INTERMEDIARY SERVICES

Fulcrum Partners specializes in business transactions in the manufacturing, distribution/wholesale and certain business services sectors with enterprise values from $2 million to $50 million.

These transactions include sale to third-party buyers, corporate recapitalizations, partner/shareholder/management buyouts, and strategic acquisition searches.

Fulcrum Partners offers these owners a level of expertise usually available only to much larger companies. We are uniquely qualified to server owners in this segment:

  • Our partners average 30 years of experience in manufacturing, business services, management consulting and deal making;
  • We choose to represent only a few, highly-qualified opportunities at any one time, allowing us to make a special commitment to our clients;
  • We leverage an extensive network of professional advisors, offering our clients the best of counsel in law, accounting, finance and other business-to-business services.
  • Fulcrum Partners works each deal as a team, allowing our clients to benefit from our collective experience.
  • We professionally manage the transaction from start to finish, discretely approaching only the most qualified buyers and investors, coordinating activities of the owner's advisory team, and ensuring we meet the financial and non-financial objectives of ownership.

Fees for our intermediary services are based on completion of a successful transaction.