Senior Associate

Experience

Jonathan joined Falcon in 2021. Before joining Falcon, Jonathan served as a Senior Analyst at The CenterCap Group where he performed buy-side and sell-side M&A, capital raising and strategic consulting advisory services in the real estate space. Prior to The CenterCap Group, he served as a business valuation analyst at Value Management Inc., performing valuation services to clients across various industries. Jonathan started his career at SEI Investments Company as a fund accountant.

Education

Jonathan holds a BS in Industrial Design from Philadelphia University and an MBA from Saint Joseph’s University’s Haub School of Business, as well as FINRA 79 and 63 licenses.

Outside of Work

Jonathan enjoys exercising, trying new restaurants, and rooting for his home team the Philadelphia Eagles.

SELECT TRANSACTIONS

- 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.
- ACQUIRED BY -
Falcon served as strategic advisor to Wellness Coaches, a PA-based leading provider of corporate health, safety and wellbeing solutions on their entry into the digital healthcare industry with the acquisition of Benovate Inc.