Fulcrum Equity Partners

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About

Fulcrum Equity Partners is a private equity firm dedicated to accelerating the growth of B2B software and healthcare services companies. With a focus on minority and majority growth opportunities, they invest between $5 million and $35 million in companies exhibiting strong growth potential. Their investment criteria include B2B software companies with $2-15 million in annual recurring revenue (ARR) and 40%+ year-over-year growth, and healthcare services companies with $1-15 million in EBITDA and 20%+ year-over-year growth. The firm emphasizes providing entrepreneurs with the capital and hands-on support needed to take their companies further, faster. Their approach is rooted in the experience of former operators who understand the challenges of scaling businesses and offer strategic guidance across all areas of business operations. Fulcrum's portfolio includes companies like Stax, Stratasan, Summit Spine & Joint Centers, and Five Points Healthcare. The team comprises partners such as Frank X. Dalton, Jim Douglass, Tom Greer, Philip Lewis, and Jeff Muir. Recent news highlights include Summit Spine's third recapitalization in April 2025 and Tenstreet's acquisition of DriverReach in March 2025.

Investment Criteria