Special Situations

Strategic solutions and accelerated M&A that maximizes stakeholder value.

In times of uncertainty and economic upheaval it is important for middle-market companies to be proactive 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.