BIG ENOUGH TO SERVE, SMALL ENOUGH TO CARE
LET US BE
NorthView Advisors is a full-service, lower-middle-market focused, investment bank that prides itself in establishing and maintaining meaningful, personal relationships with its clients and investors.
What We Do
Provide capital raising and company sale advisory services to established and emerging lower-middle-market companies.
To be the trusted advisor, counselor, and partner to our client companies’ executives, owners, directors, and stakeholders.
A hands-on approach in providing top-notch, bespoke advice. We advise our clients as though their companies are our companies; as if our success depends on their success… because it does.
Who We Work With
Up and to the Right
Companies experiencing phenomenal growth – we help you finance that growth or capitalize and monetize from it.
Companies struggling to meet certain financial metrics or covenants; as a result, they have been labeled “problem child” accounts. We get our hands dirty in these situations and help provide the catalyst to change a problem into a solution.
If you and your current partner, lender, or stakeholder aren’t seeing eye to eye, it may be time to make a change. We get involved in these unfortunate situations to help find the right replacement or takeout option available.
Clients at a Crossroad
Companies at an operational or financial junction looking for the right partner to help guide them through it.
We work with revenues between $10-500MM+; although we will consider those outside of that range depending on their unique situations.
Our DNA consists of senior professionals with diversified skill sets and extensive transactional experiences that consistently deliver superior results for our clients.
Clients we consider Partners.
Our Value Add
We focus on a small number of clients, which ensures our full commitment to providing the highest quality level of services to each situation.
Owner Objectives are top priority. Our goal is to find the right deal for the right situation at the right time.
We provide dedicated senior-level attention to each transaction from beginning to end.
We strive to exceed expectations with both the quality of the service and outcome of the transaction.
The NorthView team delivered everything we could have asked for. Despite a nearly impossible situation for a newly founded, 2-year-old trading company, in a global economy and financial markets crippled by the pandemic, these guys got it done. It was a tall task given all of the macro-, micro-, and to some degree, the company-specific variables, but NorthView got us the deal we needed when we needed it and we couldn’t be happier.
[NorthView] always had my best interests in mind and their ability to manage the transaction, particularly during COVID-19, was instrumental to our success.
I would highly recommend that anyone looking to sell their business, engage with Northview – you’ll get a transparent, capable, and honest partner if you do.
I want to thank [NorthView] so much for your efforts in closing our deal so quickly. You treated our company as if it was yours until we signed the final documents. We could not have done it without you. You went to bat for us many times, always looking out for our best interest, and I really want to thank you for that. I recommend [NorthView] to anyone struggling as a small business to find the right banking or investment partner.
Fidelity Fuels and Specialty Products
We launched our re-fi process coincidentally at the beginning of the COVID-19 pandemic. The Morcon team interviewed a number of investment banking firms and Northview, namely JT Schroeder, stood out very quickly above the rest. Northview led and managed the process, including communicating with all parties involved. JT did a masterful job. In the end, we couldn’t be more pleased with the outcome and I highly recommend Northview/JT Schroeder as an investment banking partner.
Their expertise in running a formal process on our behalf, negotiating the nuances of a transaction, and overall hands-on, professional approach were invaluable to our success.
Atlanta Electrical Distributors, LLC
They were very much hands on throughout the entire process and were instrumental in assisting to get the transaction closed.
Huntington Business Credit
From our initial introduction to the company to the closing of the credit facility, both JT and Paul remained actively engaged. Everyone benefited from their experience.
Not only did they get us a more efficient and cheaper facility with better advance rates, but they also helped manage the process all the way through closing and beyond, which allowed our team to focus on our business as opposed to the financing.