EXECUTION
Bulge bracket experience with a niche focus
CONFIDENCE
Proven experience for sensitive transactions
Providing liquidity and superior execution services in distressed and special situation markets worldwide.
Fulcrum is a boutique investment firm specializing in the trading and analysis of distressed and special situation investment opportunities. Fulcrum focuses on legally intensive or litigation driven investments. Fulcrum combines the proprietary capital of its asset management division with an established market making desk to provide robust market liquidity on a worldwide basis.
We are a top-tier institution in the secondary market for distressed claims, litigation and other illiquid debt, having closed nearly $35 billion in trades since inception. As specialists in illiquid and distressed instruments and litigation, we regularly provide creative and bespoke solutions to our counterparties. Due to the firm’s extensive network we have the ability to participate in most situations regardless of size, complexity or geographic scope.
Our distressed trading activities focus on the financial obligations of leveraged and financially troubled corporations and sovereigns, with an emphasis on entities that are involved in a workout, restructuring or liquidation.
Our special situation activities focus primarily on private market transactions involving illiquid investment opportunities available in event-driven and inefficient trading environments. We tend to focus on litigation driven investments.