Insights
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.
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7 lessons learned from the COVID-19 pandemic in the food manufacturing industry
In recent years, there has been a focus in the food industry on lean practices, eliminating operational waste and redundancies, …
6 Steps to Professionalize Your Sales Organization
As a sales organization grows, there often comes a breaking point where individual team members can no longer move the …
7 signs profits are dipping because of poor supply chain management
When it comes to increasing profits, most middle market companies focus on sales. While certainly important, the fastest way to …
Seven Signs Your Company Performance Is a Real Problem
Every business experiences dips in profits and stalled growth throughout its lifecycle. Though nerve-racking, these natural ebbs and flows in …
3 Ways Middle Market Construction Companies Can Improve Financial Performance
In the construction industry, the finance and accounting functions of middle market companies often operate in a way that results …
Six Signs Your Portfolio Company Needs Leadership Assistance
In a perfect world, private equity investors are able to sit back after purchasing a promising portfolio company and wait …
The End of Globalization: Creating Value in a Storm
The fourth piece in our “End of Globalization” series discusses the challenges (and ways forward) for creating enterprise value in uncertain times. …
Why leadership alignment is so important and how to achieve it
The global marketplace is incredibly competitive, and it is getting harder and harder for middle market businesses to compete. While …
Recruiting in the Great Resignation
The pandemic has created a significant shift in the relationship between employee and employer. During the height of the pandemic, …
“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 …
The End of Globalization: Leadership in a Perfect Storm of Disruption
The third piece in our “End of Globalization” series discusses the tough road ahead for Middle Market business leaders. …
Are you still trying to beat the competition? Snap out of it!
19% of the Fortune 100 Fastest Growing Companies scaled through category creation – and they captured 51% of the cumulative …
The End of Globalization: Information and the Middle Market
The second piece in our “End of Globalization” series highlights the need for quality Information for Middle Market business leaders. …
How to become a Market Disruptor with the FortéOne Accelerator
Historically, it was thought that competitive advantage came from having superior products, faster delivery times or cheaper pricing. For decades, that business strategy proved to be effective, but today businesses can no longer survive using these tactics. …
The End of Globalization: What the Invasion of Ukraine Signals to Your Middle Market Business and How to Prepare
The first piece in our “End of Globalization” series highlights specifically the impact the Ukraine-Russian conflict will have on Middle Market business leaders. …
Why Some Leaders Fail to Scale Their Business
Most leaders today strive to scale their business. And why not? Bringing in more revenue and increasing the value of …
How middle market construction companies can unlock millions in cash
It is rare for a middle market construction company to have company-wide visibility into cash flow in a way that …
Financial metrics and reporting best practices in the construction industry
Profit fade has been plaguing the construction industry for years. Companies start the year with high expectations, but as individual …
5 Instances Where Creating a New Business Strategy is Worth the Investment
For some middle market business owners, the thought of creating a new business strategy makes them want to pull their …
$85MM Protein Manufacturer
Working with the Family Board to return company to profitable status in order to sell at the highest value. …
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 …
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 …
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. …
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. …
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 …
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 …
Private Equity-Owned Tool Distributor
Improved performance through enhanced operations, process, and leadership. …
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%. …
$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. …
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. …
$280MM Industrial Building Manufacturing & Construction
Understanding how to manage the complex relationship and decision-making structures inherent in multiply family ownership businesses. …
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. …
$260MM Snack Food Manufacturer
Working alongside business owners and Investment Bankers to implement change and demonstrate improvements that add value. …
$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. …
$85MM Protein Manufacturer
Working with the Family Board to return company to profitable status in order to sell at the highest value. …
$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. …
$30MM Frozen Baked Goods Manufacturer
Focusing on opportunities for material improvements in profitability and enterprise value. …
