Today, the demand for high quality merger, acquisition, and corporate finance advisory services by middle market companies has never been greater. These businesses — with sales generally between $5 and $150 million — face growth, liquidity and financing issues rarely addressed by larger corporations. At the same time, Wall Street firms, regional investment banks and commercial banks have either ignored this market or chosen not to commit their most experienced professionals or other resources to meeting the needs of this market.

The Fortune Group specializes in providing financial advisory services to middle market companies exclusively. The firm’s investment banking services encompass mergers and acquisitions, leveraged buyouts, private placements of debt and equity, restructurings, valuations and general strategic advice. The Fortune Group brings several important advantages to every client relationship, including:

EXPERIENCE
The Fortune Group professionals have over 100 years of combined transactional corporate finance experience at leading Wall Street and regional investment banking firms. They also have extensive management and board level experience with both Fortune 500 and middle market companies in a wide range of industries. Senior professionals are personally involved in each engagement, regardless of its size.

MARKET KNOWLEDGE
The firm’s principals are actively involved in middle market transactions every day. This visibility and continuity of contact allows The Fortune Group to maintain an active dialogue with capital providers, as well as with buyers and sellers of middle market companies. Personal relationships and proprietary databases are supplemented through the use of numerous on-line and industry-specific databases.

OBJECTIVITY
Since The Fortune Group does not maintain any accounting, brokerage, banking or other business relationships with clients, its recommendations are completely independent and unbiased. Compensation is tied to the successful completion of transactions for its clients, not their duration. The Fortune Group will advise a client not to pursue a transaction if the potential costs of going forward outweigh the benefits for the client.

ACCESSIBILITY
The Fortune Group’s size and non-bureaucratic style is consistent with its focused market approach. The firm’s small size enables clients to receive prompt, personal attention and ensures confidentiality. Furthermore, the collegial style of the firm allows a frequent and efficient sharing of market intelligence among the principals that benefits its clients.

BUSINESS CANDOR
Clients appreciate the seasoned business judgment that comes from having a veteran financial advisor involved with every assignment. The Fortune Group provides its clients with honest, pragmatic advice for meeting their objectives and develops a realistic timetable for each assignment.

COMMITMENT
Most importantly, each of The Fortune Group’s principals has made a professional commitment to serving the investment banking needs of the most dynamic and entrepreneurial segment of the U.S. economy—the middle market. The firm places a high value on its relationships with the individuals and families who lead these diverse businesses. For companies considering a middle market transaction of any type, or those who would simply like to learn more about the firm, The Fortune Group welcomes the opportunity to discuss its capabilities.