Guiding the Value Creation Journey for Businesses and Entrepreneurs since 1995


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.

The team at Forum Capital has knowledge and experience advising clients in a variety of sectors, large and small, public and private. 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 including: debt and equity capital raising, strategic advice, mergers and acquisition (buying and selling), valuations, exit planning and execution.

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

We apply a broad experience set built over more than 20 years working in diverse markets across the globe. We are exceptionally client centric and ensure senior level attention to all aspects of the projects we engage in. We go to great lengths to understand a client’s objectives and where we can add value through our services.


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.


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.


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.

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