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Fortis Advisors | Exit Wisely

M&A Post-Closing Shareholder Representation The rapidly growing choice of leading investors for their M&A exits.

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CONTACTS AT FORTISREP.COM

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1945 Av●●●●●●●a Posta

Enc●●●tas , California, 92024

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Adam Lezack

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Enc●●●tas , California, 92024

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al●●●●●@hotmail.com

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Adam Lezack

1945 Av●●●●●●●a Posta

Enc●●●tas , California, 92024

United States

(619)●●●●●-2830
al●●●●●@hotmail.com

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M&A Post-Closing Shareholder Representation The rapidly growing choice of leading investors for their M&A exits.
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Fortis Advisors | Exit Wisely | fortisrep.com Reviews

https://fortisrep.com

M&A Post-Closing Shareholder Representation The rapidly growing choice of leading investors for their M&A exits.

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1

Why Choose Fortis? — Fortis Advisors | Exit Wisely

http://www.fortisrep.com/why-choose-fortis

FORSITE M&A Deal Tool. FORSITE M&A Deal Tool. Fortis Advisors protects your interests. It’s why sellers turn to us again and again for their M&A exits. Effective shareholder representation is not just an administrative task. Fortis Advisors, 12526 High Bluff Drive Suite 280, San Diego, CA 92130, USA.

2

Our Services — Fortis Advisors | Exit Wisely

http://www.fortisrep.com/our-services

FORSITE M&A Deal Tool. FORSITE M&A Deal Tool. It should be handled by professionals. We provide a solution. Most private M&A deals require a shareholder representative to manage post-closing matters on behalf of the selling shareholders. To be effective, a shareholder representative needs expertise in multiple areas, including: law, accounting, finance and dispute resolution, to name a few. A list of our services. Pre-Closing Advice and Review. Post-Closing Communication and Support. We handle all aspect...

3

Clients — Fortis Advisors | Exit Wisely

http://www.fortisrep.com/clients

FORSITE M&A Deal Tool. FORSITE M&A Deal Tool. The clients behind the deals. As a leading provider of post-closing shareholder representative services, we represent leading Venture and Private Equity funds and all other types of shareholders in hundreds of private M&A transactions each year. Blue Chip Venture Company. Kleiner Perkins Caufield and Byers. Morgan Stanley Expansion Capital. Red Abbey Venture Partners, LP. River Cities Capital Funds.

4

Frequently Asked Questions — Fortis Advisors | Exit Wisely

http://www.fortisrep.com/faq

FORSITE M&A Deal Tool. FORSITE M&A Deal Tool. We're Here to Help. When do we engage Fortis? We are generally approached by investors, management, counsel or advisors prior to the execution of the transaction documents. Our engagement becomes effective upon signing, but no fees are due until closing. On occasion we are engaged post-closing to replace a representative when issues arise and/or the person is unwilling, unable or lacks the experience to handle the burden and responsibilities of the job.

5

How We Operate — Fortis Advisors | Exit Wisely

http://www.fortisrep.com/how-we-operate

FORSITE M&A Deal Tool. FORSITE M&A Deal Tool. There’s an art to shareholder representation that we’ve got down to a science. While shareholders may not want to serve as shareholder representative, we understand they may want to be involved in the decision making process when issues arise. Fortis Advisors, 12526 High Bluff Drive Suite 280, San Diego, CA 92130, USA.

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Deal ABC

http://www.techitrust.com/index.php/financial/deal-abc

Create Deal Report (pdf). Closing dates, parties, aggregate consideration, aggregate escrow, aggregate expense fund, etc. All deal events for this deal. Paying agent info, law firms? To include merger agreement, escrow agreement, information statement, letter of transmittal. Post Closing Consideration Balances. Closing Considerations: (NOTE: added in a text field on the backend in the deal record). Escrow #1 - Release Date: 1/1/2013. 1,500,000.00. 1,500,000.00. 1,450,000.00. 1,050,000.00. 1,500,000.00.

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FAQ

http://www.techitrust.com/index.php/faq

Q: WHEN DO I ENGAGE FORTIS? We are generally approached by investors, management, counsel or advisors prior to the execution of the transaction documents. Our engagement becomes effective upon signing, but no fees are due until closing. On occasion we are engaged post-closing to replace a representative when issues arise and/or the person is unwilling, unable or lacks the experience to handle the burden and responsibilities of the job. Q: HOW DOES THE RELATIONSHIP WORK? Q: HOW ARE YOU COMPENSATED?

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M&A Post-Closing Shareholder Representation. M&A Post-Closing Shareholder Representation. The rapidly growing choice of leading investors for their M&A exits. M&A Post-Closing Shareholder Representation. The rapidly growing choice of leading investors for their M&A exits. OVER $74 Billion in deals. Our engagements include major M&A transactions spanning a range of industries, including the largest venture-backed M&A deal ever. Mdash; J. CARTER MCNABB. Mdash; ED CAHILL.

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