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

Can a Virtual Middle Market Business Transformation Program be Successful?

Given the reduction or even elimination of brick and mortar presence for middle market businesses during the pandemic, an experienced partner in virtual transformation is the asset you may not have known you need. …

Article

The Evolution of Procurement to Spend Management

Companies large and small underestimate the importance of effective procurement management. Over the years, we have seen that most of …

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 …

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

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 …

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

$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. …