Harbor View Advisors
Overview
Harbor View Advisors is a boutique investment bank and management consultancy that specializes in providing sell-side and buy-side M&A advisory and strategic consulting services to innovative, founder-led companies in the middle market. The firm combines the analytical rigor of consultants with the execution skills of investment bankers to deliver comprehensive guidance throughout the transaction process. Their industry focus includes B2B Technology & Services, Financial Services & Technology, and Industrials. Established in 2007 by professionals from Goldman Sachs, Morgan Stanley, and Kearney, Harbor View Advisors has built a reputation for its dedication to client success and its ability to navigate complex transactions. The firm's leadership team has extensive experience in investment banking, strategic consulting, and CFO services, enabling them to offer a unique blend of expertise tailored to the needs of their clients. Their approach emphasizes a deep understanding of each client's business and objectives, ensuring that strategies are customized and effective. Over the years, Harbor View Advisors has been recognized for its contributions to the middle market, including being named to Grady Campbell's inaugural list of the Top 50 Investment Banks in the Middle Market in 2025. This recognition reflects the firm's commitment to excellence and its impact on the industry. With a focus on delivering value-driven strategic advisory, Harbor View Advisors continues to support clients in achieving their financial and strategic goals through dedicated service and expertise.
Investment Focus
- Innovative, founder-led companies in the middle market seeking M&A advisory and strategic consulting services
Portfolio Companies
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Frequently asked questions about Harbor View Advisors
What sectors does Harbor View Advisors invest in?
Harbor View Advisors invests in Industrials, B2B Technology & Services and Financial Services & Technology, and is based in Costa Mesa, United States. Harbor View Advisors is listed as a private equity in the ConnectSafely investor database.
What stage does Harbor View Advisors invest at?
Harbor View Advisors backs companies at Growth, Late Stage and Buyout.
Which regions does Harbor View Advisors invest in?
Harbor View Advisors invests across United States.
Who are the partners at Harbor View Advisors?
Team members listed for Harbor View Advisors include Steven Olmsted (Principal).
What companies has Harbor View Advisors invested in?
Harbor View Advisors's portfolio includes BELAY, Fully Accountable, Opteon USA, Equity Valuation Partners, James D. Hinson Electrical Contracting, GreenArrow and CAI Capital Partners.
How do I contact Harbor View Advisors?
Harbor View Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
