Bob Forbes

Denver Metropolitan Area Contact Info
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    Financial Advisory and Negotiation

About

President and founder of Forbes Partners, with over 30 years of experience as a business…

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Experience & Education

  • Forbes Partners

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Licenses & Certifications

  • Mergers & Acquisitions Master Intermediary (M&AMI)

    M&A Source

    Issued

  • Certified Business Intermediary (CBI)

    IBBA

    Issued
  • General Securities Principal Graphic

    General Securities Principal

    FINRA

  • Investment Banking Registered Representative Graphic

    Investment Banking Registered Representative

    FINRA

  • Series 24 Graphic

    Series 24

    FINRA

Volunteer Experience

  • Make-A-Wish Colorado Graphic

    Board Member

    Make-A-Wish Colorado

    - Present 6 years

    One of the nation’s first Make-A-Wish® chapters, Make-A-Wish Colorado has granted more than 5,785 wishes to eligible children throughout the state, from Fort Collins to Telluride and Grand Junction to Burlington.

  • Former President, Director of International Service, and Chairman of Ambassadorial Scholar Committee

    Rotary Club of Parker

    - 11 years

    A volunteer service organzation whose members donate their time and resources to help others in the Colorado community and throughout the world.

  • National Renewable Energy Laboratory Graphic

    Member, Industry Growth Forum Selection Committee

    National Renewable Energy Laboratory

    - 7 years

    Environment

    Since the Forum began, it has grown to be the perfect venue for growing companies to prepare, refine, and present their businesses to a wide range of investors. Each year, the best presenters are awarded cash prizes and commercialization services from NREL. This focus on clean energy innovation is having an impact on the industry—since 2003, the presenting prototype, pre-commercial, and expanding cleantech companies who have presented have collectively raised more than $4 billion in growth…

    Since the Forum began, it has grown to be the perfect venue for growing companies to prepare, refine, and present their businesses to a wide range of investors. Each year, the best presenters are awarded cash prizes and commercialization services from NREL. This focus on clean energy innovation is having an impact on the industry—since 2003, the presenting prototype, pre-commercial, and expanding cleantech companies who have presented have collectively raised more than $4 billion in growth financing.

Honors & Awards

  • Certified Business Intermediary

    -

  • Mergers & Acquisitions Master Intermediary

    -

  • Vistage Lifetime Achievement Award

    -

Organizations

  • The Alliance of Merger & Acquisition Advisors

    -

    - Present

    The premiere International Organization serving the educational and resource needs of the middle market M&A profession. Formed in 1998 to bring together CPAs, attorneys and other experienced corporate financial advisors, AM&AA’s 800+ professional services firms – including some of the most highly recognized leaders in the industry—draw upon their combined transactional expertise to better serve the needs of their middle market clients worldwide.

  • Vistage International

    Expert Speaker (M&A)

    - Present

    Vistage provides professionally facilitated peer advisory experiences and internationally acclaimed speakers that help CEOs, business owners and senior executives become better leaders, make better decisions and ultimately achieve better results. More than 16,000 business leaders in 15 countries call on Vistage to take their businesses to the next level.

  • Colorado Association of Business Intermediaries

    Director, Public Relations Chair

    - Present

    A non-profit trade association whose primary purpose is promoting education, professional standards and cooperative communication among Intermediaries in the State of Colorado who actively assist their clients in buying, selling and valuing closely-held businesses.

  • Association for Corporate Growth

    Faculty - The Art of Buying or Selling a Business

    The most trusted and respected resource for middle-market dealmakers and business leaders who invest in growth and build companies.

  • Daniels College of Business, Denver University

    Executive Mentor

    Designed to give students access to high-level executives available virtually and locally, this program is used to explore career paths and industries as well as gain firsthand insight into how corporate strategy is executed.

  • M&A Source

    Education Committee

    The World's Largest Association of Middle Market Intermediaries. Its members' professional duties include: In addition, there are specific professional duties outlined for Source members. They include: Representing clients in accomplishing the sale of all or part of their businesses; Representing clients searching to acquire companies, divisions or product lines; Advising clients on the current values, structures, strategies and methods for ownership transfers of middle market companies;…

    The World's Largest Association of Middle Market Intermediaries. Its members' professional duties include: In addition, there are specific professional duties outlined for Source members. They include: Representing clients in accomplishing the sale of all or part of their businesses; Representing clients searching to acquire companies, divisions or product lines; Advising clients on the current values, structures, strategies and methods for ownership transfers of middle market companies; Facilitating the array of financing necessary to consummate the transaction, and; Preserving client confidentiality and transaction details.

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