Our Approach

You want to work with an Advisor that:

Truly understands and immerses themselves in your situation.

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Takes the burden of a time-consuming process off your plate.

Dedicates experienced senior leadership to address the need.

Delivers an exceptional level of service and quality results that you can count on.

“Our Approach is to provide the best-in-class, personalized advice and transactional services that you can trust.” – JT Schroeder

How We Work

Step 1

Listen and Learn

It all starts with a conversation. We want to get to know you as much as you want to know us.

Step 2

Analyze and Understand

We request some initial information to analyze in determining whether or not the “ask” is doable given market conditions and company-specific situation.

Step 3

Evaluate and Guide

We provide a high-level evaluation of the materials provided giving guidance on:

  1.  whether we can help,
  2.  under what potential terms the market will bear, and
  3.  better understand the company’s owners, officers, and stakeholders sensitivities to both.
Step 4

Engage and Prepare

Assuming there is mutual interest to partner with one another, we get out hands dirty in collecting diligence information, preparing marketing materials, and strategically introducing the opportunity to prospective interested parties.

Step 5

Address and Advise

We work directly with prospective partners answering questions, guiding their review, and framing potential terms of a transaction. A lot of work is put into this step to ensure that the process has little to no need for day-to-day input from the client and that potential partners share a mutual interest in doing the right transaction for the Company.

Step 6

Recommend, Close, and Consult

Consult and Close. Our ultimate goal is to pair clients with the right partner under the best terms available.

Here we get very consultative and advise clients based on the proposals in hand with the goal of a smooth closing and post-transactional relationship.

Our job isn’t done with the signing of a term sheet, nor with the closing of a transaction. We see closing through to the end and continue to provide advice to clients long after a deal is done.

Our reputation relies on it.

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[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.

Kofi Conduah
Founder & CEO
Regal Software
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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.

Xan Difede
President & CEO
Fidelity Fuels and Specialty Products
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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.

Kevin Kester
Former Owner/CEO
Atlanta Electrical Distributors, LLC
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There's never a better recommendation than repeat business, and in fact, we re-engaged with them to assist us with other financial initiatives and they were equally impressive and helpful.

Brandon Dewan
President & CEO
Eagle Pipe LLC
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They were very much hands on throughout the entire process and were instrumental in assisting to get the transaction closed.

Matt Simon
Senior Vice President
Huntington Business Credit
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The Northview team did everything they promised from day one. Through every step of this process, JT and Northview went well above and beyond what we were looking for in an advisor; we could not have asked for a better partner in this process.

Josh Ellingburg
CFO, Vista Pipe & Supply LLC
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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.

Charlie Cunningham
Director, BMO Harris Bank
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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.

Joseph Konis
President, Master Pipe Distribution Company LLC
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