Companies seeking strategic transaction guidance and corporate finance services choose Forbes because they want to:
- Work alongside senior-level advisors who understand their unique value
- Partner with a firm that knows how to navigate the challenges of raising capital, buying companies, selling companies, and financing debt/equity
- Gain access to our network of local, regional, national, and global resources
- Get (and close) the best deal with the highest best price and return on fees
- Make a long-term investment in the health and success of their business, which leads to better outcomes on all fronts
Our clients include lower middle market companies—sellers of private and publicly owned businesses, strategic buyers, and private investment groups. Our clients are seeking experts who can help them manage mergers and acquisitions, third-party sales, and equity recapitalizations; create ownership transition and management buyout plans; and assess alternatives for capital structures and shareholder liquidities.
Our team has seen more transaction types, sizes, structures, motivations, and challenges than almost anyone else in the business. Our clients choose us because they want more than a business broker, and they know we’ll handle a $3 million deal the same way we would a $30 million transaction. We give our clients something they haven’t been able to find anywhere else—a singular reputation for bringing diverse talent to every single engagement in order to maximize value and reduce risk.
Security transactions are offered through Hunter Wise Securities, LLC. Hunter Wise.
Forbes Mergers & Acquisitions has earned a reputation for our objectivity, discretion, and commitment to assigning senior-level advisors to the front line on every transaction. Our clients stand out from the pack, and they choose to work with us because we know how to capitalize on the unique characteristics they bring to the table. They rely on us for exceptional results, and we deliver.
Whether you’re buying or selling a business, raising growth capital, positioning yourself strategically to maximize value, or building and protecting a lasting legacy, you need uncompromising advice regarding your transactions. Forbes is more than a leading financial and transaction advisor—we’re a trusted partner in your long-term success.
President - Forbes Mergers & Acquisitions
Managing Director - Hunter Wise Securities
Bob Forbes has over 20 years of experience as a business intermediary, owner, private equity executive, and investment banker. This experience has been hard won. Bob has been in the trenches, collaborated with hundreds of industry experts, launched dozens of ventures, sat on both sides of the transaction table, put his own companies and capital at risk time and again, navigated rough waters, and learned innumerable lessons along the way.
Bob began his career in the 1990s as a transaction and finance specialist, continuing on the entrepreneurial successes of his father. He led global finance and development activities with Independent Energy Partners, WPP, Westar Capital, and Tricor Partners, building and acquiring companies in the power, renewable energy, and cleantech industries.
He founded Peak Network Communications (technology), Energyworld (business intelligence), and Authentor Systems (security technology). At Authentor, he orchestrated a merger with a subsidiary of T-NETIX (NASDAQ: TNTX), as well as built key financial partnerships to fund growth with FLV Ventures, Catalyst Partners, and SI Ventures. Authentor’s technology platform became a cornerstone of security management today. He also co-founded M2M Data Corporation (remote monitoring communications), then facilitated partial sales transactions with NERD Energy and Fusion Ventures.
Throughout his career, Bob has recognized an untapped opportunity in an underserved market—lower middle market businesses that don’t receive senior-level attention from the big investment banks. To address this need, in 2004 he launched Forbes Mergers & Acquisitions, a boutique advisory firm specializing in bringing multiple senior advisors with diverse real-world expertise to every transaction. In 2011, he joined forces with Hunter Wise Securities, where he’s also a Managing Director, to expand the firm’s resources and global reach.
Denver County, CO
Jim Johnston is a Managing Director at Forbes. Business transactions are in Jim’s genes. His mother, Peg Johnston, founded one of the first business brokerage firms in the Rocky Mountain West nearly 30 years ago, and over the last three decades Jim...