About Us

We are a group of like-minded servant leaders who facilitate all aspects of M&A transactions.

M&A Forum

Who We Are

The M&A Forum was founded in Houston in June of 2008 based on a model developed by a Dallas, TX based business leadership group currently known as the Business Navigators.

Through monthly meetings and other programs, the organization brings together buyers and sellers of private enterprises along with investors, lenders and professional advisors that make business transactions happen. The principles upon which the M&A Forum was built and which continue to guide its mission and vision today are:

  • Sharing experiences, skills and relationships between and among the members in order to serve each other and build community without expecting anything in return.
  • Building bridges of trust by among the members through listening to each other first with the intent to understand rather than reply.

The M&A Forum was formally organized as a non-profit corporation in July of 2015 and designated as a 501(c)(6) tax exempt company in March of 2016.

M&A Forum

Founders of
M&A Forum

COMPANY: CSB PARTNERS, LLC

FOUNDER & CHAIRMAN EMERITUS

COMPANY: JOHNSON, DELUCA, KURISKY, & GOULD, P.C.

FOUNDER & CHAIRMAN OF THE BOARD

M&A Forum

Our Vision

The M&A Forum envisions a business environment that fosters transparency and trust among M&A community stakeholders, including business owners, business buyers, and service providers.

M&A Forum

Our Mission

The M&A Forum is building a community based on trusted relationships among acquisition-focused investors, lenders, brokers, professionals, and business owners of growing private enterprises, that results in enhanced value to all constituencies.