Serving as the investment bank of choice for extraordinary tech companies
In the highly competitive technology industry, companies that engage end users, minimize customer acquisition costs, and maximize customer retention emerge on top. Yet with technology always moving forward and new entrants emerging, it can be difficult to stand out in this crowded field.
The Forbes Partners Technology team understands the KPIs that drive a tech business’s success and is experienced in navigating a challenging tech M&A market.
Advisors on our Technology team help tech companies hit their KPIs and position themselves for a successful sale. We regularly work with technology businesses in areas including:
- Adtech/Digital Marketing
- Aerospace and Defense
- Data & Analytics
- Digital Gaming
- EduTech
- FinTech
- Information Security
- Software & SaaS
- UAV’s
Dan Pellegrino
Partner + Managing Director
(303) 770-6017 (office)
(720) 545-9769 (cell)
Dan.Pellegrino@forbes-partners.com
Bill Nack
Managing Director + Partner
(303) 770-6017 (office)
(720) 785-4642 (cell)
Bill.Nack@forbes-partners.com
Bob Forbes
President
(303) 848-4580 (office)
(303) 882-8868 (cell)
Bob.Forbes@forbes-partners.com
Blake Shear
Managing Director
(303) 661-0323 (office)
(303) 246-8509 (cell)
Blake.Shear@forbes-partners.com
Cassie Dobos
Vice President
(303) 661-0323 (office)
(303) 558-1379 (cell)
Cassie.Dobos@forbes-partners.com
Insights | Technology
Software as a Service (“SaaS”) Market Drivers Report 2024
For a business owner of a SaaS business, it is imperative to understand what drives value. Understanding where to focus strategic decisions will build the highest value for an Entrepreneur upon an...
Financial Technology and Services Guide
Per McKinsey & Company, revenue in the fintech sector is expected to grow about 2.5 times faster than traditional banking revenue over the next five years—putting traditional financial services...
Aerospace and Defense Industry Update – 1H 2023
The aerospace and defense industry is a constantly evolving field that encompasses a wide range of technologies and businesses. M&A activity in this segment has remained stable, with 58 notable...
Recent Transactions | Technology
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.