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 9 others.

Fulcrum Equity Partners’ most common sectors for investment aresoftware (19%) and healthcare services (19%) . The Firm’s most common investment types include venture (44%) and growth capital (38%). In total, Fulcrum Equity Partners has invested in 12 US states and 2 different countries.

In the last 3 years, Fulcrum Equity Partners has exited 6 companies. The Firm’s most common exit type is trade sale (48%). 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 Activity49
    • M&A Buy Activity32
    • M&A Sell Activity17
  • Total Sectors Invested 12
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 18

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 (2.6/yr) # 19 2 3 3 4 1 32
Sell (1.2/yr) # 11 - 1 3 - 2 17
vol $65M $65M
  49

Most Recent M&A

Company Date Value Type
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
Kevel 2020-12-06 - Venture
Durham, North Carolina · www.kevel.co
Kobiton, Inc. 2020-11-05 - Venture
Atlanta, Georgia · www.kobiton.com
Feathr, Inc. 2020-01-15 - Venture
Gainesville, Florida · www.feathr.co
Digital Hands 2019-08-05 - Growth Capital
Tampa, Florida · www.digitalhands.com
Stratasan LLC 2019-07-10 - Growth Capital
Nashville, Tennessee · www.stratasan.com
Preparis, Inc. 2019-02-27 - Add-on Acquisition
Atlanta, Georgia · www.preparis.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 2 (11%) - 6 (19%) -
Information Technology 5 (28%) - 6 (19%) -
Software 4 (22%) - 6 (19%) -
Medical Products 1 (6%) - 4 (13%) -
Internet Software and Services 3 (17%) - 3 (9%) -
Business Services - - 1 (3%) -
Electrical Equipment - - 1 (3%) -
Environmental 1 (6%) - 1 (3%) -
Financial Services - - 1 (3%) -
Marketing 1 (6%) - 1 (3%) -
Media - - 1 (3%) -
Transportation 1 (6%) - 1 (3%) -
Total 18 - 32 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 17 (94%) - 31 (97%) -
  Georgia 5 (28%) - 13 (41%) -
  Tennessee 1 (6%) - 3 (9%) -
  Pennsylvania - - 3 (9%) -
  Texas 2 (11%) - 2 (6%) -
  Florida 2 (11%) - 2 (6%) -
  Arizona 1 (6%) - 2 (6%) -
  North Carolina 1 (6%) - 1 (3%) -
  Maryland 1 (6%) - 1 (3%) -
  Kentucky 1 (6%) - 1 (3%) -
  District of Columbia 1 (6%) - 1 (3%) -
  Colorado 1 (6%) - 1 (3%) -
  Alabama 1 (6%) - 1 (3%) -
Austria 1 (6%) - 1 (3%) -
Domestic 17 (94%) - 31 (97%) -
Cross-border 1 (6%) - 1 (3%) -
Total 18 - 32 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 10 (56%) - 14 (44%) -
Growth Capital 7 (39%) - 12 (38%) -
Buyout (LBO, MBO, MBI) - - 3 (9%) -
Consolidation - - 2 (6%) -
Recapitalization 1 (6%) - 1 (3%) -
Total 18 - 32 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 5 (29%) 65M (100%)
Secondary Sale 4 (24%) -
Trade Sale 4 (24%) -
Merger 3 (18%) -
Unknown 1 (6%) -
Total 17 $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)
24%
4 (24%)
Strategic(s)
59%
10 (59%)

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