Boutique M&A Advisory — Lower Middle Market

Crafting Transactions.
Building Legacies.

Forge Capital Advisors serves owner-led and founder-owned businesses in the lower middle market — delivering the personalized guidance and rigorous process that landmark transactions demand.

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"The most important transaction of your life deserves more than a junior banker and a generic process."
Up to
$250M
Revenue Range
Industry
Agnostic
We work across all sectors in the lower middle market
100%
Senior-Led Mandates
No handoffs. No junior teams.
North
America
Coverage

Who We Are

A firm built on relationships, not volume.

Forge Capital Advisors is a boutique mergers and acquisitions firm dedicated to the owners and founders who have spent decades building something meaningful. We believe the most important transaction of your life deserves more than a junior banker and a generic process.

Founded with a singular purpose: to bring institutional-quality M&A expertise to the lower middle market, paired with the personal attention and accountability that only a founder-led firm can offer. We don't just close deals — we craft outcomes that honor what you've built.


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01
Accountability
Senior principals on every engagement, from mandate to close. You always work directly with partners — never handed to a junior team.
02
Precision
Rigorous process and preparation that maximizes competitive tension and ensures buyers compete on your terms, not theirs.
03
Discretion
A confidentiality-first approach that protects your business, your employees, and your customers throughout the entire process.
04
Legacy
Outcomes that honor what you built over decades and position your business — and your people — for what comes next.

What We Do

Advisory services crafted for owner-led businesses.

Whether you are selling, acquiring, or seeking a partner for growth, our team brings the relationships and process discipline to deliver exceptional outcomes.

I
Sell-Side Advisory
Full-process representation for business owners seeking a premium exit. We manage everything from valuation positioning and buyer identification through negotiation and closing.
II
Buy-Side Advisory
Proprietary deal sourcing, target identification, and negotiation support for strategic acquirers and financial sponsors seeking lower middle market opportunities.
III
Strategic Partnerships
Minority recapitalizations, growth equity introductions, and partnership structuring for founders seeking capital and expertise without completing a full exit.
IV
Valuation & Opinion
Independent business valuations and fairness opinions to inform ownership decisions, succession planning, gift and estate transactions, and shareholder disputes.
V
Transaction Readiness
Pre-process preparation including quality of earnings guidance, management presentation coaching, data room organization, and buyer universe mapping.
VI
Industry Consolidation
Platform and add-on acquisition strategies for private equity sponsors building scaled businesses in fragmented lower middle market sectors.

Markets We Serve

Sector expertise across institutional markets.

Deep sector knowledge across the institutional markets that define the lower middle market. We know who the buyers are, what they value, and how to position your business for premium interest.

01
Software & Technology
SaaS Platforms Tech-Enabled Services IT & Managed Services Digital Infrastructure
02
Hospitality
Hotel & Motel Operators Branded Lodging Assets Lodging Supply Chain Hospitality Technology
03
Healthcare
Medical Clinics Diagnostic Services Healthcare Equipment Institutional Supply
04
Aerospace & Defense
Defense Contractors MRO & Parts Supply Avionics & Systems Government-Cleared Businesses
05
Government
Federal Contractors Procurement Platforms Municipal Supply Crown Corporations
06
Corporate
Workplace Solutions Office Supply & Equipment Facilities Services Professional Environments

Join Our Team

We are building a world-class advisory team.

Forge Capital Advisors is actively seeking experienced M&A professionals who share our commitment to excellence, discretion, and delivering exceptional outcomes for owner-led businesses across North America.

We offer a culture built on collaboration, senior-level responsibility, and the satisfaction of working on transactions that genuinely matter to the people behind them.

Managing Director Senior Leadership
Director Deal Execution
Project Manager Transaction Support
Associate Deal Execution

Referral Program

Know someone exceptional?

Our network is our greatest asset. If you know a talented M&A professional — or a business owner who could benefit from our advisory services — we want to hear from you. We operate a formal referral program and reward introductions that lead to engagements.

Referrals for qualified M&A professionals joining our team are recognized and rewarded
Business owner introductions that result in a mandate carry a formal referral fee arrangement
All referral conversations are handled with complete confidentiality
We work with transactions both above and below our core range through our referral network
Make a Referral

Get In Touch

Begin a confidential conversation.

All enquiries are handled with complete discretion. No obligation. No pressure. Just a conversation with a senior partner who will personally engage on your situation.

General Inquiries info@forgecapitaladvisors.com
Website forgecapitaladvisors.com
Coverage North America