Founded in 2009, Halvard Partners was built around a clear idea: founder-led businesses deserve institutional-grade advisory quality. The firm has advised on manufacturing, industrial services, specialty chemicals, and distribution mandates with enterprise values from $15 million to $150 million.
About HALVARD
Fifteen Years of Principled Advisory
Our Team
All people shown are fictional personas created for demonstration use.
James R. Halvard
Founder & Managing Principal
22 years in M&A advisory with manufacturing and industrial depth.
Sarah K. Wentworth
Managing Director
18 years in banking and corporate development across middle-market transactions.
Core Principles
Senior-Led Process
Every engagement is led by principals from kickoff through close.
Buyer Network Depth
Long-developed relationships with strategic buyers, PE groups, and family offices.
Confidentiality First
Blind teaser discipline and NDA-gated disclosures at every stage.