Our Mission

To deliver tailored corporate finance advice to businesses and entrepreneurs.
To guide businesses on the value creation journey by simplifying complexity and optimising outcomes.

Our unique approach to delivering investment banking advice through long term client relationships helps businesses create value. Forum advises on all phases of the journey: we deliver start-up funding, strategic advice, debt and equity capital and exit solutions.

Generating value requires focus on the long term ramifications of what you do today. A perspective is needed which assimilates the strengths and objectives of all stakeholders. We master detail to gain an in depth understanding of our clients, enabling us to deliver straightforward, optimised solutions.

We apply a broad experience set built over 21 years working in diverse markets across the globe. We are exceptionally client centric so we go to great lengths to understand a client’s objectives and where we can add value through our services.


On the strength of our long term relationships, we advise on strategy, identifying key valuation milestones, enhancing the predictability of cash flow, and establishing an optimal track record.


We develop venture capital and private equity solutions that allow entrepreneurs and senior managers to realise their ambitions, building true win-win partnerships with investors.


We balance risk and return metrics to optimise funding structures, enabling clients to achieve their strategic objectives. We can source a full range of senior and subordinated debt, and hybrid solutions.

M&A Sell Side

We develop a bespoke plan for monetising our client’s business. We isolate key value drivers, prepare the business for sale, target the best investors and execute on a realistic schedule, while preserving absolute confidentiality.

M&A Buy Side

We leverage our strategic review of all potential targets to identify the optimal value enhancing opportunities. We bring to bear tactical know-how to deliver tangible results.


We view valuations as more of an art than a science. We tailor each valuation assignment to reflect specific strengths and weaknesses, macroeconomic factors and technological and regulatory change.

Our Track Record

Transaction Value