Case Studies

Transformative growth leads to lasting success.

Strata Information Group
Case Study

Strata Information Group (“SIG”) is a leading provider of technology support services to higher education institutions. SIG is an integral technology partner to colleges and universities with services including digital transformation and support, cloud migration, CRM, cybersecurity, optimization and consulting services and managed services.

After more than 30 years spent growing the company to be a leader in the field, SIG’s owners were seeking a partner to bring new leadership as well as the strategic and financial resources that would help transition the company to its next stage of growth.

3Phase Elevator
Case Study

Fort Point helped to transform the company from a founder-owned, Boston-based business into one of the largest vertical transportation services companies in the United States.

Headquartered in Canton, MA, 3Phase is a leading independent provider of elevator and escalator maintenance, repair, and modernization services in 14 states along the East Coast of the United States.

Case Study

A home décor distribution company wanted to capitalize on its legacy, now Fort Point Capital is helping to craft a new era of success.

Sullivans is a leading designer and distributor of seasonal and all-occasion home décor products to specialty retailers. The company had built a reputation for excellent customer service and unique, high-quality products that enable specialty retailers to offer distinctive assortments. After 25 years of leadership under the Sullivan family, the president was retiring, and the company turned to Fort Point Capital to help bring new leadership as well as the strategic and financial resources for continued growth.

Van Pool Transportation
Case Study

Van Pool Transportation is a leading regional provider of transportation solutions to special needs and homeless children throughout New England. Fort Point was introduced to the company by a boutique investment bank that was aware of our successful track record in the transportation & logistics and K-12 education markets.

WolfePak Software (PakEnergy Software)
Case Study

Fort Point helped to transform the company from a founder-owned business into a well-recognized leader and platform for consolidation in the specialized energy software sector. 

Headquartered in Abilene, Texas, WolfePak is a leading provider of accounting, enterprise resource planning, operational and regulatory compliance software to approximately 1,900 customers in the oil and gas industry, including oil and gas operators, midstream companies and mineral rights investors.