Ms. Dobos Brings a Wide Variety of Sector Transactional Experience to the Forbes M+A Group, Having Advised Middle Market Clients in the Fintech M&A and Capital Formation Sector
The Forbes M+A Group, a leading transaction advisory firm, announced today that Cassie Dobos has joined the Company as an Analyst. Ms. Dobos comes to the firm with wide-ranging middle market transaction experience, with a specific focus in the fintech sector.
“The long-standing success of Forbes M+A has been achieved by weaving together top people, intellectual capital and an unwavering commitment to client service and results,” said Bob Forbes, President and Founder of The Forbes M+A Group. “Cassie’s investment banking expertise in fintech and other high growth markets, along with her steadfast dedication to her clients, align remarkably well with our corporate culture, and we are excited that she has joined the team.”
Cassie has advised on buy-side, sell-side, exit optimization, and capital formation assignments. Before joining The Forbes M+A Group, Cassie worked as an Analyst with Morgan Partners where she advised middle-market clients in the fintech sector on capital formation and mergers and acquisitions. Previously, Cassie was an Analyst at SDR Ventures, a Denver-based investment bank, where she advised clients in a variety of sectors including, business and healthcare services, natural and organic food & beverage, consumer products, and software & SaaS.
Cassie attended the Daniels College of Business at the University of Denver where she graduated with a BSBA majoring in Finance. During her time at the University of Denver she also received minors in Chinese and Business Information and Analytics. She also spent a semester studying abroad at Peking University in Beijing, China.
“I am thrilled to be joining The Forbes M+A team in Denver, CO. This opportunity allows me to live in my home state while pursing my passion at a middle market investment bank,” said Cassie Dobos, Analyst. “The Forbes M+A team aligns with my core values and I look forward to achieving success for business owners alongside the entire team.”
During Cassie's free time she enjoys exploring, whether that be hiking in her home town of Estes Park, CO, taking road trips, cooking delicious food, or touring art galleries. She also is a die-hard Denver Broncos fan!
About The Forbes M+A Group
The Forbes M+A Group is an award-winning Denver, CO-based mergers and acquisitions advisory firm. The firm serves sellers or buyers in middle-market M&A transactions. It applies meticulous attention to detail in helping business owners develop and execute M&A strategy, acquire companies and partner with investor groups for growth, and maximize value in an eventual exit. Senior advisors at The Forbes M+A Group have more than 150 years of combined experience in transactions across a wide variety of industries. For more information on the Company, please visit: www.forbesma.com or (303)770.6017.
Media Contact: Max Eckstein +1(303)872.9085, Max.Eckstein@ForbesMA.com