Exceptional companies need
an exceptional investment bank.

Forbes Partners is an award-winning middle market investment banking firm with expertise in mergers and acquisitions, raising capital, and financial restructuring within the middle market.

Our team works with a select few clients each year to tell their unique stories, advocate fiercely on their behalf, and drive maximum value for their companies.

How Can We Help You?

Featured Insights

Capital Formation & Recapitalization
Roundtable: Mergers and Acquisitions

Roundtable: Mergers and Acquisitions

In January 2023, Utah Business partnered with Dentons Durham Jones Pinegar to host a roundtable event featuring local finance and business leaders. Moderated by Serene Papenfuss,...

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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.

We enjoy working with businesses that stand out from the pack across a diverse set of subsectors within key industries.

Business Services

Business Services

Business Services


Business Services


Business Services


Business Services


Recent Deals

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.

Forbes by the Numbers

Combined transaction experience

Collective deals completed

Average deal size

Deal in $500M to $1B range