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Fort Point Capital
Fort Point Capital is an SEC-registered investment adviser in Boston, MA, registered since 2020.
Fort Point Capital
Fort Point Capital is an SEC-registered investment adviser in Boston, MA, registered since 2020. The firm manages approximately $523 million in regulatory assets. It has 18 employees and 12 investment advisers.
General information
Firm type
Private Equity
Year founded
2010
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Principals
Brooke Ablon
Co-Founder & Managing Partner
Paul Lipson
Co-Founder & Managing Partner
Christina Pai
Partner
Mike Hermsen
Partner
David Gagliardi
Partner
Sector focus
Frequently asked questions
Who leads investment decisions at Fort Point Capital?
The firm is led by Co-Founders and Managing Partners Brooke Ablon and Paul Lipson, who have run the firm since its founding in 2010. They are supported by Partners Christina Pai, Mike Hermsen, and David Gagliardi. The team shares responsibility for sourcing, execution, and portfolio-company oversight, with the Management Advisory Board providing additional strategic guidance.
What is Fort Point Capital's investment focus?
Fort Point targets control buyouts in the lower middle market, focusing exclusively on service-oriented businesses. It targets companies with up to $125 million in enterprise value and commits up to $50 million in equity per platform. Transaction types include family- and founder-owned transitions, management buyouts, and recapitalizations.
How does Fort Point Capital create value in portfolio companies?
The firm runs an in-house growth-support model rather than relying predominantly on third-party consultants. It works alongside management to build out sales and marketing functions, develop new product modules, and professionalize infrastructure. This playbook was applied at WolfePak Software (now PakEnergy) — where the firm invested behind a sales engine and M&A — and at Strata Information Group.
Does Fort Point participate in fund commitments or only direct deals?
Fort Point Capital deploys capital exclusively through direct control buyouts and add-on acquisitions. The firm does not operate as a fund-of-funds or make passive LP commitments to other private equity funds, reflecting its hands-on operational approach.
What is Fort Point Capital's approach to add-on acquisitions?
Add-ons are a central part of the firm's growth strategy. Portfolio company VisuSewer completed the add-on acquisition of United Survey, Inc. in March 2026. Fort Point uses add-ons to expand service lines, geographic reach, and scale within existing platform holdings.
How is Fort Point Capital structured?
Fort Point Capital operates as a sector-focused private equity firm headquartered in Boston. It has raised three committed funds since 2010, totaling over $625 million, and has completed more than 60 investments. The firm is not a family office but a traditional closed-end fund manager investing on behalf of institutional limited partners.
Which sectors does Fort Point Capital explicitly avoid?
Fort Point pursues a focused strategy on service-oriented companies but applies it broadly across industries, from logistics and software to environmental services. The firm does not publicly list excluded sectors, but the consistent emphasis on service-based business models and middle-market enterprise values suggests it avoids capital-intensive heavy manufacturing and commodity-based businesses that lack a service wrapper.
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