A deeper dive into what drives middle market success in Family and Private Equity owned companies.

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.





“Air Cover” for the Poor Performers and Uninformed

Fortunately for all the mediocre performers out there, there’s a sea of excuses coming for you to hide behind. I …


Why Strategy is Essential to Privately Held Company Success

In our work, we have met owners and management teams at hundreds of privately held middle market companies. Most all …


The Art and Science of Acquisition Integration

Successful integration of multiple companies is one of the most complex projects any business leader can undertake. We have worked …


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 …


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. …

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%. …