Our Firm

An Exceptional Investment Bank for Exceptional Companies.

Forbes Partners is an investment banking and capital advisory firm with offices in Denver, CO, Salt Lake City, UT, and Charlotte, NC. The firm advises middle-market companies on mergers and acquisitions, capital formation, and complex strategic transactions.

The Forbes platform traces its roots to 2004, when it was originally founded as The Forbes M+A Group. Senior advisors at Forbes Partners have advised on more than $85 billion of transactions and bring over 250 years of combined experience across a wide range of industries and geographies. The Forbes platform has been recognized regionally as M&A Firm of the Year for seven consecutive years.

The Forbes Securities Group, LLC, dba Forbes Partners, is a member of FINRA and SIPC. Check the background of this Broker-Dealer and its registered investment professionals on FINRA’s BrokerCheck.