Case Study: Forbes Mergers & Acquisitions achieves streamlined operations and secure, easy file sharing with ShareFile

How Forbes Mergers & Acquisitions streamlines operations with Citrix ShareFile Virtual Data Room

Forbes Mergers & Acquisitions is a 13‑person transaction advisory firm in Greenwood Village, Colorado, that focuses on M&A and valuation work for sectors underserved by larger banks. The firm faced complicated virtual data room products, frequent technical issues, burdensome user training, and inadequate security and permissions for remote access and file backup.

By adopting Citrix ShareFile as its intranet and virtual data room—with Desktop Sync for automatic local-to-cloud file syncing and a web interface for remote and third‑party access—Forbes M&A gained an intuitive, reliable platform. The change eliminated third‑party support and training headaches, delivered secure 24/7 access, and reduced costs.

Forbes Mergers & Acquisitions

Bob Forbes

President