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Fortuna Advisors Can Help
Are you concerned your share repurchases have not added value to your shares over time?
Do you have growth investment opportunities that raise questions of how much to distribute to owners?
Do you trade at a discount?
We are experts in value based strategic planning.
We collaborate on corporate development, capital deployment, business portfolio review and valuation to assist management in developing and implementing strategic plans to drive the share price higher!
Contact Fortuna Advisors
About Fortuna Advisors
Chief Executive Officer
Greg brings a highly successful track record of advising clients on many strategic, process and transactional decisions aimed at driving shareholder value with his unique experience advising clients with the industry’s two primary original ideologies: EVA and HOLT.
Mr. Milano leads Fortuna Advisors' research and product/service development with groundbreaking advancements clarifying the shareholder value implications of the tradeoff between maximizing returns and investing in growth, as well as innovative and contrarian capital deployment studies into the total shareholder return implications of reinvesting in a business versus distributing capital through dividends and share repurchases.
Prior to founding Fortuna Advisors, Mr. Milano was a Managing Director at Credit Suisse, Co-Head of the Investment Banking Department's Strategic Finance Group in the Americas and Head of Buyside Insights Group in the Americas, which provided the Bank's clients with strategic insights using HOLT, a proprietary value-based framework. Mr. Milano covered the energy and technology industries and advised executives at over 100 clients on market expectations and the implications for the development and valuation of corporate strategic initiatives including M&A, capital deployment and equity financings.
Prior to joining Credit Suisse in 2004, Mr. Milano spent 11 years at Stern Stewart & Co., a general management consulting firm focused on shareholder value applications using EVA®, where he most recently was a partner and president of the North America Division. Mr. Milano also founded and managed Stern Stewart Europe and developed and managed over 150 client relationships for companies in a wide range of industries
Mr. Milano began his career at the Grumman Aerospace Corporation where he began as a flight control system design engineer and then spent two years in the corporate business analysis group.
Mr. Milano has been published in the Journal of Applied Corporate Finance, The Sunday Times, Sunday Business, Financial Director and the Financial Times, and has appeared on CNBC, Bloomberg and Sky Business News. He holds a BS in mechanical engineering from Rensselaer Polytechnic Institute and an MBA from New York University.
10 years of experience including 3 years at Credit Suisse within its Financial Institutions investment banking advisory group and the Strategic Finance Group.
Before becoming partner, Frank was the first employee of Fortuna and led all the firm’s original research and model building.
Frank has worked extensively with companies within the energy space including drillers and other equipment and service companies, as well as industrial and retail companies.
Greg Milano, Co-Founder and Chief Executive Officer of Fortuna Advisors
Frank R. Hopson, Partner
Marwaan Karame is a partner of Fortuna Advisors. With 19+ years of experience, Marwaan assists clients with value based strategies that link to financial results and drive long-term shareholder value.
Marwaan works closely with CEOs and CFOs from a variety of industries, such as manufacturing, healthcare, oil and gas, consumer products, food and beverage, financial services, and technology, helping large and mid-sized organizations facilitate major transformations in all facets of the business cycle, including significant restructuring and turnarounds.
Marwaan R. Karame, Partner
Drawing from his extensive experience in applied Corporate Finance, Strategy, Managerial and Behavioral Economics, Marwaan uses data-driven insights to help clients develop and execute strategies that fortify their competitive advantage and increase the long-term profitability of their business.
Prior to joining Fortuna Advisors, he worked for DLJ/CSFB in Investment Banking, Stern Stewart & Co., and his own company, IDG Capital Group and Economic Value Advisors. Marwaan holds a BS with a double major in Mathematics and Economics, as well a minor in Psychology from St. Lawrence University. Marwaan also received his MBA with a concentration in Finance from the University of Western Ontario, Richard Ivey School of Business.
Marwaan has conducted numerous workshops for Equity Research Analysts and Fortune 500 executives and published several articles in CFO Magazine, American Executive, and The Trusted Professional, on the topics of Value Creation, M&A, Pricing, Performance Measurement, Incentive Compensation, Capital Deployment, and Risk analysis.