Transaction Advisory · Established 2020

Outcomes Worth
Naming Later.

We help emerging-growth and family-held enterprises move with conviction — pairing independent analysis with hands-on execution.

Connect With Us
F·G
A Stratton Holdings Company
What We Do

Where we do our deepest work.

Each engagement begins with a hypothesis, ends with an outcome the client can measure, and is led by partners — not associates — from week one.

01

Transaction Advisory

Diligence, valuation, and integration support across acquisitions, recapitalizations, and ownership transitions.

02

Corporate Strategy

Portfolio direction, competitive positioning, and long-range planning for boards and ownership groups.

03

Strategic Advisory

Long-horizon counsel on capital structure, portfolio composition, and competitive positioning for founder-led and family-held businesses.

04

Capital Strategy

Counsel on capital structure, financing pathways, and balance-sheet decisions for businesses approaching their next stage.

Where We Focus

Six industries. Operator-level fluency.

Our sector teams are led by operators who have built, sold, and stewarded businesses in their respective fields — not analysts who have only read about them.

01

Real Estate & Built Environment

Investment, development, and operating advisory across commercial and institutional real estate.

02

Financial Services & Private Capital

Advisory across asset management, private equity, family office, and capital markets infrastructure.

03

Healthcare & Life Sciences

Advisory for health systems, biopharma, and medical technology businesses navigating growth inflections.

04

Legal & Professional Services

Engagements spanning national law firms, boutique practices, and global regulatory advisory.

05

Consumer & Retail

Brand strategy, channel economics, and unit-level performance for consumer and multi-location businesses.

06

Consumer Finance & Insurance

Strategy across lending, payments, and insurance carriers adapting to a changing rate environment.

About

A boutique with global reach.

Forge Glen is a strategic advisory firm operating across North America, Europe, and Asia Pacific. As a member of the Stratton Holdings family of companies, we bring global reach and local expertise to our clients — without the apparatus of a traditional consultancy.

Our work is partner-led, conviction-weighted, and built around a small number of engagements at a time. We do not pursue volume. We pursue outcomes the principal can name three years later.

25+
Countries of operation
3
Continental practices
2019
Year established
S·H
The Parent

About Stratton Holdings

Stratton Holdings is a privately-held global advisory and investment conglomerate with operations in 40+ countries. The Group's portfolio spans strategic services, capital deployment, and operating businesses across sectors — held together by a long-term, founder-aligned philosophy.

Perspectives

Thinking from the field.

Selected writing from our partners. Published quarterly; circulated more often by clients than by us.

Strategy

What Separates Durable Businesses from Cyclical Ones

Governance

The Boardroom and the Balance Sheet: Aligning Both for the Long Term

Private Capital

When to Hold, When to Sell: A Framework for Family-Held Owners

Connect

For the conversations that come before the engagement.

Inquiries are reviewed personally. We respond to fit before we respond to scope.

Office Nashville, Tennessee
Hours By appointment
Where We Operate

Global presence. Partner-led delivery.

Six offices across three continents. Each led by senior practitioners — every engagement supervised from origination to outcome.

Americas · HQ
Houston
Texas, United States
Headquarters
Americas
New York
New York, United States
Office
EMEA · HQ
London
United Kingdom
Regional Lead
EMEA
Zürich
Switzerland
Office
APAC · HQ
Singapore
Singapore
Regional Lead
APAC
Hong Kong
Hong Kong SAR
Office
Affiliations & Standards
UN Global Compact ISO 9001:2015 World Economic Forum · Partner The Conference Board