Fortis Advisors LLC

Financial Services - San Diego, CA, US

Fortis Advisors LLC Employees
Amy Nguyen

Mergers and Acquisitions Associate

Contact Amy Nguyen

Paige Ocampo

M&A Shareholder Representative

Contact Paige Ocampo

Ian Platt

Associate Director, M&A

Contact Ian Platt

Luke Wlodarski

Accounting & Client Relations Manager

Contact Luke Wlodarski

Shannon Bell

M&A Shareholder Rep. Accounting & Client Services Associate

Contact Shannon Bell

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Fortis Advisors LLC Details

Fortis is a team of experienced M&A professionals who serve as the post-closing representative of selling shareholders in private company mergers and acquisitions. Post-closing shareholder representation is a complex, time-consuming, burdensome and unpredictable task and involves a commitment that can extend for years. It requires a dedication of time and effort that most individuals cannot make. If problems arise, the duties and responsibilities of the shareholder representative increase exponentially, and may even subject the representative to the risk of liability. Shareholders are increasingly recognizing that it is a task they should not undertake and are looking for an alternative. Fortis is the solution.

Fortis Advisors LLC logo, Fortis Advisors LLC contact details
Website: fortisrep.com
Employees: 20 - 49
HQ: 858-200-8688
Location: San Diego, CA, US
Revenue: 5 - 10 Million
Post-closing mergers and acquisitions shareholder representatives earn-outs working capital purchase price adjustments Financial Services Financial Advisory Services
Fortis Advisors LLC Technologies
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