Forbes & Manhattan

Name

Forbes & Manhattan

Website

https://forbesmanhattan.com

Company type

Private

Operating status

Operating

Headcount range

101–250 employees

Short description

Forbes & Manhattan is a Toronto-based private financial services firm with 101-250 employees delivering financial planning, taxation, capital structuring, and mergers and acquisitions advisory services. Client segments, pricing, products, and team composition are not disclosed.

Ownership category

akta.pro rank

Product category

Corporate Financial Advisory

NAICS

Management Consulting Services (54161), Investment Banking and Securities Intermediation (52315), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

M&A Advisory (Buy-side/Sell-side) (BPAHADAC), Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD), Financial Management & Performance Improvement Consulting (BPAHACAF)

Keywords

• Financial advisory services
• Tax planning
• Capital structuring
• Mergers and acquisitions
• Corporate finance

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Forbes & Manhattan provides professional financial advisory services focused on financial planning, taxation, capital structuring, and mergers and acquisitions. The firm serves corporate clients seeking integrated financial and strategic transaction advice.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services Advisory engagement providing financial planning solutions for business clients, supporting strategic budgeting, forecasting, and corporate financial decision-making.
• Taxation Services Tax advisory and compliance services designed for corporate clients, covering tax planning, structuring, and filings.
• Capital Structuring Services Advisory on optimal capital structures for corporate clients, including debt and equity arrangements to support financing objectives.
• Mergers and Acquisitions Advisory Transaction advisory for buy-side and sell-side M&A engagements, supporting corporate clients through deal sourcing, valuation, negotiation, and execution.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• EY Canada: Big Four Canadian practice providing tax, transaction advisory, and consulting — comparable in advisory services, particularly tax and corporate finance, though at significantly larger scale.
• TD Securities: Canadian investment banking arm of TD Bank providing M&A advisory and capital markets services — an incumbent competitor for mid-market and growth-stage corporate finance mandates in Canada.
• RBC Capital Markets: Canadian bulge-bracket investment bank providing M&A advisory and equity/debt capital raising — a scaled incumbent that competes for the same corporate finance mandates Forbes & Manhattan targets.
• KPMG Canada: Big Four firm in Canada offering tax, financial advisory, and corporate finance including M&A — broader portfolio but overlapping on the same services Forbes & Manhattan provides to Canadian clients.
• PwC Canada: Big Four firm with a Canadian practice spanning tax, deals advisory, and consulting — directly overlapping with Forbes & Manhattan's tax and M&A offerings at the mid-market level.
• Deloitte Canada: Big Four Canadian practice providing tax, consulting, and M&A advisory across enterprise and mid-market segments — overlaps with Forbes & Manhattan on tax, corporate finance, and transaction advisory.

Direct peers

• BDO Canada: Canadian member of BDO Global providing accounting, tax, and corporate finance advisory including M&A to mid-market Canadian clients — comparable in scale, geography, and breadth of advisory services.
• MNP: Large Canadian mid-market accounting and advisory firm offering tax, financial planning, and M&A services to Canadian businesses and entrepreneurs — directly comparable in geography, client segment, and multi-disciplinary offering.
• Origin Merchant Partners: Toronto-based independent advisory firm focused on Canadian mid-market M&A — directly comparable as a Toronto-headquartered independent advisor competing for similar mid-market mandates.
• Grant Thornton Canada: Canadian mid-tier accounting and advisory firm providing tax, transaction advisory, and consulting to owner-operated and mid-market businesses — closely comparable in client profile and service mix.

Market position

Customer concentration

• Xx.com/forbesmanhattan

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Forbes & Manhattan