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Advantages

When you work with Forbes to prepare for and complete a transaction, you get an experienced and well rounded team that includes: 

  • Experience as both business owners and trusted advisors to business owners
  • Industry experience in healthcare & life sciences, energy & cleantech, IT & communications, and diversified industries
  • Keen and unique perspectives into the current themes and trends within our focus industries 
  • Functional expertise in finance, operations, sales and marketing
This experience and expertise is hard won through our own deals and extensive successful client engagements.  Our skills are continually augmented with each new deal, leadership roles in our local and national trade associations, and ongoing professional development.  Our senior dealmakers include CPAs, MBAs, MSFs, Certified Business Intermediaries, Harvard Law School Program on Negotiation graduates, and a Mergers and Acquisition Master Intermediary.

 

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Security transactions are offered through Hunter Wise Securities, LLC. Hunter Wise
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