Investment Strategy

Focused strategy. Broadly nurtured and applied.

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 for success.

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

Transaction Profile

  • Up to $125 Million in Enterprise Value for Platform Investments
  • Control Buyouts and Add-ons
  • Up to $50 Million in Equity

Service-Oriented Business Model

  • Business Services
  • IT Services & Software
  • Transportation & Logistics
  • Value-added Distribution
  • Marketing & Media Services
  • Professional Services/Training & Education
  • Field & Route-based Services
  • Industrial, Testing & Engineering
  • Healthcare, Life Science/Pharma Services
     

Company Attributes

  • Strong Management
  • Fierce Customer Loyalty
  • High Margins
  • Stable Earnings
  • Robust Cash Flow
  • Identifiable Avenues for Growth

Our Portfolio

See how we have helped our current portfolio expand beyond their most ambitious goals.

See our historical portfolio of completed projects with past investment partners.

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