Who we are: The Forbes M+A Group, founded in 2004 with offices in Denver, CO, Salt Lake City, UT, and Nashville TN, is an award-winning investment bank with expertise in mergers and acquisitions, capital formation, and financial restructuring within the middle market. The group has over 15 years of experience delivering outstanding results for business owners, entrepreneurs, and investors. Advisors at The Forbes M+A Group have 250+ years of combined experience in international transactions across a wide variety of industries. The Forbes M+A Group has been recognized as a leader within the middle market as a regional M&A Firm of the Year for the past 5 years.
Why we do it: To serve our clients and each other to thrive while working smart and having fun.
We impact clients by: fully grasping and internalizing their goals, understanding their businesses exhaustively and telling their stories meticulously, designing a comprehensive blueprint, finding ideal targets, and advocating fiercely.
Some client quotes: “In preparation to sell, The Forbes M+A Group helped us take a hard look at every aspect of our business and worked with us on marketing and positioning. Then, they quickly came up with the right buyer that exactly matched our strategic goals. From beginning to end they have been on our side. I believe The Forbes M+A Group is the best company we could have trusted to handle our acquisition.” – Mark Tasker, ORSI
“The entrepreneurial background and experience of The Forbes M+A Group’s advisors created a strong collaborative relationship. Bill and Jim were unwavering in their advocacy and personally committed to ensuring that we not only received a successful financial outcome, but that we consummated a transaction that was consistent with the long-term goals, culture and vision of the Populus team.” – Laura Hutchings, Populus
A few personal tidbits: Our company hiked a 14er together last month! Most of our senior team were once entrepreneurs! We host a curling event every year with COIs and things can get pretty competitive!
Click here to connect with The Forbes M+A Group and don’t forget to sign up for their monthly news and insights.
Who we are: The Forbes M+A Group, founded in 2004 with offices in Denver, CO, Salt Lake City, UT, and Nashville TN, is an award-winning investment bank with expertise in mergers and acquisitions, capital formation, and financial restructuring within the middle market. The group has over 15 years of experience delivering outstanding results for business owners, entrepreneurs, and investors. Advisors at The Forbes M+A Group have 250+ years of combined experience in international transactions across a wide variety of industries. The Forbes M+A Group has been recognized as a leader within the middle market as a regional M&A Firm of the Year for the past 5 years.
Why we do it: To serve our clients and each other to thrive while working smart and having fun.
We impact clients by: fully grasping and internalizing their goals, understanding their businesses exhaustively and telling their stories meticulously, designing a comprehensive blueprint, finding ideal targets, and advocating fiercely.
Some client quotes: “In preparation to sell, The Forbes M+A Group helped us take a hard look at every aspect of our business and worked with us on marketing and positioning. Then, they quickly came up with the right buyer that exactly matched our strategic goals. From beginning to end they have been on our side. I believe The Forbes M+A Group is the best company we could have trusted to handle our acquisition.” – Mark Tasker, ORSI
“The entrepreneurial background and experience of The Forbes M+A Group’s advisors created a strong collaborative relationship. Bill and Jim were unwavering in their advocacy and personally committed to ensuring that we not only received a successful financial outcome, but that we consummated a transaction that was consistent with the long-term goals, culture and vision of the Populus team.” – Laura Hutchings, Populus
A few personal tidbits: Our company hiked a 14er together last month! Most of our senior team were once entrepreneurs! We host a curling event every year with COIs and things can get pretty competitive!
Click here to connect with The Forbes M+A Group and don’t forget to sign up for their monthly news and insights.
Recent Comments