• FULCRUM CAPITAL PARTNERS SELLS EQUITY OWNERSHIP POSITION IN SKYSERVICE

    September 2017

    Fulcrum Capital Partners (Fulcrum) is pleased to announce the sale of its equity ownership interest in Skyservice Investments Inc. (Skyservice). The sale occurred as part of a transaction whereby InstarAGF Asset Management Inc. acquired a majority equity ownership interest in Skyservice.

    Skyservice, which was founded in 1986, operates three complementary divisions: Fixed-base operations (FBO), aircraft management services and aircraft maintenance. Skyservice manages the largest, most diverse fleet of aircraft in Canada and is frequently ranked as a top provider of FBO services by industry publications such as Professional Pilot Magazine and Aviation International News Magazine.

    Fulcrum acquired its equity stake to support a management buyout of Skyservice in December 2012. Since that time, Skyservice has experienced substantial growth through expansion of services and operations in existing and new locations. This transaction marks the conclusion of a tremendously rewarding partnership for all stakeholders and the start of a new partnership that is poised to grow Skyservice’s leadership position in the industry.

    “Fulcrum has been a valuable partner to management in helping guide the business since 2012,” said Marshall Myles, Chairman and Chief Executive Officer of Skyservice. “We are also grateful for the significant role Fulcrum played in the process of finding a new partner which positions Skyservice for continued long-term success.”

  • FULCRUM CAPITAL PARTNERS ANNOUNCES EQUITY INVESTMENT IN VITALUS NUTRITION

    January 2017

    Fulcrum Capital Partners has made an equity investment in Vitalus Nutrition Inc. (Vitalus).

    Based in Abbotsford, British Columbia, Canada, Vitalus is a leading supplier of specialty cream and milk protein ingredients for the food, beverage, and nutraceutical industries. Vitalus’ products are used in various applications such as baking, confections, dairy products, snack foods, infant formula, protein drinks, nutrition bars, and more.

    Fulcrum has partnered with the management team to provide growth capital to support three strategic growth initiatives, including the expansion of the company’s milk protein concentrate production capabilities, the development of a process to produce a proprietary prebiotic fiber, and the construction of a Winnipeg facility for production of specialized dairy ingredients.

    The investment was made by Fulcrum Capital's Private Equity Fund V. Vitalus marks the sixth platform investment made from Fund V, which closed in July 2015.

  • FULCRUM CAPITAL PARTNERS ANNOUNCES ACQUISITION OF VERDANT ENVIRONMENTAL TECHNOLOGIES INC.

    October 2016

    Fulcrum Capital Partners has acquired Montreal-based Verdant Environmental Technologies Inc. Verdant develops innovative products and technologies focused on energy efficiency for the hospitality industry. Verdant's industry-leading, patented energy management systems significantly reduce guestroom heating and air conditioning costs. Verdant’s products use a combination of patented motion and thermal sensing technologies to monitor hotel room occupancy and automatically adjust room temperature to lower energy consumption by over 40% without sacrificing guest comfort.

    Fulcrum has partnered with Verdant's management team to acquire the company and support future growth. It marks the fifth platform investment made by Fulcrum Capital's Private Equity Fund V, which closed in July 2015.

  • FULCRUM CAPITAL PARTNERS ANNOUNCES EQUITY INVESTMENT IN CANSTAR RESTORATIONS

    July 2016

    Fulcrum Capital Partners has made an equity investment in Canstar Restorations (Canstar).

    Canstar is a leading full-service property restoration company serving both the residential and commercial/institutional markets, with customers including insurance industry stakeholders, public institutions and property management companies. Headquartered in Coquitlam, B.C., Canstar operates three locations and employs more than 170 individuals.

    Fulcrum Capital Partners has partnered with the existing management team to provide capital to support Canstar’s continued growth.

    The investment was made by Fulcrum Capital's Private Equity Fund V. Canstar marks the fourth platform investment made from Fund V, which closed in July 2015.

  • Erick Hamdan Joins Fulcrum Capital Partners

    January 2016

    Erick Hamdan has joined Fulcrum Capital Partners Inc. as an Operating Partner.  Erick’s mandate includes working with Fulcrum and its portfolio company management teams to improve EBITDA and free cash flow through disciplined top line growth, margin integrity, cost and productivity initiatives, and balance sheet management of the portfolio companies.  In addition, Erick will contribute his operational and financial experience working with Fulcrum’s investment teams to source, assess, and execute new investments for Fulcrum Fund V.   

    Erick has a 20+ year career as CFO with private companies in real estate, energy, and industrial services.  Over the last 10 years, he worked as CFO and founding investor for two private companies backed by a Houston-based private equity firm where successful buy and build strategies were implemented through up and down cycles.  Over this time, Erick has been involved in the acquisition, integration, and management of over 35 companies that were integrated into two separate energy services platforms each generating run rate revenues of $400+ million and EBITDA margins over 20%. 

    Erick is based in Edmonton, Alberta where Fulcrum has now opened an office to continue focusing on the Alberta market as well as other opportunities in Saskatchewan and Manitoba.   Erick holds a Chartered Professional Accountant designation (CPA), a Chartered Accountant designation (CA), a Certified Management Accountant designation (CMA), and the ICD.D designation awarded by the Canadian Institute of Corporate Directors. 

  • Fulcrum Capital Completes Final Closing of Fund V at $344 Million

    July 2015

    Fulcrum Capital Partners Inc. has completed its final closing of Fulcrum Capital Partners Fund V, receiving CAD344 million in commitments. This latest fund surpassed Fulcrum’s initial target by 25% due to strong interest from returning and new investors.

    As with its previous funds, Fulcrum will invest in Canadian middle-market companies, with a focus on industries where Fulcrum has investment experience, including manufacturing, resource services, business services, distribution and logistics, and consumer products. Fund V will invest between $15 and $35 million in companies where Fulcrum sees opportunities to grow and to increase value on exit through active management and collaboration with founding shareholders and management teams.

    Since the initial closing in December, Fulcrum has deployed $70 million of this capital across three platform investments and one follow-on acquisition.

    “We are pleased with the results of our fundraising program and with these initial investments,” said Neil Johansen, Managing Partner of Fulcrum. “The success of this fundraising reflects investors’ confidence in the opportunity available in the Canadian middle market and the strong track record of the Fulcrum investment team over the past 15 years. In addition to the support from Canadian investors, we are proud of the participation of a group of highly regarded international investors.”

  • FULCRUM CAPITAL PARTNERS ANNOUNCES EQUITY INVESTMENT IN INNOVATIVE STEAM TECHNOLOGIES

    April 2015

    Fulcrum Capital Partners has partnered with the management of Innovative Steam Technologies (IST) to complete a carve-out of IST, previously an independent, wholly owned subsidiary of Aecon Group Inc.

    IST designs, engineers, manufactures and installs proprietary heat recovery steam generators for power generation and enhanced oil recovery applications.  IST has been in operation since 1992 and over the past 23 years has developed a global market reach with a well-established brand and reputation for quality and performance. IST’s customers include multi-nationals, power utilities, independent power producers, major oil & gas producers and EPC firms, and to date IST has sold over 200 units on six continents. IST has over 170 employees and is headquartered in Cambridge, Ontario.

    The investment was made by Fulcrum Capital's Private Equity Fund V. IST marks the third investment in that fund.

  • FULCRUM CAPITAL PARTNERS COMPLETES THE SALE OF NUHEAT INDUSTRIES LIMITED

    April 2015

    Fulcrum Capital Partners is pleased to announce the sale of Nuheat Industries Limited ("Nuheat") to Pentair plc. Lazard Middle Market LLC acted as the exclusive advisor to Nuheat.

    Nuheat, a Vancouver-based company, is the leading North American manufacturer of electric radiant floor heating systems. The company also distributes a line of outdoor freeze protection products. Fulcrum Capital Partners' Fund III acquired its interest in Nuheat in March 2008. Fund III made 11 investments and the sale of Nuheat represents the ninth fully realized investment in that fund. Fund III, to date, has generated a return of three times invested capital.

    Over the course of Fulcrum Capital Partners’ investment horizon, Nuheat expanded upon its market leading position by investing in product innovation and development, pushing adoption rates higher by continually investing in sales personnel and, by marketing and public relations activities not seen in the category. Additionally, the company developed a line of rapidly growing outdoor freeze protection products, initially via a strategic acquisition. 

    Fulcrum Capital Partners thanks the management team of Nuheat for their dedication. It has been a truly collaborative and rewarding partnership over the last seven years.

    For Nuheat’s news release announcing the transaction, click here.

    Fulcrum Capital Partners manages over C$675 million of capital through three private equity funds and a portfolio of mezzanine investments. Fulcrum Capital's investments typically support management buyouts, acquisitions, going private transactions, leveraged buyouts, corporate growth, and recapitalizations.

  • FULCRUM CAPITAL PARTNERS ANNOUNCES EQUITY INVESTMENT IN JNM GROUP

    February 2015

    JNM Group is an automotive parts manufacturer of tooling solutions and stamped metal components and assemblies. The company has developed a strong base of business building components for a variety of vehicle platforms and supplying a broad range of Tier 1 auto parts companies and original equipment manufacturers. JNM is headquartered in Windsor, Canada, with an additional facility in Saltillo, Mexico.

    Fulcrum Capital Partners has partnered with JNM’s management team to provide growth capital to support the company’s continued growth. The investment will be used to increase capacity and expand the geographic footprint with a second facility in Mexico and a US location. The investment was made by Fulcrum Capital's Private Equity Fund V and marks the second investment in that fund.

  • FULCRUM CAPITAL PARTNERS ANNOUNCES EQUITY INVESTMENT IN GI GROUP

    January 2015

    GI Group (“GI” or the “Company”) is the leading global manufacturer and distributor of paintballs, markers and other paintball products. The Company has also leveraged its expertise in softgel encapsulation to a wide range of industries including consumer products, nutritional and pharmaceuticals. The Company is currently licensed by Health Canada to manufacture nutritional products. GI is headquartered in Montreal, Quebec, with manufacturing facilities in Montreal and Fort Wayne, Indiana, and a network of distribution centers across North America and Europe. 

    Fulcrum Capital Partners has partnered with the existing management team to provide growth capital to support the rapid and continued growth of the Company. The investment was made by Fulcrum Capital's Private Equity Fund V and marks the first investment in that fund. Fulcrum Fund V recently completed a first close at $205 million, and is expected to achieve a final close at $300 million in the first half of 2015. Fulcrum Capital Partners manages over $675 million through three private equity funds and a portfolio of mezzanine investments. Fulcrum Capital's investments typically support management buyouts, acquisitions, going private transactions, leveraged buyouts, corporate growth and financial restructurings.

  • Fulcrum Capital completes the first closing of Fulcrum Capital Partners V

    December 2014

    Fulcrum Capital Partners Inc. has completed a first closing of CAD180 million for its fifth private equity fund, Fulcrum Capital Partners V, L.P. (the “Fund”). The Fund is backed by nine institutional investors and Fulcrum expects to complete its final closing at its target size of CAD300 million in the first quarter of 2015 given the strong interest being shown in the Fund by both Canadian and international investors.

    Fulcrum is a Canadian based private equity investor which is actively investing in the lower tier of the Canadian middle market. From offices in Toronto and Vancouver, Fulcrum’s team of 14 professionals invests in private companies competing in a broad range of industries in communities across Canada. The majority of Fulcrum’s eight Partners have worked together for over a decade. During this period at Fulcrum and its predecessor firm, the Partners have invested in 38 companies and realized 24 exits, generating a gross return on cash invested of 3.3x and a gross IRR of 28.7%.

    The first closing of Fund V is a particular achievement for Fulcrum in light of the changes in its platform since the spin out from HSBC in 2011. The Partners are proud of Fulcrum’s track record but are particularly proud of the transformation of Fulcrum into a Canadian leader in the tier of the market in which it operates.

  • FULCRUM CAPITAL PARTNERS HAS MADE AN EQUITY INVESTMENT IN WEATHERHAVEN GLOBAL RESOURCES GROUP

    June 2014

    Weatherhaven Global Resources Ltd. (“Weatherhaven”) is one of the world's leading providers of shelter solutions for military and commercial applications with a focus on remote, highly specialized and re-deployable shelter systems. Weatherhaven provides a full suite of shelter solutions and deployment capabilities, ranging from the collaborative design of customized solutions for customers to engineering, supply chain, production, installation and aftermarket support services. Headquartered in Burnaby, British Columbia, Weatherhaven has a global sales and manufacturing presence and has product deployments in more than 50 countries on all seven continents.  

    Fulcrum Capital Partners has partnered with the existing management team to provide growth capital to support the rapid and continued growth of the Company. The investment was funded by Fulcrum Capital’s Private Equity Fund IV and marks the eleventh investment in that fund.

    Fulcrum Capital Partners manages over $500 million through two private equity funds and a portfolio of mezzanine investments. Fulcrum Capital’s investments typically support management buyouts, acquisitions, going private transactions, leveraged buyouts, corporate growth, financial restructurings, and project and property financings.

  • FULCRUM CAPITAL PARTNERS RECEIVES CVCA’S 2014 PRIVATE EQUITY ‘DEAL OF THE YEAR’ AWARD FOR ITS INVESTMENT IN A & B RAIL SERVICES

    May 2014

    Canada’s Venture Capital & Private Equity Association (“CVCA”) has announced that Fulcrum Capital Partners (“Fulcrum”) is the recipient of CVCA’s 2014 ‘Deal of the Year Award’ in the private equity category for its investment in A & B Rail Services Ltd.

    Fulcrum invested $9.6 million from its Private Equity Fund III to acquire a controlling interest in A & B Rail Services Ltd. (“A & B Rail”) in June of 2008. Over the next five years, Fulcrum, together with A & B Rail management, executed on an ambitious growth strategy which incorporated geographic expansion, two strategic acquisitions and building out new service lines including an LRT division, signals, communication, civil and rail component manufacturing.

    These initiatives transformed A & B Rail into the premier national rail services company in Canada. In December of 2013, Fulcrum sold A & B Rail to a private equity investor group realizing total cash proceeds of $137 million, or 14.3x invested capital, for a 74.2% IRR.

    “We are very pleased to be awarded CVCA’s ‘Deal of the Year Award’ for our investment in A & B Rail. This represents an outstanding result for the firm and our investors and affords us a tremendous amount of momentum going into fundraising for Fulcrum's Private Equity Fund V. I would like to thank Paul Brum and our management partners at A & B Rail who made this success possible, as well as everyone in our Fulcrum team who worked tirelessly on this investment over the past five years,” said Paul Rowe, Partner at Fulcrum Capital Partners Inc.

    The award was accepted by Paul Rowe of Fulcrum at the CVCA Annual Conference in Ottawa, Ontario on Wednesday May 21, 2014. This is Fulcrum’s second CVCA ‘Deal of the Year Award’ having received the award previously in 2007 for its investment in the Encore Group.

  • FULCRUM CAPITAL PARTNERS ANNOUNCES EQUITY INVESTMENT IN ARCTIC CHILLER GROUP

    March 2014

    Founded in 1989, Arctic Chiller Group (“Arctic” or the “Company”) is a manufacturer of modular and high efficiency chillers that are utilized in commercial and industrial cooling applications throughout North America. The benefits of Arctic’s modular and high efficiency chillers include redundancy, energy efficiency, installation accessibility and low total cost of ownership. The Company primarily serves the North American non-residential retrofit market with end consumers across several industries including Fortune 500 companies, government agencies and professional sports franchises. Arctic is headquartered in Brampton, Ontario with additional manufacturing facilities in Newberry, South Carolina.

    Fulcrum Capital Partners has partnered with the existing management team to provide growth capital to support the rapid and continued growth of the Company. The investment was funded by Fulcrum Capital’s Private Equity Fund IV and marks the tenth investment in that fund.

    Fulcrum Capital Partners manages over $500 million through two private equity funds and a portfolio of mezzanine investments. Fulcrum Capital’s investments typically support management buyouts, acquisitions, going private transactions, leveraged buyouts, corporate growth and financial restructurings.

  • FULCRUM CAPITAL PARTNERS INVESTS IN LIFT PHILANTHROPY PARTNERS TO STRENGTHEN SOCIAL PURPOSE ORGANIZATIONS

    March 2014

    Fulcrum Capital Partners is now a leading sponsor of LIFT Philanthropy Partners with its commitment of $150,000 over three years. This new partnership supports LIFT’s work to strengthen organizations delivering social change in order to improve the health and productivity of Canadians.

    “Fulcrum set out to find an organization that delivers services to better the lives of individuals in the communities in which we operate while also resonating with the culture and values that our team strives to embody. In LIFT, we have found this ideal partner and we are excited to support financially and be involved in their work” said Michael Berkson, Partner at Fulcrum Capital Partners.

    LIFT provides not-for-profit, social enterprises and other social purpose organizations with a valuable combination of skills, expertise and resources to improve their operations and increase their social impact. LIFT uses a venture philosophy approach where it engages a partner network of pro bono businesses, service providers and other experts to build the capacity of the organizations.

    Fulcrum helps entrepreneurial companies to become better and more successful not only by providing the capital needed to build their businesses, but by dedicating resources and establishing meaningful relationships to achieve shared goals.

    The organizations’ goals, values and investment approach are well aligned. They look forward to an extremely successful and beneficial relationship.

    “Fulcrum and LIFT’s approaches to investing in our portfolio organizations are very similar; we both provide the skills and resources to ensure an organization can achieve the greatest impact possible,” said Bruce Dewar, chief executive officer, LIFT Philanthropy Partners. “We’re pleased to have a partner that understands our model so well and is as committed as we are to using venture philanthropy to invest in social change.”

    For further details on LIFT Philanthropy Partners, click here.

  • FULCRUM CAPITAL PARTNERS HAS ACQUIRED THE OPERATIONS OF DANA HOSPITALITY

    February 2014

    Dana Hospitality (“Dana”) provides food services to corporations, independent schools and healthcare institutions across Canada under the Dana Hospitality and Marek Hospitality brands. Dana offers a unique approach to food services, providing its customers meals that are made from scratch daily and prepared onsite by chefs using locally sourced ingredients.  Dana also operates branded retail food concepts on customer sites. Dana currently employs over 800 people and with its focus on quality and freshness, has become one of the leading providers in the Canadian food service market.  The acquisition was completed in Fulcrum Capital’s Private Equity Fund IV and marks the ninth investment in that fund.

    Fulcrum Capital Partners manages over $500 million through two private equity funds and a portfolio of mezzanine investments. Fulcrum Capital’s investments typically support management buyouts, acquisitions, going private transactions, leveraged buyouts, corporate growth, and financial restructurings.

  • FULCRUM CAPITAL PARTNERS EXITS ITS INVESTMENT IN JUMP.CA WIRELESS SUPPLY CORPORATION

    December 2013

    Fulcrum Capital Partners announces that it has exited its investment in Jump.ca Wireless Supply Corp. ("Jump.ca").

    Fulcrum Capital Partners' Fund III acquired its interest in Jump.ca in July 2007. Jump.ca, headquartered in Regina, Saskatchewan, is a leading independent seller of wireless products and services, including mobile phones, wireless data solutions, high speed internet, interactive television and monitored security systems. Jump.ca operates 17 retail operations throughout three major centers in the province of Saskatchewan - Regina, Saskatoon and Moose Jaw - as well as a single store in Estevan.

    Fulcrum Capital Partners' Fund III has made 11 investments and the sale of Jump.ca represents the seventh fully realized investment in that fund.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies.  Fulcrum Capital manages two private equity funds with  $350 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital.

    
  • FULCRUM CAPITAL PARTNERS SELLS INTEREST IN A&B RAIL SERVICES TO TORQUEST PARTNERS

    December 2013

    Fulcrum Capital Partners announces that it has completed the sale of its majority interest in A&B Rail Services Ltd. ("A&B Rail") to a group of investors led by TorQuest Partners, a Toronto, Ontario based mid-market private equity firm.Harris Williams & Co. acted as the exclusive advisor to A&B Rail.

    Fulcrum Capital Partners' Fund III acquired its interest in A&B Rail in June 2008. The company provides complete track maintenance, repair, rehabilitation, construction and additional services for Class I railways, industrial companies, municipalities and short line railways. In addition, A&B Rail also provides highly specialized track services as well as light rail transit ("LRT") construction, maintenance, signals and communication support. Fulcrum Capital Partners' Fund III has made 11 investments and the sale of A&B Rail represents the sixth fully realized investment in that fund.

    Over the course of Fulcrum Capital Partners' investment horizon, A&B Rail has realized impressive growth in revenue and earnings from a combination of expanded service lines including LRT, signals, communication, civil and rail component manufacturing, and via two strategic acquisitions. All this has transformed A&B Rail into the premier national rail services company in Canada.

    Fulcrum Capital Partners would like to thank A&B Rail's management team, particularly President, Paul Brum, for their entrepreneurial spirit and hard work leading to a truly successful partnership over the last five years.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies.  Fulcrum Capital manages two private equity funds with  $350 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital.

    
  • FULCRUM CAPITAL COMPLETES THE SALE OF ALUMICOR LIMITED

    November 2013

    Fulcrum Capital Partners is pleased to announce the sale of Alumicor Limited ("Alumicor") to Apogee Enterprises Inc. (NasdaqGS:APOG) ("Apogee").

    Fulcrum Capital's Fund III acquired Alumicor in 2007.  Alumicor finishes and fabricates aluminum frames and windows, storefront, entrance and curtain wall projects for the Canadian construction industry.  Apogee provides distinctive solutions for enclosing commercial buildings and framing art.  Apogee acquired 100 percent of the stock of Alumicor for approximately C$54 million.

    Fulcrum Capital is pleased to see Alumicor join a market leader in the commercial construction market and believes this transaction provides an extremely positive outcome for Alumicor and its employees, for Apogee and for Fulcrum.

    For Apogee's press release announcing the transaction, click here.

  • FULCRUM CAPITAL PARTNERS PROVIDES MEZZANINE CAPITAL TO PLANET ENERGY CORPORATION

    June 2013

    Planet Energy Corporation ("Planet Energy") is an energy retailer selling fixed priced natural gas and electricity contracts to residential and commercial customers in Canada and the United States.

    A new management team, led by Nino Silvestri and Stephen Plummer, acquired the gas and electricity business of Planet Energy.  Fulcrum provided mezzanine capital to assist with the acquisition.

  • FULCRUM CAPITAL PARTNERS HAS MADE AN EQUITY INVESTMENT IN THE NILEX CIVIL ENVIRONMENTAL GROUP

    May 2013

    Nilex Inc. (Nilex) provides construction materials, technologies and services to the civil, resource and environmental industries, which lessen the environmental impact and lower the cost of construction projects. Headquartered in Edmonton, Alberta with eight locations throughout Canada and the United States, Nilex is a leader in the geosynthetics industry and in 2013 celebrated its 36th year in business.

    To see the original news announcement, click here.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity and mezzanine financing to Canadian middle-market companies. Fulcrum Capital manages two private equity funds with $350 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital. Nilex is the seventh investment in Fulcrum’s Private Equity Fund IV.

  • FULCRUM CAPITAL PARTNERS HAS MADE A $20 MILLION EQUITY INVESTMENT IN TRADESMEN ENTERPRISES

    May 2013

    Tradesmen Enterprises Limited Partnership (Tradesmen) is a leading facility and pipeline construction contractor with a particular focus on modular fabrication. Headquartered in Grande Prairie, Alberta, and founded in 2006, the Company has completed over 300 projects throughout Northern Alberta and British Columbia. 

    Fulcrum invested $20 million in equity to facilitate Tradesmen’s growth plans, including the planned construction of an integrated fabrication and modular construction facility that will more than triple capacity. Tradesmen is the sixth investment in Fulcrum’s Private Equity Fund IV.

    To see the original news announcement, click here.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies.  Fulcrum Capital manages two private equity funds with  $350 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital.

  • FULCRUM CAPITAL PARTNERS COMPLETES THE SALE OF QZINA SPECIALTY FOODS NORTH AMERICA INC.

    May 2013

    Fulcrum Capital Partners announces it has completed the sale of Qzina Specialty Foods North America Inc. ("Qzina") to The Chefs' Warehouse, Inc. (NASDAQ:CHEF), a Ridgefield, Connecticut based distributor of specialty food products.

    Acquired in December 2005 in Fulcrum Capital's Fund III, Qzina is North America’s largest importer and distributor of specialty chocolate and dessert ingredients. Under Fulcrum's ownership, Qzina expanded geographically through the acquisition of Ambassador Fine Foods, centralized all head office and administrative functions to Miami, Florida and successfully introduced a full assortment of proprietary branded products.

    To see the original news announcement, click here.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies.  Fulcrum Capital manages two private equity funds with  $350 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital.

  • FULCRUM CAPITAL PARTNERS HAS MADE A $22 MILLION EQUITY INVESTMENT IN SKYSERVICE INVESTMENTS LIMITED IN SUPPORT OF A MANAGEMENT BUYOUT

    February 2013

    Founded in 1986, Skyservice Investments Limited ("Skyservice") is Canada's largest operator and provider of business aviation services.  With locations at the Toronto, Montreal and Calgary airports, the Company provides Fixed Base Operations and Managed Aircraft services to corporate and private clients.  Skyservice is headquartered in Toronto and employs over 500 people.

    The transaction was completed with $22 million of equity from Fulcrum plus equity from existing management and shareholders.  Skyservice is the fifth investment in Fulcrum's Private Equity Fund IV.

    To see the original news announcement, click here.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies.  Fulcrum Capital manages two private equity funds with  $350 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital.

     

  • FULCRUM CAPITAL PROVIDES MEZZANINE GROWTH CAPITAL TO BRI-CHEM

    December 2012

    Bri-Chem Corp., a public company listed on the Toronto Stock Exchange (“TSX:BRY”), has established two primary segments of business through a combination of internal growth and acquisitions over the past 27 years. Bri-Chem’s Drilling Fluid Division is North America’s largest independent wholesale supplier of drilling fluids for the oil and gas industry.

    Bri-Chem provides over 100 drilling fluid products, cementing, acidizing and stimulation additives from 25 strategically located warehouses throughout Canada and the United States. Bri-Chem’s Steel Pipe Division, Bri-Steel,  is a  wholesale distributor for seamless steel pipe ranging in sizes from half inch to thirty-six inch. Bri-Steel also owns and operates the first Thermal Pipe Expansion facility in North America for manufacturing, testing and distributing large diameter seamless steel pipe for the energy industry. Additional information about Bri-Chem is available at www.sedar.com or at Bri-Chem's website at www.brichem.com.

    Fulcrum Capital Partners provided Bri-Chem with a flexible financing solution which will allow Bri-Chem to finance future potential acquisitions, working capital, growth capital expenditures or general corporate purposes.

    To see the original news announcement, click here.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies. Fulcrum Capital manages two private equity funds with $350 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital.

  • FULCRUM CAPITAL PROVIDES MEZZANINE GROWTH CAPITAL TO HELICAL PIER SYSTEMS

    November 2012

    Based out of Edmonton, Alberta, Helical Pier Systems Ltd. (Helical) provides foundation products and services across North America. In particular, Helical specializes in helical piling products, or ‘screw piles’, which provide primary foundation support in the construction of structures utilized across a variety of industries, with a focus on oil & gas and transmission. Helical delivers a turnkey foundation solution to its customers by offering both manufacturing and installation services while providing full technical and engineering support.

    To support continued strong growth, Helical required a comprehensive debt financing solution.  This solution was provided by Fulcrum Capital Partners and HSBC Bank Canada cooperating to provide Helical with a tailored financing package, which included senior and subordinated credit facilities.

    To see the original news announcement, click here.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies. Fulcrum Capital manages two private equity funds with $350 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital.

  • Fulcrum Capital provides mezzanine capital to assist with the management buyout of Erfa Canada 2012 Inc.

    September 2012

    Fulcrum Capital is pleased to announce an investment in Erfa Canada 2012 Inc. ("Erfa") to support the management buyout of the pharmaceutical assets of the company. Headquartered in Montreal, Erfa is a leading owner and distributor of niche pharmaceutical products in Canada.

    To see the original news announcement, click here.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies. Fulcrum Capital manages two private equity funds with $350 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital. 

  • FULCRUM CAPITAL PROVIDES MEZZANINE GROWTH CAPITAL TO FOURQUEST ENERGY

    September 2012

    FourQuest Energy Inc. (FourQuest) commenced operations in 2008 and has its head office in Edmonton, Alberta with further Canadian facilities in Calgary, Alberta, Fort McMurray, Alberta and Mount Pearl, Newfoundland. In the Middle East FourQuest’s facilities are located in Dubai, Abu Dhabi and Atyrau, Kazakhstan. FourQuest’s business model is to provide engineering support together with pre-commissioning, commissioning and regular maintenance services for customers in the energy industry.

    Fulcrum Capital Partners and HSBC Bank Canada cooperated to provide FourQuest with a comprehensive financing solution which included senior and subordinated credit facilities. The proceeds of the transaction are being used to provide capital for future growth in Canada, the U.S. and the Middle East.

    To see the original news announcement, click here.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies. Fulcrum Capital manages two private equity funds with $350 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital. 

  • FULCRUM CAPITAL PROVIDES $10 MILLION OF MEZZANINE GROWTH CAPITAL TO GWC GROUP

    June 2012

    Founded in 1979, Great Western Containers Group (GWC) manufactures, distributes and reconditions industrial containers and packaging supplies. Since its founding, GWC has expanded across Canada with several acquisitions and serves customers in a range of industries including chemicals, mining, agriculture, and oil and gas. The Company is headquartered in Calgary, Alberta and operates 16 locations throughout Canada.

    Fulcrum Capital Partners and HSBC Bank Canada cooperated to provide GWC with a comprehensive financing solution which included $50 million of senior and subordinated credit facilities. The proceeds of the transaction are being used to refinance existing debt and provide capital for future growth.

    To see the original news announcement, click here.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies. Fulcrum Capital manages two private equity funds with $350 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital.

  • FULCRUM CAPITAL PARTNERS INC. HAS ACQUIRED MOBILE PARTS INC.

    March 2012

    Founded in 1980, Mobile Parts is a global specialty provider of mining vehicles, parts and related services. The Company serves a global clientele base that includes several of the largest underground mine operators in Canada and abroad. The Company is experiencing strong growth in South America and other emerging markets. Mobile Parts is based in Sudbury, Ontario and has approximately 70 employees.

    The transaction was completed with equity from Fulcrum’s fourth private equity fund, Fund IV, and equity from existing management. Mobile Parts is the fourth investment in Fulcrum Capital Partners Private Equity Fund IV. Senior financing for the transaction was provided by HSBC Bank Canada.

    To see the original news announcement, click here.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies. Fulcrum Capital manages two private equity funds with $300 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital.

  • FULCRUM CAPITAL PARTNERS HAS ACQUIRED THE OPERATIONS OF HSBC CAPITAL (CANADA) INC. FROM HSBC BANK CANADA

    November 2011

    Fulcrum Capital Partners is pleased to announce that it has acquired the mid-market mezzanine lending and private equity investment operations of HSBC Capital (Canada) Inc. from HSBC Bank Canada.

    Led by former employees of its predecessor company, HSBC Capital (Canada) Inc., Fulcrum Capital Partners will manage over C$700 million with a focus on providing flexible private equity, mezzanine and bridge financing to entrepreneurial business in Canada. These investments typically support management buyouts, acquisitions, going private transactions, leveraged buyouts, corporate growth, financial restructurings and project and property financings. Over its 18 year history, HSBC Capital (Canada) Inc. has provided over C$1 billion of growth capital to more than 120 high-potential companies. Supported by 13 experienced investment professionals in Vancouver and Toronto, Fulcrum Capital Partners is capable of serving businesses across Canada and has experience investing in a range of industries including services, manufacturing and distribution. Fulcrum Capital Partners will continue to focus on deploying new private equity and mezzanine capital commitments while harvesting and growing its portfolio of over 25 existing investments.

    If you have any questions, please contact:

    Dave Mullen – 604 631 8094                       Neil Johansen - 604 631 8095                   John Philp – 416 864 2705
    dave.mullen@fulcrumcapital.ca                  neil.johansen@fulcrumcapital.ca                john.philp@fulcrumcapital.ca

  • HSBC Capital (Canada) Inc. (now Fulcrum Capital Partners) has provided mezzanine growth capital to Ingenium

    March 2011

    The Ingenium Group of Companies, with a corporate history which stretches back to 1925, is a global provider of architectural, engineering and project management services. The Company serves a wide range of clients throughout the globe, with 30 offices worldwide and regional management centers in Toronto, Calgary, Detroit, Dubai and London.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies. Fulcrum Capital manages two private equity funds with $300 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital.

  • HSBC Capital (Canada) Inc. (now Fulcrum Capital Partners) has made an equity investment in Petrospec Engineering Ltd.

    February 2011

    Petrospec is the leading provider of temperature, pressure, acoustic and flow monitoring equipment to oil & gas companies operating in both the Canadian oil sands and emerging international unconventional resources. In addition to designing, manufacturing and installing monitoring equipment, Petrospec provides well optimizing, reservoir engineering and field services to oil production companies across the globe.

    The transaction was completed with equity from HSBC Capital (Canada) Inc. (now Fulcrum Capital Partners) and senior financing from HSBC Bank Canada. This is HSBC Capital Private Equity Fund 2010's third investment.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies. Fulcrum Capital manages two private equity funds with $300 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital.

  • HSBC Capital (Canada) Inc. (now Fulcrum Capital Partners) has provided C$12 million of mezzanine growth capital to DBG

    December 2010

    DBG Group Ltd. is one of Canada's largest suppliers of custom metal products to manufacturers of heavy trucks, automobiles, agriculture equipment and consumer and industrial appliances. With expertise in engineering, metal fabricating and stamping, and modular assembly, DBG provides customers with concept to finished product solutions. DBG serves a range of customers that include some of the world's largest vehicle original equipment manufacturers. The Company was established in 1976 and operates five facilities located in Canada and Mexico.

    HSBC Capital (Canada) Inc. (now Fulcrum Capital Partners) and HSBC Bank Canada have provided DBG with senior and subordinated credit facilities. PriceWaterhouseCoopers acted as a financial advisor for DBG during the refinancing.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies. Fulcrum Capital manages two private equity funds with $300 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital.

  • HSBC Capital (Canada) Inc. (now Fulcrum Capital Partners) has made a minority investment in GAP Adventures

    August 2010

    Founded in 1990, GAP is the largest adventure travel tour operator in the world. The Company offers a wide range of small group adventure tours, safaris and marine expeditions which focus on culture, nature and active travel experiences. GAP serves more than 100,000 travelers annually on all seven continents. The Company maintains a global network of 16 offices throughout the world and employs over 230 staff and up to 500 tour leaders. For more information, visit www.gapadventures.com.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies. Fulcrum Capital manages two private equity funds with $300 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital. .

  • HSBC Capital (Canada) Inc. (now Fulcrum Capital Partners) has provided C$15 million of mezzanine growth capital to a North American food and beverage company

    July 2010

    HSBC Capital (Canada) Inc. (now Fulcrum Capital Partners) has provided mezzanine growth capital to a rapidly growing North American food and beverage company. The funds will be used to finance a capital expenditure program that will support the Company's strategy for producing environmentally sustainable products.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies. Fulcrum Capital manages two private equity funds with $300 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital.

  • HSBC Capital (Canada) Inc. (now Fulcrum Capital Partners) has completed the first closing of a CAD $200m buyout fund: Fulcrum Capital Partners Private Equity Fund IV ("Fund IV")

    May 2010

    HSBC Capital (Canada) Inc. (now Fulcrum Capital Partners) is pleased to announce a C$160 million first closing of its fourth private equity fund, Fund IV. The fund will focus on acquiring, managing and developing privately held companies in the services, manufacturing, and distribution industries, with capable, committed, and invested management teams. The equity investments of Fund IV will range from C$5 to C$25 million, and focus on businesses with an enterprise value of C$10 to C$150 million. The fund will operate primarily in Canada, but may also consider opportunities in the United States. Fund IV will follow the same strategy as Fund III, a C$140 million private equity fund that closed in 2005. A second closing for the balance of the un-subscribed capital in Fund IV is anticipated prior to year-end.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies. Fulcrum Capital manages two private equity funds with $300 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital.

  • HSBC Capital (Canada) Inc. (now Fulcrum Capital Partners) has led a USD $20.5M subordinated loan for Softchoice

    March 2009

    As one of North America's leading providers of technology solutions and services, Softchoice helps businesses and organizations of all sizes to select, acquire and manage their software and hardware technology resources. Softchoice offers a full range of capabilities, including face-to-face consultations and IT asset management services designed to help customers save time, money and risk in IT procurement. For further information regarding Softchoice, contact Anne Brace at (416) 588-9986 or visit www.softchoice.com.

    Fulcrum Capital Partners is a leading private investment management firm providing flexible private equity, mezzanine and bridge financing to Canadian middle-market companies. Fulcrum Capital manages two private equity funds with $300 million in committed capital, and a mezzanine finance business in excess of $400 million in committed capital.