In 1987, the founders of The Fortune Group decided to launch a new firm with a different vision: to combine business expertise with financial expertise and restore the art of investment banking to its traditional place among middle market businesses. The firm’s original
partners recognized that the complex and unique needs of middle market companies required specialized and multi-disciplinary expertise. Their approach of combining experienced CEOs and corporate decision makers with talented financial advisory professionals quickly proved to be a highly effective business model for working with clients to meet their objectives.

This collaborative approach to providing financial and strategic advice, and the results the firm has produced for middle market clients across many industries, has earned The Fortune Group a reputation for creativity and superior quality of execution.