Blake Shear, Managing Director
“I enjoy working hand-and-hand with entrepreneurs to understand the challenges and opportunities ahead of them to create a customized transaction process and investor thesis that unlocks the businesses value beyond the numbers.”
With 12 years of investment banking experience, Blake has advised on numerous M&A and Capital Formation transactions. He specializes in complex domestic and cross-border transactions, including buy-side and sell-side advisory services, debt and equity raises and general transaction advisory services. Blake has closed over $850 million in middle market transactions across a range of industries, including Consumer and Recreational Products, SaaS and Technology Enabled Businesses, Business Services, and Healthcare. As a Director at The Forbes M+A Group, Blake brings expertise in assisting business owners and management teams in achieving their liquidity and growth objectives.
Prior to The Forbes M+A Group, Blake spent nine years at KPMG Corporate Finance LLC., most recently as Vice President and founding member of the firm’s Leisure & Wellness Investment Banking Group. Blake also was an Analyst at BDO Capital Advisors, the investment banking arm of BDO Seidman. In this role, he advised a broad range of clients across multiple sectors.
Blake is member of Naturally Boulder, a group dedicated to nurturing and supporting natural products companies. He holds a Bachelor of Arts from the University of Colorado Boulder, and an M.B.A. from The George L. Argyros School of Business and Economics at Chapman University.
Blake enjoys spending time with his wife, skiing, hiking, camping and traveling.
- Ad & Mar-Technology
- Exercise Products & Training Services
- Fitness & Spa Facilities
- Marketing Services
- Natural, Organic, Conscious, & Sustainable Products
- Restaurants & Retail
- Recreational Sports & Equipment
- SaaS & Technology
Education & Certifications
- University of Colorado Boulder, B.S.
- Chapman University The George L. Argyros School of Business and Economics, M.B.A.
Professional & Civic Affiliations
- C3 Outdoor Companies – Presenting Sponsor
- Peer Networking Group – Member
- Naturally Boulder – Member
- Riveron Peer Group – Member