Growing organizations often struggle to maintain a uniform approach to decisions, but thoughtfully building alignment of strategic, financial and operational decisions to value can be the key to outperformance
HOW WE HELP

Aspirational Goal Setting
Develop a future-back perspective on what top-quartile TSR means and the level of investment needed to achieve it

Strategic Resource Allocation
Portfolio-based approach to making bold shifts in resources and capital to drive value

Planning &
Budgeting
Decoupling planning and budgeting to refocus planning on what creates value for the business, not the individual

Operating Excellence
Quantify and prioritize operational improvements that contribute to current and long-term value creation

Capital Expenditure
Adopt a cash-based approach that motivates decisions that maximize the true value creation of the asset base

Intangible Investment
Incorporate intangible investments into valuation and decision-making as the primary driver of growth

Working Capital Management
Identify opportunities to improve working capital efficiency through a comprehensive value lens

Corporate Development
Bring a single lens to evaluating the true economics of organic and inorganic investment

Share
Repurchases
Develop a value-inspired buyback execution (VIBE) policy to evaluate buybacks like any other cash investment

Activist Advisory
Adopt an activist perspective to diagnose opportunities for both value creation and value recognition
Better Decisions often means bold choices that balance the value of current earnings with investment in future growth

KEY CLIENT IMPACT

REALLOCATE TO THE WINNERS
By changing how companies evaluate resource allocation, we can build the case to meaningfully shift capital and resources in favor of the strongest contributors to long-term value
Case Study: 3x Better ROI on Reinvested Cashflow
Limited insight on what drives value leads many companies to underinvest in their best businesses
Fortuna’s insights on value allow for bold resource shifts to the highest value creating businesses

READ MORE ABOUT

BETTER DECISION-MAKING
James Pappas on “growth activism” and customer-centric strategy
James Pappas discusses his journey from the family restaurant business to consumer and retail finance roles at Goldman Sachs and Bank of America to founding an activist investor firm. However, ...
5 Questions to Improve Your Planning Process
Budgeting and planning season may be the most dreaded time of year in the corporate world. Managers, directors, and VPs throughout the organization are pulled away from their usual responsibilities ...
How to build a high-performance finance team with Carl Lukach
Former Univar CFO and veteran of the chemical industry, Carl Lukach, discusses CFO strategy and financial leadership best practices. Carl emphasizes the importance of a “playbook to win”—a structured approach ...
Brian Tomlinson on how sustainability drives long-term value
Brian Tomlinson of EY argues that sustainability is a long-run driver of shareholder value. Brian and our host, Greg Milano, explore how boards and managements can measure, reward, and communicate ...
Michael Levin on activist investing
Michael Levin, experienced investor, consultant, and creator of The Activist Investor website and newsletter, explains how activists determine targets, honing in on governance issues, capital allocation, and executive compensation. Michael ...
Fortuna Advisors’ approach to strategic resource allocation
Fortuna’s Greg Milano talks capital and resource allocation best practices and highlights pitfalls, such as overinvesting in underperforming businesses and relying on misleading metrics. An objective, value-oriented approach is an ...
Donald Chew on Michael Jensen and modern corporate finance
Donald Chew, author and editor-in-chief of the Journal of Applied Corporate Finance, discusses the life and legacy of the late Professor Michael Jensen, a pioneering figure in financial economics. We ...
Dr. Anastassia Lauterbach on democratizing artificial intelligence
Our discussion with Dr. Anastassia Lauterbach explores the transformative power of AI, discussing its potential across industries, the impact of the European AI Act on innovation, and its implications for ...
Create More Value: Professor Srivastava on how modern business models require an accounting overhaul
World-renowned Professor Anup Srivastava discusses the challenges of valuing, investing in, and developing intangible assets in today's corporate world. From the valuation of tech giants like Google and Facebook to ...
Create More Value Podcast: Sean Pelkey shares the Great Success Story of CSX
Sean Pelkey, CFO of CSX Corporation, discusses the railroad company’s stunning transformation in the face of stark headwinds and a devastating loss of business as the coal industry collapsed in ...
Create More Value Podcast: Jeff Greene explores the Capital Allocation Paradox
Jeff Greene explains why capital allocation is so important, what companies typically do wrong, and his view on the main tenets of good capital allocation. As Jeff says, “Clearly, allocating ...
Creating Value Through Acquisitions When Capital Isn’t Free
How a company defines success influences whether acquired targets check boxes or create value.
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