Ponte Vedra Beach, FL and Cambridge, MA – January 27, 2012 – Harbor View Advisors, LLC is pleased to announce the completion of Cass Information Systems’ (NASDAQ: CASS) acquisition of Waste Reduction Consultants, Inc. (WRC). Harbor View served as exclusive financial advisor to WRC in the transaction. In addition, Harbor View had previously worked with WRC through its Accelerator Program, advising the company on a variety of strategic initiatives to support its rapid growth. Terms of the deal were not disclosed. ...Read More

Ponte Vedra Beach, FL and Cambridge, MA – November 29, 2011 – Harbor View Advisors is pleased to announce that Advent Software’s acquisition of Black Diamond Performance Reporting has been selected as a finalist in three categories for the 10th Annual M&A Advisor Awards. The Advent/Black Diamond transaction was named as a finalist for Lower-Middle Market Transaction of the Year, Information Technology Sector Transaction of the Year, and Financial Services Sector Transaction of the Year. ...Read More

Ponte Vedra Beach, FL and Cambridge, MA – October 31, 2011 – Harbor View Advisors, LLC, a leading provider of boutique investment banking and strategic consulting services, has expanded its presence in the Boston market with the opening of its office at One Broadway in Cambridge, Massachusetts. Harbor View Partner, Douglas Melsheimer, will run the Cambridge office and will have primary responsibility for continuing to build Harbor View's presence in the Northeast. ...Read More

Ponte Vedra Beach, FL – June 1, 2011- Harbor View Advisors, LLC served as exclusive financial advisor to Black Diamond Performance Reporting LLC, a leading provider of web-based, outsourced portfolio management and reporting platforms for independent advisors, in its $73 million sale to Advent Software, Inc. (NASDAQ: ADVS). This successful transaction is the culmination of a three-year relationship between Harbor View and Black Diamond in which Harbor View delivered a variety of strategic consulting and advisory services. ...Read More