The Private Equity Playbook for Add-On Strategy, Data Discipline & Value Creation | Brooke Ablon, Fort Point Capital
Description
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.
đŸ”‘ Key Topics Covered:
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[00:01:09 ] How a psychology major and distressed investor found his way into private equity
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[00:10:22 ] What distressed investing teaches you about cash flow, value, and conflict
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[00:19:27 ] Fort Point's investment criteria: value proposition, management excellence, and fit
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[00:24:48 ] How to create value with strategic add-ons, board governance, and growth alignment
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[00:29:09 ] Using data analytics and utilization tracking to uncover hidden margin
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[00:32:34 ] Advice for management teams: think proactively, act decisively, use your data
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[00:40:24 ] Why private equity careers (and outcomes) are marathons, not sprints
For more information on Fort Point Capital, go to: https://www.fortpointcapital.com
For more information on Brooke Ablon, go to:Â https://www.linkedin.com/in/brooke-ablon-5168514
For more information on the Karma School of Business podcast, go to:Â https://www.bluwave.net/podcasts
United States
