Insights

A deeper dive into what drives middle market success.

Our team of experienced, multi-industry veterans at FortéOne have assisted hundreds of middle market businesses, just like yours. We hope you find their insights interesting and valuable for your company.  If you would like to discuss these topics in more detail, contact us.

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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

Business owners and supply chain professionals 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

COVID Management for Private Equity: Do not Waste this Opportunity

The rapid turn of events brought on by the COVID crisis has dramatically changed priorities for PE groups across all their initiatives—including portfolio company management, pending sales and purchases, and overall investment strategy. For PE Partners, the focus needs to be first on surviving the disruption but also looking for opportunities to leverage the crisis to build a stronger business. …

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 …

E-Book

Preparing Your Private Business for Sale

Once you officially begin the process, selling your business can take between six and nine months, on average, to complete. …

E-Book

Voice of the Customer

Studies show that acquiring a new customer can be anywhere from five to 25 times more expensive than retaining and …

E-Book

Maximizing Manufacturing Margins with Value Engineering

Manufacturers large and small all hope to achieve the same thing: manufacture more products, with higher margins. Of course, in …

Article

Why you Need to Conduct a Supplier Risk Assessment in 2020

An unreliable supplier can cause irreparable damage to middle market businesses. Economic growth or decline, newly imposed tariffs, or issues …

Article

Why You Need a Supplier Relationship Management Program

Despite the many benefits, it’s rare for middle market businesses to have contracts with suppliers or even a supplier relationship …

Article

The impact of a slowed global economy on Middle Market U.S. supply chains

Despite the fact that the U.S. economy is strong, farmers, manufacturers, and U.S. companies are experiencing serious distress because other …

Article

How to Achieve Position of Choice

As a business owner, you want to develop options for how you position your business as it grows. Will you …

Article

Optimizing your supply chain to avoid distributor chargebacks

To reach the largest market possible, many middle market businesses use distributors to take their goods from a warehouse or …

Article

How the 2018 Transportation Crisis Affected Middle Market Businesses

The economic boom in America over the last several years has created jobs, boosted consumer spending, and driven up profits …

Article

How to avoid these 4 common accessorial fees

Up until very recently, middle market companies contacted carriers on an as-needed basis and paid the spot pricing determined at …

E-Book

The FortéOne Way: Delivering Value, Knowledge, & Strategic Decision

Lessons learned & Finding Solutions for the Middle Market. …

Case Study

Private Equity-Owned Tool Distributor

Improved performance through enhanced operations, process, and leadership. …

Case Study

Privately-held National Technology Distribution Company

Revised Strategy with new Client Targeting, Pricing, and Sales Approach. Revenues up by 2.5X in 4 years, and Profits improved over 300%. …

Case Study

$30MM Business Services Provider

Keeping up with the demands of a large customer was taxing production capability and created concern about losing the customer if delivery expectations were not met. …

Case Study

Private Manufacturing Firm with Seasonal Demand

Revised Strategy with new Financial Controls, Internal Processes, Pricing Approach, and Sales Targets. Margins up over 20% in first 6 months. …

Case Study

$180MM Industrial Components Manufacturer

Keeping up with the demands of a large customer was taxing production capability and created concern about losing the customer if delivery expectations were not met. …

Case Study

$280MM Industrial Building Manufacturing & Construction

Understanding how to manage the complex relationship and decision-making structures inherent in multiply family ownership businesses. …

Case Study

Privately-held Consumer Product Company

Taking immediate control to stabilize a chaotic organization and turn around issues with cash flow, profit projections, and supply chain in China. …

Case Study

$260MM Snack Food Manufacturer

Working alongside business owners and Investment Bankers to implement change and demonstrate improvements that add value. …

Case Study

$200MM Food Manufacturer and Co-Packer

Effective solutions and rapid implementation to turn around declining performance and train management on how to sustain long-term improvements. …

Case Study

$85MM Protein Manufacturer

Working with the Family Board to return company to profitable status in order to sell at the highest value. …

Case Study

$35MM Sugar-free Bakery that Ships Frozen Products Nationally

Partnering with ownership and management to rapidly improve sales and operating results to maximize company value. …

Case Study

$30MM Frozen Baked Goods Manufacturer

Focusing on opportunities for material improvements in profitability and enterprise value. …