Our Firm

An Exceptional Investment Bank for Exceptional Companies.

The Forbes M+A Group is an award-winning middle market investment banking firm with expertise in mergers and acquisitions, raising capital, and financial restructuring within the middle market. Forbes has been regularly recognized as the M&A Firm of the Year.

With nearly 300 years of combined experience and over $85B in transactions, our investment bankers are trusted advisors, having obtained deep industry-specific knowledge and expertise across a wide range of transaction types, sizes, structures, motivations, and challenges.

Within every industry lies exceptional middle market companies that stand above the rest. Forbes M+A is passionate about helping them achieve exceptional outcomes, whether they’re buying, selling, or recapitalizing a business.