About The Practice

Welcome to Fortis

Fortis Capital Markets Group, is a boutique investment banking firm with offices in Palm Beach and New York. With a focus on the lower middle market and companies who are emerging into the space, the firm raises capital for growing companies and turn-around situations.

Since the founding of Fortis in March 2018, the firm has advised on over $320 million of transactions. As an industry agnostic firm our client experience has been vast from manufacturing, medical, law firms to a nonprofit organization. Fortis has raised capital and advised it's clients on some complex and/or seemingly impossible transactions.

Fortis now enjoys being an integral part of its clients growth, and looks forward to being that same partner for the next growing client.

Capital Raising

Leveraging our intimate knowledge of the capital markets allows for a vast portfolio of investment partners this strategy permits for differentiated solutions for our clientele.

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Restructuring & Turnaround Advisory

Fortis' offers business owners a range of turnaround and restructuring advisory services designed to stabilize the troubled company’s operational and financial positions, help it preserve value, and return to sustained growth.

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Fractional C.F.O. Advisory

Forward looking strategic service for clients seeking growth, profitability or both. Develop a bespoke financial plan that fits the business owners ideas of growth, a plan that avoids hitting pitfalls.

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COMMITTED TO THE SUCCESS OF OUR CLIENTS

Welcome to Fortis

Capital Raising

Restructuring & Turnaround Advisory

Fractional C.F.O. Advisory