Fortuna Advisors serves as a thought leader and trusted advisor in helping clients transform their value creation potential through bold improvements to managerial insights, decisions and behaviors
OUR CLIENT IMPACT
Tailored analysis of the “true” earnings of a business and how it relates to short-term and long-term value
Key Questions We Help Answer:
  • What drives TSR?
  • Where am I creating the most value and how?
  • How do my “true” earnings compare to reported financials?
Leverage Better Insights to inform strategic and operational decisions to deliver profitable growth
Key Questions We Help Answer:
  • Where should I invest next?
  • How do I balance profit vs growth?
  • How can I motivate better quality investments?
Execute Better Decisions to deliver top-quartile TSR by motivating the organization to think and invest like long-term owners
Key Questions We Help Answer:
  • How can I create an ownership culture?
  • How do I measure and motivate long-term investments?
  • How do I avoid gaming and sandbagging?
OUR PROCESS
Empirical Research
Fact-based analysis through an investor lens to discover a company’s true value and value drivers
Differentiated Insights
Applying our analytical framework across the portfolio and down the organization
Aligning Culture
Improving the structures and incentives to unlock your people’s full potential
Hard Choices
Leverage new data, insights and incentives to solve complex trade-offs on where to allocate capital
Value Creation
Execute and develop a flywheel of sustainable value creation and reinvestment
CLIENT TESTIMONIALS
Transformational Impact

“Fortuna transforms decision-making throughout the commercial enterprise to create exceptional results”

TOWARD A SHARED VIEW OF VALUE CREATION

“The team brought a holistic view of value creation across the company, enabling an ownership culture at all levels — including the Board”

TANGIBLE RESULTS

“Fortuna’s work contributed to $4 billion in wealth creation”

OUTSIDE-IN PERSPECTIVES

“Fortuna’s external orientation on delivering TSR and outperforming benchmarks is very different from most strategy consultants”

LINKING ANALYSIS TO ACTIONS

“Fortuna’s work led us to actions that created fast and enduring results.
That’s what matters.”

CHANGING THE DIALOGUE

“Fortuna flipped our investment review conversations from financial targets to strategic value and feasibility, while gaining operators’ commitment”

REFOCUSING ON LONG-TERM CAPITAL PRODUCTIVITY

“Fortuna helped bring our focus back to return on capital versus cost of capital — that's what it’s all about . . . the purpose of business”

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HOW WE DIFFER
TRACK RECORD
OF SUCCESS

100+
THOUGHT
lEADERS

150+
FINANCIAL
IMPACT

Billions
VALUATION
IMPACT

1.2x
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how we can find its catalyst for growth.