M&A
Harvard Business Review
M&A: The One Thing You Need to Get Right
Harvard Business Review on why a clear strategic rationale — not deal mechanics — is the single biggest predictor of M&A success.
Harvard Business Review · Jan 15, 2026
Where Business Owners and Strategic Buyers Meet Opportunity
We help business owners maximize value, facilitate successful acquisitions, and create seamless transitions across the United States.
$1.2B+
Transaction Value
250+
Engagements
98%
Client Satisfaction
50+
Industries
Scroll
$0B+
Combined Transaction Value
0+
Completed Engagements
0%
Client Satisfaction
0+
Industries Served
Our Practice
Full-spectrum advisory for every stage of the transaction
From confidential market entry to a successful closing, our advisors deliver institutional-quality execution tailored to the lower middle market.
Business Sales
Helping owners successfully exit and maximize company value through proven sell-side advisory.
Business Acquisitions
Assisting buyers in sourcing, evaluating, and acquiring quality businesses nationwide.
Mergers & Strategic Partnerships
Creating growth opportunities through strategic combinations and joint ventures.
Business Valuations
Comprehensive valuation reports grounded in rigorous market and financial analysis.
Exit Planning
Preparing businesses for future sale, transition, or generational succession.
Deal Structuring & Negotiation
Expert guidance through every stage of the transaction — from LOI to close.
"Every transaction is a relationship — built on trust, conviction, and disciplined execution."
Managing Partner · Forgepoint Advisory
Institutional Network
Access to 1,200+ qualified buyers nationwide
Senior Advisory
Partner-led engagements, end to end
Why Forgepoint Advisory
A boutique firm with institutional reach
We combine the personal attention of a boutique with the resources, network, and rigor expected from a top-tier investment bank.
Nationwide Coverage
Active engagements across all 50 states with deep regional buyer relationships.
Confidential Process
Strict NDA protocols and blind-marketing practices protect your business at every step.
Industry Expertise
Sector specialists who speak the language of your industry and your buyers.
Proven Transaction Framework
A disciplined six-stage methodology refined across 250+ closed engagements.
Extensive Buyer Network
Pre-qualified strategic acquirers, private equity sponsors, and family offices.
Personalized Advisory
Senior partners stay involved from first conversation to final wire transfer.
Featured Industries
Sector expertise that moves transactions forward
Our advisors bring vertical-specific insight, comparable transaction data, and carefully compiled buyer relationships across every industry we serve.
Manufacturing
Precision, contract, and specialty manufacturing.
Healthcare
Practices, services, and medical technology.
Technology
SaaS, IT services, and managed providers.
Construction
Specialty trades and infrastructure firms.
Logistics
Freight, warehousing, and 3PL operations.
Professional Services
Engineering, consulting, and accounting.
Retail
Multi-location and e-commerce brands.
Distribution
Wholesale and specialty distribution.
Our Process
A disciplined six-stage transaction framework
Refined over hundreds of closings, our process protects confidentiality, maximizes value, and keeps every transaction on track.
01
Discovery & Assessment
Confidential conversations to understand your goals, business, and ideal outcome.
02
Valuation & Strategy
Rigorous valuation analysis and a customized go-to-market or acquisition strategy.
03
Buyer / Target Identification
Carefully compiled outreach to pre-qualified strategic and financial counterparties.
04
Due Diligence
Coordinated diligence management to maintain momentum and protect value.
05
Negotiation
Senior advisors negotiating price, terms, and structure aligned with your priorities.
06
Successful Closing
Coordinated closing with legal, tax, and financing partners through wire transfer.
Client Voices
Trusted by owners, buyers, and boards
“Forgepoint Advisory ran a tightly choreographed process that produced multiple competing offers. We closed above our target valuation in under seven months.”
Margaret Holloway
Founder & former CEO, Holloway Precision Manufacturing
Insights
Perspectives from the deal table
Live commentary on M&A, valuation, and private capital — drawn from the world's leading business and finance publications.
M&A
McKinsey & Company
The Ten Rules of Growth Through M&A
McKinsey distills decades of transaction data into ten rules for using acquisitions to drive durable, value-creating growth.
McKinsey & Company · Feb 10, 2026
Valuation
Corporate Finance Institute
Business Valuation Methods Explained
A practitioner's overview of the three core valuation approaches — DCF, comparable companies, and precedent transactions — used in M&A.
Corporate Finance Institute · Jan 28, 2026
Valuation
PwC
Value Creation in Deals
PwC's framework for embedding value creation into the deal lifecycle — from diligence and synergy planning through Day-1 and integration.
PwC · Feb 22, 2026
Due Diligence
Deloitte
M&A Due Diligence: A Strategic Approach
Deloitte's perspective on running diligence as a value-creation exercise rather than a checklist — covering financial, commercial, and operational scope.
Deloitte · Apr 12, 2026
Due Diligence
Harvard Business Review
How to Conduct Effective Commercial Due Diligence
HBR on testing the commercial thesis behind an acquisition: market sizing, customer economics, competitive position, and growth durability.
Harvard Business Review · May 18, 2026
Private Equity
Bain & Company
Global Private Equity Report
Bain's annual deep-dive on private equity fundraising, deal-making, exits, and the operating playbooks separating top-quartile funds.
Bain & Company · Apr 12, 2026
Private Equity
McKinsey & Company
Private Capital: McKinsey Insights
McKinsey's running research stream on private equity strategy, value creation, portfolio operations, and the evolving LP-GP relationship.
McKinsey & Company · Apr 8, 2026
Corporate Finance
Corporate Finance Institute
What Is Corporate Finance?
A foundational guide to corporate finance — capital structure, capital budgeting, and the levers CFOs use to maximize shareholder value.
Corporate Finance Institute · May 2, 2026
Corporate Finance
McKinsey & Company
Strategy & Corporate Finance Insights
McKinsey's library on capital allocation, portfolio strategy, and the financial discipline behind sustained corporate outperformance.
McKinsey & Company · Jun 1, 2026
Exit Strategy
Harvard Business Review
Preparing the Next Generation for the Family Business
HBR on succession and exit planning for founder-led and family-owned businesses — readiness, governance, and value preservation at transition.
Harvard Business Review · Jun 14, 2026
Exit Strategy
PwC
Sell-Side Readiness: Preparing Your Business for Sale
PwC's playbook for owners preparing to exit — financial readiness, value story, diligence preparation, and maximizing competitive tension.
PwC · Jun 1, 2026
Contact
Start the Conversation
Whether you're considering selling your business, pursuing acquisitions, or exploring growth opportunities, our advisors are ready to help.
Strictly confidential. Every conversation is protected by NDA. We never disclose your identity, financials, or interest without your written consent.