


Harbor View Advisors
Investment, Funds and Trusts • Neptune Beach, Florida, United States • 21-50 Employees
Company overview
| Headquarters | 310 3rd Street, Suite 201, Neptune Beach, FL 32266, US |
| Phone number | +19042854278 |
| Websites | |
| SIC | 621 |
| Keywords | Industrial Technology, Investment Banking, Financial Services, It Services, Cfo Services, Professional Services, Staffing, Mergers & Acquisitions, Strategic Consulting, Human Capital Management, Corporate Development, Financial Technology, Financial Intelligence, Healthcare & Consumer |
| Founded | 2007 |
| Employees | 21-50 |
| Socials |
Key Contacts at Harbor View Advisors
Jonathan D. Hollis
Director | B2B Tech & Services
Margaret Mccormick
Director
Harbor View Advisors Email Formats
Harbor View Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@hvadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@hvadvisors.com | 100% |
About Harbor View Advisors
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’ and their portfolio companies 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 sell-side and strategic consulting work primarily focuses on innovative companies within B2B Technology & Services, Industrials, and Financial Services & Technology. By specializing in those areas, we provide our clients with the right technical expertise and industry-specific knowledge to back it up. Although our buy-side 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 2023 Annual Report: https://harborviewadvisors.com/news-insights/building-for-the-future-harbor-views-2023-annual-report
Harbor View Advisors revenue & valuation
| Annual revenue | $13,100,000 |
| Revenue per employee | $344,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment, Funds and Trusts industry and current estimated revenues | $41,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Harbor View Advisors has 12 employees across 4 departments.
Departments
Number of employees
Funding Data
Harbor View Advisors has never raised funding before.
Harbor View Advisors Tech Stack
Discover the technologies and tools that power Harbor View Advisors's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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