Move Your Agency Forward
Our Mergers and Acquisitions solutions maximize value for you and your employees.
People Focused.
Growth Oriented.
For us, people come first. In every merger or acquisition, we invest in employees, preserve customer relationships, and create opportunities for long-term growth across our enterprise.
We don’t just retain your team — we support their development with training, advancement opportunities, strong benefits, and a people-first culture that helps them thrive alongside the business.
Protect your business. Strengthen your future.
Mergers and Acquisitions (M&A) can be the key to securing your legacy while gaining a competitive edge in your marketplace. But success isn’t just about the deal — it’s about the process, the transition, and the long-term value you create.
Powered by our proprietary AMP software, we provide comprehensive M&A support to streamline every stage of your transaction.
Research, connect, secure confidentiality, and start initial conversations.
Assess finances, risks, and cultural fit for business alignment.
Develop offer, present intent, secure financial approvals.
Analyze finances, draft legal documents, plan integration onboarding.
Finalize legal, communicate changes, monitor integration and performance.
In-House Teams That Provide World-Class Support
Business Intelligence
Data-driven insights for
strategic decisions
Finance
Streamlined financial systems
and reporting
Human Resources
Seamless workforce integration and talent retention
Marketing
Amplifying sales of our divisional brands
Sales Enablement
Unified proprietary sales processes and tools
Technology
IT infrastructure consolidation and optimization
Are you a good fit?
Forward Solutions seeks investments that meet the following criteria.
Size
Revenue:
$5 million — $125 million
EBITDA:
$1 million — $15 million
Type
ACquisition:
Full 100% buyout
- or -
Merger:
Owner or management rolls a portion of proceeds into equity in the parent company.
Target Sectors
Service companies offering sales, marketing, and data solutions to B2B organizations and service-based businesses aligned with the needs of manufacturers, distributors, and end customers.
Profitability
A target business should be profitable, with strong margins and consistent cash flow that reflect a defensible market position and compelling value proposition.
Low Concentration
Forward Solutions seeks stable companies with low customer concentration and long tenures. We also seek companies with potential for follow-on acquisitions.
Target Sectors
Top-to-bottom talent is the key to success. We seek proven management teams with strong leadership, operational expertise, and a track record of results.
Hear from Owners who have joined Forward Solutions
Leadership
Reducing Admin Burden
Jay Shearer
Leadership
Fair Valuation
Craig Miller
Culture and employee growth
Protecting Your People, Culture and Business Legacy
Joel Dishno, Keith Angel, Katie Stowe, and Jeff Fordham
Future-Proof Your Model
Future-Proofing Your Legacy
Jay Shearer
Future-Proof Your model
Protection with a Strong Partner
Scott Lund
Future-Proof Your Model
Succession & Organizational Structure
Greg Iorio
Resources for Agency Owners
Explore Our Foodservice Growth Strategy
See How We're Powering Electrical Growth
Discover Our Telecom & Utility Growth Strategy
