Nathanael Shepherd

Managing Director

Harbor View Advisors LLC

Office Phone:

(904) 285-4278

Direct Phone:

(978) 835-0258


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Bio

Building on his nearly 25 years of Investment Banking and Private Equity experience, Nate leads Harbor View’s Industrial Tech practice. In his role, Nate advises clients in the Automated Solutions, Industrial & Related Services, and Traditional Industrial sectors helping business owners navigate the company sale, acquisition, and capital raise process. Prior to joining Harbor View, Nate was a Managing Director at BellMark Partners, a Boston-based middle market Investment Banking firm. At BellMark, Nate served clients in the Industrial and Business Services sectors providing sell-side and advisory services. Before joining BellMark, Nate co-founded TSG Equity Partners, a middle and lower middle-market private equity investment firm. At TSG, Nate was responsible for sourcing, investing, developing, and exiting mature and growth-staged companies. Nate received a Bachelor of Science degree from Roger Williams University studying Civil and Mechanical Engineering. He also earned a Master of Business Administration (MBA) with a focus on finance from Clark University, where he subsequently served on the Graduate School of Management advisory board. He holds his Series 63 and 79 licenses.

Education