Our Clients

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.

Business Owners

Founders of private companies and family-owned businesses looking for a liquidity event, growth capital, or strategic partner.

With an owner-advocate mindset we understand the many factors involved with a privately held business. We start by discussing goals with management, completing a review of the operations and financial data, producing a market and valuation report, and discovering what strategic options are available to shareholders. Our goals are your goals: achieving financial growth, preparing for a transaction, responding to a strategic or financial buyer, or planning an exit strategy.

The Falcon team was perfectly prepared to ensure an outcome that addressed all my goals. CBI has found a like-minded partner that represents our goal of providing the best technology expense management services globally, while being cognizant of our social responsibilities.
— Denise Booms-Pepin
    Owner and CEO, CBI


Large companies, both public and privately owned, looking to divest or carve out assets or strategically searching for acquisition candidates.

Our team of highly trained professionals are experts at dealing with the complex and unique intricacies of corporate divestitures and has successfully completed dozens of divestitures of non-core business units and products for corporations.

Ted and his team have been our trusted advisors for a number of years, providing us with invaluable guidance along the way, which has allowed us to rapidly grow into a leading tech enabled wellness organization.
—Rob Putnam
    CEO of Ramp Health

Financial Sponsors

Financially sponsored companies looking to exit, invest in new opportunities, or acquire strategic add-on companies.

Whether performing sell-side advisory for sponsor-backed companies or strategically advising a buy-side strategy for a private equity firm, we are adept in addressing valuation goals, complex ownership structures, and market-driven thesis realization.