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.

How Can We Help You?

Featured Insights

Capital Formation & Recapitalization
Financial Technology and Services Guide

Financial Technology and Services Guide

Download the FinTech Guide to Learn: Current and projected growth The trends driving consumer behavior in this category Why investors find this sector appealing right now What buyers look for in a...

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Capital Markets Update for Q3 2023

Capital Markets Update for Q3 2023

While uncertainty remains across the broad economy, signs of normalization began to show through the third quarter after multiple quarters of volatility. The Q3 2023 Capital Markets Update report...

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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.

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

Business Services

Business Services

Industrials

Business Services

Consumer

Business Services

Technology

Business Services

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.

Forbes by the Numbers

Combined transaction experience

Collective deals completed

Average deal size

Deal in $500M to $1B range