Fulcrum Equity Partners has promoted Philip Lewis to partner. Mr. Lewis joined Fulcrum as an analyst in 2007.
“We’re proud to announce Philip’s well-earned promotion to partner. Philip has grown tremendously both professionally and personally since he joined the firm in 2007,” said Jeff Muir, a founding partner at Fulcrum. “Philip is an invaluable leader in our firm, from sourcing opportunities to diligence and working with our portfolio company leaders to tackle a wide array of circumstances. It’s been a pleasure watching him accomplish so much, and we look forward to having him as a partner.”
Earlier promotions for Mr. Lewis include being named an associate in 2009, director in 2012, and principal in 2015. Before joining Fulcrum, he was an investment banking analyst with A.G. Edwards in St. Louis.
Mr. Lewis currently serves on the board of directors of Advantum Health, GoPivot, Fattmerchant, LiveSource and Stratasan. He has his undergraduate degree in business administration from St. Louis-based Washington University.
Fulcrum invests from $3 million to $20 million in companies that are active in healthcare services ($5 to $75 million in revenue), healthcare IT ($3 to $20 million in revenue), software and SaaS ($3 to $8 million in revenue), and technology-enabled services ($5 to $30 million in recurring revenue).
In July 2017, Fulcrum held a final closing of the firm’s third fund, Fulcrum Growth Fund III LP, with $203 million in committed capital, above the original target of $125 million.
Atlanta-based Fulcrum was founded by Jeffrey Muir, Thomas Greer, and Frank Dalton. The firm has an additional office in St. Petersburg, Florida.
Private Equity Professional | June 16, 2020
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