About HVA

Since Our Founding

Harbor View Advisors started with a straightforward idea: serve clients with dedication, expertise, and heart. Two decades ago, a small group of Wall Street veterans left the big city with young families and a vision—to build an investment bank beyond just the transactions.

From the start, our focus has been on helping founders and investors achieve beyond their goals. We combine disciplined M&A processes with creativity, hustle, and teamwork. Our practice teams are industry specialists that bring the analytical rigor of consultants together with the execution skills of investment bankers.

Today, we are recognized leaders in technology and services, delivering both sell-side and buy-side solutions with precision. What sets us apart is not just tombstones or awards—it is the impact we have on our clients. The high-fives, hugs, and sometimes tears that come with a successful transaction are what fuel our every day.

Based in Jacksonville, Florida, we have built a culture where people want to grow, collaborate, and excel. Our summer internship program is widely regarded as premier, attracting top talent, and our firm has been named a Best Place to Work six times and a Top 50 Middle Market Investment Bank in 2025.

At Harbor View, we strive to listen first, work tirelessly, and dedicate ourselves to being the common denominator in our clients’ uncommon successes.

Every day, we strive to facilitate a marketplace to reward our clients who take on great risk in building technology and services companies.


Differentiators

Human Impact

We know M&A isn’t just about numbers—it’s about people. The moments we remember most aren’t deal closings but the handshakes, hugs, and sometimes tears that come with helping clients reach life-changing milestones.

Lifestyle & Locale

We set out to bring Wall Street to Main Street—pairing world-class deal experience with a setting that values balance. At Harbor View, our team can build thriving careers in M&A while enjoying the lifestyle, community, and energy that Neptune Beach has to offer.

Talent Magnetism

Great teams don’t just happen; they’re built. Our internship program speaks for itself—with an exceptional conversion rate that proves Harbor View is where top talent wants to stay and grow.

Culture to Deliver

We value grit, creativity, and discipline. It’s a culture that demands the best of us while making room for authenticity and drive.

Awards

The Jacksonville Business Journal recognizes companies on the First Coast that create environments where employees feel engaged, supported, and inspired. As a six-time winner, we are proud to be recognized for fostering a culture where people love to work, even amid today’s evolving workplace challenges.
The Global M&A Network recognizes the achievements of influential dealmakers and leaders, outstanding firms, and the best growth-delivering transactions. We are honored to have received Deal of the Year twice, been named Boutique Investment Bank of the Year, and celebrate Carolyn Mathis for her recognition as Top USA Dealmaker of the Year, honors that reflect our team’s expertise and commitment to delivering exceptional results for clients.
Inc.’s Best Workplaces program celebrates organizations whose cultures meaningfully support employee welfare and needs. Honorees are recognized for elevating the employee experience through thoughtful benefits, engagement, and a deep commitment to their teams. We are proud to be named to this list for six consecutive years, a reflection of our ongoing dedication to building a workplace where people can thrive.
Grady Campbell’s Top 50 Investment Banks in the Middle Market™ recognizes firms making significant strides and setting new standards of excellence in the middle market. We are honored to be named to the inaugural list, reflecting our commitment to combining sharp market insight with value-driven strategic advisory and delivering exceptional results for clients.
Our story started with a simple commitment: to serve clients and build lasting relationships. Over the years, we have grown into a team that values collaboration, curiosity, and hard work. That same spirit shapes our culture today — a place where people can learn, contribute, and build meaningful careers. Take a look at our journey and explore opportunities to join us.
Careers