Our Services

Shareholder Representative Services

Appointing Fortis as your shareholder representative provides sellers with direct access to a team of dedicated and experienced professionals who can deliver the value shareholders expect from their deal.

Post-Closing Distributions
Interact with escrow agent and payment agent regarding distribution of escrow, earn-out and other deal proceeds

Reporting
24/7 access to FORECAST, our online shareholder portal detailing key transaction items and balances

Purchase Price Adjustments
Manage working capital/purchase price adjustments

Tax Matters
Work with shareholders’ accountants to manage specified tax matters (i.e., pre-closing tax refunds)

Monitoring
Monitor key deal terms/dates

Communications
Point of contact for buyer, shareholders, payment agent and escrow agent for key post-closing events

Earn-Out/Milestone Payments
Track progress toward earn-out/milestone achievement

Claims and Disputes
Work with shareholders’ counsel to manage post-closing indemnification claims and disputes

Customer Support
Shareholder access to our dedicated support team

  • Electronic Document Solicitation

    Using PNC PAID, we can eliminate printing and mailing of pre-closing deal documents.

    Electronically distribute deal documents, including stockholder consents, 280G consents and joinders. 

    Collect signatures.

    Tally results to accelerate the closing.

  • Payments

    Using PNC PAID, security holders can quickly and securely review, complete, and electronically sign deal documents in minutes — from anywhere they have online access.

    Security holders can manage payment information online, choose payment method (Fedwire, ACH or check) and view their deal payment status. This easy-to-use platform is available 24/7/365.

  • Domestic Compensation Payments

    Manage domestic compensation payments to former employees — to ensure seller’s payroll does not need to remain open after closing.

    Get flexible solutions for current and former employees to ensure vested and unvested payments are made in a timely manner.

  • Escrows

    Provide rapid turnaround on review and execution of the escrow agreement.

    Tailor a program to meet the needs of the parties under tight time constraints — sometimes in a matter of hours.