FEBRUARY 3, 2025, NEPTUNE BEACH, FL – Harbor View Advisors is proud to announce that Nate Shepherd will become a Partner of the firm. Nate joined Harbor View over four years ago as Managing Director of the Industrials vertical. This partner appointment is a reflection of his contribution and his dedication to excellent value creation for clients and the firm.
Nate joined Harbor View with nearly 25 years of Investment Banking and Private Equity experience. He advises clients in the Industrial Technology, Industrials & Related Services, and Traditional Industrial sectors helping business owners navigate the company sale, acquisition, and capital raise process. Since joining the firm, he has been instrumental in building and scaling a highly successful vertical team, elevating the firm’s Investment Banking brand, and broadening its industry focus by leveraging his deep expertise from previous roles.
“Over the past four years Nate has been a driving force behind our firm’s growth and strategic vertical expansion, consistently demonstrating exceptional leadership and vision,” shared Carolyn Mathis, Partner. “His deep industry expertise and unwavering dedication have not only helped us achieve key milestones but also have set the foundation for continued success. As we look ahead, we see tremendous opportunities for growth, and we’re thrilled to have Nate by our side as we lead the charge.”
“I could not be more pleased to join the Harbor View Partnership.” expressed Nate. “When joining the firm, I was drawn to the quality and experience of the entire team, the firm’s commitment to growth and its vertically-focused model, and the relentless pursuit of service excellence. I was honored to be asked to become a Partner of the firm and look forward to my expanded role.”
As Partner, Nate will continue as the Industrials team lead and grow the Harbor View Advisors Investment Banking brand.
About Harbor View Advisors
Harbor View Advisors provides sell-side and buy-side M&A advisory and strategic consulting to innovative and founder-led companies. Our unique approach combines the strategic thinking of a consulting firm with the execution expertise of an investment bank to provide clients with the full spectrum of guidance they need to achieve their goals.
