Katherine Carlo

Harbor View Advisors

Bringing the Big Picture Into Focus Harbor View combines the best of management consulting and investment banking to help our clients see what's possible, and put them on the path to achieve their goals. The Harbor View Advantage We're more than an investment bank or management consulting firm. We engage lower and middle-market companies in the initial stages of their exit planning, craft a strategy that meets their needs and see the deal through completion. We also partner with M&A teams to build out better, more mission-aligned corporate development programs. On both sides, our aim is the same: provide comprehensive expertise and guidance that reveals their ultimate potential -- and then outlines how to get there. Targeted experience 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, and has likely solved for them before. 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 since 2007, spearheading effective, successful strategies for startup exits and corporate mergers and acquisitions. Deep expertise Our strategic consulting, M&A and corporate development work primarily focuses on human capital management, fintech, staffing and professional services. By specializing in those areas, we're able to provide your organization with the right technical expertise and the industry-specific knowledge to back it up. We add value to your planning and processes, and offer insights that make sense for your company size and stage, align with your objectives and elevate your overall strategy so that you have clearly defined path to achieve what's next. Check out our 2022 Annual Report: https://harborviewadvisors.com/news-insights/cheers-to-15-years-harbor-views-2022-annual-report