Harbor View Advisors

Bringing the big picture into focus.

Harbor View combines the best of management consulting and investment banking to help our clients see what’s possible, and put them on the path to achieve their goals. A change in perspective changes everything.

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Harbor View balances the needs of owners and stakeholders, while also keeping an eye on industry trends and market conditions.

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The Harbor View Advantage

We’re more than an investment bank or management consultancy; we engage lower and middle-market companies in the initial stages of their exit planning, craft a strategy that meets their needs and see the deal through to completion.

We also partner with M&A teams to build out better, more mission-aligned corporate development programs. On both sides, our aim is the same: provide comprehensive expertise and guidance that reveals their ultimate potential—and then outline how to get there.

Targeted experience

Whether you’re a founder wanting to plan an exit strategy or a large company looking to improve your M&A program, Harbor View Advisors understands your challenges and has likely solved for them before.

Our leadership team has a broad experience in the field, hailing from some of the largest and most respected management consulting firms and investment banks. We’ve worked with hundreds of clients since 2007, spearheading effective, successful strategies for startup exits and corporate mergers and acquisitions.

Deep expertise

Our strategic consulting, M&A and corporate development work primarily focuses on human capital management, Fintech, and professional and staffing services. By specializing in those areas, we’re able to provide your organization with the right technical expertise and the industry-specific knowledge to back it up.

We add value to your planning and processes and offer insights that make sense for your company size and stage, align with your objectives and elevate your overall strategy so that you have clearly defined a path to achieve what’s next.

Strategy leads to victory

Experience and expertise are valuable, but what sets Harbor View Advisors apart from the rest is how we effectively apply those qualities to teams and businesses. For instance, we created our Path to Liquidity and Catalyst for Corporate Development programs for entrepreneurs and M&A teams, respectively. These methodologies distill our learnings and then provide a strategic framework for navigating growth, overcoming challenges, and finding success. These processes, as well as our approach to strategic consulting and corporate finance intelligence and leadership, allow organizations to hone in on what’s important, and make smarter choices about how they spend their human and financial resources.

Learn more about Harbor View