Fulcrum Equity Partners

We are proud to announce our oversubscribed Fulcrum Fund V, the largest to date closing at $372M. Fulcrum's original target aimed for $300M with a $350M hard cap, but due to investor demand, the Partners decided to increase the hard cap to accommodate new Limited Partners.   “We owe a debt of gratitude to all the founders and executives we invested in through our prior funds who have built and sold amazing businesses. Without them, we would not be oversubscribed in the current fundraising environment,” says Fulcrum Founding Partner Frank X. Dalton.    Learn more about Fund V in our press release, or in the video below: https://bit.ly/3Tuq7RA Frank X. Dalton Thomas Greer Jim Douglass Philip Lewis Chad Hooker

Our Fund IV investment ProxsysRx has combined with leading pharmacy services manager, Maxor National Pharmacy Services, LLC! Former ProxsysRx CEO George Salem shares his excitement, stating “Our organizations have a shared commitment to innovation and delivering exceptional client service and patient care. In joining forces with Maxor, we can bring new capabilities and resources to serve our clients in expanded ways.” Congratulations to the entire ProxsysRx team on this exciting news! George Salem Thomas Greer Chad Hooker Patrick Rowland

📢 We’re thrilled to announce our partnership with Vantage, designed to transform retail media management! By combining Kevel’s API-based ad serving technology with Vantage’s data orchestration platform, we’re helping retailers streamline operations, enhance personalization, and drive revenue growth. Thank you to Aran Hamilton and the Vantage team—this partnership marks an exciting step forward, and we’re looking forward to working together into 2025 and beyond! Discover how this collaboration is setting a new standard for retail media below ⬇️ https://lnkd.in/ejR_6A9Z Dylan Hulser #RetailMedia #Vantage #Kevel #RetailMediaCloud

We are excited to announce our investment in Pediatrics Plus in partnership with Leavitt Equity Partners and Western Governors University! “Pediatrics Plus embodies the entrepreneurial spirit and commitment to excellence that we seek in our partners,” states Chad Hooker, Principal. “We are excited to collaborate and build on their success, helping them unlock new opportunities for growth and innovation.” Read more in the press release: https://lnkd.in/e-AC3VPq

📣 HELLO SPARTANBURG, SC 📣 Summit Spine and Joint Centers is thrilled to announce the opening of our newest office right here in the heart of our community! 🏥 Dr. Robert Westrol is committed to providing compassionate care and personalized treatment plans to help manage pain effectively. Whether you're dealing with chronic pain or recovering from an injury, we're here to support you every step of the way. 🫶🏼 We are now accepting NEW PATIENTS in the Spartanburg area and we want to help YOU!! Call us today to make an appointment. ☎️770-962-3642 We are located at- 775 Spartan Blvd. Suite 202 Spartanburg, SC 29301 #valuebasedcare #patient1stphysician1storganization PainManagement #spartanburgsc

#Founders - as you wind down 2024 and gear up for 2025, you may be considering your next fundraise. Choosing the right capital partner can make or break your business. Enter Principal F. Peter Franconi's latest series, which covers the ins and outs of finding your company's perfect match, including: 1) Investment Criteria: matching metrics and investment requirements 2) Industry Experience: soothing your company’s growing pains with your VC's industry experience 3) Operating Experience: building an empathetic relationship with investors who have operating backgrounds 4) Collaboration - finding a capital partner that shares your vision and values 5) Exit Planning - leveraging your venture capital partner’s experience to prepare for and successfully complete an exit The link to the series overview can be found below 👇

Setting up a customer advisory board may seem like a daunting task. Our Senior Associate, Aliraza (Ali) Momin, shares the tips and tricks for setting up a healthy relationship with your largest customers. These insights hail directly from our portfolio companies with successful CAB programs ranging from virtual feedback calls with influential clients to exclusive annual events. Let us know your thoughts in the comments below👇

Congratulations to the whole Tricentis team! We are looking forward to the next chapter of growth 👏

🌟 Exciting News! 🌟 We’re thrilled to announce that Virtuous has been recognized on the Deloitte Technology Fast 500 list! 🎉 This prestigious ranking celebrates the fastest-growing technology companies in North America, and we’re honored to be included among such innovative organizations. This milestone reflects the passion, hard work, and dedication of our entire team and the amazing nonprofit partners we have the privilege to serve. At Virtuous, we’re committed to empowering generosity and creating a world where every nonprofit can grow its impact. 💙 #Virtuous #Fast500 #Innovation #Generosity

HELLO NORTH CAROLINA!! Summit Spine and Joint Centers, a minimally invasive spine platform, acquires North Carolina-based Integrated Pain Solutions and we are so excited to begin to provide the highest level of care to patients there that are suffering from pain. Click on the link below to read more!! #valuebasedcare #patient1stphysician1storganization #HereWeGrowAgain https://lnkd.in/eCeP6iU5