Denver, June 15, 2022 – The Forbes M+A Group, a leading middle market M&A advisory firm, is pleased to announce it served as exclusive advisor to a Rocky Mountain-based logistics and beverage transportation provider in its successful sale to a global logistics leader.
The company, known for its essential role in beverage container distribution and specialized freight solutions, engaged Forbes following receipt of an unsolicited offer from a strategic industry giant. The founders sought to ensure they received not only the highest valuation possible, but also the best structure and terms to secure their future.
“Our client built a business that was critical to the supply chain in its region, with unique capabilities and customer relationships,” said Bill Nack, Managing Director at The Forbes M+A Group. “Our role was to ensure that strategic value translated into a premium price and a deal structure aligned with our client’s goals, including a smooth path toward retirement.”
Key challenges included working within a competitive and tightly regulated environment where the transaction would result in significant market control by the buyer. Forbes played a crucial role in engaging stakeholders and securing support from some of the largest players in the beverage and brewing industry, clearing a path for a successful transaction.
The deal resulted in an enterprise value that reflected the company’s strategic importance and market position. The structure included an earnout with achievable milestones that the client successfully met, further enhancing value realization.
About The Forbes M+A Group
The Forbes M+A Group is an award-winning M&A advisory firm serving middle market companies across the United States. Known for its senior-led approach, deep industry expertise, and strategic process design, Forbes helps entrepreneurs and business owners achieve exceptional outcomes in mergers, acquisitions, recapitalizations, and capital formation transactions. With offices in Denver, Salt Lake City, and Charlotte, Forbes serves clients nationwide across a wide range of sectors including logistics, business services, industrial technology, and consumer products.
For more information, visit www.forbes-partners.com.