Fulcrum Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Fulcrum Capital Partners has acquired 3 companies. It has also invested in 4 others.

Fulcrum Capital Partners’ most common sectors for investment areconstruction (10%) and food (7%) . The Firm’s most common investment types include growth capital (49%) and buyout (lbo, mbo, mbi) (40%). In total, Fulcrum Capital Partners has invested in 1 US state and 2 different countries. Its largest (disclosed) acquisition occurred in 2015 when it acquired Innovative Steam Technologies for $35M.

In the last 3 years, Fulcrum Capital Partners has exited 5 companies. The Firm’s most common exit type is unknown (42%). Fulcrum Capital Partners’ largest (disclosed) exit occurred in 2013 when it sold Alumicor for $52M.

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M&A Summary

  • M&A Total Activity45
    • M&A Buy Activity33
    • M&A Sell Activity12
  • Total Sectors Invested 22
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 6

Fulcrum Capital Partners, Inc.

885 West Georgia Street, Suite 1020,
Vancouver, British Columbia V6C 3E8
Canada
(604) 631-8088
www.fulcrumcapital.ca
info@fulcrumcapital.ca

Fulcrum Capital Partners is a private equity firm focused on middle-market company acquisitions in Canada. The Firm looks to invest $10 to $35 million in companies generating up to $250 million in revenue. Industries of interest include services, manufacturing, consumer products, distribution, food, and retail. Prospective transaction situations include successions, growth capital financings, consolidations, buyouts, take privates, and pre-IPO financings. Fulcrum Capital Partners was formed in 2011 and is based in Vancouver, British Columbia.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Building Materials, Business Services, Communications, Construction, Consumer Products, Distribution, Electrical Equipment, Electronics, Energy Services and Equipment, Engineering, Environmental, Food, Leisure, Life Science, Machinery, Manufacturing, Marketing, Metals/Mining, Oil/Gas Exploration, Packaging, Real Estate, Retail, Technology Hardware, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Going Private, Growth Capital, Recapitalization, PIPE

Geographic Preferences: Canada

Transaction Criteria Min Max
Target Revenue 25 250
Target EBITDA - -
Investment Size 10 35
Enterprise Value 40 150
values in millions of CAD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.6/yr) # 25 1 3 1 2 1 33
vol $35M $35M
Sell (1.4/yr) # 5 2 - 1 2 2 12
vol $52M $52M
  45

Most Recent M&A

Company Date Value Type
Weatherhaven Global Resources Ltd. 2021-09-15 - Secondary Buyout
Burnaby, British Columbia · www.weatherhaven.com
Creative Outdoor Advertising 2021-09-10 - Growth Capital
Tampa, Florida · www.creativeoutdoor.com
Tradesmen Enterprises LP 2021-02-01 - Bankruptcy
Grande Prairie, Alberta · www.tradesmenenterprises.com
Kore Outdoor, Inc. 2020-12-03 - Recapitalization
Saint-Laurent, Quebec · www.gisportz.com
Belvika Trade & Packaging Ltd. 2020-06-15 - Growth Capital
Mississauga, Ontario · www.belvika.com
Verdant Environmental Technologies, Inc. 2020-03-11 - Add-on Acquisition
Montreal, Quebec · www.verdant.co
Mobile Parts, Inc. 2020-01-01 - Unknown
Val Caron, Ontario · www.mobileparts.com
Media Resources, Inc. 2019-10-04 - Growth Capital
Oakville, Ontario · www.mediaresources.com
Arctic Chiller Group Ltd. 2019-09-13 - Add-on Acquisition
Brampton, Ontario · www.arcticchillergroup.com
National Logistics Services 2018-06-25 - Buyout (LBO, MBO, MBI)
Mississauga, Ontario · www.nls.ca
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Kore Outdoor, Inc. 2020-12-03 Mission Less Lethal 2021-05-13 1
Saint-Laurent, Quebec · www.gisportz.com Fort Wayne, Indiana · www.missionlesslethal.com

M&A by Sector

Sector Current # Value All-time # Value
Construction 1 (7%) - 3 (9%) -
Building Materials 1 (7%) - 2 (6%) -
Consumer Products 2 (13%) - 2 (6%) -
Distribution 1 (7%) - 2 (6%) -
Engineering - - 2 (6%) -
Food 2 (13%) - 2 (6%) -
Machinery - - 2 (6%) -
Manufacturing 1 (7%) - 2 (6%) -
Marketing 2 (13%) - 2 (6%) -
Packaging 1 (7%) - 2 (6%) -
Electrical Equipment - - 1 (3%) 35M (100%)
Aerospace - - 1 (3%) -
Automotive 1 (7%) - 1 (3%) -
Business Services - - 1 (3%) -
Communications - - 1 (3%) -
Electronics - - 1 (3%) -
Energy Services and Equipment - - 1 (3%) -
Leisure - - 1 (3%) -
Life Science 1 (7%) - 1 (3%) -
Oil/Gas Exploration 1 (7%) - 1 (3%) -
Technology Hardware - - 1 (3%) -
Transportation 1 (7%) - 1 (3%) -
Total 15 - 33 $35M

Acquisitions By Geo

State/Country Current # Value All-time # Value
Canada 14 (93%) - 32 (97%) 35M (100%)
  Ontario 8 (53%) - 15 (45%) 35M (100%)
  Alberta 2 (13%) - 7 (21%) -
  British Columbia 2 (13%) - 5 (15%) -
  Quebec 2 (13%) - 4 (12%) -
  Saskatchewan - - 1 (3%) -
United States 1 (7%) - 1 (3%) -
  Florida 1 (7%) - 1 (3%) -
Domestic 14 (93%) - 32 (97%) 35M (100%)
Cross-border 1 (7%) - 1 (3%) -
Total 15 - 33 $35M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 8 (53%) - 16 (48%) -
Buyout (LBO, MBO, MBI) 5 (33%) - 13 (39%) -
Divestiture - - 1 (3%) 35M (100%)
PIPE 1 (7%) - 1 (3%) -
Recapitalization 1 (7%) - 1 (3%) -
Stake Purchase - - 1 (3%) -
Total 15 - 33 $35M

Exits by Deal Type

Type Total # Value
Unknown 5 (42%) -
Trade Sale - Public Company 3 (25%) 52M (100%)
Secondary Sale 2 (17%) -
Bankruptcy 1 (8%) -
Trade Sale 1 (8%) -
Total 12 $52M

Deal Values

buy # Total
< $100M 1 $35M
TOTAL $35M
Largest Innovative Steam Technologies, Inc. (IST)
$35M (2015-04-13)
sell # Total
< $100M 1 $52M
TOTAL $52M
Largest Alumicor Ltd.
$52M (2013-11-05)

M&A Connections

Deals
Acquired from
Strategic(s)
3%
1 (3%)
Exited to
Investor(s)
17%
2 (17%)
Strategic(s)
33%
4 (33%)

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