.S. footprint and accelerates its technology transformation across residential and commercial valuation services.

RECENT OUTCOMES
James D. Hinson Electrical Contracting Acquired by GreenArrow

Harbor View Advisors is excited to announce that James D. Hinson Electrical Contracting ("Hinson") has been acquired by GreenArrow, a portfolio company of CAI Capital Partners. This acquisition strengthens GreenArrow’s position as a leading provider of transportation electrical infrastructure services, now serving four major regions of the United States.

Our Recent Outcomes

Our track record speaks through results. Explore recent engagements that highlight the outcomes we have delivered and the value we bring to our clients.

Recevied A Strategic Investment From

Acquired

Acquired by

WHO WE SERVE

B2B Tech & Services

About this Industry

Technology is reshaping how businesses operate, from managing talent to outsourcing critical functions and transforming operations. At Harbor View, we partner with B2B companies at the forefront of this shift—providing M&A advisory and strategic growth support across sectors. Our clients deliver value through tech-enabled service models and SaaS platforms that power modern enterprises.

sub-sector focus
Human Capital Management Solutions
Sales & Marketing Solutions
Outsourced Professional Services
Staffing
Recruiting
IT Services & Digital Transformation
Vertical SaaS
WHO WE SERVE

Financial Services & Technology

About This Industry

‍‍Financial Services and the technologies that enable them are rapidly evolving. At Harbor View Advisors, we combine decades of M&A expertise with industry operator experience. We provide industry insight that has ‘walked in your shoes'. Our team advises founders, operators, strategic acquirers, and private equity investors, helping clients navigate complex transactions and capitalize on growth opportunities.

sub-sector focus
Wealth & Asset Management
Retirement
Insurance
Tax & Accounting
Specialty Finance
FinTech
WHO WE SERVE

Industrials

About THIs Industry

The industrial sector is evolving as companies seek to deliver products and provide essential services with greater efficiency, reliability, and data-driven scale. Within industrial services – spanning maintenance, installation, and field services – rapid consolidation is creating opportunities for those with specialized expertise, strong execution, and geographic footholds. This evolution is also reshaping traditional industrials and accelerating the adoption of industrial technology, from automation and tech-enabled solutions to advanced analytics.

sUB-SECTOR FOCUS
Environmental Solutions
Facility & Site Solutions
Manufacturing & Distribution
Tech Enabled Solutions
Testing , Inspection, Certification & Compliance (TICC)
Utilities & Telecom

Insights

Stay up to date with the latest news, insights, and perspectives shaping our industries of focus.
Explore expert analysis, market trends, and company updates all in one place.

Navigating Consolidation in Appraisal Management

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Buy-Side Outlook: Investors Searching for More Acquisitions

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HCM Outlook: A Comeback Quarter

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IT Services & Digital Transformation Outlook: AI, Cloud, and Cybersecurity Mandates Continue to Drive M&A

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