Private Equity & Family Office

Building and Sustaining Enterprise Value.

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 navigate the leadership and operational complexities associated with owning companies. Each leader on our team has an average of more than 20 years’ leadership experience. Each one knows what is needed to strengthen what is working, right what is wrong, and steer your underperforming assets back to a profitable course.

The FortéOne team works hard on-site and off, side-by-side with your existing management, 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

ID & ENGAGE FIRMS FOR INVESTMENT ENHANCE THE VALUE OF INVESTED WEALTH DELIVER/MONETIZE PROFITS / WEALTH

Obstacles to Success

Winning the Best Companies

• • • • •

Avoiding Paying for Potential Problems

FortéOne Can Help by

Rapidly Assess Company & Management Team

• • • • •

Help Develop Realistic Investment Thesis

• • • • •

Provide Industry Experience / Seller Confidence to help win the Sale

Wins for PE Partners

Confirm Value, Increase Seller Confidence in PE Firm

Obstacles to Success

Understanding the Potential

• • • • •

Bridging the Gaps to Get There

FortéOne Can Help by

Assess Strategy and Management Team

• • • • •

Supplement Talent to Accelerate Achievement

• • • • •

Create Growth Plans Beyond the Capabilities of Existing Management Team

Wins for PE Partners

Eliminate “False Starts” Increase IRR

Obstacles to Success

Underperforming the Investment Thesis

• • • • •

Struggling with Hyper-Growth

• • • • •

Change is Certain:
Leadership Issues
Market Shifts
Acquisitions

FortéOne Can Help by

Engagements that Boost Performance
Sales Growth
SIOP
Financial
Productivity
Cost
Interim Talent

• • • • •

Address Game Changers with Strategy, and Provide People

Wins for PE Partners

Recognize Reality Act Decisively

• • • • •

Increase Time to Correct Issues, Increased EBITDA

Obstacles to Success

Sale Readiness:
Management not staying post-sale
Market ready, company is not
No compelling go forward strategy

FortéOne Can Help by

Address Mission Critical Issues in Short Time Frames

• • • • •

Develop Compelling Go Forward Strategy

• • • • •

Beef Up Management Talent
(Go with the Sale)

Wins for PE Partners

Remove Seller Obstacles to Go to Market

Obstacles to Success

In Market Issues

• • • • •

11th Hour Repairs before Buyer Visits

• • • • •

Buyers Do Not Continue
(Failed Sale)

FortéOne Can Help by

In Market Rapid Fixes

• • • • •

Supplement/Provide Management Team

• • • • •

Assure Highest Value Activities Focused on for Successful Sale Completion

Wins for PE Partners

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.

A few words from Private Equity & Family Office clients.

“FortéOne has assisted us with diligence, interim leaders, and in one company they led the business to expanded sales and more than tripled EBITDA. […] They hit the ground running and are not deterred by tough issues.”

Jeff Walters, Co-founder and Managing Partner at LaSalle Capital

“The softer side of culture during a transition can be very fragile and I think FortéOne has proven through a number of engagements with us that they connect with that and they do a really good job of worrying about it. In each instance, it’s worked better than I would have anticipated given the challenges.”

Steve Vivian, Private Equity

Recent Private Equity & Family Office Success Stories.

Private Equity-Owned Tool Distributor

Improved performance through enhanced operations, process, and leadership.

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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.

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$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.

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$260MM Snack Food Manufacturer

Working alongside business owners and Investment Bankers to implement change and demonstrate improvements that add value.

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$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.

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