Careers

Forbes Partners is seeking applicants for a full-time, experienced Director.

About the firm:

Forbes Partners is an award-winning investment banking firm that assists leading middle-market companies with a broad range of financial and strategic alternatives, including sell-side and buy-side transactions and capital formation. Our success centers around our professionals taking the time to thoroughly understand our clients’ goals and then dedicating a senior team to deliver customized advisory services designed to best achieve them. We have earned a reputation in the market for not only having extensive M&A experience but also being passionate client advocates.

Recently Completed Transactions:

• • Teraflex Acquired by Wheel Pros
  • Harry’s Announces an Agreement to Acquire Lumē
  • Utility Resource Group Acquired by US Infrastructure Company
  • Four Pet Treat and Supplement Leaders Acquired for $600 Million by ADM

What we offer:

We offer a unique opportunity for high-performing professionals who are dedicated to personal and professional growth. Our employees gain valuable experience with a leading national boutique investment banking platform, while also living life to its fullest and enjoying all that the Rocky Mountains have to offer. At Forbes Partners you will get to know clients, capital providers, and centers of influence (e.g. lawyers, wealth advisors, accountants, etc.) on a personal level, an opportunity not typically available at a Wall Street firm. Further, analysts enjoy close-knit, mentoring relationships with senior bankers, including daily interactions and regular feedback from some of the industry’s most experienced dealmakers. The result is a truly gratifying experience that will propel you to success by learning from the best.

The firm’s camaraderie extends well beyond the office. Forbes Partners frequently sponsors activities for its employees, families, and industry partners. Some of those events have included company ski days, white water rafting adventures, curling tournaments, community service, and hiking 14ers.

Paid time off includes 21 vacation days, 6 flexible holidays, and 2 volunteer days.

All-in compensation ($300K – $1MM) with the ability to earn into high 7 figures and beyond through a small base salary, aggressive graduating and uncapped commission structure, plus discretionary company profit-sharing bonus.

What we are looking for:

We are looking for individuals who are inspired to help their colleagues and our clients thrive. The right candidate will recognize the importance and impact of each of our clients’ unique stories and want to help them execute detailed plans that achieve maximum results.

The right candidate values the following:

• • A competitive compensation package, and comprehensive benefits.
  • A challenging environment that requires continuous adaptability and effort.
  • Inspiration from others and a desire to learn.
  • On-going constructive feedback and an organization-wide 360 review process.
  • A passionate, talented team dedicated to supporting the personal and professional growth of its members.
  • A performance-driven culture where your experience, ideas, and efforts are valued.
  • An opportunity to share in the growth of the firm and build something unique in the industry.
  • A philosophy that a good work-life balance creates higher-quality professionals.

Job description:

• • Develop strong relationships with external centers of influence, industry participants, and the firm’s established referral partners
  • Represent the firm at marketing and networking events to continue to expand market presence and secure new client relationships
  • Proactively identify, qualify, and generate new prospect leads
  • Assess client financial and personal needs and develop a needs-based solution framework that best services the client
  • Serve as a transaction lead and point of contact to become the trusted transaction advisor, create a raving fan for life.
  • Provide direction and vision for team members for client pitches, offering materials, models, management presentations, and other materials
  • Responsible for driving and meeting timelines
  • Mentor, lead, and develop junior team members
  • Target a specific industry vertical and develop thought leadership in the targeted sector
  • Participate in firmwide initiatives and other duties as requested

Qualifications:

• • Bachelor’s Degree from an accredited university; MBA, CFA, CPA or other advanced degrees/credentials desirable
  • 7+ years of experience (including origination and execution experience)
  • Fundamental understanding of core M&A concepts, including valuation methodologies, process dynamics, and legal deal terms
  • Exceptional interpersonal communication skills
  • Self-driven with the ability to manage diverse engagement teams and clients
  • Strong professional communication and inter-personal skills, and the ability to succinctly express complex ideas both orally and in writing
  • Exceptional attention to detail
  • Team-oriented, an ability to react to changes, and solve critical issues
  • FINRA Series 79 and 63 required; Series 24 desirable

Interested applicants should expect the following process: (i) to undergo multiple rounds of interviews, including an in-person panel interview; (ii) to complete a comprehensive case study; (iii) to provide three work-related references; and (iv) to submit to a background check.

Please do not apply if you are unwilling or unable to participate in the above process.

Interested candidates, please submit resumes to:

Blake Shear
Blake.Shear@Forbes-Partners.com
Managing Partner
(303) 246-8509
Forbes-Partners.com

EOE AA/M/F/V/D
The Forbes M+A Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status, and will not be discriminated against on the basis of a disability.

About Forbes Partners:

Forbes Partners is a market-leading boutique investment bank, hyper-focused on businesses with strong growth outlooks, compelling business models, and leadership in attractive sectors. We are fiercely dedicated to driving extraordinary results for our clients. Our unique approach includes delivering deep senior experience, leveraging unconventional strategies, and utilizing cutting-edge technology to move quickly and deliver maximum value for our clients. With over $85 billion in deal experience and 100+ years of industry and entrepreneurial expertise, Forbes Partners consistently achieves outlier results in M&A and capital raising.

Position Overview:

We are seeking a highly experienced and driven Senior Associate to join our expanding team. This key leadership role is integral to running complex M&A and capital raise transactions, managing a team of analysts and associates, and embracing new technologies to enhance productivity and deal execution. The ideal candidate will be tech-savvy, utilizing modern tools to automate tasks and amplify productivity, aligning with Forbes Partners’ forward-thinking strategy.

Key Responsibilities

• Lead M&A and Capital Raise Transactions: Oversee the entire transaction process from origination to close, ensuring smooth communication and execution across all stakeholders.
• Team Leadership and Development: Lead and mentor a high-performing team of analysts and associates, encouraging a collaborative and results-oriented environment.
• Technology-Driven Productivity: Embrace and integrate AI tools such as LLMs and GPTs to streamline workflows, automate complex tasks, and significantly boost the firm’s efficiency in executing deals.
• Execution and Transaction Management: Take ownership of transaction materials, including pitch decks, marketing documents, financial models, and valuations. Ensure top-tier quality and precision in all deliverables.
• Strategic Client Advisory: Provide actionable insights to clients, driven by deep industry research and financial analysis, supporting their strategic objectives throughout the transaction lifecycle.
• Business Development and Growth: Collaborate with senior leadership to develop new business opportunities, utilizing Forbes Partners’ vast network of strategic acquirers, private equity groups, and non-traditional lenders.
• Process Optimization: Leverage Forbes’ rigorous, model-driven process to ensure that the firm only takes on high-quality deals, maintaining our reputation for high closing rates and outstanding outcomes.
• Firm-Building: All team members are encouraged to assist in recruiting, cultural initiatives, networking events, and ongoing training.

Qualifications

• 4-6 years of investment banking experience with a focus on M&A and capital raising on no fewer than 15 mandates, preferably in middle-market transactions.
• Demonstrated ability to manage and close transactions independently, with a client-centric approach.
• Experience managing and mentoring junior team members, fostering growth and collaboration.
• Excellent proficiency in financial modeling, valuations, and transaction material preparation.
• Proven ability to leverage advanced technology such as LLMs and GPTs to enhance productivity and execution efficiency.
• Exceptional communication skills with the ability to present complex information clearly to clients and stakeholders.
• Entrepreneurial mindset with a passion for innovation and delivering best-in-class results.
• MBA, CFA, or equivalent professional designation preferred but not required.
•  Series 79 & 63

Why Join Forbes Partners?

Forbes Partners is committed to building a collaborative and rewarding culture. We offer:

• Entrepreneurial, Partner-Driven Culture: Our firm fosters an environment that supports individual initiative and collective success.
• Dual-Producer System: Our unique teaming structure allows for higher closing success rates, more deal flow, and reduced risk.
• High-Quality Deal Flow: We maintain a rigorous process to work on high-quality transactions, targeting exciting and transformational deals.
• Competitive Compensation: We offer a competitive compensation package, made up of a strong substantial base salary and strong bonuses paid quarterly. Bonuses are tied to individual performance and overall firm success, and typically target 45%-90% of your base salary with no upper limit.
• Global Reach, Local Access: With offices in Denver, Salt Lake City, and Charlotte, we maintain a national presence and deep connectivity with thousands of strategic acquirers and lenders worldwide.
• Hybrid Work Environment: 1-2 days of remote work offered per week based on tenure ensures personal connection and collaboration at the office, along with personal flexibility. Multiple paid volunteer days each year.
• Clear Career Progression: Frequent direct mentorship from senior bankers designed to provide clear pathways for career progression and personal goal achievement.

Apply Today

To apply, please submite your resume and cover letter to:

Blake Shear
Blake.Shear@Forbes-Partners.com
Managing Partner
(303) 246-8509

EOE AA/M/F/V/D:

Forbes Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status, and will not be discriminated against on the basis of a disability.