American Fortune Mergers & Acquisitions Company Profile

Background

Overview

American Fortune Mergers & Acquisitions is a premier advisory firm specializing in mergers and acquisitions (M&A), business exit planning, and business valuation services. Established in 1998, the firm focuses on privately held businesses with annual revenues up to $50 million. Operating from offices in Louisville, Kentucky; Detroit, Michigan; and Los Angeles, California, American Fortune has a nationwide presence.

Mission and Vision

The firm's mission is to serve as loyal M&A consulting advocates, ensuring the successful sale of business ownership. They aim to validate the value of business owners' accomplishments and secure the maximum sale price and terms for their achievements.

Primary Area of Focus

American Fortune specializes in M&A advisory services, business exit planning, and business valuations, emphasizing value maximization and confidentiality. Their unique "Business Sale Advisor" model distinguishes them from traditional business brokers, focusing on representing the seller's best interests throughout the transaction process.

Industry Significance

With over two decades of experience, American Fortune has facilitated numerous successful business sales and acquisitions, earning a reputation for integrity and client-focused service in the M&A advisory industry.

Key Strategic Focus

Core Objectives

Maximizing Business Value: Enhancing the marketability and value of clients' businesses through strategic planning and execution.

Confidentiality: Maintaining strict confidentiality to protect clients' interests during the sale process.

Tailored Advisory Services: Providing customized solutions that align with each client's unique goals and circumstances.

Areas of Specialization

M&A Advisory Services: Guiding clients through the complexities of buying or selling a business.

Business Exit Planning: Developing strategies for business owners to transition out of their companies effectively.

Business Valuations: Offering accurate and defensible valuations to support informed decision-making.

Key Technologies Utilized

While specific technologies are not detailed, American Fortune employs advanced financial analysis tools and proprietary methodologies to assess business value and market conditions.

Primary Markets Targeted

The firm primarily serves privately held businesses across various industries with annual revenues up to $50 million, focusing on the U.S. market.

Financials and Funding

Funding History

Specific details regarding American Fortune's funding history are not publicly disclosed.

Recent Funding Rounds

Information about recent funding rounds is not available.

Notable Investors

Investor information is not publicly disclosed.

Utilization of Capital

The firm utilizes its resources to enhance service offerings, expand its team of advisors, and invest in marketing and technology to better serve clients.

Pipeline Development

Key Pipeline Candidates

As an advisory firm, American Fortune does not have a product pipeline but focuses on facilitating business sales and acquisitions for clients.

Stages of Development

The firm's services are in the mature stage, with a proven track record in M&A advisory, exit planning, and valuations.

Target Conditions

American Fortune targets privately held businesses with annual revenues up to $50 million, across various industries.

Anticipated Milestones

The firm's milestones include successfully closing business sales and acquisitions, achieving high client satisfaction, and expanding its market presence.

Technological Platform and Innovation

Proprietary Technologies

American Fortune employs proprietary methodologies and financial analysis tools to assess business value and market conditions, ensuring accurate valuations and strategic advice.

Significant Scientific Methods

The firm utilizes advanced financial modeling, market analysis, and negotiation strategies to maximize business value and facilitate successful transactions.

Leadership Team

Executive Profiles

Brian S. Mazar, C.E.O.: With a Bachelor’s degree in Industrial Management and an MBA, Brian has over 22 years of experience in business operations and M&A advisory. He founded American Fortune in 1998 and has advised business owners across various industries.

Rose M. Sanchez, Senior Analyst & Business Research Manager: Rose assists with data aggregation, statistical analysis, and business research, contributing to the development of offering memorandums, business valuation reports, and exit planning reports.

Savvy Bhatnagar, M&A Consulting Adviser: Savvy brings experience in supply chain management, negotiations, product development, and financial modeling, with a background in global sourcing and parts fulfillment.

Tad Kowalczyk, M&A Consulting Adviser: Tad has over 20 years of experience in business strategies, process analysis, and operations management, with expertise in business process re-engineering and marketing strategies.

Clif Valentine III, M&A Consulting Adviser: Clif has senior-level executive leadership experience with Fortune 500 and Inc. 500 companies, with industry experience in transportation, commercial printing, financial services, and consulting.

Competitor Profile

Market Insights and Dynamics

The M&A advisory market is competitive, with numerous firms offering similar services. American Fortune differentiates itself through its "Business Sale Advisor" model, focusing on representing the seller's best interests and achieving optimal sale prices and terms.

Competitor Analysis

Key competitors include traditional business brokers and other M&A advisory firms. American Fortune's unique approach and focus on value maximization set it apart in the industry.

Strategic Collaborations and Partnerships

Collaborations

American Fortune collaborates with clients' attorneys and CPAs to ensure comprehensive and effective advisory services throughout the M&A process.

Operational Insights

Strategic Considerations

American Fortune's focus on confidentiality, value maximization, and tailored advisory services positions it as a trusted partner for business owners seeking to sell or acquire businesses.

Strategic Opportunities and Future Directions

Roadmap and Expansion

The firm aims to expand its market presence by leveraging its unique advisory model, enhancing service offerings, and continuing to build a team of experienced professionals to serve a broader client base.