What We Do


NorthView has extensive experience structuring and placing equity, debt, and alternative forms of financing in the lower-middle-market.

Buy and Sell-Side M&A

We advise lower-middle-market companies undertaking a transformative transaction, representing both buy-and sell-side.



We provide financial advisory assistance for specialized and critical situations that require a unique expertise and personal attention.


NorthView specializes in both advising and raising capital for lower-middle-market companies across all verticals of the industries we serve. The Principals of NorthView have raised in excess of $2 billion in various industry sectors since 2010.

Whether your company is seeking to enter a new vertical, finance an acquisition, further develop your current asset base, refinance or restructure your business, and anything in-between, our team’s capital formation strategies stem from a consultative approach where we work side-by-side with both clients and investors to create and structure comprehensive, beneficial capital solutions for all parties involved — all while keeping the lowest cost of capital available to your company.

These mandates typically include:

– Private Equity / Institutional Sponsorship

– Leveraged Buyout Scenarios

– Management Buyout Scenarios

– Mezzanine / Bridge Financings

– Joint Venture Funding

– Asset-based Lending

– Refinancing

While we handle our part, you continue to focus on what you do best—running your company and delivering on your planned growth leading up to and as a result of the capital base.

Our # 1 goal is helping you raise the capital you need quickly and under the best terms available.

Buy and Sell-Side M&A

Our team has fostered both personal and business relationships around the globe in financial and capital markets. When merging with another company, buying a strategic complementary business to grow your existing company, or monetizing your current business, choosing the right advisor is a very important decision, which is why NorthView is the right team to steer you towards success.


In almost every circumstance, yes. A Harvard study shows that advisors create price premiums of 27% to 37% for sellers of private companies.

NorthView offers companies a unique value proposition by providing them with independent advice that is backed by our long-lasting relationships with strategic partners and our deep understanding of the complexities that arise during these transactions.

Whether clients are emerging or established, public or private, we approach each mandate in a professional and collaborative manner, resulting in the most beneficial outcome available.


We have proven our ability to add significant value as both an advisor and participant in unique situations.


  • Restructuring and Bankruptcy Advisory and Oversight
  • Operational Advisory
  • Strategic and Financial Advisory
  • Joint Venture Structuring
  • Recapitalization Advisory
  • Going Public / Going Private Transactions
  • Interm CRO / CEO Responsibilities
  • Board Membership and/or Oversight

NorthView is often employed by a company’s executive team, shareholders, and/or stakeholders to oversee restructuring, both operational and financial, in specialized situations, many of which are distressed. Some of our clients are going through formal bankruptcy processes, while others need to be refocused or corporately restructured to allow for new or continued growth.

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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.

Mark Teroerde
Conexus Metals LLC
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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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[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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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.

Joseph Raccuia
Owner/President & CEO
Morcon, Inc.
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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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