James Morgan is the Managing Director at Forbes Partners, a position he has held since November 2019. Based in the United States, James brings extensive experience in investment banking and financial advisory services.

Prior to joining Forbes Partners, James served in various roles at HSBC Global Banking and Markets, including Leveraged and Acquisition Finance, U.S. Financial Sponsor Coverage from August 2013 to February 2017, and Investment Banking in the U.S. Mergers & Acquisitions group from October 2009 to August 2013.

James began his career at Scotiabank in May 2000, focusing on Investment Banking in the Industrial, Consumer, and CMT Sector Groups. He later worked at Citi in the Global Industrial Group from July 2004 to April 2006, and subsequently at HSBC in the Industrial, Transportation, and Infrastructure Sector Group from April 2006 to October 2009.

James holds a verified email status and is an experienced mid-market advisor focused on M&A and capital formation.