Buy Side Advisory
The ability to access proprietary, curated deal flow and quickly build founder/seller trust can be invaluable for institutional investors. If you are in a bidding war for a well advised opportunity then you have already late to the party. At Fortior we believe that IQ writes the investment paper but EQ gets the deal done.
"Their ability to identify multiple, off-process target companies that met our investment criteria greatly enhanced our deal flow and our ability to acquire swiftly at reasonable multiples"
Keith Mitchell (N4 Partners)
"The operational and commercial due diligence insights provided by Mark and the team were vital to securing investment committee approval and helped inform the wider strategy for the platform"
Allan Dowie (N4 Partners)
Deal Origination
Early identification of assets which fit your investment criteria before they are in a formal process can offer a real head start in the value creation journey. We have a track record of finding these "diamonds in the rough" and can help you do the same.
Due Diligence
Independent commercial and operational due diligence can provide valuable insight into the ability of a business to deliver on your investment thesis. Our team can help you validate your assumptions and identify risks and opportunities early on.
100 Day Planning
The first three months after deal completion are possibly the highest risk period within an investment cycle. However they also offer a unique opportunity to set the tone for an entire ownership period and prepare the business to deliver exceptional results. By following our structured and proven methodology in this vital phase, we can help lay the foundations for maximum value creation in the years ahead.
Post Deal M&A
Inorganic growth initiatives such as mergers or bolt-on acquisitions are a powerful way to accelerate value creation. However, more value is often destroyed than created in this tricky process. Our proven integration methodology, honed over many deals can mitigate risk of value destruction and costly operational disruption, whilst maximizing the opportunity to bring the original deal rationale to fruition.
Portfolio Oversight
For some investors, striking the balance between closely monitoring portfolio investments and adequately empowering management teams can prove tricky. At Fortior, we can help you design governance frameworks that support your incumbent teams whilst providing you sufficient oversight to ensure things stay on track. Non-executive board presence and light touch operational oversight are just a couple of options here.