
In Honor of Fortuna Advisors (JACF Special Issue)
We’re proud to share a major milestone for Fortuna Advisors—and for the evolution of value-…
We’re proud to share a major milestone for Fortuna Advisors—and for the evolution of value-…
From the shop floor to the top floor,” Kimball Electronics employees are laser-focused on eco…
Caterpillar Inc., the world’s leading construction equipment manufacturer, delivered over 2.5…
Our conversation with David Berkowitz, founder and CIO of Value Aligned Partners, covers invest…
Why revisit value-based management (VBM), a concept that has been around for decades? Despite i…
Former Univar CFO and veteran of the chemical industry, Carl Lukach, discusses CFO strategy and…
With Anna Catalano’s extensive experience as a board director across many industries and as a…
Scott Morrison recently stepped down from being CFO of Ball Corporation, the longest running us…
Pamela Savino, CEO and founder of Live Authentically, says “There's nothing more magnetic tha…
The U.S. military uses the acronym VUCA to characterize an operating environment along four dim…
Change management is no longer an event to be managed through; it’s a way of life that requir…
Listen to the accompanying podcast here. Most companies are facing profitability headwinds as i…
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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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