There is a reason you own the companies you do. At the outset, each one had a compelling investment thesis. But sometimes, a company in your portfolio falls short of expectations. And when the management team you’ve installed is struggling to achieve your investment thesis, experienced help is often the answer. Help from FortéOne.
How FortéOne works to assist Business Investors.
From the very beginning, FortéOne has specialized in helping middle-market Private Equity firms and Family Offices. We have assisted PE/FO firms and other sponsors for the past 20 years navigate the leadership and operational complexities associated with owning companies. Our services include pre-purchase due diligence as well as change leadership when you own the company to professionalize every aspect of business operations. And we are often called upon to supplement financial or operational leadership, or in some cases, supply a full leadership team to improve EBITDA and prepare the company for sale.
The FortéOne team works hard on-site and off to determine what obstacles stand in the way of growth and, more importantly, how to overcome them. FortéOne is all about return on investment —financial returns in your business from our services.
Understanding the enterprise lifecycle is our key to success.
At FortéOne, we understand how portfolio companies, along with their challenges and opportunities, evolve over time. We are able to step in at any point along a firm’s maturation and return it to growth.
Value Creation During Portfolio Company Life Cycle
Winning the Best Companies
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Avoiding Paying for Potential Problems
Rapidly Assess Company & Management Team
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Help Develop Realistic Investment Thesis
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Provide Industry Experience / Seller Confidence to help win the Sale
Confirm Value, Increase Seller Confidence in PE Firm
Understanding the Potential
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Bridging the Gaps to Get There
Assess Strategy and Management Team
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Supplement Talent to Accelerate Achievement
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Create Growth Plans Beyond the Capabilities of Existing Management Team
Eliminate “False Starts” Increase IRR
Underperforming the Investment Thesis
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Struggling with Hyper-Growth
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Change is Certain:
Leadership Issues
Market Shifts
Acquisitions
Engagements that Boost Performance
Sales Growth
SIOP
Financial
Productivity
Cost
Interim Talent
• • • • •
Address Game Changers with Strategy, and Provide People
Recognize Reality Act Decisively
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Increase Time to Correct Issues, Increased EBITDA
Sale Readiness:
Management not staying post-sale
Market ready, company is not
No compelling go forward strategy
Address Mission Critical Issues in Short Time Frames
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Develop Compelling Go Forward Strategy
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Beef Up Management Talent
(Go with the Sale)
Remove Seller Obstacles to Go to Market
In Market Issues
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11th Hour Repairs before Buyer Visits
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Buyers Do Not Continue
(Failed Sale)
In Market Rapid Fixes
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Supplement/Provide Management Team
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Assure Highest Value Activities Focused on for Successful Sale Completion
Remove Buyer Obstacles for Purchase
Our expertise spans the gamut of Issues that Middle Market Owners Encounter
There are many reasons for contacting FortéOne. So many, in fact, our website cannot possibly cover them all. But whether you need assistance preparing a company for sale, installing new financial reporting processes, ensuring your due diligence is diligent enough, or making sure your middle-market firm is firing on all cylinders, a call to FortéOne always provides a good return on your time investment.
Our services are tailored to the critical needs of Private Equity & Family Office business owners and sponsors:
Our proven process achieves accelerated growth and category leadership. SmartScale accelerates the number and lifetime value of customers—resulting in exponential growth of EBITDA—and creates Category Leaders out of exceptional owners. For sponsor-owner businesses, we will work with your portfolio companies at the start of an acquisition process or before you plan a transition in your fund.
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This objective, 360-degree analysis of your portfolio company leaves no stone unturned. We find what works, what could work better, and what should be best left in the past. This deep dive also delivers an action plan to make the changes required to move your company forward. And we are available to implement these changes in your portfolio company.
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If your portfolio company’s leadership team is a bit lacking (or perhaps just incomplete), our team members can step in to quickly implement leadership and changes that produce maximum results. We are also able to supply a full leadership team to improve EBITDA and prepare the company for sale.
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One thing all high-performing companies have in common is a strong supply chain. OneLink analyzes your supply chain and operations and implements the changes necessary to improve your performance.
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With the pressure to grow and adapt at an all-time high, strategy is more important than ever. OnePath quickly brings focus and a feasible way forward for companies experiencing industry disruption, stalled growth, or both.
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When your portfolio company’s sales efforts have plateaued (or ideally before), OneWin will professionalize your sales process and organization to improve your top and bottom line, and ensure continued profitable growth.
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If your particular needs fall outside the categories on this page, you are not alone. Much of our work is solving unique issues for middle market sponsor-owned businesses. Our team members have decades of experience tackling wide ranging issues and capturing promising opportunities.
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