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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.

plan doc builder logo transaction falcon capital partners pennsylvania
- Acquired By -
zywave logo transaction falcon capital partners pennsylvania

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

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.