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.  If you would like to discuss these topics in more detail, contact us.

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Article

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 …

Article

6 Signs Your Portfolio Company Could Benefit from Leadership Assistance

In a perfect world, private equity investors are able to sit back after purchasing a promising portfolio company and wait …

Article

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 …

Article

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, …

Article

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 …

Article

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 …

Article

7 Signs You Need to Conduct an Operations Analysis and Revisit Your Business Strategy

Every business experiences dips in profits and stalled growth throughout its lifecycle. Though nerve-racking, these natural ebbs and flows in …

Case Study

$85MM Protein Manufacturer

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

E-Book

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 …

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

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 …

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

$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

$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. …