ABOUT
Proven expertise at the service of SME owners
Claude Fortin
Investment banker
A native of Montreal, Claude Fortin is an investment banker with over 30 years of experience in the mergers and acquisitions sector.
He brings invaluable expertise to his clients thanks to his in-depth knowledge of the business sector and his network of contacts in both North America and Europe. As a strategic advisor with a unique perspective, he assists his clients with mergers and acquisitions.
Previously, he worked as a financial advisor at Desjardins Securities. Deeply involved in the community, he participated in numerous charitable events for organizations such as the Montreal Youth Centre Foundation, the Charles-Bruneau Foundation, the Granfondo Garneau Québecor, and the Saint-Jérôme Regional Hospital Foundation.
Claude Fortin is involved in projects related to the environment and climate change. He notably participated in a cleanup operation of the St. Lawrence River in Montreal.
In 2020, at the height of the COVID-19 pandemic, he served for three months at the CISSS des Laurentides, working with the most vulnerable people. He also volunteered at the Comptoir alimentaire des Laurentides.
Claude Fortin obtained his bachelor's degree in finance and international management from HEC Montréal in 1986 and completed a program in real estate management and development at the Université du Québec à Montréal. In 2014, he graduated with honours from the CSI Canadian Securities Course. He also holds a diploma in wind energy from the Université du Québec à Rimouski.
Proven Experience
For over three decades, we have been supporting entrepreneurs through the toughest times.
The most important part of their journey: preparing and selling their business.
+100
Successful transactions
+100 successfully completed transactions across various sectors.
+$500M
Total value
+$500M in total value of transactions completed.
+250
Qualified buyers
+250 strategic buyers in our active network.
30+
Years of expertise
Over 30 years of experience in mergers and acquisitions.
Our approach
Fortin Capital was born from a simple conviction: the sale of a company is not simply a financial transaction.
Fortin Capital supports entrepreneurs in selling their businesses with a strategic, structured, and people-focused approach. The firm emphasizes value creation, confidentiality, and finding the best buyers. Its team has recognized expertise in mergers and acquisitions, primarily with SMEs in the service and manufacturing sectors. Fortin Capital mainly handles transactions ranging from $1 million to $20 million, as well as some larger mandates.
The goal is to guide the entrepreneur at each stage of the process in order to maximize the value of the business and ensure an optimal and secure transaction.
Proven expertise in mergers and acquisitions
Fortin Capital supports entrepreneurs in selling their businesses with a strategic, structured, and people-focused approach. The firm emphasizes value creation, confidentiality, and finding the best buyers. Its team has recognized expertise in mergers and acquisitions, primarily with SMEs in the service and manufacturing sectors. Fortin Capital mainly handles transactions ranging from $1 million to $20 million, as well as some larger mandates.
The goal is to guide the entrepreneur at each stage of the process in order to maximize the value of the business and ensure an optimal and secure transaction.
A structured process to maximize the value of your business
Selling a business is a pivotal, once-in-a-lifetime event. At Fortin Capital, we act as the conductor throughout the entire process to ensure an optimal, confidential, and secure transaction.
1
Needs Assessment
We begin by listening carefully to understand your specific goals, challenges, and expectations. This step is crucial for building a customized solution.
2
Drafting the Proposal
Based on our in-depth understanding, we design a detailed and personalized proposal, including strategies, resources, and a timeline tailored to your situation.
3
Presentation and Discussion
We present our proposal, explain each aspect, and answer all your questions. We are open to adjustments to ensure the solution perfectly meets your expectations.
4
Validation and Agreement
Once the proposal has been refined and validated, we formalize our partnership with a clear and transparent agreement, defining the terms and mutual commitments.
5
Implementation and Monitoring
The action phase! We deploy the agreed solution and implement regular monitoring to ensure proper execution and achievement of the set objectives.
6
Optimization and Sustainable Partnership
Our commitment doesn't end there. We continue to evaluate performance, propose optimizations, and cultivate a long-term partnership for your continued success.
OUR PRINCIPLES
Confidentiality
Discretion is at the heart of each of our interventions.
Rigor
Each transaction is conducted with a structured and methodical approach.
Commitment
We are fully committed to the success of each mandate.
Personalized support
We adapt our approach to each entrepreneur and each situation.