Fulcrum Equity Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Fulcrum Equity Partners has acquired 2 companies. It has also invested in 3 others.

Fulcrum Equity Partners’ most common sectors for investment are healthcare services (31%) and medical products (18%). The Firm’s most common investment types include growth capital (35%) and venture (35%). In total, Fulcrum Equity Partners has invested in 8 US states. Its largest (disclosed) acquisition occurred in 2011 when it acquired Partners Healthcare Group for $3M.

In the last 3 years, Fulcrum Equity Partners has exited 4 companies. The Firm’s most common exit type is trade sale (47%). Fulcrum Equity Partners’ largest (disclosed) exit occurred in 2014 when it sold Contact At Once for $65M.

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M&A Summary

  • M&A Total Activity36
    • M&A Buy Activity23
    • M&A Sell Activity13
  • Total Sectors Invested 10
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 13

Fulcrum Equity Partners

5555 Glenridge Connector, Suite 930,
Atlanta, Georgia 30342
United States
(770) 551-6300
www.fulcrumep.com

Fulcrum Equity Partners is an investment firm focused on smaller growth companies in the Southeast US. Fulcrum looks to invest $3 to $20 million in businesses generating $3 to $50 million in annual sales. Funds are used to support growth initiatives, acquisitions, divestures, shareholder liquidity, management buyouts and recapitalizations. Sectors of interest include healthcare, IT, business services, and technology-enabled services. Fulcrum Equity Partners is based in Atlanta, Georgia.


Investment Criteria

Sectors of Interest: Business Services, Healthcare Services, Information Technology, Medical Products, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 3 50
Target EBITDA 1 5
Investment Size 3 20
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.2/yr) # 17 1 2 1 2 - 23
vol $3M $3M
Sell (0.8/yr) # 9 - - 3 - 1 13
vol $65M $65M
  36

Most Recent M&A

Company Date Value Type
SaaSOptics LLC 2021-04-21 - Secondary Buyout
Peachtree Corners, Georgia · www.saasoptics.com
ProxsysRx 2020-12-16 - Growth Capital
Birmingham, Alabama · www.proxsysrx.com
Kobiton, Inc. 2020-11-05 - Venture
Atlanta, Georgia · www.kobiton.com
Preparis, Inc. 2019-02-27 - Add-on Acquisition
Atlanta, Georgia · www.preparis.com
Bright Light Systems, Inc. 2019-02-26 - Add-on Acquisition
Alpharetta, Georgia · www.brightlightsystems.com
LiveSource 2019-02-21 - Growth Capital
Atlanta, Georgia · www.livesource.com
Path-Tec LLC 2019-01-02 - Merger
Midland, Georgia · www.path-tec.com
City Line Behavioral Healthcare LLC 2018-09-13 - Consolidation
Fort Washington, Pennsylvania · ww.citylinebh.com
Liberation Way 2018-05-14 - Buyout (LBO, MBO, MBI)
Yardley, Pennsylvania · www.liberationway.com
Vertify, Inc. 2017-01-01 - Venture
Austin, Texas · www.vertify.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 6 (40%) 3M (100%) 7 (30%) 3M (100%)
Medical Products 2 (13%) - 4 (17%) -
Information Technology 2 (13%) - 3 (13%) -
Internet Software and Services 2 (13%) - 2 (9%) -
Software 1 (7%) - 2 (9%) -
Business Services - - 1 (4%) -
Electrical Equipment - - 1 (4%) -
Environmental 1 (7%) - 1 (4%) -
Financial Services - - 1 (4%) -
Media 1 (7%) - 1 (4%) -
Total 15 $3M 23 $3M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 15 (100%) 3M (100%) 23 (100%) 3M (100%)
  Georgia 8 (53%) 3M (100%) 12 (52%) 3M (100%)
  Pennsylvania 2 (13%) - 3 (13%) -
  Arizona 1 (7%) - 2 (9%) -
  Tennessee - - 2 (9%) -
  Texas 1 (7%) - 1 (4%) -
  Maryland 1 (7%) - 1 (4%) -
  Kentucky 1 (7%) - 1 (4%) -
  Alabama 1 (7%) - 1 (4%) -
Total 15 $3M 23 $3M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 4 (27%) - 8 (35%) -
Venture 6 (40%) - 8 (35%) -
Buyout (LBO, MBO, MBI) 1 (7%) - 3 (13%) -
Consolidation 2 (13%) - 2 (9%) -
Acquisition Financing 1 (7%) 3M (100%) 1 (4%) 3M (100%)
Recapitalization 1 (7%) - 1 (4%) -
Total 15 $3M 23 $3M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 4 (31%) 65M (100%)
Secondary Sale 3 (23%) -
Trade Sale 3 (23%) -
Merger 2 (15%) -
Unknown 1 (8%) -
Total 13 $65M

Deal Values

buy # Total
< $100M 1 $3M
TOTAL $3M
Largest Partners Healthcare Group LLC
$3M (2011-11-15)
sell # Total
< $100M 1 $65M
TOTAL $65M
Largest Contact At Once LLC
$65M (2014-11-05)

M&A Connections

Deals
Exited to
Investor(s)
23%
3 (23%)
Strategic(s)
54%
7 (54%)

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