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Fortis Advisors

Fortis Advisors
ADVISORY SERVICE
2011 FOUNDED
166 SERVICED COMPANIES
157 SERVICED DEALS
95 SERVICED INVESTORS
Description

Fortis Advisors is a financial advisory firm founded in 2011 and based in La Jolla, California. The firm offers advisory services such as pre-closing advice, drafting, reviewing and commenting on letters of intent and acquisition agreements, pre-closing support, post-closing communication and support, purchase price agreements, indemnification claims, dispute resolution, earn-out management, post-closing distribution of proceeds, and tax review. The firm primarily caters to financial services, healthcare, and information technology sectors.

Year Founded
2011
Service Provider Type
Financing Advisory
Primary Office
  • 4225 Executive Square
  • Suite 1040
  • La Jolla, CA 92037
  • United States

+1 (858) 000-0000

Fortis Advisors Services to Companies

Service on a Deal (157)

Company Name Service Provided Deal Date Deal Type Deal Amount
Flipkart Advisor: General Aug 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
000 000000000 Advisor: General Oct 2015 00000 0000000
0000000 Advisor: General Oct 2015 00000 0000000
Cushman & Wakefield (acquired by DTZ) Advisor: General Sep 2015 00000 0000000
Cellfire Advisor: General Oct 2014 00000 0000000
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Fortis Advisors Services to Investors

Service on a Deal — Buy Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Fristads Kansas Advisor: General Apr 2007 00000 0000000
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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
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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 La Jolla, CA
Adam Lezack JD Co-Founder & Managing Director La Jolla, CA
Ryan Simkin JD Co-Founder & Managing Director La Jolla, CA
Alana McHugh Director, Marketing La Jolla, CA
Kayla Berkman JD Director, Mergers & Acquisitions La Jolla, CA

5 Former Team Members

You’re viewing 5 of 16 team members. Get the full list »