FORTRADA CAPITAL PARTNERS

Independent corporate advisory and investment management firm

We bring high-level expertise - typically reserved for blue chip firms - to small businesses, startups and private investors

Our Services:

  • We support clients in sourcing investment opportunities, performing due diligence, structuring allocations, and providing strategic advice on navigating the complexity of private markets. The goal is to optimize returns, manage risks, and provide access to potential differentiation and uncorrelated risk-returns

  • Fundraising is a key moment for companies at any stage. We advice on mergers and acquisitions, debt and equity financing, recapitalizations, refinancing existing debt, and other financial transactions to ensure our clients access the capital they need to fund their operations or grow

  • We offer expertise in planning, evaluating, and executing M&A transactions to ensure they align with the company's long-term strategic goals

  • We help companies to optimize the structure, timing, and cost of liabilities (such as loans, bonds, or other forms of debt) to improve financial stability, reducing borrowing costs, or extending maturities

  • The world is an increasingly dangerous place, and financial transactions do not happen in a vacuum. We provide our expertise to businesses and investors that want to navigate the risks and opportunities arising from political and geopolitical developments

  • We guide companies and investors in incorporating Environmental, Social, and Governance (ESG) factors into their business strategies, operations, and investment decisions. The goal of ESG advisory is to help clients create sustainable value, meet regulatory requirements, and align with stakeholder expectations related to ethical, environmental, and social practices.

“Fortrada’s team has sat in the founder, investor, and advisor seat. It taught us one valuable lesson - to put client first.”

Pedram Parhizkari, CAIA, FDP

Founding Partner & Chief Investment Officer