FORTUNA INSIGHTS

Change Management

Partnering with a New CEO to Boost Shareholder Returns

The CFO and the finance team have the skills to help the CEO understand and interpret residual …

Beating The Market The Right Way

Jonathan Balif and Gregory Milano report on the quest of the helicopter transportation company,…

Keeping Activist Investors Away

Ways to keep activist investors away include boosting performance, improving capital allocation…

How Successful is Your CEO?

To be a top value creator, a CEO must deliver a high total shareholder return in a large compan…

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ABOUT FORTUNA ADVISORS

Our team has advised hundreds of clients on developing a new approach to creating exceptional value for stakeholders and shareholders. Our differentiated cash-based earnings approach to strategic management and capital allocation draws on years of experience as advisors and investors at Credit Suisse, Morgan Stanley, Lehman Brothers, DLJ, Stern Stewart, Marakon, Ernst & Young, and ISS.

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