Brad Morse is the Founder and President of Fulcrum Energy Capital Funds, where he oversees Fulcrum’s efforts in sourcing investments, transaction negotiation and execution, monitoring of active portfolio companies and firm management and strategy. Prior to founding Fulcrum, Brad was the principal energy investment professional at Equity Group Investments (EGI), Sam Zell’s Chicago-based private investment firm. At EGI, Morse monitored existing investments and closed over half-a-billion of private equity and credit investments on behalf of EGI and the Zell Credit Opportunities Fund (ZCOF), a $1.2 billion dollar private equity fund predominately consisting of third-party limited partner commitments. Brad served on the board of directors of several Zell related portfolio companies at EGI and ZCOF.
Morse has been involved in a wide range of restructurings and investments primarily within the energy industry relating to upstream, midstream, and downstream assets. Prior to EGI, Brad was an investment banker at Houlihan Lokey Capital in the firm’s New York office. At Houlihan Lokey, Brad worked in the Financial Restructuring Group where he was involved in a variety of distressed mergers and acquisitions, debt capital raising transactions, as well as other financing transactions in the special situations and distressed space across multiple industries. Brad grew up in Denver, Colorado, and received a B.S.M. in Finance and Business Law as well as an Energy Specialization notation from the A.B. Freeman School of Business at Tulane University, and an M.B.A. from the Olin School of Business at Washington University in St. Louis. He also holds a Series 65 license.
Currently, Brad is a Board Member for Polaris Production Partners and several other Fulcrum related companies. He also is actively involved and holds leadership positions in numerous business and non-profit community organizations.