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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.

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Falcon Capital Partners Advises Strategic Recovery Partnership in its Divestiture of PLAN DOC Builder to Zywave

September, 2014
Expertise: Sell-Side Advisory
Focus: Business & Financial Services

In the insurance software sector, Falcon served as sell-side advisor to Strategic Recovery Partnership in its divestiture of PLAN DOC Builder, a developer of an automated software platform that produces compliant plan documents. Zywave completed the acquisition. Terms of the transaction were not disclosed.

Optimized Outcomes

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.

Falcon Capital Partners Advises Strategic Recovery Partnership in its Divestiture of PLAN DOC Builder to Zywave

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