FOR BUSINESS OWNERS
The Next Chapter Should Honor What You Built.
Choosing a partner for the next chapter of your business is about more than price. It is about protecting the culture, people, customer relationships, and reputation that created its value.
FortéOne Capital partners with founders, families, and management teams to create thoughtful ownership transitions, strengthen the business, and build on what already works.
DISCREET APPROACH
DIRECT ACCESS
FLEXIBLE TRANSITIONS
OPERATOR-LED PARTNERSHIP
More Than a Transaction
You have invested years building your company, developing your people, earning the confidence of customers, and establishing a reputation in the marketplace. We approach every potential partnership with respect for that history and a clear understanding that the right outcome must address both financial and personal objectives.
PROTECTING THE LEGACY
We seek to preserve the culture, values, relationships, and reputation that made the business successful.
SUPPORTING THE PEOPLE
We work with existing management teams, identify opportunities to strengthen leadership, and invest in the people responsible for the company’s success.
PROVIDING CONTINUITY
We collaborate with owners to develop a transition plan that supports customers, employees, suppliers, and the next generation of leadership.
INVESTING IN GROWTH
We bring operating experience, strategic resources, and patient capital to help the company reach its next stage of development.
WHAT HAPPENS NEXT
A Clear and Thoughtful Process
A CONFIDENTIAL INTRODUCTION
We begin with a discreet, no-obligation conversation about your business, your objectives, and what you want the next chapter to look like.
1
DETERMINING MUTUAL FIT
We learn more about the company and share how FortéOne Capital approaches ownership, operating involvement, and long-term value creation.
2
FOCUSED DILIGENCE
If there is mutual interest, we conduct a disciplined review of the business while working to minimize disruption to management and employees.
3
TRANSITION AND GROWTH
Following closing, we work alongside management to strengthen the company, execute the value-creation plan, and position the business for long-term success.
3
A TAILORED STRUCTURE
We develop a transaction structure that reflects the owner’s financial objectives, desired involvement, transition timing, and vision for the business.
4
FLEXIBLE TRANSITION OPTIONS
A Transition Designed Around Your Objectives
There is no single formula for a successful business transition. Some owners are ready to retire, while others want to remain involved, retain meaningful ownership, or transition responsibilities over time.
FortéOne Capital works with owners and their advisors to develop a structure aligned with their financial, personal, and family objectives.
Checklist:
Full or Partial liquidity Meaningful rollover ownership Continued leadership or a planned transition Opportunities for management participation Seller financing or performance-based consideration where appropriate Flexible timing based on the owner's objectives
WHAT HAPPENS AFTER CLOSING
We Do Not Outsource Value Creation.
Our involvement does not end when the transaction closes. FortéOne Capital deploys experienced Operating Partners who work alongside management to execute the value-creation plan.
We begin by listening and understanding the business. We then help management prioritize the initiatives that can strengthen performance without compromising the qualities that made the company successful.
Operating Focus Areas:
STRATEGY
LEADERSHIP
OPERATIONS
GO-TO-MARKET
ACQUISITIONS
WHAT INVESTORS CAN EXPECT
Our Criteria
FortéOne Capital's private equity approach is to make control investments in middle market companies.
FortéOne Capital leverages its deep expertise and resources to work with management to subsequently enhance enterprise value through business operations, add-on acquisitions and transformative strategic initiatives.
Our in-house and Advisory resources consist of dedicated professionals who, prior to joining FortéOne Capital, spent much of their careers either in operating businesses or transformational leadership roles.
INVESTMENT SIZE
Enterprise Value $10M - $80M Target EBITDA $2M-$10M Equity Investment $3M-$20M
OWNERSHIP & GEOGRAPHY
Control Investments in companies headquartered in the United States We partner with founders, families, and management teams to build enduring middle-market businesses
TRANSACTION TYPES
Founder- and Family-owned business transitions Corporate carve-outs Recapitalizations Platform acquisitions Special situations
TARGET SECTORS
Specialty Manufacturing Building Products Industrial & Engineering Services
Let’s Discuss the Next Chapter.
Whether you are actively considering a transition or simply beginning to evaluate your options, we welcome the opportunity to learn about your business and understand what matters most to you.
Your first conversation with FortéOne Capital is exploratory and carries no obligation.
FortéOne Capital, LLC.
1010 Green Bay Rd., Ste. 115
Winnetka, IL 60093
847-863-3537
The information presented on this page is provided solely for general informational purposes and does not constitute an offer to sell or a solicitation of an offer to purchase any security. Any investment opportunity will be offered only through applicable offering documents and in accordance with applicable law. Investment opportunities, if any, will be available only to investors who satisfy the applicable eligibility and suitability requirements.