Investment Summary |
|
|---|---|
| Date | 2023-09-21 |
| Target | SurgNet Health Partners |
| Sector | Healthcare Services |
| Investor(s) |
Fulcrum Equity Partners
Leavitt Equity Partners |
| Deal Type | Growth Capital |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 1.0B USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Fulcrum Equity Partners is an investment firm focused on smaller growth companies in the Southeast US. Fulcrum looks to invest $5 to $35 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.
| DEAL STATS | # |
|---|---|
| Overall | 37 of 38 |
| Sector (Healthcare Services) | 10 of 10 |
| Type (Growth Capital) | 14 of 14 |
| State (Tennessee) | 6 of 6 |
| Country (United States) | 37 of 38 |
| Year (2023) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-07-13 |
CarePlus Management
Watkinsville, Georgia, United States CarePlus Management has three primary businesses RADAR Healthcare Providers ("RADAR") which provides staffing and locum tenens services focused on anesthesia providers, Anesthesia services division, similar to CRH's clinical anesthesia services and Premier Choice Billing ("Premier Choice") which provides billing, revenue cycle management (RCM) and collection services for healthcare entities. CarePlus Management was founded in 2010 and is based in Watkinsville, Georgia. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-11-16 |
Defining Wellness Centers
Brandon, Mississippi, United States Defining Wellness Centers is a drug and alcohol addiction treatment facility based in Mississippi. Committed to evidence-based care and empowerment, the center provides clients with the tools and support needed to overcome substance use disorders and mental health issues. Defining Wellness Centers is based in Brandon, Mississippi. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2014 |
| PE ASSETS | 400M USD |
| Size | Middle-Market |
| Type | Sector Focused |
Leavitt Equity Partners is the private equity arm of Leavitt Partners, a healthcare focused consulting firm. Leavitt looks to partner with and invest in growth-oriented healthcare services companies throughout the US. Leavitt Equity Partners was formed in 2014 and is headquartered in Salt Lake City, Utah.
| DEAL STATS | # |
|---|---|
| Overall | 22 of 22 |
| Sector (Healthcare Services) | 16 of 16 |
| Type (Growth Capital) | 7 of 7 |
| State (Tennessee) | 1 of 1 |
| Country (United States) | 22 of 22 |
| Year (2023) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-03-01 |
Commonwealth Pain & Spine
Louisville, Kentucky, United States Commonwealth Pain & Spine is an interventional pain management platform with locations spread across Kentucky and Southern Indiana. Commonwealth Pain & Spine was founded in 2013 and is based in Louisville, Kentucky. |
Buy | - |
