Trusted advisors to our clients and partner with them to maximize exit valuations.
A Word From Our Co-Founder
Having worked for leading M&A firms such as 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 & Partner
Why Our Clients Select Us
01
Expert Wall Street Guidance
Our team brings true Wall Street expertise to the lower middle market – something few M&A firms can offer. Our Co-Founder and Partner, Emmett Kilduff previously worked at leading firms such as Morgan Stanley and has successfully completed >$20 billion transactional value since 2000.
02
Data-Driven Valuation Insights
We host the leading bi-annual valuation webinar series and publish a detailed follow-up valuation report dedicated exclusively for both eCommerce focused brands and agencies.
03
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.
04
Our 7-Step Exit Process
Our 7-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.
05
Our Focus On "Exit Ready"
Early preparation is often underestimated in M&A, yet it is critical to achieving maximum valuation. Through our ‘Flirt, Date, Marry’ approach to buyer relationships and our industry-leading due diligence process, we work with brands 6–24 months ahead of exit. This ensures they are positioned for the strongest possible outcome.
06
We Are Experienced Operators
Our strength lies in combining deep sector expertise with real operational experience. Managing Partner Paul Hanley previously led eCommerce at WaterWipes, the world’s largest online baby wipe brand, and served as Commercial Lead at a top EU digital agency. This hands-on background, paired with our M&A expertise, enables us to maximize value for clients.
Maximize Your Value Through Our 7-Step Exit Process
01. Deal Preparation
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).
02. Deal Marketing
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.
03. LOI Negotiations
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.
04. Due Diligence
We will partner with you throughout the entire due diligence process ensuring you are prepared to accommodate any additional materials and information.
05. Documentation
Together with your legal advisors we will help you with the signing of all key documentation.
06. Closing
Once documentation has been signed we ensure payments are processed in an agreed timely fashion.
07. Post Completion
Post completion we remain in communication to ensure any deferred or earnout component are being acted on as agreed.
Ready To Start?
Interested in starting an exit process today or in the next 18 months? Get in touch for your free consultation.