Exceptional companies need
an exceptional investment bank.
Forbes Partners is a market-leading boutique investment bank. We are hyper-focused on businesses that have strong growth outlooks and solid foundations of market leadership, compelling and enduring business models, and attractive sectors.
We’ve built a different model to create extraordinary results for these elite companies. We work with a select few clients each year, swarm them with deep senior experience and expertise, and engineer customized processes using unconventional techniques to move quickly and deliver maximum value.
Featured Insights
Featured Guide
Why the Outdoor Industry is Ripe for Investment and Consolidation
Outdoor recreation is one of the hottest segments on the buy-side right now, seen as a healthy, growing and recession-proof category that is attracting steady buyer interest.
Heating Up: What HVAC Service Business Owners Should Know About Today’s Mergers and Acquisitions (M&A) Market
The HVAC services sector is experiencing a significant uptick in M&A. According to CapIQ, there were 138 announced or completed deals in 2024, marking an 11.6% increase year-over. This surge is...
The Forbes M+A Group Advises Glass Box Technology on Strategic Growth Investment from Panther Equity Group and Genesis Park
Denver, June 30, 2025 – The Forbes M+A Group, a leading middle market advisory firm, is pleased to announce it served as the exclusive sell-side advisor to Glass Box Technology, a premier...
Bakery and Confectionary Newsletter – 2024 Year End in Review
Bakery and Confectionary Overview The bakery and confectionary industry in 2024 enjoyed strong growth, driven by evolving consumer preferences and advancements in manufacturing technologies....
Featured 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.
Diverse backgrounds. Deep experience.
Forbes Partners’ sector specialists have extensive knowledge and experience across an expansive range of industries. Our senior-level relationships with strategic and financial buyers, acquisition targets, investors, and thought leaders in these sectors open doors to opportunities for our clients—whether they are seeking financing, a strategic partner, or a prospective buyer.

Business Services

Industrials

Consumer

Technology

Healthcare
Recent Deals
We are hyper-focused on businesses that have strong growth outlooks and solid foundations of market leadership, compelling and enduring business models, and attractive sectors. Last year Forbes helped sell 15 companies with an average deal size of 112M.
The above transactions may include both Forbes Partners clients and clients of its non Broker-Dealer affiliate, The Forbes M+A Group. Click the transaction image to learn more.