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Fulcrum Partners is a Strategic Business Advisory Firm serving owners of mid-size, privately held companies. We focus our clients on issues that drive the value of their business, and help them take action to ultimately realize their objectives.

Our Merger & Acquisition Advisory Practice helps our clients realize their financial objectives by unlocking the value in their single largest investment — their business. We help them position their business for outside investment or transition of ownership.

Our Business Consulting Practice is a hands-on practice focusing on the value drivers of an owner's company. We help develop practical action plans that improve performance and build value.

Fulcrum Partners is a unique resource for owners of mid-size, privately held businesses, educating them how to exert more control over the business transaction process. We apply the Experience of our team and the Leverage of our process and professional network to achieve Results — to help our clients build and unlock the Core Value in their business

EXPERIENCE

The principals of Fulcrum Partners average over 30 years of management and executive experience in manufacturing, business services and management consulting. The partners have been engaged in a broad spectrum of strategic and operational consulting projects across all industries, from startups to large, multi-national corporations. Our clients represent the lower end of the middle market, most often with $2 to $20 million in annual sales.

We work as a team, with a commitment to Professionalism, Integrity and Confidentiality, to deliver tangible results for our clients.

LEVERAGE

Fulcrum Partners leverages the experience of the partners, a broad network of professional experts, and a structured, disciplined process to deliver the best value available to our clients. Our partners collaborate on all engagements, a unique team approach that makes our collective expertise available to all clients. Our professional network offers our clients extraordinary access to legal, accounting, financial and other advisory resources. Our process affordably brings the tools and expertise of larger corporations to the middle market.

RESULTS

The net worth of the most owners of mid-size business is concentrated in their companies. Fulcrum Partners offer a proven process yielding compatible buyers, multiple offers, creative deal structures and premium selling price for our clients.

We Unlock the Value in Our Clients Most Significant Investment - Their Business

Organizations


International Business Brokers Assocation
© 2009 Fulcrum Partners