Referral Partners

Add value to your client relationships.

Introduce them to the experienced M&A
professionals at The Fortune Group.

The Fortune Group understands and respects the importance of the professional and personal relationships that attorneys, tax and accounting professionals, wealth managers and other advisors have built with their business owner clients. That’s why we’ve always placed a high value on partnering with trusted professional advisors to help them meet the multifaceted needs of their clients.

The Fortune Group recognizes the important role you play in ensuring your clients’ success. Our mergers and acquisitions professionals can complement your expertise to deliver outstanding results. If you have a client considering a sale or a recapitalization, or simply want to kick start the conversation about an eventual transition of business ownership, The Fortune Group can help you and your client evaluate options and navigate the transaction process with confidence.

Reach Out

What does a partnership look like?

We take a long-term view of our relationship with you and your clients. For this reason, we often find that our most productive relationships evolve out of early, exploratory discussions with prospective clients that allow both parties to get better acquainted professionally and personally.

As we build our relationship as partners, we’ll welcome and look for opportunities to provide insight, feedback and assistance to you and your clients in collaborative and mutually beneficial ways, including:

  • M&A market updates
  • Relevant industry and buyer activity
  • Valuation and pricing metrics
  • Alternative transaction structures and considerations
  • International, cross-border opportunities

Such discussions are an important part of our ongoing client development activities and are treated accordingly. They are held in strict confidence and do not carry any obligation on the part of the prospective client to enter into a transaction or relationship with The Fortune Group.

Meet Our Team

A transparent, collaborative experience for you and your clients.

For more than 30 years, our M&A experts have helped clients and their trusted advisors achieve maximum benefits as they transition ownership of the successful businesses they have built. We’ve completed the sale or recapitalization of hundreds of public and privately held businesses across a wide range of industries.

Our focused middle-market experience will maximize your client’s opportunities and outcomes. We’ll listen carefully and tailor a process to their specific needs, helping them evaluate options and achieve their goals on their terms. In addition, our international relationships and cross-border expertise will enable us to provide your clients with access to global market transaction opportunities.

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Our track record speaks for itself. Middle-market business owners trust us to lead them through the process and capture more value.
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