The Fortune Group professionals have over 100 years of combined
transactional corporate finance experience at leading Wall
Street and regional investment banking firms. They also have
extensive management and board level experience with both
Fortune 500 and middle market companies in a wide range of
industries. Senior professionals are personally involved in
each engagement, regardless of its size.
The firm’s principals are actively involved in middle
market transactions every day. This visibility and continuity
of contact allows The Fortune Group to maintain an active
dialogue with capital providers, as well as with buyers and
sellers of middle market companies. Personal relationships
and proprietary databases are supplemented through the use
of numerous on-line and industry-specific databases.
Since The Fortune Group does not maintain any accounting,
brokerage, banking or other business relationships with clients,
its recommendations are completely independent and unbiased.
Compensation is tied to the successful completion of transactions
for its clients, not their duration. The Fortune Group will
advise a client not to pursue a transaction if the potential
costs of going forward outweigh the benefits for the client.
The Fortune Group’s size and non-bureaucratic style
is consistent with its focused market approach. The firm’s
small size enables clients to receive prompt, personal attention
and ensures confidentiality. Furthermore, the collegial style
of the firm allows a frequent and efficient sharing of market
intelligence among the principals that benefits its clients.
Clients appreciate the seasoned business judgment that comes
from having a veteran financial advisor involved with every
assignment. The Fortune Group provides its clients with honest,
pragmatic advice for meeting their objectives and develops
a realistic timetable for each assignment.
Most importantly, each of The Fortune Group’s principals
has made a professional commitment to serving the investment
banking needs of the most dynamic and entrepreneurial segment
of the U.S. economy—the middle market. The firm places
a high value on its relationships with the individuals and
families who lead these diverse businesses. For companies
considering a middle market transaction of any type, or those
who would simply like to learn more about the firm, The Fortune
Group welcomes the opportunity to discuss its capabilities.