Business Capital and Financing Solutions

Securing the right business capital on the right terms

For growth-minded middle-market companies, securing capital is essential to turning goals into reality. Companies that want to make a strategic acquisition, expand the business organically, take chips off the table, or finance a management buyout, turn to the capital experts at Forbes M+A.

Our investment bankers provide innovative solutions to help clients obtain the capital needed to fuel success. Our proven process involves these critical steps:

Ensuring our clients obtain the right capital

Forbes M+A helps leading organizations secure the form of capital that best achieves their short- and long-term objectives.

Identifying the most effective capital structure

We design a capital structure that best meets each client’s needs, with one key objective in mind: Target the lowest cost of capital possible.

Connecting with the right sources

We tap our extensive, proprietary database of traditional and alternative lenders, private equity groups, and other investors, leveraging our long-standing relationships to help each client obtain the financing most appropriate to their goals and situation.

Managing the process, end to end

From initial due diligence through successful closing, we take the lead on this complex process, serving as an extension of the client’s financial or business development team.

Recent Transactions | Capital Formation Advisory Services