Sell Side Advisory
Selling to, or seeking investment from institutional investors can be daunting for a founder. We can help you navigate the process and translate the mumbo jumbo so you can stay focussed on running your business and securing a favorable outcome.
"By maintaining contact with Mark we were able to keep the door open to possible resumption of negotiations, and ultimately we got there in the end"
Willem Wille (Former Owner: Willteco)"
"The guys understand the challenges involved in selling a business and acted as a valuable go between for us with the new investor. They played a pivotal role in overcoming roadblocks and helping us get the deal completed"
Roger Nafziger (Former Owner: Energy Services International"
Sale Readiness
Many highly profitable privately held businesses are well run from the owner’s perspective where the objectives are tax compliance and security of income. However, a long list of additional requirement beyond the day to day are needed what then objective changes to a smooth sale process. Our proactive hands on approach to preparing a business for sale will ensure that we work discretely with you and your team to reduce stress and deliver an optimized valuation and deal structure for you.
Fundraising / Investment
Once a business is truly ready to enter a sale of investment raising process, the way in which the business is presented to the investment community is absolutely vital. Institutional investors are used to be supplied with materials in a semi standard format and via a semi standardized process. We can help you understand the buyer’s world and guide you through to an optimized outcome.
Founder Transition
The emotional journey undertaken by a founder during and after the sale of what has been their life’s work is rarely mentioned in business school reading materials. However, it is probably the most influential factor in determining the success or failure of a change of control transaction. At Fortior, we have a network of former business owners who have successfully navigated this transition and are available to share their wisdom with you on how to achieve your objectives and maintain focus during such a life changing event.