Falcon Capital Partners
Falcon Capital Partners, LLC is an investment bank founded in 2001 that provides sell-side and strategic advisory services. Its stated sector groups include healthcare, technology, business and financial services, and industrial products and services.
What stands out about Falcon Capital Partners
Falcon Capital Partners offers sell-side advisory, strategic advisory, growth-oriented capital raising, and buy-side acquisition strategies. Its public materials identify middle and lower middle market positioning, a range of sector coverage, selected advisory assignments, and a securities-services structure involving BA Securities, LLC.[1][2][3][4][7]
What does Falcon Capital Partners do?
Falcon Capital Partners, LLC is an investment bank founded in 2001 that provides sell-side and strategic advisory services to middle and lower middle market companies. Falcon lists its office at 656 E. Swedesford Road, Suite 310, Wayne, Pennsylvania 19087.[1][2]
Falcon publicly offers sell-side advisory for private business sales, PE- and VC-backed company sales, and corporate divestitures. Its strategic advisory services include board-level growth advisory, growth-oriented capital raises, and buy-side acquisition strategies.
Falcon states that its transaction process includes assessing value levers and sales strategy, preparing financial and marketing materials, targeting buyers, evaluating offers, negotiating, managing due diligence, and coordinating closing.[1][3][4]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Falcon Capital Partners?
For an owner evaluating a sale process, Falcon’s public materials describe a seller-focused process covering strategic positioning, value assessment, preparation of financial and marketing materials, targeted buyer outreach, offer evaluation, negotiation, due diligence, and closing coordination. Its stated sector coverage and identified advisory assignments provide areas for an owner to examine when assessing sector experience.
Falcon’s official services page does not publish a universal fee percentage, minimum fee, tail period, or standard termination schedule. An owner should confirm the proposed engagement economics, contracting entity, division of responsibilities between Falcon and BA Securities, buyer universe, conflicts process, timetable, confidentiality protections, and the level of detail available on comparable transactions.[1][4][5][6][7]
What are the proposed engagement fees, success fee, minimum fee, tail period, and expense obligations
Which legal entity will contract with the company, and what services will be performed by Falcon versus BA Securities
What transaction-size, revenue, EBITDA, or profitability profile does Falcon currently prioritize
What size transactions and clients does Falcon Capital Partners focus on?
Falcon identifies healthcare, technology, business and financial services, and industrial products and services as its principal sector groups.
Its technology coverage includes software, cybersecurity, telecom expense management, managed mobility solutions, digital marketing, vertical software applications, managed services, cloud enablement, IT services, and data analytics and intelligence. Its healthcare coverage includes healthcare IT, revenue cycle management, value-based care, payer solutions, pharmaceutical services, managed care organizations and health systems, physician practices, and health and wellness.[5]
Falcon’s current official transaction page identifies it as the exclusive financial advisor to Kreischer Miller in its combination with Ascend. Its official homepage identifies Falcon as sell-side advisor to BrightFields Inc. in its acquisition by Terraphase, sell-side advisor to Acuity Technologies in its acquisition by DecisionPoint Technologies, and exclusive financial advisor to HavPak in its acquisition by Mapaex.
The official transaction archive also identifies assignments involving Signallamp Health, CPa Medical Billing, Cannon Group, Network Control, GrayHawk Home Care, Dynamic Healthcare Systems, and BTB Security.[1][6][7]
Falcon’s stated transaction focus includes private business sales, PE- and VC-backed company sales, corporate divestitures, growth-oriented capital raises, and buy-side acquisition strategies. Falcon also describes helping owners contemplating an exit or seeking capital from a growth partner or financial sponsor, with a focus on strategic positioning, exit or capital raising, improving the core business, and transaction execution.[3][4]
What does Falcon Capital Partners publicly disclose about fees, process and engagement terms?
Falcon’s official transactions page identifies advisory roles and transaction participants but does not state transaction values or consideration terms in its page text.
Falcon’s official services page does not publish a universal fee percentage, minimum fee, tail period, or standard termination schedule. Falcon’s official firm-summary document does not publish a universal revenue, EBITDA, enterprise-value, or transaction-size threshold.[3][4][7]
Falcon states that Falcon Capital Partners, LLC is an independent entity from BA Securities, LLC and that securities products and investment banking services are offered through BA Securities, LLC. BA Securities states that it is registered with the SEC as a broker-dealer and is a member of FINRA and SIPC. These sources establish the disclosed regulatory and affiliation structure of the securities-services provider; they do not establish that Falcon itself is a broker-dealer.[1][8]
Falcon states that it helps owners contemplating an exit or seeking capital from a growth partner or financial sponsor. Its described process covers strategic positioning, exit or capital raising, improving the core business, and transaction execution, including buyer targeting, offer evaluation, negotiation, due diligence, and closing coordination.[1][4]
Questions to ask before hiring Falcon Capital Partners
What are the proposed engagement fees, success fee, minimum fee, tail period, and expense obligations?
Which legal entity will contract with the company, and what services will be performed by Falcon versus BA Securities?
What transaction-size, revenue, EBITDA, or profitability profile does Falcon currently prioritize?
Which buyer groups and specific buyers would be approached for this company?
How are conflicts handled where a buyer or financing source has a relationship with Falcon or BA Securities?
What recent comparable transactions can Falcon discuss in greater detail, including valuation metrics, structure, rollover equity, earn-outs, and closing timing?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Industry / market focus
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Structure / regulatory context
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.