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.

down

FILTER BY:

Article

Middle Market Manufacturing: How to Create Impactful Change

Across the U.S. Midwest from the end of WWII to the 1980s, most towns and cities had multiple middle market …

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. …

Case Study

$80MM MEP Contractor

Working with the President and Family Board to define and implement changes required to enable growth at increase profits …

Article

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 …

E-Book

Lean Construction

Lean Construction is a continuous improvement system that has been implemented at hundreds of the highest performing construction firms around …

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 …

Article

How family-owned, middle market businesses can prepare their business for sale

You may think that running your business and preparing it for sale require different skill sets, and for some companies …

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

$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. …