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Transactions

Technology expertise

Our clients are recognized leaders in their industries. Their success is driven by their development and utilization of technology to innovate, compete, increase efficiency and grow. Fortitude’s senior team of advisors offer deep execution expertise across the technology spectrum:

Software

SaaS / PaaS – enterprise, SMB, B2C
Software / services / hardware hybrids
Data platforms and solutions
Software development

Services

Ecommerce platforms and logistics
Tech-enabled business services
Digital marketing services
Media platforms

Hardware

Commercial and industrial hardware
Consumer devices and hardware
Internet of Things (IoT) systems
Advanced manufacturing

Transaction experience

The Fortitude team has successfully advised technology businesses valued from tens of millions to billions. Our core focus is on advising the owners of established and profitable, high performing businesses ranging in value from $50 to $500 million.

Sale to

Industry leading healthcare advertising software platform

Founder owned
Majority recapitalization

Global market leader in digital marketing services for travel and hospitality*

Founder owned
Equity financing

Institutional investors

Leading online consumer home services referral software platform*
Debt financing

Producer of proprietary, ruggedized mobile equipment and accessories*

Founder owned
$82,000,000 Sale to

Pharmacy patient engagement software platform

Founder owned
Equity financing

Leading global music streaming software platform*

Founder owned
Minority recapitalization

Global leader in sports and entertainment design services

Partner owned
Minority equity

Global leader in iris recognition systems, software and data services*

Partner owned
$15,000,000 Equity financing

Family office

Leading developer of hydrogen fuel cell systems and technologies*

Founder owned
Acquisition of

Leading consumer security software provider*
Acquisition of

Global market leader in internet services and software products*
Equity financing

Institutional investors

Pioneer and global leader in conversational AI software solutions*
Majority recapitalization

Developer of HCM SaaS solutions serving the education industry*

Founder owned
Sale to*

Provider of commercial logistics solutions and services

Founder owned
Acquisition of

Leading physical simulation software provider*
Strategic advisory

Undisclosed

Family controlled leading communications and media company in Canada*
Equity financing

Leading online consumer home services referral software platform*
Majority recapitalization

Global provider of data driven project and cost management services*

Founder owned
$215,000,000 Acquisition of

Developer of proprietary alloys for extreme applications in aerospace and defense*

Family owned
$490,000,000 Debt financing

Institutional investors

Leading global provider of contact center and workforce optimization software solutions*
Sale to

Leading enterprise video streaming software platform*
Minority equity recapitalization

Undisclosed Family Offices

Industry leading healthcare advertising software platform

Founder owned
Acquisition of

Leading web analytics software provider*
Acquisition of

Global market leader in digital marketing services for travel and hospitality*

Founder owned
Majority recapitalization

Global market leader in ignition interlock systems, software and services*

Family owned
$10,000,000 Equity financing

Leading developer of hydrogen fuel cell systems and technologies*

Founder owned
Sale to

Leading online consumer product review site*

Founder owned
Strategic advisory & debt restructuring

Undisclosed

Provider of broadband, voice and video over a carrier-grade fiber optic network*
Minority equity

Leading enterprise mobile application software developer*

Founder owned
Debt financing

Provider of energy marketing services to businesses and consumers*

Founder owned
$250,000,000 Equity commitment

Wireless telecommunications in Mexico, Central and South America*

Founder owned
Majority recapitalization

Undisclosed

Leading provider of convention logistics, incentive programs and travel management*
Sale to

Leading network analytics software provider
Equity financing

Leading global social networking software platform*
Acquisition of

Leading developer of auto dealer management software and solutions*

Founder owned
$69,000,000 Equity financing

Individual investors

Pioneering developer of enterprise and consumer broadband communications systems*
Acquisition of

FED Corp.

Family owned developer of advanced organic light emitting display (OLED) technologies*
Acquisition of

Leading ERP, CRM and BI software platform*
Majority recapitalization

Technology enabled metal manufacturing company*

Founder owned
Debt recapitalization

Family owned global market leader in ignition interlock systems, software and services*
Majority recapitalization

Provider of wellsite and production services to the oil and gas industry*

Founder owned
Acquisition of

Licensor of film, music and entertainment brands to consumer and retail businesses*
$40,000,000 Debt facility

Recurring revenue fitness franchisee of Planet Fitness*

Founder owned
Equity financing

Institutional investors

Pioneer in hosted online storage solutions*

Founder owned
$25,000,000 Debt financing

Provider of telecommunications systems and equipment to enterprises worldwide*

Founder owned
Equity financing

Institutional investors

Leading online consumer home services referral software platform*
Sale to

Leading predictive sales and marketing analytics software provider*
Sale to

Leading consumer content storage software application*
C$146,000,000 Acquisition of

Leading Canadian provider of preventive and corporate health services and solutions*
Equity financing

Institutional investors

Licensor of film, music and entertainment brands to consumer and retail businesses*
Acquisition of

Manufacturer of premium formulated products for the automobile industry*
Strategic advisory

Undisclosed

Group comprising one of the largest QSR operations in Eastern Europe*

Founder owned
Acquisition of

Dixie Aerospace

Provider of flight critical equipment for the aviation industry*

Founder owned
Divestiture of corporate assets

Institutional investors

Provider of air cargo and freight logistics services*
Majority recapitalization

World-class oil fields service and solutions provider*

Founder owned
Acquisition of

Global provider of virtual data room and secure document sharing solutions*
Acquisition of

Leading network infrastructure software and services provider*
Sale of

Global market leader in internet services and software products*
$110,000,000 Equity financing

Family office

Leading financial services and retail firm operating in North and Central America*
High yield debt financing

Institutional investors

Provider of air cargo and freight logistics services*
C$82,500,000 Acquisition of

Family controlled digital-first omni-channel retailer of luxury handbags and accessories*
Acquisition of

Leading network infrastructure software and services provider*
Strategic advisory

Undisclosed

Founder owned, market leading enterprise mobile messaging software platform*

Founder owned
Acquisition of

Leading online consumer home services referral software platform*
Equity financing

Institutional investors

Provider of air cargo and freight logistics services*
Majority recapitalization

Designer and manufacturer of air actuators, pneumatic cylinders, and controls*

Founder owned
Acquisition of

Designer and manufacturer of equipment monitoring products*
Strategic advisory

Undisclosed

Global financial services provider focused on retail payment solutions*

Founder owned
Acquisition of

Leading network infrastructure software and services provider*
Acquisition of

Leading ERP, CRM and BI software platform*
Equity financing

Family owned developer of proprietary alloys for extreme applications in aerospace and defense*
Sale to

Leading social media marketing platform*

Client feedback

“
Fortitude’s expertise and dedication were instrumental in the success of our transaction.
”
- Kevin Hagan, CFO
“
Their constant support allowed us to maintain our focus on the business and close a highly successful transaction.
”
- William Hurley, Founder & Managing Partner
“
It is rare in our business to find a partner that delivers at such a high level.
”
- Clayton Reid, CEO
“
When the time came to sell my company, I put my trust in Sean and he personally led the process from start to finish.
”
- Don Montague, Founder & Chairman
“
Sean personally invested a significant amount with us and, knowing that our advisor was along for the ride, it gave us added confidence moving forward with our new strategic partner.
”
- Matthew T Strausz, CEO & Founder
“
The Fortitude team have earned my respect for life, and I would not hesitate to recommend them. They are worth every penny.
”
- Charles Russo Jr, Co-Founder & CEO
“
Fortitude’s entire deal team are workhorses who never take their eyes off the ball. Fortitude delivered an exceptional result.
”
- Randy Rice, Co-Founder & CFO
“
Their strong commitment was apparent through the depth and quality of their due diligence, financial analysis, information materials and strategic advice.
”
- Jim Pepper, Chairman & Founder
“
Sean and his team’s relentless drive to deliver the best possible outcome is nothing short of impressive.
”
- Greg Field, Founder, Chairman & CEO