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Advantage - Methodology - Objective - Mission Statement |
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INVESTMENT METHODOLOGY
At Forté Partners, we manage each component of the investment process, including due diligence, investment analysis and approach, company growth, and liquidity strategy. A partner is responsible for each investment and will drive the investment from initial stages of due diligence through the liquidity event.
The firm conducts due diligence of the company’s management team, business and financial model, and growth strategy. If the components fit together and present a compelling opportunity, the firm will undertake an extensive review of the company’s business plan, management team, competitive analysis, financial analysis and operations. In addition, the firm will complement its due diligence with in depth industry research, visits to customers and vendors, and detailed financial modeling and analyses.
Business fundamentals and management chemistry form the foundation of our investment decisions. We deploy a strong discipline on our investment approach which is driven by our expertise and experience as investment professionals. We consistently utilize several valuation models and methodologies which are based on the underlying fundamental assumptions and recent economic factors.
We continually provide our portfolio companies with advice and solutions to various business problems. We leverage our entire network to bring together the experience and expertise to manage growth as well as to solve business problems. This network includes our limited partners, industry and technical contacts, investment community analysts and bankers, and most importantly our portfolio companies. Our leadership includes hands-on operating and technical experience, corporate finance and M&A, and strategic business consulting.
The timing and nature of the disposition of our investments is critical to our liquidity strategy. We traditionally seek to create liquidity through either through a merger & acquisition or an IPO. Our investment time horizon ranges from two to four years.
Forte’s investment methodology is a balance of talents, experience, eccentricity and insights that add tremendous value throughout the investment and business lifecycle.
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