Our Blog 

There are times when facts are crucial and there are times when opinions can make an impact. Our perspective pieces are straight from the hearts of the Harbor View team members. They are opinion-based and a medium for our teams to share personal perspectives. We encourage you to reach out to any of our team members for further discussion. A change in perspective changes everything.

HVA Blog Posts

State of the M&A Market – Q2 2024

March 29, 2024 — By John Mathis


P&C Insurance – Founder Options in 2024

February 19, 2024 — By John Mathis & Cameron Bruce


The Future of Sustainability Is Now

January 2, 2024 — By Anthony Sehnaoui


Paving the Way: Private Equity’s Shift to Lower-Middle Market Asphalt Investments

December 11, 2023 — By Nate Shepherd, Suzi Airheart & Shaan Patel


Riding the Green Wave: Sustainable Investing in 2024

October 6, 2023 — By John Mathis & Tatiana Lathion


Reconnecting in the City of Lights: IPEM 2023

October 2, 2023 — By Anthony Sehnaoui


Recent Learnings from Smaller RIAs

September 8, 2023 — By Doug Moffitt


Better M&A Through AI

August 8, 2023 — By John Mathis, Carson King & Ron McNatt


Cross-Border M&A and the Importance of Cultural Intelligence

July 25, 2023 — By Anthony Sehnaoui


Uncovering the Potential: Trends and M&A Insights in Industrial Recycling

June 23, 2023 — By Nate Shepherd, Suzi Airheart, & Shaan Patel


Buyers in the Spotlight: ACG DEALMAX Conference Insights

May 17, 2023 — By John Mathis & Carson King


Themes from the American Retirement Association’s Annual NAPA 401K Summit

April 17, 2023 — By Doug Moffitt


Human Capital Management – Learning in the Age of AI

March 25, 2023 — By John Mathis


Private Equity Survey Insights

February 13, 2023 — By Margaret McCormick


2023 M&A – Buyers Take the Reins

January 5, 2023 — By John Mathis, Carson King, Cameron Bruce


Robotics Maximize Workplace Efficiency as Labor Shortages Continue

August 3, 2022 — By Harbor View Advisors


The Tight Labor Market Drives Workforce Management Forward

July 27, 2022 — By Carolyn Mathis, Margaret McCormick, Nick Mignone, Bernard Neret


M&A Outlook – Curbed Enthusiasm

July 1, 2022 — By Carolyn Mathis


Wellness Solutions Attract Capital and M&A Interest, as Employee Wellbeing Remains Key

May 11, 2022 — By Carolyn Mathis, Margaret McCormick, Nick Mignone


Telecommunications Infrastructure Gains Momentum Following 5G Rollout

May 5, 2022 — By Nate Shepherd


Record-Breaking MortgageTech M&A Despite the Refi Calamity

February 25, 2022 — By John Mathis


Human Capital Management 2021: A Year in Review

February 24, 2022 — By Carolyn Mathis, Margaret McCormick, Nick Mignone


Supply Chain Fiasco Shows No Signs of Letting Up in 2022

February 9, 2022 — By Nate Shepherd


Some Recent Learnings from RIA Buyers

January 10, 2022 — By Doug Moffitt


Employee Experience Moves to the Forefront

October 26, 2021 — By Carolyn Mathis, Margaret McCormick and Nick Mignone


The “Why” Behind Acquiring an RIA

October 14, 2021 — By Doug Moffitt


Key Takeaways from FABTECH 2021

October 4, 2021 — By Nate Shepherd


Technology M&A – Wrapping Up 2021 with Momentum

September 22, 2021 — By John Mathis


The “Why” Behind Selling Your RIA

August 24, 2021 — By Doug Moffitt


The Age of the Unicorn: Fintech Explodes Out of the Gate in 2021

August 16, 2021 — By John Mathis


Spotlight On: Industrial Tech Services - Investor Demand Soars in the Facilities Maintenance and Design & Engineering Sectors

May 27, 2021 — By Nate Shepherd & Erica Richardson


HR Tech & Work Tech: Looking to the Past, Present and Future

March 15, 2021 — By Margaret McCormick & Carolyn Mathis


Digital Surge is Transforming InsurTech

February 3, 2021 — By John Mathis


VC Investments – Leading indicator for FinTech, M&A and a Unicorn ‘Blessing’ for 2021

January 19, 2021 — By John Mathis & Anne Zehil


ESG: Enormous Opportunity for Enabling Tech as Ethics and Profitability Align

November 16, 2020 — By Carolyn Mathis


Technology M&A – Regaining Pace: Add-ons Are Beginning to Add-up

October 5, 2020 — By John Mathis


ESG: The Broader Business Ecosystem

July 1, 2020 — By Jonathan D. Hollis


Musings on the post-COVID deal market – What now?

May 13, 2020 — By Carolyn Mathis


Navigating a Crisis – How Our Clients Are Responding

May 1, 2020 — By John Mathis


Through the Virus, Setting up for the New Normal - How private equity managers and their portfolio companies weather this crisis

April 4, 2020 — By Carolyn Mathis