Fulcrum Equity Partners
PE
2006
$1 299 M
Atlanta, Georgia, United States
Investment Ticket
Investment Horizon
Investment Stage
Exit Strategy
Profile
Fulcrum Equity Partners manages approximately $1 billion and makes equity investments in rapidly growing businesses that are led by strong entrepreneurs and management teams. We target companies within the healthcare, B2B SaaS, and technology-enabled services industries. We provide financing to meet a wide range of needs including internal growth initiatives, acquisitions, shareholder liquidity, buy-outs, recapitalizations, and divestitures.
INVESTMENT PARAMETERS & STRUCTURE
- Investment size: $5 - $25 million with potential for follow-on investments as needed
- Providing capital to meet a wide range of needs
- Will make non-control and control investments
- Will lead or participate with other firms; collaborative with angel investors
- Strong relationships with senior and sub-debt lenders
- Relatively uncomplicated capital structure
For more information, please visit https://www.fulcrumep.com/
Industry
Region of investment
Fulcrum Equity Partners Funds
| Name | Type |
|
|
|
Size | AUM | Launch date |
|---|---|---|---|---|---|---|---|
|
Fulcrum Fund I
|
Private Equity (PE)
|
Healthcare Services
SaaS
Security
Software
Technology
|
Series B
|
North America
|
$5-10 m
|
$40 M
|
December 2005
|
|
Fulcrum Growth Fund II
|
Private Equity (PE)
|
Healthcare Services
SaaS
Security
Software
HealthTech
|
Series B
Late Stage (Series C+)
|
North America
Europe
|
$5-10 m
|
$93 M
|
January 2013
|
|
Fulcrum Growth Fund IV
|
Private Equity (PE)
|
Healthcare Services
Industrial
SaaS
Security
Software
|
Series B
Late Stage (Series C+)
|
North America
Europe
|
$5-10 m
|
$275 M
|
March 2021
|
