Insights

Article

Inventory Planning and Optimization

Inventory and the Middle Market Middle Market companies often have a love/hate relationship with inventory. Inventory provides a feeling of …

Article

Operations Diligence – Assessing the Foundation for Future Performance

Years ago, Fram oil filters had a catchy commercial; “pay me now or pay me later” – which meant you …

E-Book

The Six Factors

Each middle market business has a number of elements that must function effectively to sustain profitable growth. At FortéOne, we …

E-Book

Middle Market ERP – A Process for Eliminating the Drama

ERP – the Fear of Failure The business battlefield is littered with failed Enterprise Resource Planning (ERP) projects, and the …

E-Book

Recruiting Executive Talent for the Middle Market

Challenges Faced in Upgrading Middle Market Leadership The most common issue we encounter when working with Middle Market companies is …

E-Book

Supply Chains Post-Pandemic: Balancing Risk and Cost

Private Equity and Family Business owners as well as their Supply Chain leaders have rarely experienced the supply chain disruptions and failures that have occurred in recent months due to the travel and production breakage resulting from this COVID-19 pandemic. These supply chain challenges are likely to continue for many months, and there is a critical need to react appropriately to minimize the impact and build a more resilient supply chain for the future. …

Article

Survive & Thrive in the COVID Pandemic: Private Equity Investors – Do not Miss This Opportunity

The rapid turn of events brought on by the COVID crisis has dramatically changed priorities for Private Equity groups across all their initiatives. To survive and thrive during the pandemic, company leaders require simultaneous ability to excel during crisis, retain customers & employees, prioritize & forecast clearly, and successfully position & grow sales and profits—NOW. …

E-Book

The Value and Characteristics of a Competent CFO in Middle Market Companies

Having worked with hundreds of middle market companies over the past 20 years, FortéOne has learned that a competent Chief …

E-Book

Private Equity as a Maturing Asset Class

In the last 20 years, the world in which private equity firms acquire, build, and sell businesses has changed drastically. …

E-Book

A Guide to Effective Sales Leadership

What does it take to increase a company’s top line? There are a number of steps you can take, but …