Fortis Advisors Overview

  • Service
  • Financing Advisory
  • Founded
  • 2011
Founded
  • Serviced Companies
  • 166
  • Serviced Deals
  • 159
  • Serviced Investors
  • 98

Fortis Advisors General Information

Description

Founded in 2011, Fortis Advisors is a professional services firm based in San Diego, California. The firm provides mergers and acquisitions services, with assistance in areas including accounting, finance, and dispute resolution, among others. Fortis Advisors is a subsidiary of PNC Bank.

Contact Information

Year Founded
2011
Service Provider Type
Financing Advisory
Primary Office
  • 12526 High Bluff Drive
  • Suite 280
  • San Diego, CA 92130
  • United States

Fortis Advisors Services to Companies

Service on a Deal (159)

Company Name Service Provided Deal Date Deal Type Deal Amount
Bardy Diagnostics Advisor: General Jan 2021 00000 0000000
00000 000000000000 Advisor: General Dec 2020 00000 0000000
00000000 Advisor: General May 2018 00000 0000000
000 Advisor: General Jan 2017 00000 0000000
000 Advisor: General Sep 2016 00000 0000000
000000 00000 0000 Advisor: General Aug 2016 00000 0000000
00000 Advisor: General Jan 2016 00000 0000000
00000000000 Advisor: General Oct 2015 00000 0000000
AWS Elemental Advisor: General Oct 2015 00000 0000000
Ansible Advisor: General Oct 2015 00000 0000000
You’re viewing 10 of 159 services to companies. Get the full list »
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Fortis Advisors Services to Investors

Service on a Deal — Buy Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Clene Nanomedicine Advisor: General Dec 2020 00000 0000000
00000000 000000 Advisor: General Apr 2007 00000 0000000
To view Fortis Advisors’s complete services on a deal — buy side history, request access »

Service on a Deal — Sell Side (4)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Compound Advisor: General Apr 2015 00000 0000000
0000000 0000000 00 Advisor: General Apr 2015 00000 0000000
Mantella Venture Partners Advisor: General Apr 2015 00000 0000000
Rho Canada Ventures Advisor: General Apr 2015 00000 0000000
To view Fortis Advisors’s complete services on a deal — sell side history, request access »

Fortis Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Fortis Advisors Team (16)

Name Title Deals Office Contact
Info
Richard Fink JD Co-Founder, Managing Director & Chief Executive Officer 0 San Diego, CA
Adam Lezack JD Co-Founder & Managing Director La Jolla, CA
Ryan Simkin JD Co-Founder & Managing Director La Jolla, CA
Kayla Berkman JD Director, Mergers & Acquisitions La Jolla, CA
Jacqueline Shawhan Director, Mergers and Acquisitions Operations & Compliance La Jolla, CA
You’re viewing 5 of 16 team members. Get the full list »