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
Experienced practitioners bringing sector perspective, disciplined execution, and long-term client partnership.
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.
Operating Model
Coverage Model
Senior professionals remain directly involved from kickoff through close.
Governance Cadence
Weekly operating calls and milestone gates keep decisions moving.
Reporting Standard
Concise, decision-focused updates tailored for principals and boards.