About Us

The Fortia Group is a leading technology focused M&A advisory firm specializing in the lower-middle market SaaS, eCommerce and Data&AI sectors.

Trusted advisors to our clients and partner with them to maximize exit valuations.

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A Word From Our CEO

Having worked at the top M&A firm worldwide – Morgan Stanley, where I had advised on over $20bn of transactional value since 2000, I saw an opportunity to bring a Wall Street standard to lower and middle-market exit processes and so The Fortia Group was born.

Our clients are high-performing growth companies and mid-market leaders, as well as private equity investors, family offices and corporate M&A teams. We advise them on the sale of their business.

Rewarding trailblazers is our sole purpose. By running thoughtful exit processes we enable successful technology entrepreneurs to maximize the reward for all their risk taking and hard work. Don’t leave money on the table – contact us for a discussion.

Emmett Kilduff

Co-Founder & CEO

Why Our Clients Select Us

Expert Wall Street Guidance

Unlike many lower middle market M&A firms, our team has real wall street experience. Our CEO, Emmett Kilduff worked on Wall Street at firms including Morgan Stanley. He has completed >$20bn of deals since 2000.

Data-Driven Valuation Insights

We host the leading valuation webinar series bi-annually and issue a detailed valuation report following this explicitly focused on our 3 sectors, SaaS, eCommerce and Data&AI. Our team are true experts on valuation trends and key value drivers.

Superior Acquiror Relationships

Our niche focus allows us to develop strong relationships with acquirors within each of our sectors to best serve our clients. Examples include our in person conferences dedicated to acquirors and a unique WhatsApp group that connects engaged and active buyers in each sector.

Our Leading 8-Step Exit Process

Our 8-step exit process is designed to maximize your companies valuation while allowing you time and energy to focus on continued business growth while we do the heavy lift of al transactional services. This includes materials building, target list creation, marketing and transactional preparation.

Our Value Add During Early Preparation

Early preparation is often overlooked or undervalued within a typical M&A process. We believe that this step is critical to getting the maximum valuation. From our “Flirt, date, marry” approach to buyer relationships to our leading due diligence preparation process we work with brands 6 – 24 months ahead of an exit process and this is proven to ensure they position their company correctly for a maximum exit valuation.

Our Leadership Team Are Experienced Operators

Our focus and expertise is our strength. Our leadership team have genuine operational experience across SaaS, eCommerce and Data&Ai sectors. Emmett Kilduff is founder & executive chairman for a SaaS company, David Hyland is a seasoned SaaS CFO while Paul Hanley is an experienced eCommerce brand operator and growth consultant. This operational experience combined with our M&A expertise allows us to maximize value for our clients.

Maximize Your Value Through Our 8-Step Exit Process

Realizing your company’s full potential: Our M&A guidance delivers strategic exits and seamless transitions.

This stage has the biggest impact on valuation. Clients utilize the 3 best tactics in M&A:

  • the best approach to deals making is flirt > date > marry.
  • the best laid plans don't survive contact with the enemy - so we get early feedback from the enemy.
  • the best businesses get bought not sold - we encourage bids to take deals off the market.

When you are ready to formally begin the exit process we will prepare a deal teaser, virtual dataroom and a 50+ page confidential information memorandum (CIM).

Once all deal materials are finalized, we will being marketing to all relevant targets. We pride ourselves on having strong relationships with acquirors and can market your deal to senior decision makers.

As targets start issuing LOIs, we help you compare terms on a like-for-like basis. We help you negotiate and select the most preferential terms for your business.

We will partner with you throughout the entire due diligence process ensuring you are prepared to accommodate any additional materials and information.

Together with your legal advisors we will help you with the signing of all key documentation.

Once documentation has been signed we ensure payments are processed in an agreed timely fashion.

Post completion we remain in communication to ensure any deferred or earnout component are being acted on as agreed.

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