Who We Serve

Experience in your industry - Harbor View’s leaders have extensive experience advising tech-enabled business services and software 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 HR Tech, Fintech, Professional Services, Financial Services, and Industrial Tech offers invaluable, industry-tailored advice every step of the way. Our team approach to client services allows us to provide differentiated advice and diligent execution for a variety of entrepreneur, private equity and corporate clients.

HR Tech   Fintech   Professional Services   Financial Services   Industrial Tech  

HR Tech

Technology is rapidly changing how companies recruit, retain and train talent. We have been at the leading edge of this change, helping companies navigate M&A deals in the HR Tech space. Specifically, in the areas of talent acquisition, employee experience and workforce management. Harbor View Advisors has worked with companies who provide solutions across the entire employee lifecycle and deliver their offerings through tech-enabled services or traditional services models.

Our key niche outcomes are in the areas of:

  • Talent Acquisition
  • Talent Development
  • Employee Engagement
  • Workforce Management



Before Fintech was a buzzword, Harbor View worked with technology companies focused on the financial technology space, including lending, insurance and risk management and wealth management. We bring decades of industry experience in the areas of mortgage technology, insurance, and banking and payments.

Our key niche outcomes are in the areas of:

  • Mortgage Tech
  • Wealth Tech
  • Risk Management
  • Consulting

Download our recent Mortgage Tech Report


Professional Services

Every day, companies are re-thinking how they deploy various technologies and evaluating the personnel needed for modernization and transformation initiatives. This has created extraordinary opportunities in several different markets for innovation and consolidation – and we are monitoring every move. Our specialized team has built robust relationships and deep market knowledge in verticals across the professional and IT services spectrum, and we have advised on a wide range of M&A transactions in staffing, consulting, and managed services.

We have achieved successful outcomes in the following areas:

  • Professional Staffing
  • IT Staffing
  • IT Staff Augmentation
  • IT Consulting
  • IT Services
  • Managed Services


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

Download our overview

Industrial Tech

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:

  • Industrial Products & Services
  • Niche Manufacturing & Logistics
  • Staffing & Workplace Safety
  • Automated Solutions
  • Data Capture & Analysis
  • Test & Measurement Offerings

Download our overview