Harbor View Advisors Welcomes Industry Veteran, Nate Shepherd, to Their Investment Banking Arsenal

Investment Banking

November 2020 — By Harbor View Advisors


Ponte Vedra, FL – November 2020 – Harbor View Advisors is proud to announce that T. Nathanael Shepherd (Nate) has joined the leadership team as a Managing Director.  Nate brings nearly 25 years of Investment Banking and Private Equity experience, working with middle market companies across multiple industries, with particular expertise in Tech-Enabled Business Services. 

“We are thrilled to welcome Nate to Harbor View. We’ve had the privilege of working with Nate for many years in his role on the Board of Vesta Property Services, a long-standing Harbor View client,” shared Carolyn Mathis, partner. “We have always been impressed with Nate’s sharp intellect, extensive experience and relentless commitment to successful outcomes for the companies he serves. He is an excellent addition to our leadership team.”

Prior to joining Harbor View, Nate was a Managing Director at BellMark Partners, a Boston-based middle market Investment Banking firm. At BellMark, Nate served clients in the Industrial and Business Services sectors. Prior to joining BellMark, Nate co-founded TSG Equity Partners, where he spent 17 years investing in lower middle market companies within Niche Manufacturing, Added Value Distribution, Applied Technology, and Branded Product and Service Businesses. Nate received a Bachelor of Science degree from Roger Williams University and a Master of Business Administration (MBA) with a focus on finance from Clark University. He holds Series 63 and 79 licenses.

Outside of Harbor View, Nate serves on the boards of multiple non-profit and for-profit organizations including the Fieldstone Foundation, Red Acre Foundation, Clark University Graduate School of Management Advisory Board, and Vesta Property Services. He previously sat on the board for Andover.net, Katahdin Industries, and the Vermont Teddy Bear Company. He enjoys hiking, skiing, and fly fishing in some of the most pristine waters throughout the United States.

Connect with Nate on LinkedIn or on our website.

About Harbor View Advisors

Harbor View combines the best of investment banking and management consulting to help our clients see what's possible, and we work hard to achieve their goals. A change in perspective changes everything. We serve software-centric and technology-enabled clients in the middle market.  Learn more harborviewadvisors.com.