2025 ACG Boston: Fall Kickoff Event

Alan Fullerton has been an investment banker to large corporations, middle-market firms and family-owned firms for over 25 years.  He is a senior advisor to management teams and business owners, with significant experience in arranging equity financings and executing buy-side and sell-side M&A mandates.  An advocate for his clients, Alan has led business owners and boards of directors through over fifty sell-side transactions, as well as multiple buyside, equity and debt transactions, totaling over $2 billion in value.

Alan has been a winner and sector finalist for several national M&A awards for his transactions in industrial technology, industrial services, healthcare, consumer products, business services, travel services, and highly engineered industrial products, including for deals closed with Fortune 500 and Global 500 corporations, private equity-backed companies, closely-held businesses, and middle-market publicly traded companies. He is prior member of the board of directors of ACG Boston (2017-2023) and current member of the board of Central Catholic High School.

Prior to his investment banking career, he was with the 2500-person engineering consulting firm TASC, later the advisory services business of Northrop Grumman.

Alan holds a BS from M.I.T. in Mechanical Engineering, an MS from Brown University in Electrical Engineering, and an MBA from the Ecole des Ponts of Paris France. He holds Series 7, 24, 63 and 79 licenses from FINRA.

He lives in Lexington, Massachusetts and Chocorua, New Hampshire with his wife, son and two daughters.

Check the background of this investment professional on FINRA’s BrokerCheck.

Kerry Muse joined Fort Point Capital in 2023 as Director of Business Development.

Prior to Fort Point, Kerry was Director of Business Development at Windjammer Capital, where she was responsible for intermediary coverage and sourcing/qualification efforts in the middle market. Prior to that, she was a Director with Sherbrooke Capital, where she was responsible for all aspects of deal origination, due diligence, transaction execution and portfolio company management.

Kerry received a B.A. in International Affairs from The George Washington University and an M.B.A. from Boston University.

Todd Ofenloch is a Partner with Egeria Group, a European family office based in Amsterdam.  Over its 30+ year history, Egeria has successfully invested in private equity (both direct and through its six institutional funds), real estate, and public markets.  Todd is leading the expansion of Egeria’s direct private equity business into North America, based in Boston.

Todd has over 25 years of private equity experience, and has invested in companies across industry sectors, including business services, industrials, food, consumer products, and travel and hospitality.  At Egeria, he and his team are seeking to build niche industry leading businesses over time using the firm’s own capital, investing under a long term, evergreen model. Partnering with family owned or owner operated businesses are the primary focus. Ideal investment opportunities will involve initial equity from Egeria of $50 to $100 million of equity.

During his 30-year career, Joe Volman has become known as a go-to lawyer in the middle-market community, particularly with respect to mid-market mergers and acquisitions (“M&A”). Through his creative, results-driven approach, Joe partners with his clients as a strategic adviser, and leverages his vast network to help clients source deals and raise capital in order to effectively drive growth and maximize returns on their investments.

He is particularly skilled in negotiating in a constructive and collaborative fashion, made evident by an illustrious career grown through referrals of past clients and industry-leading companies seeking his proficiency with buy- and sell-side transactions. On the sell-side, Joe helps clients prepare for the sale process, including tax and other structuring. He assists strategic and financial acquirors with tax, structuring, and negotiating transaction documents.

Joe is a deal maker and is known to take a highly commercial approach to move transactions over the finish line. He constantly strives to be the lawyer clients call to solve their problems, operating as if he is in the office next door and available to help when needed. His sell-side clients know that he treats their business as if it were his family business—he cares very deeply about them, their family, and their business. They know he has their back and that he’s going to help them achieve their wealth and liquidity goals. On the buy-side, private equity (“PE”) firms trust him to help them make the best choices, acquire the right companies, to achieve success for their limited partners. As a firm leader, he is also able to command the best resources for their transactions.

In addition to his M&A work, Joe represents entrepreneurs and investors, startups and emerging companies, and PE / venture capital funds through all phases of the fundraising and investment process. Joe also has significant experience representing small and mid-cap public companies and investment banking firms that work in the small and mid-cap markets. He helps early-stage companies with formation and financing, and guides venture funds with the structure and negotiation of venture capital financings. For small and mid-cap public companies, he helps them comply with securities laws, attain public and private financings, and execute M&A transactions.

Joe has a deep understanding of several dynamic sectors, including technology (particularly software as a service (“SaaS”) and FinTech companies), business services, professional services, consumer businesses, life sciences, manufacturing, logistics, healthcare, sports, food & beverage, and hospitality.