HOW WE HELP
We are increasingly convinced that purpose-led corporations deliver value for both stakeholders and shareholders, but investing in stakeholders is difficult with corporate finance practices that were never designed to recognize stakeholders, nor the value they add. A new approach can unlock tremendous value.

KEY CLIENT IMPACT

QUANTIFYING STAKEHOLDER VALUE
Our empirical research on the impact of purpose on financial, valuation and value creation performance serves as a foundation for quantifying an investment case for stakeholder value
Revenue Growth

Operating Margin

Return on Capital

Based on a study of 104 publicly listed consumer brand companies for the 3-year period 2016-2019. Low Purpose and High Purpose cohorts selected based on below- or above-median purpose score. Financial measures reflect median performance for each cohort.
WHAT TO EXPECT
We work closely with you and our data partners to develop a factbase that informs understanding of how stakeholder value impacts current performance and valuation, and as assess headroom for improvement with a focused investment case
Analytical
We use data to bring confidence to intuition on where opportunities exist
Balanced
Neither shareholder nor stakeholder value can be the only goal, they must support each other
Prioritization
Clear prioritization of opportunities aligned to impact on intrinsic value growth
Collaboration
Co-develop an organizational culture where stakeholders excel
RELATED OFFERINGS

Value Driver
Analysis
A differentiated view of how growth, profitability, capital and reinvestment contribute to current and future value

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

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

READ MORE ABOUT

STAKEHOLDER VALUE
Greg Milano: Hello, I am Gregory Milano, founder and CEO of Fortuna Advisors. Welcome to this roundtable discussion on measuring and managing the value of intangible assets. My main collaborator, ...
Gregory Milano, Chief Executive Officer of Fortuna, and Riley Whately, who leads Fortuna's intangibles research and advisory work, join the Workspan podcast to discuss the growth of intangible investments and ...
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Now more than any time in history, the most attractive employers and brands are those that follow inspirational visions. Customers want products that reflect their social and environmental values, and ...
A new study published by Fortuna Advisors in the Journal of Applied Corporate Finance finds that “High Purpose” companies delivered significant outperformance across a broad range of financial, valuation, and ...
There are some concrete actions a CFO can take to ensure the finance organization is fully evaluating the potential impact of corporate purpose.
Directors should familiarise themselves with the emerging practices that companies can adopt to embed purpose and drive performance.
The role of the corporation in society is under review. The paradigm that corporations are run solely in the interests of shareholders, which has defined a generation of management practice, ...
Here are the principles that provide a foundation for establishing an enduring capital deployment process to drive long-term value creation.
Acquire carefully, beware of leverage, have rules-based buyback processes, don’t bank on dividends, and realize that value creation is hard work.
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