Our Story

Every partnership has a beginning

Our Team

Experienced Operators and Investors

Operators

Partnering with operators who bring deep domain expertise and are prepared to lead ownership transitions.

Investors

Partnering with long-term capital aligned with disciplined ownership and leadership continuity.

Intermediaries

A trusted partner for intermediaries navigating complex ownership transitions.

Entrepreneurship Through Acquisition

Backing first-time acquirers on their journey to business ownership.

Independent Sponsors

Partnering with operators who source and lead their own acquisitions.

Management-Led Transitions

Supporting existing leadership teams in acquiring and growing their businesses.

Insights
PARTNER WITH USFor succession-ready operators

Nate Wasson

Founding Partner, HalBar Partners

Experience

  • •Co-founder & Principal member of Alvearia
  • •Founding Member, Keiretsu Forum Chicago
  • •Sr. Managing Director, SVB Financial Group
  • •Family Office Practice Leader, Capital Group
  • •Managing Director, Bank of Montreal's US Private Bank
  • •Consultant and Senior Investment Manager, JPMorgan
  • •Chair, Board of Trustees, DuPage Foundation
  • •Founding Member, Chicago Philanthropy Roundtable

Education

  • •MBA, Yale School of Management – Asset Management
  • •BA, Valparaiso University

Biography

Nate Wasson is Co-Founder and Chief Investment Officer of HalBar Partners. Based in Chicago, Nate leads strategic fund initiatives related to the research and development of HalBar Partners' investment theses. He is responsible for investment management, impact strategy, and leadership of the firm. He also serves as a Co-founder and principal member of Alvearia* and Founding member of the Angel/VC group Keiretsu Forum Chicago. Nate's prior experience includes consulting with JPMorgan, Principal and Managing Director for Bank of Montreal's US Private Bank, developer of Capital Group's Midwest family office practice, and Senior Managing Director with Silicon Valley Bank. During his tenure developing investment platforms, strategies and office practice, he served as a subject matter expert in private equity, secondaries, impact investment potential and portfolio construction. Nate holds an undergraduate degree from Valparaiso University and an MBA from the Yale School of Management with a concentration in asset management, where he studied under Nobel Laureate Robert Schiller, David Swensen, and AJ Wasserman.

*formerly Midwest Family Office Forum