Forum Capital Partners

Forum Capital Partners is a leading independent placement agent and fundraising advisor that partners with both established and emerging private investment managers. The firm specializes in assisting these managers to diversify and enhance their investor base by raising institutional capital across a global spectrum. Their services encompass comprehensive fund advisory and placement for primary, direct, and secondary mandates, covering a wide array of private investment strategies.

Founded in 2001 by Jeffrey Stern and Robert Schwabe, Forum Capital Partners was established as the successor to the private equity business they previously built and managed at CIBC Oppenheimer and its predecessor firm. Stern and Schwabe have a long-standing partnership, having worked together since 1994. Over their careers, they have collectively raised more than $11 billion in institutional capital for various private investment funds, direct private equity deals, and secondary transactions globally.

As a placement agent, Forum Capital Partners primarily facilitates capital raising for other fund managers rather than directly managing a portfolio of companies. However, they do advise on direct and co-investment opportunities. The firm's focus areas for fundraising include buyout, growth equity, real estate, infrastructure, natural resources, and secondary strategies. Forum Capital Securities, LLC, an affiliate, is a registered Broker-Dealer and a member of FINRA and SIPC, underscoring their regulated and professional approach to financial services.

The leadership team, comprising managing partners Jeffrey Stern and Robert Schwabe, brings extensive experience to the firm. Mr. Stern has over 40 years of experience in the financial services industry, previously heading the Private Equity Group at CIBC Oppenheimer. Mr. Schwabe also has over 35 years of experience, having served as Managing Director of the Private Equity Group at CIBC Oppenheimer. Their combined expertise and long history in the industry are central to the firm's advisory and fundraising capabilities.