Cassie Dobos, Senior Associate
Cassie Dobos joined The Forbes M+A Group in 2018. After a year in the analyst position, Cassie has been promoted to Associate. She is an experienced investment banker that supports the execution team through financial analysis, presentation building, and process management. Cassie has advised on buy-side, sell-side, exit optimization, and capital formation assignments. Before joining The Forbes M+A Group, Cassie worked as an Analyst with Morgan Partners, a boutique Boston-based investment bank, where she advised middle-market clients in the fintech sector on capital formation and mergers and acquisitions.
Previously, Cassie was an Analyst at SDR Ventures, a Denver-based investment bank, where she advised clients in a variety of sectors including, business and healthcare services, natural and organic food & beverages, consumer products, and software tech & SaaS.
Cassie attended the Daniels College of Business at the University of Denver where she graduated cum laude with a BSBA majoring in Finance. During her time at the University of Denver she also received minors in Chinese and Business Information and Analytics. She also spent a semester studying abroad at Peking University in Beijing, China.
Before starting her career in investment banking, Cassie held an internship on the Comcast Assurance & Advisory Team as well as many front-house roles in restaurants.
During Cassie’s free time she enjoys exploring, whether that be hiking in her home town of Estes Park, CO, taking road trips, cooking delicious food, or touring art galleries. She also is a die-hard Denver Broncos fan!
- Consumer Products
- Natural Food & Beverage
- Technology & Software
- Fin Tech
- Business Services
Education & Certifications
- University of Denver Daniels College of Business, B.S.B.A. Finance
- Minor Chinese and Business Information & Analytics
- Graduated cum laude
- Investment Banking and Capital Markets Club
- Peking University in Beijing, China
- Chinese and Chinese Culture
- Series 79 & 63
Recognition & Awards
- University of Denver Daniels College of Business, The Madden Challenge – App and Business Plan Competition, Runner Up
Professional & Civic Affiliations
- Woman of M&A Network – Executive Steering Committee Member