Exclusive financial advisor to Fortem Holdings

KPMG Corporate Finance LLC raised debt financing for Fortem Holdings

About the engagement

KPMG Corporate Finance LLC (“KPMG Corporate Finance”) acted as exclusive financial advisor to Fortem Holdings (“Fortem") on the raising of acquisition financing for the purchase of C&TDG Management LLC (“Children & Teen Dental Group”, “C&T” or the "Company").

Founded in 2015, C&T is a provider of pedodontic and orthodontic practice management services to dental and orthodontic professional associations (PAs) throughout Florida, Georgia, Alabama and Pennsylvania. The Company provides its affiliated offices with a full suite of support services, including marketing, recruiting, finance, compliance and human resources.

Fortem Holdings is an Atlanta-based private equity investment firm that provides equity capital and expertise in support of management teams of select middle market companies.

KPMG Corporate Finance approached a targeted universe of capital providers, including banks, senior credit funds and mezzanine credit funds throughout the competitive process, and successfully raised a credit facility to support the acquisition of the Company. Fortem ultimately selected a unitranche structure which provided a senior secured term loan and a committed revolver and delay draw term loan. KPMG Corporate Finance’s in depth knowledge of the credit markets and relationships with a wide array of capital providers was critical to completing the transaction.

Global coverage. Industry knowledge. Middle-Market focus

The global Corporate Finance practice of KPMG International’s network of independent member firms was ranked #1 as the top M&A mid-market adviser globally by Refinitiv, based on number of completed transactions, for the past 20 years.

KPMG Corporate Finance LLC

KPMG Corporate Finance LLC provides a broad range of investment banking and advisory services to its domestic and international clients. Our professionals have the experience and depth of knowledge to advise clients on global mergers and acquisitions, sales and divestitures, buyouts, financings, debt restructurings, equity recapitalizations, infrastructure project finance, capital advisory, portfolio solutions, fairness opinions, and other advisory needs.

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KPMG Corporate Finance LLC

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Mike Rudolph

Managing Director, KPMG Corporate Finance LLC

+1 312-665-1442

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