FortéOne Capital
Sampling of Our Teams Experience with over 300+ middle-market companies
$260MM Snack Food Manufacturer
Privately Held Family Company
Market valuation well below owner expectations, Investment banker required material improvements within finance and operations prior to placing the firm in market. Recently lost $2MM in one month and concerned about violating loan covenants with a large national lender
RESULTS:
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Increased EBITDA from $9.8MM to $16.2MM
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Company sold to Private Equity firm for $100MM+
$200MM Regional
Packaging Manufacturer
Private Equity Owned
Sales were flat, but inventory had increased by 20% and internal projects had failed to build supply chain efficiencies. We provided a senior Supply Chain executive who assumed a staff and project leadership role.
RESULTS:
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Installed new supply chain and forecasting processes.
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Reduced inventory by $6MM
$200MM Food Manufacturer
Family Office Owned
Company out of covenants with lender and at risk of losing major customers due to OTIF failures. Uneven earning: lost $6MM in previous year, marginal earnings in prior years
RESULTS:
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Increased operating profit from $6MM loss to $3MM profit in 12 months
$200MM Components Manufacturer
Family Office Owned
Mature industry with flat growth, firm had declining margins. We acted as an interim CEO, and the following improvements were achieved within 16 months.
RESULTS:
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ROIC rose from 5% to 19%
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Gross Margins increased from 12% to 27%
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EBITDA tripled.
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Enterprise value increased more than 15x.