Fulcrum Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

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

Fulcrum Equity Partners’ most common sectors for investment arehealthcare services (29%) and information technology (18%) . The Firm’s most common investment types include venture (39%) and growth capital (36%). In total, Fulcrum Equity Partners has invested in 14 US states.

In the last 3 years, Fulcrum Equity Partners has exited 4 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.

Join Mergr to view Fulcrum Equity Partners’ full profile and discover more middle-market private equity firm investors just like it.

M&A Summary

  • M&A Total Activity58
    • M&A Buy Activity39
    • M&A Sell Activity19
  • Total Sectors Invested 13
  • 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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.2/yr) # 28 4 1 4 2 - 39
Sell (0.8/yr) # 15 - 2 2 - - 19
vol $65M $65M
  58

Most Recent M&A

Company Date Value Type
Defining Wellness Centers 2023-11-16 - Buyout (LBO, MBO, MBI)
Brandon, Mississippi · www.definingwellness.com
SurgNet Health Partners, Inc. 2023-09-21 - Growth Capital
Nashville, Tennessee · www.surgnethealthpartners.com
Stratasan LLC 2022-07-11 - Trade Sale
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 - Trade Sale
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 Sale
Lawrenceville, Georgia · www.summitspine.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 7 (32%) - 11 (28%) -
Information Technology 5 (23%) - 7 (18%) -
Software 3 (14%) - 6 (15%) -
Medical Products 1 (5%) - 4 (10%) -
Internet Software and Services 2 (9%) - 3 (8%) -
Business Services - - 1 (3%) -
Consumer Services 1 (5%) - 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 22 - 39 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 22 (100%) - 39 (100%) -
  Georgia 4 (18%) - 13 (33%) -
  Tennessee 3 (14%) - 6 (15%) -
  Texas 4 (18%) - 5 (13%) -
  Pennsylvania - - 3 (8%) -
  Florida 2 (9%) - 2 (5%) -
  Arizona 1 (5%) - 2 (5%) -
  North Carolina 1 (5%) - 1 (3%) -
  New York 1 (5%) - 1 (3%) -
  Mississippi 1 (5%) - 1 (3%) -
  Maryland 1 (5%) - 1 (3%) -
  Kentucky 1 (5%) - 1 (3%) -
  District of Columbia 1 (5%) - 1 (3%) -
  Colorado 1 (5%) - 1 (3%) -
  Alabama 1 (5%) - 1 (3%) -
Total 22 - 39 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 10 (45%) - 15 (38%) -
Growth Capital 7 (32%) - 14 (36%) -
Buyout (LBO, MBO, MBI) 3 (14%) - 6 (15%) -
Consolidation - - 2 (5%) -
Recapitalization 2 (9%) - 2 (5%) -
Total 22 - 39 -

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%)

FAQ

When was Fulcrum Equity Partners founded?

Fulcrum Equity Partners was founded in 2000.

What type of investor is Fulcrum Equity Partners?

Fulcrum Equity Partners is a private equity firm.

Where is Fulcrum Equity Partners headquartered?

Fulcrum Equity Partners is headquartered in Atlanta, Georgia.

How much capital does Fulcrum Equity Partners have under management?

Fulcrum Equity Partners has 600M USD under management.

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