Business Capital and Financing Solutions

Securing the right business capital on the right terms

For growth-minded middle-market companies, securing capital is essential to turning goals into reality. Companies that want to make a strategic acquisition, expand the business organically, take chips off the table, or finance a management buyout, turn to the capital experts at Forbes Partners.

Our investment bankers provide innovative solutions to help clients obtain the capital needed to fuel success. Our proven process involves these critical steps:

Ensuring our clients obtain the right capital

Forbes Partners helps leading organizations secure the form of capital that best achieves their short and long-term objectives.

Identifying the most effective capital structure

We design a capital structure that best meets each client’s needs, with one key objective in mind: Target the lowest cost of capital possible.

Connecting with the right sources

We maintain a proprietary database of traditional and alternative lenders, enabling us to identify the most appropriate financial structures and financing sources for a company’s needs. Acting as an extension of your financial or business development team, we draw upon our long-standing relationships so our clients can get the right money at the right time on the right terms.

Managing the process, end to end

From initial due diligence through successful closing, we take the lead on this complex process, serving as an extension of the client’s financial or business development team. 

Recent Transactions | Capital Formation Advisory Services

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.