Our Services

Falcon, by looking more deeply into your company’s operations, markets, customers, and competitors, strives to uncover insights and therefore, more value, so we can best position your company in order to maximize outcomes for shareholders. This pre-diligence and exit preparation effort also ensures deals are consummated at the highest value in a timely and efficient manner.

Strategic Advisory Services

Our growth strategy enables companies to improve their core business and increase shareholder value. We accomplish this with strategic advisory services, which include board-level growth investment advisory, growth-oriented capital raises, and buy-side acquisition strategies. Whether an owner or shareholder is contemplating an exit or interested in raising capital from a growth partner or financial sponsor, the strategy begins now. We help business owners maximize value by focusing on the following key areas:

STRATEGIC
POSITIONING

We recognize the significance that strategic positioning efforts can have on increasing the value of every business and our goal is to assist our clients with developing and implementing these critical value creation initiatives.

EXIT / RAISING
CAPITAL

Whether an owner or shareholder is contemplating an exit or interested in raising capital from a growth partner or financial sponsor, the strategy begins now.

IMPROVING CORE BUSINESS

We help companies improve their core business in order to grow via acquisitions and/or capital raises – and enhance company value!

EXPERTISE &
EXPERIENCE

Our objectivity, industry expertise, and deal experience are all critical factors in preparing for and executing a successful transaction. We have distinguished ourselves by the insightful senior-level market expertise we bring to the engagement as well as our unique ability to generate a constructive dialogue among the key market players. We help management develop strategies to grow their businesses in order to be in a position that maximizes shareholder value.

SELECT TRANSACTIONS

- Recapitalized by -

Falcon served as the exclusive financial advisor to Aprio, an international business advisory and accounting firm.

- ACQUIRED BY -

Falcon served as strategic advisor to Wellness Coaches, a PA-based leading provider of corporate health, safety and wellbeing solutions on their entry into the digital healthcare industry with the acquisition of Benovate Inc.

- MERGED WITH -

Falcon served as strategic and sell-side advisor to Deerwalk, an MA-based provider of healthcare data science and population health analytics software to payers including health plans and employer groups.

- ACQUIRED BY -

Falcon served as strategic advisor to Wellness Coaches in the acquisition of Family Food.

Sell-Side Advisory Services

We advise and execute private business sales, private equity and venture capital backed company sales, and corporate divestitures. Partnering with management, we create a clear thesis and structured transaction plan so our clients realize the highest possible value from a company sale, private equity recapitalization, a business unit divestiture, and buy-side processes.

We approach each transaction with a specific set of ideologies in order to achieve the best outcome for out clients.

Optimizing
Value

Our success depends on our ability to analyze and structure transactions that optimize shareholder value. We work diligently to deliver successful outcomes by using all of our strengths: deep sector knowledge, years of operating experience, a strong buyer and investor network, and expert execution. Above all, we are client advocates. We only win when our clients win!

Uncompromising
Approach

While owners and shareholders are intent on receiving the highest value possible for their business, they are equally determined not to compromise their operations due to a loss of management focus, customer loyalty, competitive assaults, or employee anxiety. We invest the time required to effectively find, negotiate and secure the best transaction possible without compromising terms or structure.

Timing to
Market

Many of our clients have made a definitive decision to sell their business if and when the “price is right”. However, others are primarily interested in judiciously assessing the current M&A environment within their respective market or trying to validate and determine how to best respond to an unsolicited overture from a potential acquirer.

Thoughtful Leadership

Our sell-side engagements are well-thought-out to help clients achieve their financial and strategic objectives which could be a full sale of their business, partnering with private equity to achieve more growth, or a divestiture of a business line or unit. Our approach, operating experience, and financial intellect are skillfully applied to define the strategy that will identify serious buyers, optimize the offer, and protect the intrinsic values of the business.

SELECT TRANSACTIONS

- Recapitalized by -

Falcon served as the exclusive financial advisor to Aprio, an international business advisory and accounting firm.

- Merged With -

Falcon served as the exclusive financial advisor to Signallamp Health, a Pennsylvania based healthcare company that helps hospitals and health systems.

- Acquired by -

Falcon served as the sell-side advisor to CBI Telecommunications, a Michigan based Technology and Telecommunications Expense Management Solutions (TEMS) provider.

- Acquired By -

Falcon served as the sell-side advisor to iThreat Cyber Group, a New Jersey based information security and managed security services provider.

Our Services

Sell-Side Advisory Services

Sell-Side Advisory Services

Strategic Advisory Services

Strategic Advisory Services

Strategic Advisory Services

STRATEGICPOSITIONING

EXIT / RAISINGCAPITAL

IMPROVING CORE BUSINESS

EXPERTISE &EXPERIENCE

SELECT TRANSACTIONS

Sell-Side Advisory Services

OptimizingValue

UncompromisingApproach

Timing toMarket

Thoughtful Leadership

SELECT TRANSACTIONS

One Page Summary of Our Firm

STRATEGIC
POSITIONING

EXIT / RAISING
CAPITAL

EXPERTISE &
EXPERIENCE

Optimizing
Value

Uncompromising
Approach

Timing to
Market