YOUR COMPASS TO SUCCESS
What We Do
Our Firm
NorthView Advisors has been solving capital needs since 2014. Our services include:
- Principal investment partnership providing commodity trade finance solutions for our domestic and global partners
- Full-service investment bank serving global lower-and-middle-market companies.
Our Mission
Be the trusted advisor, counselor, and partner to our client companies’ executives, owners, directors, and stakeholders.
Our Approach
A hands-on approach providing top-notch advice. We advise our clients as though their companies are our companies; as if our success depends on their success… because it does.
Our Firm
NorthView Advisors has been solving capital needs since 2014. Our services include:
- Principal investment partnership providing commodity trade finance solutions for our domestic and global partners
- Full-service investment bank serving global lower-and-middle-market companies.
Our Mission
Be the trusted advisor, counselor, and partner to our client companies’ executives, owners, directors, and stakeholders.
Our Approach
A hands-on approach providing top-notch advice. We advise our clients as though their companies are our companies; as if our success depends on their success… because it does.
Our Value Add
We ensure our full commitment providing the highest quality level of services to each situation.
We provide dedicated senior-level attention to each transaction from beginning to end.
We strive to exceed expectations with both the quality of our service and the transaction outcome.
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.
Conexus Metals LLC
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
[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.
Regal Software
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.
Morcon, Inc.
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
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.
Eagle Pipe LLC
They were very much hands on throughout the entire process and were instrumental in assisting to get the transaction closed.
Huntington Business Credit
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.
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.
