Fortis Advisors

Fortis Advisors, LLC, located in La Jolla, California, is a professional services firm specializing in post-closing representation for selling shareholders in private company mergers and acquisitions. Founded in 2011, the firm addresses the complexities and challenges that arise after a transaction closes, providing expertise in managing escrows, holdbacks, working capital adjustments, and earn-out payments. Fortis Advisors allows shareholders to delegate the burdensome responsibilities and potential liabilities associated with post-closing processes to experienced professionals. Their services encompass shareholder reporting, accounting reviews, distribution management, and coordination of communications among buyers, selling shareholders, and other involved parties, ensuring a seamless transition. By tailoring their approach to meet specific shareholder needs, Fortis Advisors effectively alleviates the time and effort required from individuals, making them a preferred choice for those navigating the intricacies of post-merger matters.