Investment Banking Services

Extraordinary outcomes for extraordinary companies.

The Forbes M+A Group is an award-winning middle market investment banking firm focused on driving maximum value to clients. We partner with business owners of privately held, in-demand companies who deserve exceptional results.

Our experienced bankers think strategically about value creation and engage and motivate the right targets to compete. We are market makers, and our clients expect nothing less. Forbes specializes in the following services:

  • Selling businesses: We work with the business owner to prepare the enterprise for sale which includes creating an optimal positioning strategy, engaging the best buyers, managing a competitive bidding process, negotiating the most favorable terms, and closing the transaction.
  • Buying businesses: Middle market companies looking to grow through acquisitions engage our team to develop an informed strategy, identify and engage with targets, enrich negotiations with market and valuation insights, and then structure, price, and close transactions.
  • Restructuring capital: We help our clients restructure debt or recapitalize their business to meet evolving needs. Many owners desire liquidity while still maintaining control of their businesses. Forbes can help them achieve their goal.
  • Advising Employee Stock Ownership (“ESOP”) Transactions: ESOP transactions are unique and can be complex. Forbes helps business owners wanting liquidity and business succession by structuring and completing ESOP transactions in a way that satisfies all involved.

The Forbes M+A Group can also support middle market companies with services such as: strategic planning, financial due diligence, transaction support, outsourced CFO services, technical accounting, and business valuation.

Exceptional companies need an exceptional investment bank. Forbes has the expertise to exceed expectations and achieve optimal outcomes for you.