Investment Strategy

We focus on service-oriented companies at the lower end of the middle market.

Fort Point Capital invests exclusively in leading service-oriented companies in the lower middle market. This includes both pure-play service companies and product companies that create long-term competitive advantage through a service "wrapper."

Investment Criteria

We look to partner with successful companies where the addition of our capital and operational expertise can accelerate growth opportunities.

Transaction Profile

  • $10-$50 Million in Enterprise Value
  • Control Buyouts and Add-ons
  • $5-$20 Million in Equity

Service-Oriented Business Model

  • Business Services
  • Consumer Services
  • Healthcare Services
  • Information & Software

Company Attributes

  • Strong Management
  • Fierce Customer Loyalty
  • High Margins
  • Stable Earnings
  • Strong Cash Flow