Sherry Winslow
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Profile Information

First Name
Last Name
Job Title
Fortis Advisors
Type of Business
If Type of Business is "Other", please describe
Shareholder Representative Services
Transaction Size "Sweet Spot" (USD)
Lower Middle-Market ($10 mm - $100 mm), Middle-Market ($100 mm - $500 mm)
San Diego
About Me (Company description, Biography, Services I provide):
Fortis is a professional shareholder representative firm that manages the entire M&A post-closing process on behalf of selling shareholders. Fortis oversees all aspects of the post-closing process including shareholder reporting, accounting review of working capital and purchase price adjustments, account and distribution management and the audit of progress toward earn-out and milestone payments. We handle all communications with the buyer, selling shareholders, escrow agents and other post-closing parties, and coordinate the actions of each to ensure the process is seamless and efficient. We tailor our services to each situation to make sure shareholder needs and expectations are fully met.

Our value, however, extends well beyond post-closing administration. When issues, claims or disputes arise, we advise our clients on how best to protect their interests and manage the problem to resolution. Our team includes seasoned corporate lawyers, venture capitalists, entrepreneurs and accounting professionals who have structured, negotiated, executed and otherwise led hundreds of private company acquisitions. Our experience and expertise is a key reason why clients engage us. We can and will make a difference when it comes to protecting shareholder value.

Post-closing shareholder representation is a complex, burdensome and time-consuming task that can extend for years. When post-closing issues arise, the duties and responsibilities of the shareholder representative increase exponentially and may even subject the representative to the risk of liability. Individual shareholders are increasingly recognizing that shareholder representation is a role they should not assume and sophisticated shareholder groups are increasingly recognizing that their interests are better served by professional representation. Fortis is the professional shareholder representative solution.
Network with Me (Types of transactions I seek, Professionals I like to be referred):
M&A, mergers, acquisitions

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