The Private Equity Playbook for Add-On Strategy, Data Discipline & Value Creation | Brooke Ablon, Fort Point Capital
Brooke Ablon, Co-Founder and Partner at Fort Point Capital, joins Sean Mooney to share how his firm scales lower middle market companies through a precise mix of strategy, data, and partnership. From executing disciplined add-on acquisition plans to transforming founder-led businesses into institutional-grade operations, Brooke walks through a real-world private equity playbook that’s built for today’s competitive landscape.🔑 Key Topics Covered:[00:01:09] How a psychology major and distressed investor found his way into private equity[00:10:22] What distressed investing teaches you about cash flow, value, and conflict[00:19:27] Fort Point’s investment criteria: value proposition, management excellence, and fit[00:24:48] How to create value with strategic add-ons, board governance, and growth alignment[00:29:09] Using data analytics and utilization tracking to uncover hidden margin[00:32:34] Advice for management teams: think proactively, act decisively, use your data[00:40:24] Why...
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