Straightforward Value Creation.

Low-Risk Execution.

Collaboratively working toward sustained growth and legacy

Value Creation Overview

Forge52’s value creation plan is designed to unlock your business's full potential. We work with your management team to put the right people, processes, and systems in place to drive profitable growth.  

Whether through organic expansion or strategic acquisitions, our approach creates significant equity value and positions your company for long-term success.

Forge52’s Value

Creation Process

Step 1:

We begin the value creation process by evaluating your company’s current state and defining a clear vision for each business function.

Step 2:

Next, we develop and execute a strategic plan to achieve that vision with defined tasks, accountabilities, milestones, and KPIs.

Step 3:

Our process includes helping you continuously track and report progress, with the flexibility to adapt as circumstances evolve.

How we help build stronger, more resilient companies—ready to grow, thrive, and succeed in their next chapter.

Management

Goal: Strong leadership bench with clear division of responsibilities and a well-defined succession plan, reducing reliance on any single person.

Finance

Goal: Finance becomes a profit driver, providing deep visibility into the business, thus enabling smart, data-driven decisions across all business functions that strengthen your bottom line.

Sales & Marketing

Goal: Sales processes are fully aligned with customers’ buying process; activities are actively tracked, and sales staff are incentivized for growth—fueling your company’s expansion.

Purchasing

Goal: Strategic sourcing builds a resilient, cost-efficient supply chain, ensuring stability and profitability.

Operations

Goal: A data-driven operation focused on continuous improvement that prevents, rather than reacts to issues and adapts to new opportunities.

Human Resources

Goal: A strategic partner to management, ensuring talent is recruited, retained and incentivized to support management’s business goals and growth objectives.

Corporate Development

Goal: An in-house M&A engine capable of sourcing, closing, and integrating acquisitions seamlessly using a defined playbook—accelerating your company’s expansion.

“Our team understands that no individual is stronger than the team. We unlock our true potential together."

– Daniel Ron

Forge52 Investment Criteria

Our investment criteria ensure we partner with businesses that align with our strategic goals, strong values, and commitment to long-term success. We prioritize shared values, growth potential, and a deep desire for true partnership. By focusing on these key elements, we invest in companies poised for sustainable growth that benefit from our collaborative, goal-driven approach to value creation.

Platform Acquisitions

  • Manufacturing companies

  • Business-to-business sales model

  • $5+ million of EBITDA

  • Headquartered in North America

  • Private, non-institutional ownership; family-, management-, or founder-owned

  • Value creation opportunity by leveraging the operational expertise of the firm’s partners and network of operating partners

Add-on Acquisitions 

  • Add strategic value to an existing platform investment

  • No size limitations

  • No geographic limitations

Transaction Types 

  • Private equity recapitalization

  • Management buyout

  • Generational ownership transition