Proprietary Capital. Entrepreneurs at Heart. Proven Operators.

Fortiva Group · Family Office · 8605 Santa Monica Blvd · West Hollywood, CA 90069
Scroll
It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.
Warren Buffett · 1989
01About

A family office built by entrepreneurs — run by operators.

Fortiva Group deploys proprietary capital across public and private markets. We are entrepreneurs at heart and operators by trade — combining the discipline of value investing with the execution capability of those who have founded, scaled, integrated, and exited companies. We invest our own balance sheet with conviction, patience, and a multi-generational horizon.

0
Companies Acquired
0+
Years of M&A Experience
Nasdaq
Public Market Exit · 2021
02Strategies

Three mandates. One balance sheet.

A multi-strategy platform built on conviction, discipline, and the patience to wait for the right opportunity.

I.

Public Markets

Concentrated equity positions in high-quality businesses trading below intrinsic value. Long-horizon ownership of companies with durable competitive advantages and rational capital allocators.

Concentrated · Value-Oriented
II.

Derivatives & Quant

Systematic and discretionary strategies across options and derivatives. Quantitative frameworks paired with disciplined risk management to generate uncorrelated returns.

Systematic · Risk-Managed
III.

Private Equity

Majority and controlling positions in established businesses. A Buffett & Munger approach — quality businesses, honest management, and disciplined entry prices with a margin of safety.

Control · Buy-and-Hold
03Track Record

Eleven companies. One platform. Public on Nasdaq.

Through our principal's tenure as co-founder and CEO, we built AgileThought from a startup into a Nasdaq-listed digital transformation leader — a disciplined acquisition strategy that brought eleven technology companies into a unified, publicly-traded platform.

AgileThought (AGIL) Nasdaq listing day, 2021
AGIL August 2021
Milestone · 2021

AgileThought rings the Nasdaq bell.

The culmination of a twenty-year journey of building, acquiring, and integrating eleven technology companies into a publicly-traded digital transformation platform.

The Eleven · Acquired Companies
01
AgileThought
Digital transformation & technology consulting platform
02
4th Source
Technology staffing & nearshore development
03
AGS Group
Technology services & solutions
04
Extend
IT consulting & managed technology services
05
ZBe
Software development & technology consulting
06
Entrepids
Custom software development & engineering
07
eProcure
Digital procurement & technology solutions
08
QlikMex
Business intelligence & data analytics
09
Anzen
Digital innovation & technology solutions
10
Faktos
Data-driven technology solutions
11
Leverage Consulting
Strategic technology consulting
04Philosophy

Time-tested principles. Patiently applied.

We seek businesses with durable competitive advantages, honest and capable management, and prices that provide a margin of safety. We are patient, disciplined, and willing to act decisively when opportunity meets our criteria.

i.

Intrinsic Value

We buy businesses, not tickers. Every investment begins with a rigorous assessment of what a business is truly worth — and only then, what the market is charging for it.

ii.

Margin of Safety

We invest only when the price offers meaningful downside protection relative to our estimate of value. The first rule of investing is not to lose money.

iii.

Entrepreneurs at Heart

We are entrepreneurs at heart and operators by trade. We don't just allocate capital — we have founded, scaled, integrated, and exited companies, and answered to public markets.

iv.

Long-Term Orientation

We measure success in years and decades, not quarters. Patient capital, deployed with conviction, compounded over time.

05Contact

For inquiries, partnerships,
and deal flow.

info@fortivagroup.com
Family Office · 8605 Santa Monica Blvd, West Hollywood, CA 90069