Who We Serve

Experience in your industry - Harbor View’s leaders have extensive experience providing sell-side advisory, buy-side advisory and strategic consulting to innovative companies on their comprehensive M&A strategy. While our methodology is guided by each client's unique situation and objectives, our track record working in B2B Tech & Services, Fintech, Financial Services, Industrials and Consumer offers invaluable, industry-tailored advice every step of the way. Beyond our sector-driven vertical approach, our firm is also committed to helping companies and entrepreneurs who are passionate about doing well by doing good. As individuals, sustainability stands at the core of our values; so naturally, as a firm, we want to assist impact-driven companies. Our mission is to make a difference for our clients, and whenever possible, for society too. Our work matters. Our team approach to client services allows us to provide differentiated advice, cross-border solutions, and diligent execution for a variety of entrepreneur, private equity, and corporate clients. 

B2B Tech & Services   Fintech   Financial Services   Industrials   Consumer  

B2B Tech & Services

Technology is rapidly changing the way companies manage human capital, engage in commerce, outsource critical functions and transform operations. At Harbor View Advisors, we have been at the leading edge of this change, helping to navigate transactions for companies in the B2B sector. Our experience ranges from Vertical SaaS to Human Capital Management and Sales & Marketing Solutions, Outsourced Professional Services, Staffing & Recruiting and IT Services. Our clients provide solutions across the B2B spectrum and deliver their offerings through SaaS or tech-enabled service models. 

Our key niche outcomes are in the areas of:

  • Human Capital Management Solutions
  • Sales & Marketing Solutions
  • Outsourced Professional Services
  • Staffing & Recruiting
  • IT Services
  • Vertical SaaS

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Recent
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Fintech

The FinTech sector continues to rapidly evolve, with M&A providing an accelerant to growth. Harbor View’s FinTech practice brings together decades of experience delivering remarkable outcomes for our technology and services clients. Our team serves founders and business owners seeking capital or liquidity, as well as both strategic acquirers and private equity investors with their sell-side and buy-side priorities. 

Our key niche outcomes are in the areas of:

  • Mortgage Tech
  • Wealth Tech
  • Banking & Payments
  • IT Services
  • Insuretech
  • Consulting

Download our overview Download our 2023 Annual Report

Recent
Outcomes


Financial Services

Industry Expertise that has ‘Walked in Your Shoes'

Consolidation and technology adoption in the Financial Services space is accelerating at a rapid pace. At Harbor View Advisors we combine decades of M&A expertise with industry operator experience. We have been in your shoes, and we know the market. We specifically focus on companies that specialize in Wealth Management/Wealth Tech, Insurance Brokerage/Insurtech, Retirement Plan Services, Specialty Finance, and Asset Management.

We work with companies that focus on:

  • Wealth Management/Wealth Tech
  • Insurance/Insurtech
  • Retirement Plan Services
  • Specialty Finance
  • Asset Management

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Industrials

Technology advancements are changing every facet of industrial production. Innovation has reshaped the way products are designed and manufactured, the way data is captured, analyzed and shared in real time, the way raw materials are sourced and the way finished goods are distributed. New technologies are also impacting the quality and delivery of services provided by a myriad of industrial and business service providers. 

The impact of these advancements is broad-based and wide-ranging. We are seeing increased automation and enhancements in logistics, processes and forecasting create efficiencies and improve productivity, output, quality, and workplace safety. These transformational advancements have led to growing interest from investors and acquirers, increasing both investment and consolidation.

We work with companies that focus on:

  • Facility & Site Services
  • Environmental Solutions
  • Testing, Inspection & Certification
  • Manufacturing & Distribution
  • Data Capture & Analysis
  • Tech Enabled Solutions

Download our overview  Download our Whitepaper Download our 2023 Annual Report

Recent
Outcomes


Consumer

In the Consumer products & services space, value creation is predicated on innovation, distribution and scale. Whether you are looking to acquire or sell a business, we can expand your domestic and cross-border reach and find the best possible partner for your business. We know your market, and our operating background enables us to frame the issues that matter most while mitigating your execution risk.

We work with companies that focus on:

  • Beauty & Personal Care
  • Fast-Moving Consumer Goods
  • Food & Beverage
  • Health & Wellness
  • Luxury
  • Pet

Download our overview Download our 2023 Review & Outlook Report