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  • Josh Rovner

Why Harris Williams for Investment Banking? / Overview of Harris Williams


Overview


Harris Williams is a middle market investment bank that focuses on M&A advisory services. Harris Williams has built a very strong presence in the U.S. middle market technology sector and is often the bank of choice for middle market software companies.


Harris Williams is owned by PNC Financial Services, which offers a variety of financial solutions for individuals, small businesses, and large corporations.


Harris Williams was named the best private equity M&A investment bank in 2022.


Harris Williams Overview


Remember that in order to craft a great answer to the common question "Why this Firm?", it's your responsibility to read articles and speak with employees. If you are interviewing with Harris Williams, you should make sure you know:

  • 1 deal that the investment banking group has done

  • 1 person at the firm (ideally someone who would have influence over your recruiting process)

  • 1 business model-specific detail to mention


We articulate how you can answer this question thoughtfully in our Investment Banking Course. We also cover all technical and qualitative information you need to get a top investment banking offer.



Big 3 Qualitative Questions




Selected Transaction


Harris Williams served as an advisor to healthcare company Lifemark through its sale to Canadian pharmacy chain Shoppers Drug Mart.

  • Transaction Description: Shoppers Drug Mart Inc., a subsidiary of Loblaw Companies Limited (TSX: L), agreed to acquire Lifemark Health Group. from Audax Management Company, LLC.

  • Transaction Value: C$845M

  • Transaction Date: Closed May 2022

  • Press Release


Fact Sheet


Harris Williams Logo


  • Company Name: Harris Williams

  • Description: Harris Williams, an investment bank specializing in M&A advisory services, collaborates as one firm to advise and advocate for clients through critical milestones and during the lives of their business to strategically create value

  • Bank Category: Middle Market

  • Ticker: Harris Williams is not publicly traded

  • Founded: 1991

  • Employees: 200

  • Chief Operating Officer: Paul Poggi

  • Headquarters: Richmond, USA


Resources


Harris Williams Glassdoor