Our Sectors

We offer advisory services to companies in a variety of focused markets. With decades of direct operating and investment banking experience, Falcon advises these sectors with deep understanding beyond the numbers.

Healthcare

Focused on information healthcare IT and healthcare services.

We have represented a broad range of healthcare businesses in the provider, payer, and pharma markets, with a national presence and a reputation in several key markets. See our transactions below for more information.

SUBSECTORS COVERED

Healthcare IT

Inpatient Clinical Care
Ambulatory & Post-Acute Care
Revenue Cycle Management / HIM
Value-Based Care
Security & Privacy
Services & Consulting
Imaging Systems
Payer Solutions
Pharma IT & Supply Chain Services

Healthcare Services

Pharmaceutical Services
Managed Care Organizations and Health Systems
Consumer Healthcare
Employer Health Services
Physician Practices and Specialty Provider Groups
Health and Wellness

The Falcon team was a critical resource in guiding us not only through this merger, but for many years with strategic and market support.

— Jeff Gasser
CEO, Deerwalk

Technology

Focused on software, tech-enabled services, and data analytics & intelligence.

Our team has extensive depth and expertise in the software and technology sector. This practice is built on the exceptional industry knowledge of our managing directors that have been successful founders and operators of technology companies. See our transactions below for more information.

SUBSECTORS COVERED

Software

Cybersecurity
Telecom Expense Management
Managed Mobility Solutions
Digital Marketing and Experiences
Sales and Marketing Enablement
Vertical Software Applications
Risk and Compliance

Tech-Enabled Services

Managed Services and Process Outsourcing
Cloud Enablement
IT Services
Technology Resellers

Data Analytics & Intelligence

Gamification-Based Technology
Artificial Intelligence
Blockchain Technology

I am very happy with our sale, how Falcon managed the process and with the outcome we achieved.

— Erik Eames
Founder, Wireless Analytics

Business & Financial Services

Business & Financial services

Focused on business and financial services.

Falcon’s business services has a successful track-record of providing M&A advisory and capital raising services to private companies throughout the industry. Our research capabilities, professional network and transaction execution skills help us deliver optimized outcomes to clients. See our transactions below for more information.

Subsectors Covered

Business Services

Professional Services
Human Capital and Recruiting Services
Training and Education
Engineering and Infrastructure
Environmental Services

Financial Services

Accounting and Financial Services
Office of the CFO Services
Fintech
Insurance Services
Wealth and Asset Management

Industrial Products & Services

Focused on niche manufacturing & packaging, and value-added distributors.

Falcon’s industrial group has a successful track-record of providing M&A advisory and capital raising services to private companies across the industrial landscape. Our research capabilities, professional network and transaction execution skills help us deliver optimized outcomes to clients. See our transactions below for more information.

Subsectors Covered

Niche Manufacturing & Packaging

Light Manufacturing
Electronics and Electrical Components
Packaging & Specialty Materials
Building Products

Value-Added Distributions

Distributors and Suppliers
HVAC Distribution & Systems Integration

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 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.

- ACQUIRED BY -

Falcon served as the sell-side advisor to Cannon Group, a Pennsylvania based Technology and Telecommunications Expense Management Solutions (TEMS) consulting and managed services provider.

SELECT TRANSACTIONS

- Advised -

Falcon served as strategic advisor to Ingenuity Sun Media, LLC, a developer of solar-power-assisted, digital, outdoor marketing and advertising networks.

- Invested In -

Falcon served as strategic advisor to All Traffic Solutions, a developer of cloud-based traffic management technology designed to help smarter cities to solve their complex traffic, transportation and parking challenges.

- Acquired By -

Falcon served as sell-side and strategic advisor to General Econopak (GEPCO), a manufacturer of pharmaceutical products for sterilization, cleanliness, personnel and equipment protection, and aseptic products.

- Advised -

Falcon served as strategic advisor to DMI Sports, a manufacturer of indoor games such as billiards, darts, and table tennis.

SELECT TRANSACTIONS

- 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.

- ACQUIRED BY -

Falcon served as the sell-side advisor to Cannon Group, a Pennsylvania based Technology and Telecommunications Expense Management Solutions (TEMS) consulting and managed services provider.

- ACQUIRED BY -

Falcon served as the sell-side advisor to Network Control, an Iowa based Technology and Telecommunications Expense Management Solutions (TEMS) consulting and managed services provider.

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- 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 exclusive sell-side advisor to CPa Medical Billing, an East Haven, Connecticut based revenue cycle management company with a particular niche in serving the Federally Qualified Health Center (FQHC) market.

- ACQUIRED BY -

Falcon served as sell-side advisor to GrayHawk Home Care, a PA-based in-home care provider primarily focused on the Medicaid Waiver Population.

- ACQUIRED BY -

Falcon served as the sell-side advisor to Dynamic Healthcare Systems, a California-based provider of Member Enrollment and Risk Adjustment software to payers within the Medicare Advantage, Medicaid, and Commercial Exchange Plans marketplace.

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 Sectors

We offer advisory services to companies in a variety of focused markets. With decades of direct operating and investment banking experience, Falcon advises these sectors with deep understanding beyond the numbers.

Healthcare

Focused on information healthcare IT and healthcare services.

SUBSECTORS COVERED

Healthcare IT

Healthcare Services

Technology

Focused on software, tech-enabled services, and data analytics & intelligence.

SUBSECTORS COVERED

Software

Tech-Enabled Services

Data Analytics & Intelligence

Business & Financial Services

Focused on business and financial services.

Subsectors Covered

Business Services

Financial Services

Industrial Products & Services

Focused on niche manufacturing & packaging, and value-added distributors.

Subsectors Covered

Niche Manufacturing & Packaging

Value-Added Distributions

SELECT TRANSACTIONS

SELECT TRANSACTIONS

SELECT TRANSACTIONS

SELECT TRANSACTIONS

SELECT TRANSACTIONS

One Page Summary of Our Firm