Our Team

Bob.Forbes@ForbesMA.com
P: (303) 848-4580
C: (303) 882-8868

6400 S Fiddlers Green Circle, Suite 850
Greenwood Village, CO 80111

Bob Forbes, President

“I am proud that our clients see us as their most trusted advisors, dogged advocates, and steadfast partners. They rely on us to exhaust every strategy, close transactions against all odds, and give them exactly what they expect—the very best deal possible.”

Overview

Bob Forbes is the president and founder of The Forbes M+A Group. He is based in the firm’s Denver, Colorado office.

Since beginning his career in 1991, Bob has led more than 150 corporate finance initiatives as a business owner, private equity executive, and investment banker. His experience includes M&A, debt and equity financings, and corporate restructurings in a wide range of industries including technology, consumer products, food, healthcare, entertainment, energy, industrials, and business services.

This experience has been hard won. Bob has been in the trenches, collaborated with hundreds of industry experts, launched dozens of ventures, sat on both sides of the transaction table, put his own companies and capital at risk time and again, navigated rough waters, and learned innumerable lessons along the way.

Bob began his career in the 1990s as a transaction and finance specialist, continuing on the entrepreneurial successes of his father. He led global finance and development activities with Independent Energy Partners, WPP, Westar Capital, and Tricor Partners, building and acquiring companies in the power, renewable energy, and cleantech industries.

He founded Peak Network Communications (technology), Energyworld (business intelligence), and Authentor Systems (security technology). At Authentor, he orchestrated a merger with a subsidiary of T-NETIX (NASDAQ: TNTX), as well as built key financial partnerships to fund growth with FLV Ventures, Catalyst Partners, and SI Ventures. Authentor’s technology platform became a cornerstone of security management today. He also co-founded M2M Data Corporation (remote monitoring communications), backed by NERD Energy and Fusion Ventures, and ultimately sold to Caterpillar Inc. (NYSE: CAT).

In 2004 Bob launched The Forbes M+A Group, a boutique advisory firm specializing in bringing multiple senior advisors with diverse real-world expertise to every transaction.

When not working, Bob enjoys spending time with his wife, Sharleen, and his daughter, Daisy. Bob has lived in the Denver area for 30 years and enjoys everything Colorado has to offer, including skiing; riding road and dirt bikes; fly-fishing, hunting, and camping. He also enjoys traveling; serving as a local, national, and international volunteer.

Industry Experience

  • AdTech
  • Business Services
  • Consumer Products
  • Distribution
  • eCommerce
  • Financial Services
  • Food & Beverage
  • Healthcare
  • Information Technology
  • Internet & Digital Media
  • Managed Services
  • Manufacturing
  • Recreation
  • Security
  • Software, SaaS, & Services

Speaking & Press

  • Want to Sell Your Business? What You Need to Know Now – June 24th, 2021
  • Annual M&A and Private Equity Winter Roundtable – Jan 19 2021
  • Annual M&A and Private Equity Summer Roundtable – June 29, 2020
  • Annual M&A and Private Equity Winter Roundtable– Jan 16, 2020
  • Colorado M&A Roadshow – September 12, 2019
  • Qualified Opportunity Zones and Future Growth Planning – June 13th, 2019
  • M&A Advice for Business Sellers (video)
  • M&A in a Day – Vistage International throughout U.S. 2004-2019
  • Young Successors Seminar – UBS, Summer 2018
  • Keynote Presentation for Rocky Mountain Chapter Inaugural Meeting, AMAA – July 2017
  • The Great Game of M&A – March 2017
  • How to Keep Employees Engaged During an Ownership Transition – Nov. 15, 2016
  • What is EBITDA and Why is it Relevant to You? – September 30, 2016
  • Are You Emotionally Ready to Sell? – September 22, 2016
  • It’s the Little Things That Matter – June 30, 2016
  • Why Deals Fall Apart — Loss of Momentum, June 2, 2016
  • Timing the Market – May 26, 2016
  • DUE DILIGENCE — DO IT NOW!, May 12, 2016
  • “Red Flags” in the Sunset: Avoiding Potential Problems in a Sale – March 24, 2016
  • Preparing for a Transaction: Six Tips from Transition Experts – February 26, 2016
  • Post-Recession Exits Seminar – 2010
  • The Art of Buying and Selling a Business – Association for Corporate Growth – Spring 2006

Education & Certifications

  • University of Colorado at Denver BS Finance & International Business, Magna Cum Laude
  • Harvard Law School – Program on Negotiation
  • FINRA – Series 24 General Securities Principal
  • FINRA – Series 7 & 63 Registered Investment Banking Representative

Recognition & Awards

  • Certified Business Intermediary (CBI)
  • Merger & Acquisition Master Intermediary (M&AMI)
  • Vistage Lifetime Achievement Award

Professional & Civic Affiliations

  • Alliance of Merger & Acquisition Advisors (AM&AA) – Member
  • Association for Corporate Growth
  • Blackstone Entrepreneurs Network (“BEN”) – Entrepreneurial Advisor
  • M&A Source
  • Make-a-Wish Colorado – Board Member
  • Vistage International – Chief Executive Group Member, Trusted Advisor, Deal Network, Speaker
  • Colorado Thought Leaders Forum (CTLF) – Advisory Board Chair (past)
  • Colorado Association of Business Intermediaries – Board of Directors, Public Relations Chair (past)
  • Denver SouthEast Rotary – International Foundation Chair (past)
  • Denver University, Daniel’s School of Business – Executive Mentor (past)
  • National Renewable Energy Laboratory – Industry Forum Selection Committee (past)
  • Rotary Club of Parker – President, International Service Chair (past)
  • Rotary District 5450 – Ambassadorial Scholarship Chair (past)