Who We Are

Harbor View's leadership team has extensive experience in investment banking, corporate development, strategic consulting, and CFO services.

Harbor View first embarked on its entrepreneurial journey in 2007. As a small team of Wall Street veterans, we began with the idea of offering promising tech and tech-enabled companies strategic insight and expertise, typically available only to the largest firms. Through our combined experience as industry analysts, investment bankers and management consultants, we helped middle-market clients scale their businesses, and pursue acquisitions, public offerings and other liquidity events.

Our story, a history of helping

We soon realized that our expertise in preparing clients for these milestones also provided invaluable insights for guiding them through transactions. With that in mind, we launched our investment banking services in 2009 with a focus on clients in the Fintech, human capital management, staffing and professional services industries.

Today we provide a range of services at the intersection of consulting and investment banking. We partner with startup founders, the senior leadership of fast-growing companies, private equity firms and the M&A teams of global corporations. In every case, we draw from our 360-degree perspective to ensure our clients get where they want to go.

Meet Our Team