Boutique M&A Advisory — Lower Middle Market
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.
Who We Are
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.
Start a confidential conversationSenior principals on every engagement, from mandate to close. You always work directly with partners — never handed to a junior team.
Rigorous process and preparation that maximizes competitive tension and ensures buyers compete on your terms, not theirs.
A confidentiality-first approach that protects your business, your employees, and your customers throughout the entire process.
Outcomes that honor what you built over decades and position your business — and your people — for what comes next.
What We Do
Whether you are selling, acquiring, or seeking a partner for growth, our team brings the relationships and process discipline to deliver exceptional outcomes.
Full-process representation for business owners seeking a premium exit. We manage everything from valuation positioning and buyer identification through negotiation and closing.
Proprietary deal sourcing, target identification, and negotiation support for strategic acquirers and financial sponsors seeking lower middle market opportunities.
Minority recapitalizations, growth equity introductions, and partnership structuring for founders seeking capital and expertise without completing a full exit.
Independent business valuations and fairness opinions to inform ownership decisions, succession planning, gift and estate transactions, and shareholder disputes.
Pre-process preparation including quality of earnings guidance, management presentation coaching, data room organization, and buyer universe mapping.
Platform and add-on acquisition strategies for private equity sponsors building scaled businesses in fragmented lower middle market sectors.
Markets We Serve
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.
Join Our 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.
Referral Program
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.
Get In Touch
All inquiries are handled with complete discretion. No obligation. No pressure. Just a conversation with a senior partner who will personally engage on your situation.
Thank you for reaching out. A senior partner will be in touch within one business day. All communications are handled with complete discretion.