Planning
The Exit
Perform foundational work to assess and determine value levers, optimal sales strategy, design approach and target optimal buyers.
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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 have a deep sector knowledge in healthcare, technology, business & financial services and industrial products and services. We’re not just about executing transactions; we’re about forging lasting partnerships and delivering tangible results.
Focused on information technology, healthcare services, and tech-enabled services businesses.
Falcon goes beyond the numbers into your company’s operations, markets, customers, and competitors to uncover insights and unlock hidden value. Our approach will position your company in the best light to maximize outcomes for all stakeholders.
Perform foundational work to assess and determine value levers, optimal sales strategy, design approach and target optimal buyers.
Build out of the business story – financials and marketing materials for maximum impact and value.
Approach and engage targeted buyers, vet for interest and fit, and create the competitive dynamic.
Manage deeper conversations
to position value and assess buyer commitment. Negotiate offers and select the best matches.
Finalize negotiations, manage due diligence, and coordinate all parties and actions to ensure a smooth closing.
Perform foundational work to assess and determine value levers, optimal sales strategy, design approach and target optimal buyers.
Build out of the business story – financials and marketing materials for maximum impact and value.
Approach and engage targeted buyers, vet for interest and fit, and create the competitive dynamic.
Manage deeper conversations
to position value and assess buyer commitment. Negotiate offers and select the best matches.
Finalize negotiations, manage due diligence, and coordinate all parties and actions to ensure a smooth closing.
The Falcon deal team brings together a group of professionals with financial, accounting and operating backgrounds with deep industry knowledge and decades of experience to provide meaningful insights, build lasting relationships and deliver successful outcomes for its clients.
