Knowledge-Based Investment Banking
Falcon is a premier investment bank that’s been at the forefront of sell-side and strategic advisory services to middle and lower middle market companies since 2001.
We can best position your company in order to maximize outcomes for shareholders.
Looking more deeply into your company’s operations, markets, customers, and competitors, strives to uncover insights. This pre-diligence and exit preparation effort also ensures deals are consummated at the highest value in a timely and efficient manner.
Sell-Side Advisory
- Private business sales
- PE- & VC-backed company sales
- Corporate divestitures
Strategic Advisory
- Board-level growth advisory
- Growth-oriented capital raises
- Buy-side acquisitions
Falcon advises these sectors with deep understanding beyond the numbers.
We offer advisory services to companies in a variety of focused markets. With decades of direct operating and investment banking experience
Our approach will position your company in the best light to maximize outcomes for all stakeholders.
Planning
The Exit
Perform foundational work to assess and determine value levers, optimal sales strategy, design approach and target optimal buyers.
Preparing
The Sale
Build out of the business story – financials and marketing materials for maximum impact and value.
Marketing The Business
Approach and engage targeted buyers, vet for interest and fit, and create the competitive dynamic.
Evaluating The Offers
Manage deeper conversations to position Value and assess buyer commitment. Negotiate offers and select the best matches.
Closing The Deal
Finalize negotiations, manage due diligence, and coordinate all parties and actions to ensure a smooth closing.
Regardless of the ownership structure, we act with the mentality of a shareholder advocate.
We serve a broad spectrum of organizations, ranging from early stage, high growth companies to well-established, multi-billion dollar global corporations.
"The Falcon team was perfectly prepared to ensure an outcome that addressed all my goals. CBI has found a like-minded partner that represents our goal of providing the best technology expense management services globally, while being cognizant of our social responsibilities."
Denise Booms-Pepin
Owner and CEO, CBI
"Ted and his team have been our trusted advisors for a number of years, providing us with invaluable guidance along the way, which has allowed us to rapidly grow into a leading tech enabled wellness organization."
Rob Putnam
CEO, Ramp Health
"The Falcon team was perfectly prepared to ensure an outcome that addressed all my goals. CBI has found a like-minded partner that represents our goal of providing the best technology expense management services globally, while being cognizant of our social responsibilities."
Denise Booms-Pepin
Owner and CEO, CBI
Regardless of the ownership structure, we act with the mentality of a shareholder advocate.
Aprio
Falcon served as the exclusive financial advisor to Aprio, an international business advisory and accounting firm.
Signallamp Health
Falcon Advises Signallamp Health in its Merger with AccuHealth, a Portfolio Investment of Sunstone Partners
CBI Telecommunications
Falcon Advises CBI Telecommunications in its Sale to Saaswedo, a subsidiary of EPSA Groupe
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