Harbor View combines the best of Investment Banking and Management Consulting to help our clients see what’s possible and put them on the path to achieve their goals. We engage middle-market companies in the initial stages of their exit planning, craft a strategy that meets their needs, and see the deal through to completion. We also partner with private equity firms’ portfolio companies and internal M&A teams to build out better, more mission-aligned corporate development programs. 

Whether you’re a founder wanting to plan an exit strategy or a large company looking to improve your M&A program, Harbor View Advisors understands your challenges. Our leadership team has deep experience in the field, hailing from some of the largest and most respected management consultant firms and investment banks. We’ve worked with hundreds of clients around the globe since 2007, across several continents, spearheading effective, successful strategies for startup exits and corporate mergers and acquisitions. 

Our sellside and strategic consulting work primarily focuses on innovative companies within B2B Tech & Services, Fintech, Industrials, Financial Services, and Consumer. By specializing in those areas, we provide our clients with the right technical expertise and industry-specific knowledge to back it up. Although our buyside work tends to be industry agnostic, our firmwide sector expertise allows us to provide unique perspectives across industries. We add value to your planning and processes, offer insights that make sense for your company size and stage, align with your objectives, and elevate your overall strategy so that you have a clearly defined path to achieve what’s next. 

Read our 2022 Annual Report: https://harborviewadvisors.com/news-insights/cheers-to-15-years-harbor-views-2022-annual-report/

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FinTech

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Harbor View Advisors

Carolyn Mathis

Michelle Mccullough

The Analysis and Advisory Team at Harbor View Advisors supports middle-market companies and private equity portfolio firms by conducting in-depth financial analysis, market research, and strategic advisory services. The team provides critical insights and evaluations to inform exit planning, M&A strategy development, and corporate development programs, ensuring tailored and effective solutions that align with clients' goals and industry-specific nuances.

Analysis and Advisory Team

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