01
Transactions & Structuring
End to end support on principal investments, co-investments and platform transactions. From strategy through structuring to execution, we remain present at every stage until close.
Strategic AdvisoryAdvisory for the decisionsthat define what comes next.
Fortset advises institutions and select principals on strategy, structuring and transaction execution.
Sovereign Wealth FundsPrivate Equity SponsorsSingle & Multi-Family OfficesCorporatesSovereign Wealth FundsPrivate Equity SponsorsSingle & Multi-Family OfficesCorporates
FOCUS AREAS
Three focus areas.
Fortset operates across three focus areas. Each mandate is led by a principal.
02
Fractional Services
Fortset places senior fractional executives including CFOs, COOs, CLOs and board members for institutions seeking senior capability without a permanent appointment. Every engagement is bespoke, discreet and network sourced.
03
Strategic Adviser
A retained relationship in which a senior Fortset principal serves as an ongoing strategic resource to a chair, founder or investment committee. Available for contested situations, restructurings and the decisions that do not fit a formal mandate and present when the decision cannot wait.
Track Record
A selective record.
These figures reflect the scope of work undertaken since the firm's founding, across jurisdictions, transaction types and client relationships.
$3B+
In transactions advised
7
Jurisdictions across Gulf, Europe and the Americas
3Maximum
mandates at a time
The new geometry of Gulf outbound investment
Why the largest sovereign pools are re-architecting how they hold international assets and what it means for sponsors raising assets from the region.
Read perspective →When continuation funds outlast their thesis
A framework for principals weighing extension against exit and the governance conditions under which holding longer actually creates value.
Read perspective →Institutionalising without losing the family
The governance transition that decides whether generational assets compound and the failure modes that quietly erode it across a single succession.
Read perspective →
Engagement