Special Situations

“The Forbes M+A Group blew us away. They were clearly different than the other firms we talked to, and delivered above and beyond what they promised. No question they got the best deal for us. They are trusted advisors and friends, and we’ll continue to refer the business. I have a deep appreciation for The Forbes M+A Group’s professionalism and efforts on my behalf.”

– Jerry Schreiber, Brookside Flies

In times of uncertainty and economic upheaval it is important for middle market companies to be pro-active in evaluating their strategic alternatives and capital needs to ensure they are in a position to weather the storm. The Forbes M+A team has extensive experience advising companies and their constituents during periods of cyclical and/or unforeseen change which have negatively impacted your operational and/or financial performance.

The Forbes M+A Group’s senior professionals are able to respond quickly, offer unbiased advice, and develop custom solutions designed to preserve flexibility and maximize value in the face of underperformance, distress, and/or insolvency.

Our team will work with you and your constituents to find the right solution:

Strategic alternative analysis and capital structure assessment
Accelerated M&A processes
Specialized capital formation solutions (bridge financing, DIP, mezzanine debt, equity investment)
Restructuring alternatives and amendment negotiations (covenant relief, amend and extend, etc.)

We are uniquely capable of leveraging our vast network and deep expertise to help clients execute on a time-sensitive transaction or solution that maximizes stakeholder value.