Fulcrum Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Fulcrum Capital Partners has acquired 1 company. It has also invested in 4 others.

Fulcrum Capital Partners’ most common sectors for investment aredistribution (11%) and consumer products (9%) . The Firm’s most common investment types include growth capital (52%) and buyout (lbo, mbo, mbi) (38%). In total, Fulcrum Capital Partners has invested in 2 US states 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 8 companies. The Firm’s most common exit type is unknown (39%). 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 Activity55
    • M&A Buy Activity37
    • M&A Sell Activity18
  • Total Sectors Invested 23
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 9

Fulcrum Capital Partners

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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.4/yr) # 30 2 1 3 1 - 37
vol $35M $35M
Sell (2.0/yr) # 8 2 3 3 - 2 18
vol $52M $52M
  55

Most Recent M&A

Company Date Value Type
Belvika Trade & Packaging Ltd. 2024-11-14 - Trade Sale
Mississauga, Ontario · www.belvika.com
Athletica Sport Systems, Inc. 2024-05-28 - Secondary Sale
Waterloo, Ontario · www.athletica.com
FE Ingredients, Inc. 2023-04-25 - Growth Capital
Richmond Hill, Ontario · www.feingredients.com
Accucam Machining 2022-10-18 - Merger
Cambridge, Ontario · www.accucam.ca
Eagle Quest International Ltd. 2022-10-18 - Buyout (LBO, MBO, MBI)
Spring Lake, Michigan · www.eqiltd.com
VODA Backyard Leisure Group 2022-09-20 - Growth Capital
Burlington, Ontario
Kore Outdoor, Inc. 2022-08-23 - Secondary Sale
Saint-Laurent, Quebec · www.koreoutdoor.com
S. Boudrias Horticole, Inc. 2022-02-02 - Growth Capital
Laval, Quebec · www.sboudriasinc.com
Dana Hospitality LP 2022-01-31 - Unknown
Oakville, Ontario · www.danahospitality.ca
Weatherhaven Global Resources Ltd. 2021-09-15 - Secondary Sale
Burnaby, British Columbia · www.weatherhaven.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Eagle Quest International Ltd. 2022-10-18 Accucam Machining 2022-10-18 1
Spring Lake, Michigan · www.eqiltd.com Cambridge, Ontario · www.accucam.ca

M&A by Sector

Sector Current # Value All-time # Value
Distribution 2 (20%) - 4 (11%) -
Construction 1 (10%) - 3 (8%) -
Consumer Products 1 (10%) - 3 (8%) -
Building Materials - - 2 (5%) -
Engineering - - 2 (5%) -
Food 1 (10%) - 2 (5%) -
Machinery - - 2 (5%) -
Manufacturing - - 2 (5%) -
Marketing 2 (20%) - 2 (5%) -
Packaging - - 2 (5%) -
Electrical Equipment - - 1 (3%) 35M (100%)
Aerospace - - 1 (3%) -
Automotive - - 1 (3%) -
Business Services - - 1 (3%) -
Communications - - 1 (3%) -
Electronics - - 1 (3%) -
Energy Services and Equipment - - 1 (3%) -
Forest Products 1 (10%) - 1 (3%) -
Leisure - - 1 (3%) -
Life Science - - 1 (3%) -
Oil/Gas Exploration 1 (10%) - 1 (3%) -
Technology Hardware - - 1 (3%) -
Transportation 1 (10%) - 1 (3%) -
Total 10 - 37 $35M

Acquisitions By Geo

State/Country Current # Value All-time # Value
Canada 8 (80%) - 35 (95%) 35M (100%)
  Ontario 4 (40%) - 18 (49%) 35M (100%)
  Alberta 1 (10%) - 7 (19%) -
  British Columbia 2 (20%) - 5 (14%) -
  Quebec 1 (10%) - 4 (11%) -
  Saskatchewan - - 1 (3%) -
United States 2 (20%) - 2 (5%) -
  Michigan 1 (10%) - 1 (3%) -
  Florida 1 (10%) - 1 (3%) -
Domestic 8 (80%) - 35 (95%) 35M (100%)
Cross-border 2 (20%) - 2 (5%) -
Total 10 - 37 $35M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 7 (70%) - 19 (51%) -
Buyout (LBO, MBO, MBI) 2 (20%) - 14 (38%) -
Divestiture - - 1 (3%) 35M (100%)
PIPE 1 (10%) - 1 (3%) -
Recapitalization - - 1 (3%) -
Stake Purchase - - 1 (3%) -
Total 10 - 37 $35M

Exits by Deal Type

Type Total # Value
Unknown 7 (39%) -
Secondary Sale 4 (22%) -
Trade Sale - Public Company 3 (17%) 52M (100%)
Trade Sale 2 (11%) -
Bankruptcy 1 (6%) -
Merger 1 (6%) -
Total 18 $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)
22%
4 (22%)
Strategic(s)
33%
6 (33%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

1.0B CAD

Established

2011

Specialist/Generalist

Generalist

Leadership

Graham Flater

Partner

Greg Collings

Partner

James Morrison

Partner

John Philp

Partner

Paul Eldridge

Partner

FAQ

When was Fulcrum Capital Partners founded?

Fulcrum Capital Partners was founded in 2011.

What type of investor is Fulcrum Capital Partners?

Fulcrum Capital Partners is a private equity firm.

Where is Fulcrum Capital Partners headquartered?

Fulcrum Capital Partners is headquartered in Vancouver, British Columbia.

How much capital does Fulcrum Capital Partners have under management?

Fulcrum Capital Partners has 1.0B CAD under management.

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