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Interview with an Investment Banker: Carolyn Mathis of Harbor View Advisors

The “Interview with an Investment Banker” blog series features Chase Stuart, who interviews investment bankers working across a variety of industries, geographies and markets. This blog is the sixth interview of the series and summarizes Chase’s interview with Carolyn Mathis of Harbor View Advisors.

Carolyn is the CEO, Co-Founder and Partner at Harbor View Advisors. Harbor View focuses on software and tech-enabled services. Carolyn has more than 25 years of investment banking experience and focuses on the HR technology space.


Interview with an Investment Banker: David Modiano of City Capital Advisors

The “Interview with an Investment Banker” blog series features Chase Stuart, who interviews investment bankers working across a variety of industries, geographies and markets. This interview, conducted with J.C. Brown, is the fifth interview of the series and summarizes their interview with David Modiano of City Capital Advisors.

David is a Managing Director at City Capital Advisors where he focuses primarily in the Business Services, Consumer, Industrials and Technology sectors. In his nine-year tenure at City Capital, David has completed more than 25 mergers and acquisitions, recapitalizations and private placement transactions totaling in excess of $1B in transaction value. He has also historically led the firm’s outbound marketing efforts, as well as the firm’s hiring, training and recruiting responsibilities.


Interview with an Investment Banker: Aaron Sharp of DC Advisory

May 3, 2021
The “Interview with an Investment Banker” blog series features Chase Stuart, who interviews investment bankers working across a variety of industries, geographies and markets. This is the fourth in that series and summarizes Chase’s interview with Aaron Sharp of DC Advisory.

Aaron is a Managing Director at DC Advisory and has more than 15 years of Aerospace, Defense & Government Services investment banking experience. He has advised on dozens of M&A and financing transactions globally for public and private clients in the industry.


Interview with an Investment Banker: Brian Alas of Boxwood Partners

April 5, 2021 by Chase A. Stuart, Craig S. Ganter,
The “Interview with an Investment Banker” blog series features Chase Stuart, who interviews investment bankers working across a variety of industries, geographies and markets. This blog is the third of the series and summarizes Chase’s interview with Brian Alas of Boxwood Partners.

Brian is a Managing Director at Boxwood Partners, specializing in M&A advisory services. He has more than 12 years of experience providing advisory services to both private equity and strategic investors in a variety of sectors, including consumer products, transportation and logistics, and franchising.


Interview with an Investment Banker: Timothy Sznewajs of D.A. Davidson and Co.

The “Interview with an Investment Banker” blog series features Chase Stuart, who interviews investment bankers working across a variety of industries, geographies and markets. This blog is the second of the series and summarizes Chase’s interview with Timothy Sznewajs of D.A. Davidson and Co. J.C. Brown also participated in this interview.

Tim is a Managing Director and Head of Diversified Industrials Investment Banking at D.A. Davidson and Co., where he focuses on Infrastructure Services and Building Products & Construction Materials. He has served the lower middle-market in the infrastructure sector for nearly 20 years and is responsible for originating and leading numerous high-profile infrastructure industry transactions.


Interview with an Investment Banker: Steven M. Rathbone of Stout

February 3, 2021 by Chase A. Stuart, Brendan T. Gibson,
The "Interview with an Investment Banker" blog series features Chase Stuart, who interviews various investment bankers representing a variety of industries, geographies and markets. This is the first in that series and summarizes Chase's interview with Steven M. Rathbone of Stout.

Steven is a Managing Director in Stout’s Investment Banking Group. He has more than 17 years of experience providing investment banking, strategic advisory and corporate financial services, with a primary focus on sell-side mergers and acquisitions. He primarily serves privately held middle-market clients. Steven's expertise spans a wide range of industries but is primarily concentrated in Diversified Industrials (services and supply) and Automotive (tire/wheel distribution, manufacturing and service; parts distribution; automotive service; e-commerce).
 


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