Harborside Advisors is a single family office that consults for the profitable expansion of businesses. We partner with entrepreneurs, families, small businesses, and startups to help navigate growth while creating value and impact. We assume an executive leadership role acting as the organization’s chief investment and operating officers while teaming with and strengthening existing personnel and relations.

Our strategical process develops goals and objectives, while quickly identifying and improving weaknesses, investing smarter, realizing proficiencies and model building. With an exceptional record of driving and sustainable growth, our experience allows us to identify where profitability is best achieved while looking to stabilize underperforming aspects of a business. Harborside Advisors is a single family office that consults for the profitable expansion of businesses. We partner with entrepreneurs, families, small businesses, and startups to help navigate growth while creating value and impact. We assume an executive leadership role acting as the organization’s chief investment and operating officers while teaming with and strengthening existing personnel and relations.


Harborside Advisors is...

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Just a small town girl.

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- I'm obsessed with red shoes
- My iphone 7 is my lifeline
- frogs scare me
- I will do anything for a peppermint mocha
- I've never been on an airplane
- Mountain dew should be a food group

Our team has over five decades of merger and acquisition and investment experience. We specialize in seeking out synergistic partnerships and build a “hub and spoke” model that enables each business to build overall while maintaining individuality.

About Us

Kimberly Kozlowski

Founder, Harborside Advisors

Kimberly founded Harborside Advisors, a certified Minority BusinessEnterprise (MBE) and Women's Business Enterprise (WBE), in 2015.

Kimberly is the Chairwoman of the Board of GoGoMeds.com, a digital healthcare company providing telemedicine, diagnostics, and treatment services to patients in 50 states including Washington DC and Puerto Rico. GoGoMeds provides turnkey results for clients and serves as an end-to-end supplier to get healthcare solutions to market at an affordable price. Kimberly also holds a management role and investment in Vertex Solutions, a WBE, MBE and SBA affiliate that is an industry leader in delivering solutions through virtual and extended reality. Vertex has developed a specialty in aviation training which immerses users, reduces
training times and offers learning experiences to military and commercial partners. 

Kimberly’s latest project, UPZ Global, a green and visionary initiative, where the focus is on social and environmental concerns as well as commitments to corporate social responsibility and the impact on the environment.

Kimberly serves as President of the Women’s Prison Association, an advocacy and support organization for prison reform. She is also a Member of the Board of Visitors at the Sacred Heart University/Jack Welch College
of Business & Technology.

Kimberly has been selected to the Who’s Who of Women Business Leaders for 2022 and inducted into the into the Prestigious Marquis Who’s Who Biographical Registry.


Kimberly’s "Make a Difference" Article featured in Women Leaders Magazine.

We are proud to serve many industries!

Financial, Real Estate, Healthcare, Technology

We offer a broad spectrum of services and leverage our resources and relationships to help tech-forward companies of all sizes achieve their objectives across both private and public markets.

Giving Back

We encourage all of our employees to invest time, energy and resources into partnering with non-profit causes that have the same mission and values as we do.

WPA is the nation's first organization for women impacted by incarceration.

Our approach is personal. We address the root causes of systems involvement, analyze the data and focus on the nuances.

Founded in 1967, The Fortune Society’s vision is to foster a world where those who are incarcerated or formerly incarcerated will thrive as positive, contributing members of society. We do this through a holistic, one-stop model of service provision. 

Our continuum of care, informed and implemented by professionals with cultural backgrounds and life experiences similar to those of our participants, helps ensure success. We serve thousands of individuals annually via our expanding New York locations: our service centers in Long Island City, Queens and Morrisania, the Bronx, as well as several housing residences throughout the city. Our program models are recognized both nationally and internationally for their quality and innovation.

A small act of kindness – Giving back to Mother Earth each and every day.

UPZ Global’s mission is to be a visionary; pursuing a triple bottom line theory: profit, people, and the planet. UPZ Global seeks to commit to corporate social responsibility and its impact on the environment. UPZ Global’s main goals are to counter the landfill crisis by redirecting the transport and sorting of food waste, reduce the carbon footprint through the production of sustainable and compostable products, renewable energy production, empower and employ women, and comply with legislation that is moving toward a green, clean planet. 

Pilot Dogs help people who are blind or visually impaired achieve greater independence and mobility. Because of generosity of our donors, we are able to provide exceptional guide dogs, handler training, orientation & mobility training, on-campus housing, room and board, and so much more, all completely free for our students.

The Jack Welch College of Business & Technology educates leaders to make a positive contribution to the community and prepares them for success.

Our goal in this evolving complex global business environment is to nurture ethical reasoning skills, an entrepreneurial mindset, data and technology literacy, and global perspectives through student-focused  teaching, experiential learning and
impactful research.

Clean Water Initiative

The Everglades Foundation is the nation's only science-based non-profit dedicated to protecting and sustaining the Florida wetlands. The Everglades Foundation leads efforts to restore and protect the greater Everglades ecosystem for its irreplaceable environmental and economic value, including Florida's water supply which supplies clean water to nearly 9 million Floridians. The Everglades are also essential to critical sectors of Florida’s economy, such as real estate, tourism, and fishing.

 Expert Partnership

We’ll help you find the way—as a team. A good decision is based on knowledge, not just numbers.

Innovative

Our team is filled with subject matter experts. We provide a fresh objective backed by expertise in your industry.

People Focused

We are powered by people, so we work with a people-first perspective.

Data Driven

Good data is king. We have developed a proprietary, data-driven framework backed by the right insights to achieve your objectives. 

Proven Results

The best source of knowledge is experience. Our team has proven and repeated success creating and implementing growth strategies.

Our Roadmap

WHAT SETS US APART

Approach

Our investment process is designed to identify undervalued companies where we can provide fundamental improvement and growth by leveraging our network through synergistic partnerships.

Valuation

Given the rate at which the economic landscape changes and technology advances, a disciplined approach to research and valuation is critical to identify long-term investment opportunities and to mitigate risks. Valuation must be seen through the lens of “go forward” rather than “over the shoulder.” 

Timelines

We monitor the current investment climate while simultaneously resourcing a company to be the most effective and efficient in each of its growth stages, ensuring a smooth transition. 

Source of Capital

Team of accomplished entrepreneurs, business owners, operators, and investors 

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-HARBORSIDE ADVISORS-

Indianapolis, IN | Southgate, KY | Niceville, FL | Fort Lauderdale, FL | New York, NY | Nantucket, MA

Contact Us

3055 Harbor Dr, Suite 1002, Fort Lauderdale, FL 33316 | info@harborsideadv.com