Fortitude has an extensive track record of making investments in technology that further enables automation and compliance in various sectors of the US financial services industry. The size, breadth and complexity of these sectors provide a wide range of investment opportunities. Specifically, we seek to make investments in technology companies that service the Financial, Insurance, and Real Estate (“FIRE”) sectors:

  • Banks and depository institutions
  • Outsourcing service providers to financial institutions
  • Specialty lending and other credit
  • Mortgage services
  • Asset management
  • Insurance underwriting
  • Insurance distribution
Fortitude specifically focuses on the U.S. smaller middle market technology providers segment (companies with $2.5 – $25 million in revenues and negative or positive EBITDA). Through our investment process, Fortitude focuses on identifying, developing relationships with and, eventually, partnering with the leading management teams in the various sectors that we have identified as potentially attractive for investment. These investments are often made in the context of the following situations:
  • Partnerships with Owner-Operators Who are Retiring/Succession Planning
  • Healthy or Underperforming
  • Special Situations
  • Market Dislocations