Fortune, Business Transfers & Acquisitions

FORTUNE Team:

Brian Mazar is the Managing Director/CEO of FORTUNE, Brian sets the strategy, manages the operations and demands the highest standards of ethics and business practices of the firm.  Brian has advised business owners in every industry on all aspects of business transfers & acquisitions.  He has a rich background in manufacturing having held key business and operations positions with four fortune 500 companies that were tier 1 suppliers to GM, Ford and Chrysler. He is an experienced negotiator and mediator and has superior skills in Mergers and Acquisitions, succession planning, exit strategies and business valuations. He has attained the title "CBI" (Certified Business Intermediary) and holds a bachelor's degree in Industrial Management and an MBA. Brian may be reached at

Chris Reitz is a Mergers & Acquisitions Advisor with FORTUNE  based out of both the Louisville and New York City offices.  He comes to FORTUNE after five years with Brown-Forman Corporation. Over the past ten years he has worked in the Wine & Spirits, Technology, Oil & Gas, and Manufacturing industries in roles such as IT, Corporate Finance, Internal Audit, and Training.  In addition to his business advisory role at FORTUNE, Chris provides business and systems process improvement consulting services. He serves on the Alumni Executive Board at Transylvania University and is a founding member and past president of Net Impact Bluegrass, a local nonprofit dedicated to promoting sustainable business. Chris is a frequent speaker, employing a relaxed, humorous style. He has been a committed real estate investor for over six years and enjoys travel and outdoor adventure. Chris holds a B.A. in Computer Science from Transylvania University with Graduate Studies in Telecommunications Systems Management at Murray State University and Business Administration at Indiana University Southeast. Chris may be reached at    

Savvy Bhatnagar is a Mergers & Acquisitions Advisor with Fortune. Savvy is an experienced professional with supply chain experience in global sourcing and parts fulfillment at G.E. Consumer & Industrial. He has a track record in building supplier and customer relationships both domestically and internationally while working with cross-functional and cross-cultural  teams. Savvy has a broad skill set in negotiations, product development, financial modeling and industry analysis. He also has over two years of start-up and small business experience. Savvy holds a Bachelor of Science in Business Economics with a Minor in Finance and International Business, and a Masters in Business Administration in Entrepreneurship, both from the University of Louisville. Savvy may be reached at   

Keith Greff is a Mergers & Acquisitions Advisor and Valuations Analyst with FORTUNE. He has worked as an equity analyst, options analyst, oil and gas analyst, been a small business owner, and is a registered Commodity Trading Advisor (CTA) with the CFTC and NFA. He has extensive expertise with Alternative Investments and institutional client relations. On the sell-side he focuses on advising clients with EBITDA above one million, and on the buy-side focuses on working with institutions with assets of +100 million. Keith has a Bachelor of Arts in Economics from the University of Louisville and is a level 2 Chartered Market Technician (CMT) candidate. Keith may be reached at

Venkat Ramaswamy is a Mergers & Acquisitions Advisor with FORTUNE. He comes to us with over 15 years of progressive experience in product/business development, program/project management, client management, process analysis, financial/operations management, and strategic leadership over a broad set of industries that includes Health Care, Government sector, Banking, and Retail.  Venkat has served as a Consultant for Humana, Unisys and Rapidigm and is recognized for his ability to identify continuous change actions to reduce cost, enhance performance quality, and increase shareholder value. Venkat holds a Master of Science degree in Information Systems from Birla Institute of Technology and Science, India, and a MBA in Finance from Kelley School of Business, Indiana. Venkat may be reached at

Julian Pace is a Mergers & Acquisition Advisor with FORTUNE. Julian has extensive experience in Business Development working in various industries.   Applying his MHA, he managed several aspects crucial to the health care industry, including new company formation and growth, partnership modeling, strategic planning, creating legal policy, selecting SaaS technology solutions and financial planning with a focus on sustainable profitability.   Additionally, he offers experience in technical staff development with a focus on achieving results tied to performance benchmarks.  He worked with Anthem Blue Cross Blue Shield, as well as started a business serving physicians and formed a partnership to acquire a 28 year old manufacturing company serving the Golf industry. Julian may be reached at

FORTUNE Referring Partners

Frank Binford is President of Binford Recruitment, a contingency recruiting firm that primarily recruits in the manufacturing industry, mainly involved with permanent placement. He served 2 years in the United States Army and obtained his Bachelor of Science degree in Psychology from the University of Kentucky. 

Bill Heinz is the founder of Growth, Inc. a firm which works with companies that are poised for growth or experiencing growth.  Bill was President and part owner of a nationwide construction company specializing in healthcare facilities. He currently owns and operates a business providing instruction, translation, and interpretation services in over eight different languages. Bill holds an MBA from Indiana University, and a Bachelor of Science in Engineering from the Rose Hulman Institute of Technology in Indiana.

Gregg Kimmer is a Sr.Management Analyst with The Estopinal Group, LLC. He has extensiveexperience in financial modeling, M&A/Due Diligence, pro formacreation, data mining and loan & creditor presentations.  Gregg holdsa Bachelor of Science in Computer Information Systems fromWestern Kentucky University, and a Master of BusinessAdministration from WebsterUniversity in Missouri.

Jeffrey Simmons is currently a financial advisor with Wachovia Securities. He has several years experience with creating investment portfolios, managing client holdings as well as solving client operational problems and strategic planning. Jeffrey holds a Bachelor's degree in Psychology from Indiana University Southeast and an associate of science degree in Business.

Nathan Soliday is President/Owner of Soliday & Associates, Inc. and DBA Streamline Mortgage in Indiana. He has extensive experience as a Real Estate Broker and Mortgage Broker in managerial positions as well as marketing, accounting, loan coordination and processing.  

Richard D. Underwood

Bruce W. Holzman specializes in helping businesses reach their development goals. With extensive experience in marketing, sales, real estate, and operations, Bruce's many talents complement FORTUNE's philosophy. Bruce holds a Bachelor of Science degree in Business, Sales and Marketing from the University of Alabama.

You will be pleasantly surprised to learn that we are Business Advisors, rather than Business Brokers