By: Samantha Poathe

Regarding investment banking and strategic advisory services for business owners, few names carry as much weight as Brooks Crankshaw. A globally recognized thought leader, Crankshaw’s illustrious career has been marked by innovation, integrity, and a deep commitment to helping businesses succeed. As Managing Director with Forbes Partners in Colorado, Brooks has advised clients across diverse industries, specializing in mergers and acquisitions (M&A), capital raising, and business refinancing.

Crankshaw sheds light on the intricacies of investment banking, offering valuable insights for business owners in environmental services and beyond. With over three decades of experience and billions in closed transactions, his expertise has been shaped by significant deals, strategic decision-making, and strong client relationships.

Crankshaw’s approach to investment banking goes far beyond securing favorable terms for a deal. “It’s about more than just achieving favorable outcomes in selling a company or raising capital.,” he explains. “My clients value not only achieving a great transactional solution for them but preserving their legacies, navigating personal dynamics, and putting their companies on paths for continued success.”

This multi-faceted approach is critical for business owners, particularly in sectors like environmental services, HVAC, and other facility services. Transactions in these industries often involve deeply rooted legacies, complex operational structures, and a desire to align with buyers or investors who share the company’s vision. By addressing these elements alongside financial considerations, Crankshaw aims for his client’s businesses to thrive beyond the transaction.

As an investment banker with a pragmatic yet personable style, Crankshaw emphasizes preparation as a key factor in successful transactions. He encourages business owners to adopt a forward-thinking mindset, whether selling a company, sourcing acquisition capital, or refinancing for growth.

Many owners underestimate or overestimate the value of their companies. A proper valuation reflects financial performance and considers intangible assets such as brand equity, customer relationships, and operational efficiencies.

Transactions often have significant personal implications. Crankshaw advises business owners to define their goals clearly—securing financial freedom, preserving the company culture, or expanding into new markets.

Buyers and investors look for businesses with well-established leadership teams. Empowering senior management aims for continuity and adds value to the organization.

Crankshaw emphasizes the importance of sustainable growth strategies. This includes choosing partners or investors who share the company’s vision for the future.

Brooks Crankshaw’s career combines global experience and deep industry expertise. A graduate of The Wharton School of The University of Pennsylvania (MBA in Finance and Corporate Strategy) and the University of Michigan (BA in Economics), he has built a reputation for delivering exceptional results.

Crankshaw has worked with numerous businesses during key moments, drawing on experience from roles at J.P. Morgan Securities, Balmoral Advisors, and Highland Ridge Capital. He has also shared insights through articles in publications such as Axial Advisor and The Street and speaking at events hosted by organizations like the iGlobal Forum.

Today, as part of Forbes Partners, Crankshaw continues to provide strategic insights to business owners navigating the complexities of M&A and capital-raising. His dedication to fostering trust, integrity, and mutual success makes him an indispensable ally for those seeking to write the next chapter in their company’s story.

Brooks Crankshaw guides business owners in the industrial services sector and other industries. His approach combines financial expertise with an understanding of personal and organizational dynamics to support his clients in achieving their goals.

For those exploring options such as selling a company, securing growth capital, or pursuing a strategic acquisition, Brooks Crankshaw offers guidance to navigate the complexities of the business landscape. His experience and dedication support business owners in taking the next step toward their goals.

Connect with Brooks on Linkedin https://www.linkedin.com/in/brookscrankshaw/ or at https://forbes-partners.com/about/team/brooks-crankshaw/ 

Published by Mark V.