• Every Detail Counts.

    In managing the ownership transition of a closely-held company, the old adage that “the devil is in the details” is widely underestimated.

    At THE FORBES M+A GROUP, we are hyper vigilant about details – not only based on the merits of the phrase above but because, as our tagline reveals, we recognize the “deals” are also in those details. The best deals. The ones that offer the most strategic and financial value to all of the key stakeholders involved in the transaction.

Our diligent scrutiny of all types of deal-making details is a hallmark of how we approach each ownership transition process.

We fully grasp and internalize clients’ goals. [+]

We fully grasp and internalize clients’ goals.

Our senior advisors are former entrepreneurs, CEOs and corporate finance professionals. We know firsthand that transactions are about more than securing the best price, and that business owners also may care deeply about a deal’s impact on the company’s employees, customers, culture and brand. Our process centers around our clients’ multiple goals, ensuring a transaction that achieves them.

We understand clients’ businesses exhaustively and tell their stories meticulously. [+]

We understand clients’ businesses exhaustively and tell their stories meticulously.

We know that every business is unique, and we value our clients’ distinctiveness. At least two senior advisors work closely with each client through the duration of the engagement, striving to uncover and understand all of the factors that contribute to each client’s current success and future potential. This process grounds all value drivers, models, assumptions, industry data and storylines in the context of the company’s history and future. Our advisors develop a depth of knowledge, authority and passion equal to the client’s, enabling us to represent the business as well as the owner.

We design a comprehensive blueprint of each client’s best future. [+]

We design a comprehensive blueprint of each client’s best future.

Sellers need suitors to appreciate their company’s potential; buyers need confidence in the target company’s plan for growth. Our senior advisors have been involved in more than 100 strategic growth acquisitions, many of which completely transformed the companies involved by enabling them to exploit new opportunities. We have drawn on our insights to build a proprietary methodology for helping clients uncover new, high-value avenues for growth. As we bring these possibilities to light, we help our clients develop thorough, detailed plans for realizing them—ultimately enabling them to derive maximum value from the transaction.

We find ideal targets, not just easy ones. [+]

We find ideal targets, not just easy ones.

Too often, companies look to the obvious targets for transactions. Yet the ideal transaction partner often is far from obvious. We employ a unique and extensive process that captures the broadest universe of potential targets, including companies in other markets and geographies, and new and emerging firms. Our extensive research, networks and expertise enable us to identify the perfect companies within this universe, and bring them to the table.

We advocate fiercely for our clients. [+]

We advocate fiercely for our clients.

We are experts in negotiation dynamics and tactics, with hard won experience. We recognize that negotiating successfully requires flexibility and adaptability, as well as insight into when, where and how we can improve the terms of a deal. Throughout the process we represent our clients with passion and determination, ensuring that they secure the optimal deal based on their specific goals and circumstances.