Shareholder Representative Services
Ongoing Deal Management
From start to finish, you’ll be connected with a senior member of our professional team as your point of contact throughout the transaction. As the deal progresses, other professionals from our M&A Accounting Team, Dispute Resolution Team and Operations team will be brought in to manage specific items as they occur.
Expertise and Value
Our team of M&A Professionals has decades of experience in the various areas required to effectively manage the post-closing landscape. Our team has in-house expertise in M&A Accounting, purchase price adjustments, claim management, dispute resolution, tax matters, milestone management and obligation tracking and will diligently work to secure the expected value from your transaction.
Reliable and Responsive Customer Support
Our dedicated team of customer support professionals is here to alleviate the burden of ongoing shareholder questions. With thousands of deals in our portfolio, our team has heard and seen it all. We work with your shareholders to efficiently solve any issues as they arise.
Hands-on Management
With Fortis Advisors as your representative, all aspects of your deal will be managed while you remain in the driver seat. We work with a subset of shareholders to make informed decisions throughout the post-closing period. These holders will always have direct access to a member of our senior M&A Professional Team to ensure no questions go unanswered.
Shareholder Portal
Once your transaction closes, shareholders will have 24/7 access to FORECAST, our online shareholder portal detailing key transaction items, release dates and account balances.