Bringing the big picture into focus.

Harbor View combines the best of global investment banking and management consulting to help our clients see what's possible, and we work hard to achieve their goals. We provide sell-side and buy-side M&A advisory and strategic consulting to innovative companies, and specialize in the key industries of B2B Tech & Services, Fintech, Financial Services, Industrials, and Consumer. 

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HCM 2024 Outlook: Looking Ahead to More Robust M&A Activity

March 2024

  Our latest report highlights: Although 2023 M&A activity was lax, there were positive exceptions in core HR, specialized staffing (Healthcare), learning, and employee feedback Human capital management M&A appears positioned to regain momentum In 2024, we expect pent-up M&A demand, particularly in AI technology integration,[…]

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The 2022 Annual Report

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Our Recent Outcomes

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 are more than an investment bank or management consultancy. We engage with our clients in the initial stages of their exit planning, craft a clear strategy to meet their vision and see the transaction through to completion. Our global reach allows us to attract international partners, capital providers and prospective acquirers. 

Additionally, our buy-side advisory practice augments Private Equity firms and their portfolio companies, as well as Corporate Development teams, to provide a proactive strategy to source, engage, and execute on acquisitions.

Whether from the Sell-side or Buy-side, our aim is the same: provide comprehensive guidance that leads to the optimal outcome.

Wall Street to Main Street

Whether you are a founder wanting to plan an exit strategy or an acquirer looking to accelerate your M&A program, Harbor View Advisors understands your challenges and has likely solved for them before.

Our leadership team has broad experience in the M&A craft, hailing from some of the largest and most respected investment banks and management consulting firms. We have worked with hundreds of clients since our launch in 2008, spearheading great outcomes, one amazing client at a time.

Vertical and Niche Market Expertise

We focus on the verticals of B2B Technology & Services, Fintech, Financial Services, Industrials, and Consumer. Within each of these are multiple niche markets where our team has worked. By specializing in these markets, we are able to provide the right technical expertise along with industry-specific knowledge.

It Is Personal

Our firm’s core values are captured in our recruiting. We search for future investment bankers that are hungry, humble, and smart - traits that are core to our culture and how we work with our clients. Our teams are designed to serve our clients as they pursue the transformative transactions of raising capital, selling, or acquiring. Every engagement is unique, and we earn our client referrals one success at a time from outcomes that are often life-changing for our clients.

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