FOR INVESTORS & FAMILY OFFICES
Patient Capital. Disciplined Underwriting. Operator-Led Value Creation.
FortéOne Capital partners with family offices and qualified investors who value deal-by-deal discretion, disciplined underwriting, active operating involvement, and a patient approach to building enduring middle-market businesses.
An Independent Sponsor Model Built Around Alignment
FortéOne Capital sources and sponsors control investments in U.S. lower-middle-market businesses, primarily within specialty manufacturing, building products, and industrial and engineering services.
Rather than requiring a blind-pool commitment, our independent sponsor model allows qualified investors to evaluate individual opportunities and determine whether a particular investment aligns with their objectives, subject to the terms and eligibility requirements of each offering.
DEAL-BY-DEAL DISCRETION
Investors evaluate each opportunity individually, including the company, industry, investment thesis, risks, structure, and value-creation plan
DISCIPLINED UNDERWRITING
We assess the quality of the business, durability of earnings, management capabilities, operational opportunities, downside risks, and potential paths to value creation.
OPERATING INVOLVEMENT
Experienced Operating Partners participate in diligence and work alongside management following closing to support execution of the investment plan.
LONG-TERM ALIGNMENT
We seek patient capital partners who share our focus on sustainable enterprise value rather than short-term financial engineering or a predetermined exit date.
HOW AN OPPORTUNITY PROGRESSES
From Opportunity to Operating Partnership
SOURCE AND SCREEN
We develop opportunities through direct owner relationships, intermediaries, executives, industry participants, and the FortéOne Capital network.
1
UNDERWRITE
Our investment team and relevant Operating Partners evaluate the business, industry, management team, financial performance, operational opportunities, and downside considerations.
2
STRUCTURE
We develop a proposed capital structure, governance framework, investment thesis, and value-creation plan appropriate for the specific opportunity.
3
GOVERN AND BUILD
Following closing, FortéOne Capital works with management and Operating Partners to execute the plan, monitor performance, and address emerging opportunities and risks.
5
INVESTOR REVIEW
When appropriate and legally permissible, qualified investors receive deal-specific materials and determine independently whether the opportunity fits their objectives.
4
GOVERN AND BUILD
Following closing, we work with management and Operating Partners to execute the plan, monitor performance, and address emerging opportunities and risks.
5
OUR INVESTMENT DISCIPLINE
We approach each investment as future owners and operators. Our underwriting process is designed to develop a clear understanding of what must be true for the investment to succeed, what could impair that outcome, and which value-creation initiatives can be executed under our ownership.
We do not rely solely on financial leverage or multiple expansion. Our focus is on building stronger companies through disciplined execution.
Diligence Areas:
Quality and durability of earnings Customer and supplier concentration Management depth and organizational capabilities Operational performance and improvement opportunities Downside protection and capital structure resilience
The specific governance and reporting framework is established for each investment and documented in the applicable transaction and offering materials. Our general approach emphasizes clear decision rights, financial discipline, timely reporting, and active sponsor involvement.
GOVERNANCE AND REPORTING
Active Governance. Clear Accountability.
GOVERNANCE
Defined oversight responsibilities, appropriate board involvement, and clear authority for material business and capital-allocation decisions.
REPORTING
Regular financial and operating reporting focused on performance against the investment thesis, budget, key initiatives, and material risks.
ACCESS
Direct communication with the FortéOne Capital team and relevant Operating Partners throughout the investment lifecycle.
A Clear, Deal-Specific Investment Case
Subject to the nature of the opportunity and applicable confidentiality requirements, our investor process is designed to provide:
• A clearly stated investment thesis
• An explanation of the company, industry, and competitive position
• Historical financial performance and underwriting assumptions
• The proposed capitalization and use of proceeds
• Identified risks and downside considerations
• The operating and value-creation plan
• Sponsor economics and alignment
• The proposed governance and reporting framework
• The anticipated investment horizon and potential exit pathways
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
Begin an Institutional Dialogue.
Family offices and qualified investors interested in learning more about FortéOne Capital’s investment model, sector focus, and approach to value creation are invited to request an introductory conversation.
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.