Fulcrum Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Fulcrum Equity Partners has acquired 2 companies. It has also invested in 10 others.

Fulcrum Equity Partners’ most common sectors for investment arehealthcare services (28%) and information technology (19%) . The Firm’s most common investment types include venture (41%) and growth capital (36%). In total, Fulcrum Equity Partners has invested in 13 US states.

In the last 3 years, Fulcrum Equity Partners has exited 7 companies. The Firm’s most common exit type is trade sale (53%). 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 Activity56
    • M&A Buy Activity37
    • M&A Sell Activity19
  • Total Sectors Invested 12
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 24

Fulcrum Equity Partners

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

Fulcrum Equity Partners is an investment firm focused on smaller growth companies in the Southeast US. Fulcrum looks to invest $4 to $25 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, Internet Software and Services, Medical Products, Software, 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 4 25
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (3.0/yr) # 22 3 3 4 1 4 37
Sell (1.6/yr) # 11 1 3 - 2 2 19
vol $65M $65M
  56

Most Recent M&A

Company Date Value Type
Stratasan LLC 2022-07-11 - Add-on Acquisition
Nashville, Tennessee · www.stratasan.com
HomeFirst Home Healthcare 2022-06-13 - Growth Capital
Nashville, Tennessee · www.homefirsthomehealthcare.com
Supply Wisdom 2022-02-03 - Growth Capital
New York, New York · www.supplywisdom.com
Texas Endovascular 2022-01-24 - Buyout (LBO, MBO, MBI)
Bellaire, Texas · www.texaseva.com
Texas Endovascular Associates 2022-01-24 - Buyout (LBO, MBO, MBI)
Bellaire, Texas · www.texaseva.com
LiveSource, Inc. 2022-01-04 - Add-on Acquisition
Atlanta, Georgia · www.livesource.com
Full Measure Education, Inc. 2021-07-08 - Venture
Washington, District of Columbia · www.fullmeasure.io
Summit Spine & Joint Centers 2021-06-14 - Secondary Buyout
Lawrenceville, Georgia · www.summitspine.com
SaaSOptics LLC 2021-04-21 - Secondary Buyout
Peachtree Corners, Georgia · www.saasoptics.com
ProxsysRx 2020-12-16 - Growth Capital
Birmingham, Alabama · www.proxsysrx.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 6 (30%) - 10 (27%) -
Information Technology 5 (25%) - 7 (19%) -
Software 3 (15%) - 6 (16%) -
Medical Products 1 (5%) - 4 (11%) -
Internet Software and Services 2 (10%) - 3 (8%) -
Business Services - - 1 (3%) -
Electrical Equipment - - 1 (3%) -
Environmental 1 (5%) - 1 (3%) -
Financial Services - - 1 (3%) -
Marketing 1 (5%) - 1 (3%) -
Media - - 1 (3%) -
Transportation 1 (5%) - 1 (3%) -
Total 20 - 37 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 20 (100%) - 37 (100%) -
  Georgia 4 (20%) - 13 (35%) -
  Texas 4 (20%) - 5 (14%) -
  Tennessee 2 (10%) - 5 (14%) -
  Pennsylvania - - 3 (8%) -
  Florida 2 (10%) - 2 (5%) -
  Arizona 1 (5%) - 2 (5%) -
  District of Columbia 1 (5%) - 1 (3%) -
  Colorado 1 (5%) - 1 (3%) -
  Alabama 1 (5%) - 1 (3%) -
  North Carolina 1 (5%) - 1 (3%) -
  New York 1 (5%) - 1 (3%) -
  Maryland 1 (5%) - 1 (3%) -
  Kentucky 1 (5%) - 1 (3%) -
Total 20 - 37 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 10 (50%) - 15 (41%) -
Growth Capital 6 (30%) - 13 (35%) -
Buyout (LBO, MBO, MBI) 2 (10%) - 5 (14%) -
Consolidation - - 2 (5%) -
Recapitalization 2 (10%) - 2 (5%) -
Total 20 - 37 -

Exits by Deal Type

Type Total # Value
Trade Sale 6 (32%) -
Trade Sale - Public Company 5 (26%) 65M (100%)
Secondary Sale 4 (21%) -
Merger 3 (16%) -
Unknown 1 (5%) -
Total 19 $65M

Deal Values

sell # Total
< $100M 1 $65M
TOTAL $65M
Largest Contact At Once LLC
$65M (2014-11-05)

M&A Connections

Deals
Exited to
Investor(s)
21%
4 (21%)
Strategic(s)
63%
12 (63%)

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