Will Forbes

• Managing Director
• Investment Banking
• Strategic Advisory
• San Francisco

Will Forbes is a managing director in Evercore’s strategic advisory business focused on financial institutions. He has advised on M&A and capital markets transactions across financial services, with a particular focus on insurance, insur-tech, wealth management and fintech.

Now based in London, Mr. Forbes previously spent eight years in San Francisco.

Recent notable deals include advising World Insurance on its investment from Goldman Sachs Asset Management; abrdn on the sale of its discretionary fund management business to LGT; Alera’s acquisition of Propel Insurance and its recapitalization by Genstar and Flexpoint Ford; Align Financial on its sale to DUAL; Galway Insurance on its sale to Harvest Partners; Root on its reinsurance structuring and IPO; Palomar on its IPO; and a strategic investment in Acrisure by Blackstone and Harvest Partners.

Prior to Evercore’s 2011 acquisition of Lexicon Partners, Mr. Forbes was at Lexicon. Earlier in his career, he was an analyst at Rothschild in London and Hong Kong.

Mr. Forbes earned an M.A. (Oxon) in Economics and Management from Oxford University.