Why We’re Different
Exceptional results for middle-market companies.
Fortune isn’t about luck. It’s about creating opportunities. And creating results.
For more than 30 years, The Fortune Group has delivered remarkable outcomes for clients. By demonstrating value others may have missed, we ensure that the sale of your business is not just one of the biggest decisions you’ll make, but one of the most rewarding as well.
Throughout, our process provides certainty and control as we work to place fortune where it belongs: in your hands.
What’s different about working with The Fortune Group?
We’ve led the sales of hundreds of businesses, leveraging our team’s combined industry and transactional experience across corporate finance, investment banking, accounting and law. We’re able to create outstanding results for our clients with:
A focus on sellers.
By concentrating our firm’s resources on seller representation, we have established The Fortune Group as a recognized leader in transactions that help sellers meet their financial and strategic objectives.
A bold approach.
We’re aggressive advocates for our clients, taking a rigorous and principled approach to everything from preparation and analysis to negotiation and closing.
An engaged senior team.
Senior professionals are personally involved in every aspect of every engagement to ensure clients receive the attention and expertise they deserve.
A personalized experience.
We listen carefully to our clients and tailor the process to their needs, helping them evaluate options and achieve their goals on their terms.
International Expertise
Our international experience and relationships provide our clients with access to global market transaction opportunities.
Our partners at the Alliance of International Corporate Advisors (AICA), an international network of firms providing M&A services to middle-market companies around the world, also provide advisory services on middle-market, cross-border transactions. AICA allows us to provide additional transactional
opportunities to our clients by identifying international buyers without a U.S. presence and eliminating language or cultural barriers that would impede the negotiation and execution of a cross-border transaction.
Featured Transactions
Our track record speaks for itself. Middle-market business owners trust us to lead them through the process and capture more value.
Our History
In 1987, Charles Wulfing and E. Lawrence Keyes, Jr. decided to launch a new investment banking firm that would meet the complex and unique needs of middle-market companies and their owners.
By combining financial expertise, multi-disciplinary insight and a collaborative approach, the firm’s original partners discovered a highly effective business model that continues to create exceptional results for middle-market clients.