A versatile advisor built to support your strategic decision making
Fulcrum is a trusted advisor to private investors and corporate leadership teams in three distinct areas:
M&A TRANSACTIONS
Fulcrum supports clients in competitive deal environments. We generate proprietary insight under tight timeframes in markets where meaningful public information does not exist. We do so discreetly and without disrupting a company’s operations or relationships. We are experienced in both buy-side and sell-side settings, and our work identifies and assesses market risks and opportunities specific to a company’s business model and situation.
Adding value through diligence.
STRATEGIC PLANNING
Fulcrum works with business leaders to inform their strategic decision-making process. Changes in a company’s business environment necessitate course corrections on a planned and sometimes reactionary basis. Our work provides management teams with a detailed understanding of external business and market conditions so that these decisions can be made with data driven insight and analysis.
Unlocking value through insight.
ESG ADVISORY
Fulcrum helps private equity clients integrate environmental, social, and governance (ESG) considerations throughout their investment cycle. Whether engaged to uncover ESG risks and opportunities related to new acquisitions or within portfolio companies, Fulcrum delivers highly customized, decision-useful, and effort-efficient assessments. Fulcrum is uniquely positioned to help our clients find signal in the noise. Our deep experience in commercial due diligence amplifies the impact of our ESG assessments and vice versa.
Improving results through data.
