Navigating Value Creation in Private Equity

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 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: https://www.linkedin.com/in/brooke-ablon-5168514

For more information on the Karma School of Business podcast, go to: https://www.bluwave.net/podcasts