Services

No matter if you are a startup or Fortune 500, a non-profit or for-profit, B2B or B2C, capital is one of the core ingredients that make every organization functional throughout every phase of its lifecycle. By design, ForgeCap focuses on the Healthcare, Information Technology, and Energy industries.

Buy/Sell

What is M&A? “Mergers & Acquisitions” is the common terminology used for those involved with buying or selling companies. We represent both buyers looking to acquire a business to run independently or for the purposes of expanding current market share, as well as sellers who are preparing to sell their business either through internal succession or through a third party transaction.

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Mergers & Acquisitions Process

Business Acquisition

Planning

Failing to plan is planning to fail. Upon the outset of any new engagement, we work with you to help craft a plan that we can use as a pivot point when looking for businesses to acquire. It is important to know your current business metrics at both a quantitative and qualitative level in order to assess the fit of new opportunities.

Due Diligence

Leaving no stone left unturned is key when assessing the viability of an acquisition. Financial and operational performance will be assessed jointly between us and our clients to determine areas of strengths and weaknesses as well as determine if any deal-breakers exist.

Execution

Getting a deal done is more than just negotiating a price; structure and mechanics will impact the results just as much. We have a decade of experience in helping to structure and negotiate deal mechanics and price to ensure that our client’s goals are reached. Our persuasion is not done through force but through rhetoric and our means are honest and fair while remaining precise and firm.

Business Sale

Timing

Just like selling any other asset, timing is key. Not purely from a point-in-time basis, but how the business is trending, and how much meat is left on the bone. We perform a thorough analysis of the business, financially and operationally, to assess the health of the business. We then advise you, based on where we see their business from a lifecycle standpoint. If we don’t feel you are ready, or are looking to sell too soon, we will let you know.

Positioning

Telling the story of the business in a way that highlights its most alluring characteristics is key. We understand what buyers are looking for and what speaks to them. Through a deep analysis of the business, we are able to craft a story that will appeal to the right buyer.

Execution

Getting a deal done is more than just negotiating a price; structure and mechanics will impact the results just as much. We have a decade of experience in helping to structure and negotiate deal mechanics and price to ensure that our client’s goals are reached. Our persuasion is not done through force but through rhetoric and our means are honest and fair while remaining precise and firm.

When to Start the Forge

Looking to exit your business now, or maybe in the next 6 months? Actively in pursuit of a new business to acquire? Now is the time.

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Refinance

Whether you are acquiring new assets and looking to use debt capital to do so, or trying to free up cash flow in the business, refinancing can be a healthy next step for your business. Refinancing doesn’t have to be a daunting task, but it should be part of an overall capital plan for a business. The right solution will depend on the lifecycle stage that the business is in, and the strategic next step for the business.

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Refinance Process

Planning

Opportunity cost is high, and when you have a good business model, but can’t execute on an opportunity, there is no greater loss to the momentum of the business. We work with clients to understand their business and their goals in order to advise them on the future, allowing them to be prepared. When the right opportunity comes along, we want to ensure you are ready and confident in your ability to attain the growth capital and execute, in order to gain additional market share, free up cash flow, or find the right debt structure with the right partner.

Positioning

Telling the story of the business in a way that highlights its most alluring characteristics is key. We understand what bankers are looking for, and what speaks to them. Through a deep analysis of the business, we are able to craft a story that will appeal to the right banking partner.

Execution

Getting a deal done is about understanding what terms our client wants before an offer comes from a possible banking partner. Each detail of the transaction is important and impacts the ongoing business in a unique way. We have over a decade of experience in helping to structure and negotiate with banking partners to ensure that our clients’ expectations are met. We help to ensure all the proper documentation is ready to go so that we can efficiently receive feedback and reduce the time to execution.

When to Start the Forge

Business owners should reach out when they are having problems getting new bank debt or are questioning whether their current debt solution is the right fit for them no matter the reason.

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Recapitalization

What is a Business Recapitalization? A business recapitalization is the process in which a business owner will either sell some, the majority of, or most of their equity in a developed business in order to bolster the balance sheet of the business and provide substantial cash flow to continue to gain market share. A recapitalization restructures the business' debt and equity to establish an optimal foundation for growth. Typically, a recapitalization is executed when the business owner of a developed business is ready to take some risk off the table and gain some liquidity.

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Recapitalization Process

Planning

Opportunity cost is high, and when you have a good business model, but can’t execute on an opportunity, there is no greater loss to the momentum of the business. We work with clients to understand their business and their goals then we work to educate them on the various types of private capital sources that exist and advise them on the when each source is appropriate. We want to provide you with confidence to execute a transaction and be prepared to work with this new partner to gain additional market share.

Positioning

Telling the story of the business in a way that highlights its most alluring characteristics is key. We understand what growth partners are looking for, and what speaks to them. Through a deep analysis of the business, we are able to craft a story that will appeal to the right partner and result in the right deal structure.

Execution

Getting a deal done is about understanding what goals or desired structure our client has before approaching any possible partners. Each detail of the transaction is important and impacts the ongoing business in a unique way. We have a decade of experience in helping to structure and negotiate deal terms & structures to ensure that our clients expectations are met. Knowing when to walk away and pursue other avenues is crucial to identifying how to salvage irreplaceable time needed to execute on an opportunity.

When to Start the Forge

Business owners should reach out when they begin thinking about how to gain liquidity, or when they run into problems with attaining additional bank debt.

Start the Forge

Leadership

Methodology
Approach

Meet our leadership