Trusted Advisors.
Expert Execution.
Optimized Outcomes.

Knowledge-Based Investment Banking

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 deep sector knowledge in the healthcare, technology, and business services and industrial markets. We’re not just about executing transactions; we’re about forging lasting partnerships and delivering tangible results.


Sell-side Advisory

  • Private business sales
  • PE- & VC-backed company sales
  • Corporate divestitures

Strategic Advisory

  • Board-level growth advisory 
  • Growth-oriented capital raises 
  • Buy-side acquisitions

OUR Sectors

Focused on information technology, healthcare services, and tech-enabled services businesses.


Focused on enterprise systems and vertical software solutions with niche applications.


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

Business Services & Industrial

Our Process

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.



Group around conference room table


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.