Who can review Fortis Advisors?

Any founder who hired Fortis Advisors as their sell-side advisor and ran an M&A process with them, regardless of whether the deal ultimately closed. How a banker behaves when a deal does not close is just as important as when it does, and both outcomes are welcome.

Has Fortis Advisors been reviewed by founders?

Fortis Advisors appears in the BankerNotes directory. Reviews from verified founders who hired the firm unlock publicly once five founders have submitted ratings. Until that threshold is reached, reviews are pending and not displayed.

Where is Fortis Advisors headquartered?

Fortis Advisors is headquartered in San Diego, CA. The firm was founded in 2008.

What kinds of deals does Fortis Advisors work on?

Fortis Advisors focuses on Tech, Healthcare. Typical transaction size falls in the $10M-$150M range.

Who are the key dealmakers at Fortis Advisors?

Senior dealmakers include Brad Wagner (President). Founders running a process should expect to interact most with the named partner or managing director assigned to the deal.

How does BankerNotes verify reviews of Fortis Advisors?

Every review on BankerNotes is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.

Tech boutique

Fortis Advisors Reviews

San Diego, CA · Founded 2008

Firm at a glance

Type: Tech boutique
HQ: San Diego, CA
Founded: 2008
Deal size: $10M-$150M
Focus: Tech, Healthcare
Website: fortisrep.com

Senior dealmakers

Brad Wagner
President

Fortis Advisors is a tech boutique headquartered in San Diego, CA and founded in 2008. The firm focuses on Tech, Healthcare and typically advises on transactions in the $10M-$150M range. Key dealmakers include Brad Wagner (President). Read founder-verified reviews of Fortis Advisors below, from founders who hired the firm as their sell-side advisor whether the deal closed or not.

What to know about Fortis Advisors

Fortis Advisors has built its franchise in Tech, Healthcare, where founders running a sale process often turn to firms with deep sector pattern recognition. The senior bench, anchored by Brad Wagner, sets the tone for how engagements run from the first call through whatever outcome the process produces. Founders evaluating Fortis Advisors typically compare it against other tech boutique houses with similar sector emphasis.

Deal sweet spot at Fortis Advisors sits in the $10M-$150M band. That target range shapes everything: which buyers get the call, how the process is paced, and how the firm allocates senior banker attention. Founders working with Fortis Advisors should expect a process tuned to that band; founders far below or above it sometimes find a better fit elsewhere.

Geography matters more than founders expect. Fortis Advisors operates out of San Diego, CA, and its strongest buyer-side relationships tend to cluster around that orbit. For sellers running a global process, that can be either an advantage (concentrated relationships) or a constraint (thinner reach in other regions). Founders should ask directly: which buyers have you placed with in the last 24 months, and where are they.

Rating

Rating unlocks at 5 reviews

Submit a review of Fortis Advisors Your name, email, and company are required for verification but are never shown publicly.

Reviews

Reviews unlock once 5 verified founders have rated this firm. Be the first to break the silence.

Verified Founder, Hardware Pending

professionalism2/10

responsiveness1/10

delivery2/10

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2026-01Locked

Frequently asked questions

Who can review Fortis Advisors?: Any founder who hired Fortis Advisors as their sell-side advisor and ran an M&A process with them, regardless of whether the deal ultimately closed. How a banker behaves when a deal does not close is just as important as when it does, and both outcomes are welcome.
Has Fortis Advisors been reviewed by founders?: Fortis Advisors appears in the BankerNotes directory. Reviews from verified founders who hired the firm unlock publicly once five founders have submitted ratings. Until that threshold is reached, reviews are pending and not displayed.
Where is Fortis Advisors headquartered?: Fortis Advisors is headquartered in San Diego, CA. The firm was founded in 2008.
What kinds of deals does Fortis Advisors work on?: Fortis Advisors focuses on Tech, Healthcare. Typical transaction size falls in the $10M-$150M range.
Who are the key dealmakers at Fortis Advisors?: Senior dealmakers include Brad Wagner (President). Founders running a process should expect to interact most with the named partner or managing director assigned to the deal.
How does BankerNotes verify reviews of Fortis Advisors?: Every review on BankerNotes is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.

Other Tech M&A advisors founders compare with Fortis Advisors

More context for Fortis Advisors

Sector

Technologyboutique M&A advisors

Sector

Healthcareboutique M&A advisors

Location

San Diegoboutique M&A advisors

Deal size

M&A advisors for $25M to $100M businesses

Compare Fortis Advisors with

Last updated: April 29, 2026

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