INVESTMENT CRITERIA
FVLCRUM’s founders leverage significant investing, operating, and strategic advisory expertise to help companies reach the next level of growth. Our relationship-based approach to investing provides capital to support the goals and objectives of the founders and management teams with whom we partner.
Investment Target
Differentiated Service and Technology Businesses that deliver mission critical services with proven offerings.
- Businesses Headquartered in US
- $3 to $25 Million of EBITDA (add a footnote stating: *Look up to PPM language)
- Preferred Sectors: Government Contracting, Healthcare, and Business Services
- Clear and Compelling Value Proposition
- Defensible Market Position
- Recurring or Predictable Demand for Products / Services
- Highly-Scalable Business Model and Organizational Infrastructure
- Solid Macro-Market Trends
Transaction Types
FVLCRUM partners with existing owners and business leaders to enhance their management teams and execute control investments across the following transaction types:
Entrepreneur / Family-Owned Recapitalization or Ownership Transition
Growth Equity
Management Buyouts
Corporate Divestitures
Operating Executive-Led Company Search
*There can be no assurance that historical trends will continue or that the Fund will be able to implement its investment strategy or achieve its investment objective.