Skip to main content

Investment Banking

Create more value with a liquidity and growth strategy tailored to your needs.
Young Asian businesswoman analysing and checking stock market over smartphone in downtown financial district. Stock exchange market trading board in background.

Senior investment bankers with proven records of successful transactions leading every deal team.


Experience working with a broad and diverse mix of companies accompanied by deep buyer relationships and industry knowledge.


Approximately 25 investment bankers across the United States.

Make the Most of Investment Banking Opportunities

Forvis Mazars understands that contemplating a liquidity event or transition of ownership signifies a momentous milestone for both a leading middle-market investment bank's legacy and the personal lives of its owners. Forvis Mazars Capital Advisors (FCA) can help your organization understand the unique strategic options available to your business and help you position the company to achieve a satisfactory transaction outcome for shareholders. Specializing in mergers and acquisitions, capital formation, and succession planning services, we focus on serving family-owned, entrepreneur-led, and closely held businesses—with an unbiased perspective. Our experienced team of investment bankers, associates, and financial analysts are passionate about serving you with integrity. We will listen carefully to understand the needs and objectives you want to achieve in a transaction.

FCA is committed to providing high-quality financial advice by focusing on succession planning and transaction execution. Our dedicated investment banking team has the experience and resources to assist you in choosing a liquidity or growth strategy that will help you unlock and create value. We will listen to understand your needs and objectives and will develop and execute strategies to achieve your goals while leading you through an efficient, well-thought, and managed transaction process—that's the promise of our Unmatched Client Experience®

How Forvis Mazars Can Help

Strategic Planning & Consulting

Our trusted advisors can help you develop a strategic action plan to create shareholder value and help you determine and execute an exit or growth investment that meets your objectives. Using our three-phase approach, we can help assess unique financial and strategic opportunities.

Phase I – Company-Specific Valuation Dynamics

  • Evaluate a company’s historical and projected financial performance, including key operating metrics trends and the effects of those trends on revenue and expenses
  • Evaluate potential “recast” adjustments
  • Help project financial performance based on key operating metrics and growth strategies

Phase II – Market Dynamics

  • Research relevant M&A activity and public company valuations to identify industry-specific value drivers and valuation approaches
  • Help analyze various categories of potential buyers or investors and their ability to accelerate the company’s growth and earnings

Phase III – Strategic Option

  • Help estimate a market value range that might be obtained in a managed process, whether exploring a sale or recapitalization transaction
  • Complete an after-tax proceeds analysis with our tax advisors
  • Assess the pros and cons of your liquidity and succession options

In connection with our services, we assist shareholders in understanding the value of their business. We also work with other consulting, tax, and investment professionals from Forvis Mazars to develop intergenerational transition plans.

Investment Banking Services

If you decide to sell your company or explore a majority recapitalization transaction, an experienced investment banker can provide critical assistance as we help guide you through complex financial and strategic sales issues, from initial engagement to final close. We strive to be a single-service provider who can offer insight on the finer points of your situation and help execute your strategy.

  • Evaluate shareholder objectives and perform in-depth analysis of the company and its prospects, industry dynamics, and capital markets conditions
  • Identify and qualify prospective strategic and private equity buyers
  • Create marketing materials highlighting key investment considerations, company attributes, and shareholder objectives
  • Craft a disciplined transaction process that will augment results by communicating transaction objectives, creating buyer competition, and maintaining strict timing milestones
  • Negotiate a transaction and coordinate with other deal professionals to help deliver an efficient transaction close

In addition to sell-side investment banking, our team can assist you in executing a strategic merger or acquisition growth strategy to drive shareholder value.

Recapitalizations & Capital Sourcing

Growing a business often requires additional capital resources to fund expansion initiatives, provide shareholder liquidity, finance an acquisition, or to simply recapitalize the balance sheet. We craft individualized plans and structures for our clients, helping identify a capital provider tailored for each situation.

We can help chart a course for your business that aligns with your goals.

  • Provide keen market insight and thoughtful advice in developing a strategic capital plan
  • Identify market opportunities across a variety of capital markets
  • Approach potential financial partners that share your culture and values
  • Orchestrate a transaction process designed to help mitigate the cost of capital while augmenting financial flexibility
  • Design creative, market-driven investment structures
  • Negotiate a transaction and coordinate with other deal professionals to help deliver an efficient transaction close

Related FORsights

Like what you see?
Subscribe to receive tailored insights directly to your inbox.
Text bubbles with Forvis logo
Convenient locations to serve your needs.
Find a Location Near You
People discussing at a desk
Explore Your Passion Working at Forvis Mazars

How Can We Help You Today?
Wherever you are on your journey, we can help drive your business forward.
Subscribe to FORsights
Get tailored insights and resources.