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Photo of downtown New York City, where Fortitude Advisors has a presence.

Services

Advisory services

We execute each transaction with precision and care, ensuring that our clients achieve their goals, while optimizing terms and valuation. Fortitude clients interact daily with our senior team and receive comprehensive transaction support from our junior bankers, from engagement through closing.

Mergers & acquisitions

Mergers & acquisitions

Strategic sales, majority recaps and acquisitions

Financing advisory

Financing advisory

Minority equity capital and debt facilities

Strategic advisory

Strategic advisory

Strategic partnerships, joint ventures and exit strategy

Wide shot of downtown Austin, where Fortitude Advisors HQ is located.

Having dealt with many investment bankers over my career, the difference with Fortitude was night and day.

Lamar Ball, Chairman

Fortitude’s unique model

Fortitude selectively partners with an exclusive group of clients who have built leading technology businesses. We invest extensive resources on behalf of every client to maximize their certainty of closing with the right strategic and financial partners, and under optimal terms.

  • Specialized advisors

    Fortitude is an independent investment banking firm that is uniquely focused on serving the specialized needs of founders of leading technology businesses

  • Partnership approach

    We work closely with each client to thoroughly prepare them for every step in the transaction process – providing them with unparalleled visibility, confidence and control

  • Unbiased advice

    Our founder-oriented business model eliminates potential conflicts of interest with investors/buyers and optimizes negotiating leverage for our clients

  • Comprehensive diligence

    The depth of our due diligence and analytics is unparalleled, and our firm is unique in funding critical third-party due diligence for our clients

  • Rigorous execution

    Fortitude’s exceptional track record of successful closings is the result of a proven and proactive approach to controlling every step in the transaction process

  • Exclusive focus

    We succeed by achieving our clients’ objectives – we embrace risk by partnering with a limited number of clients, ensuring alignment and a mutual incentive to succeed

  • Deep relationships

    Our senior advisors personally execute every client mandate, bringing 25+ years of transaction experience and relationships with thousands of institutional investors

  • Investor perspective

    Beyond relationships and access, we offer perspective on the culture, values and behavior of institutional investors – and valuable insight on their potential fit

  • Strategic process

    Fortitude’s proprietary process and focus on strategic fit enhance negotiating leverage, certainty of closing and the likelihood of a successful partnership post-closing

Wide shot of downtown Austin, where Fortitude Advisors HQ is located.

Having spent many years at traditional investment banking firms, the difference in Fortitude’s transaction process and results is astounding.

Chris Scarborough, Managing Director

Featured transactions

Strategic sale

  • Ownership: Founder
  • Business type: Software / SaaS
  • Industry focus: Healthcare
  • Revenue growth: High
  • Profitability: Medium
  • Counterparty: IQVIA (NYSE: IQV)
  • Consideration: 100% cash

Fortitude far exceeded our high expectations. I am still blown away by the deal they delivered.

Mike DiNorscio, Co-Founder & CRO, Lasso Marketing

Strategic sale

  • Ownership: Founder
  • Business type: Software / PaaS
  • Industry focus: Healthcare
  • Revenue growth: Medium
  • Profitability: High
  • Counterparty: OmniCell (NASDAQ: OMCL)
  • Consideration: 100% cash

Fortitude’s advice paid off in the form of a 100% cash deal at an exceptional valuation that was far beyond our expectations.

Charles Russo Jr., Co-Founder, President & CEO, MarkeTouch

Majority recapitalization

  • Ownership: Family
  • Business type: Software / Hardware
  • Industry focus: Transportation
  • Revenue growth: High
  • Profitability: High
  • Counterparty: Abry Partners
  • Consideration: Cash & stock

The senior level attention, sound advice and around the clock support we received throughout the process was exceptional.

Lamar Ball, Chairman, SmartStart

Majority recapitalization

  • Ownership: Founder
  • Business type: Software / SaaS
  • Industry focus: Education
  • Revenue growth: Medium
  • Profitability: High
  • Counterparty: Thoma Bravo
  • Consideration: Cash & stock

Sean hit it out of the park on the process and valuation.

Jim Pepper, Chairman & Founder, Prologic

Majority recapitalization

  • Ownership: Founder
  • Business type: Tech-enabled services
  • Industry focus: Travel
  • Revenue growth: Medium
  • Profitability: High
  • Counterparty: Peninsula Capital
  • Consideration: Cash & stock

They performed and delivered at every turn to help us achieve a successful closing. We could not have chosen a better investment bank.

Don Montague, Founder and Chairman, MMGY

Minority recapitalization

  • Ownership: Founder / Partner
  • Business type: Tech-enabled Services
  • Industry focus: Sports & Entertainment
  • Revenue growth: High
  • Profitability: High
  • Counterparty: Providence
  • Consideration: Cash

Fortitude’s meticulous execution throughout the transaction process gave me and my partners confidence and led to a tremendous outcome.

Earl Santee, Global Chairman & Co-Founder, Populous

Minority recapitalization

  • Ownership: Founder
  • Business type: Software / Hardware
  • Industry focus: Biometrics
  • Revenue growth: High
  • Profitability: Medium
  • Counterparty: GrowthGate Capital
  • Consideration: Cash

The tireless effort, detailed analytical support and sound advice they provided were critical in negotiating this successful transaction.

Imad Malhas, CEO & Co-Founder, IrisGuard