[Forge origination]

Who We Are

[our purpose]
Meet the Team
Forge is built on a simple belief: meaningful relationships drive meaningful deals.

We specialize in connecting exceptional business owners and businesses with best-in-class investors and investment firms—forging legacies that endure.

Our experiences—both as entrepreneurs and as investors—give us the perspective to understand and serve business owners and investors alike.

We are a small team that consistently punches above our weight, and the results speak for themselves. At Forge, we win unapologetically by creating great outcomes for every founder, owner, and investor we partner with.
Founder
Tanner Caldwell
Founder of Forge, Tanner Caldwell brings a unique combination of deal experience and people-first leadership. He focuses on guiding business owners and investors through transactions—always with an emphasis on building trust and creating lasting outcomes. Outside of Forge, he enjoys spending time near the ocean, mountains, and attempting endurance events.
Vice president
Cullen Little
Cullen began his career at K1 Investment Management after graduating from UVA's McIntire School of Commerce. One of Forge's earliest team members, he has helped build the firm from the ground up — and today leads an origination team while also managing private equity relationships.

Originally from Baltimore and a former competitive squash player, Cullen now enjoys listening to music with friends and family.
M&A Advisor
Matt Hickerson
Prior to Forge, Matt worked across venture capital and family office investing, bringing an investor mindset and operational expertise to the team. At Forge, Matt leads a team ensuring successful origination engagements by driving research, outreach, and pushing deals forward.

Raised in Colorado, Matt is an avid mountain biker and snowboarder with a deep interest in macroeconomics, mining, and industrials - a natural curiosity for how industries are built and how economies move.
M&A Advisor
Christopher Baldini
CJ began his career at Forge after graduating from the University of Virginia with degrees in Economics and Political Science. He focuses on creating successful partnerships by cultivating and supporting relationships with both investors and business-owners alike.

Originally from Connecticut and a former member of the U.S. National Squash Team, CJ now channels that competitive drive into surfing and exploring the world through travel.
M&A Advisor
Will Bradley
Will brings experience across investment banking and private equity to Forge, contributing deep deal-sourcing expertise that helps drive the firm's sourcing engine. He has built a career around identifying the right opportunities and connecting them with the right partners.

Raised in Michigan, Will is a motorsports enthusiast and former competitive snowboard racer.
M&A Advisor
Aleks Kurdiani
Aleks previously worked as a product manager at a fast-paced tech startup in San Francisco, bringing a strong technology, process, and systems background to Forge. He focuses on strengthening operations to help the team move faster and execute consistently — while also sourcing and servicing deals for clients.
M&A Advisor
Ben Clark
Ben brings an insatiable hunger to Forge, backed by experience in product sales and a background in real estate. He channels that drive into sourcing and owner outreach across targeted industries while also serving our clients.

A car enthusiast with a deep appreciation for the Los Angeles food culture, Ben approaches everything - work included - with the same passion and curiosity.
M&A Advisor
Austin Falk
Austin brings a unique blend of technical insight and relationship-building expertise to Forge, shaped by a career spanning both the software and entertainment sectors. Raised in Arizona, he focuses on private equity origination and helping business owners find the right path forward.

A natural storyteller, Austin approaches his work with authenticity and purpose. Outside the office, he cherishes time spent with family and friends and enjoys the arts.
M&A Advisor
David Kruskamp
David brings experience in fintech sales and deal sourcing from his time at PitchBook and a boutique investment bank, applying that background directly to his work at Forge. He focuses on sourcing new deals and supporting private equity firms' investment theses.

Originally from the Bay Area and a former collegiate football player, David loves finding live music and spending time at the beach when he's not sourcing deals.
M&A Advisor
Hayden Boehle
A Los Angeles native, Hayden brings relentless hustle and a knack for building trust to Forge, shaped by a career as a commercial real estate broker and a track record in enterprise tech sales. He works directly with business owners and private equity clients alike, leveraging his cross-industry experience to find the right fit for both sides of the table.

Outside the office, Hayden's competitive roots run deep - a former Division I volleyball player at UCSB with a brief professional career on the court. These days he channels that same energy into surfing, beach volleyball, and hitting the trails.
[Future roles]
We’re Hiring
At Forge, we are always looking for top-performing and motivated individuals. Interested? Shoot us an email with your information.
Operations
M&A Advisor
Automation Experts
Research Analyst
Select Network of Investors
[start with Forge]
Want to be the next?
With Forge, you can trust that the legacy you’ve built will be respected and the right partner will be there to grow and carry it forward.
Book a call
Book a call