Our approach to investing is founded on a deep understanding of our core industries, and the flexibility to meet the unique needs of every opportunity.

The Falcon Advantage

Creative Capital Solutions

Falcon offers tailored financing structures, leveraging a deep understanding of industry-specific metrics and strategic needs.

Proven Track Record

With over $5 billion invested across more than 135 transactions since 2000, Falcon has established itself as a leader in junior capital financing​.

Expertise and Relationships

Our long-tenured team brings many years of collaborative dealmaking experience, prioritizing long-term relationships with entrepreneurs, family-owned businesses, and private equity sponsors​.

Efficient Execution

A streamlined underwriting process ensures timely delivery of capital, building confidence among borrowers​ and allowing financial sponsors to transact at the necessary velocity.

Target Characteristics

Our investment targets are prioritized according to a number of core principles and characterstics

We work with portfolio companies of private equity sponsors (institutional quality funds and experienced fundless sponsors) and also mature, non-sponsored corporates, where management and owners have significant skin in the game.

  • Companies with an EBITDA of ~$15 million and above​

  • Specialization in a number of key sectors, with selective investments in other areas, on an opportunistic basis

    Key Sectors:

    • Food & Beverage

    • Consumer Staples

    • Information Technology

    • Education and Training Services

    • Healthcare

    • Business Services/Industrial Tech​

    • New LBO – providing additional flexibility to private equity sponsors

    • Acquisition capital to support add-on activity

    • Refinancing to take out maturing debt and provide balance sheet solutions

    • Companies seeking growth capital

    • Deal Size: $25–$75 million per investment​

    • Securities: Variety of flexible components including subordinated debt and preferred equity

Explore Opportunities with Falcon

Contact us to learn more about how Falcon Investments can support your ambitions and your next deal.