Fulcrum Equity Partners

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Overview

Fulcrum Equity Partners is a growth equity firm based in Atlanta, Georgia, managing over $600 million in assets and focusing on investments in healthcare services, healthcare IT, B2B software, and technology-enabled services.¹²³ It provides $5-35 million in equity for minority and majority stakes to support internal growth, acquisitions, divestitures, shareholder liquidity, and recapitalizations in rapidly growing companies led by strong management teams.¹⁴ The firm leverages partners' 140+ years of experience and a network of over 100 business owners and CEOs as limited partners.¹

History

Fulcrum Equity Partners was founded in 2006 as a Georgia-based investment firm specializing in growth equity and buyouts across the United States.³ It has closed five funds, with the most recent being Fulcrum Growth Fund V in March 2024.³ The firm has grown its assets under management to $980 million and maintains a focus on B2B software and healthcare services investments.⁴⁵

Reputation

Fulcrum Equity Partners is recognized by professionals for its targeted approach in healthcare and B2B software sectors, backed by extensive partner experience and a strong LP network of business leaders.¹ It is perceived as a reliable growth capital provider for entrepreneur-led companies, with a track record of five closed funds demonstrating sustained activity.³ No significant public criticisms are noted in available sources.

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