Falcon Capital Partners

We had a fantastic time at ACG Florida Capital Connection! It was a great 3 days of work and networking. As Florida continues to experience tremendous growth, this event is vital in the middle-market for deal-making throughout Florida and the Southeast. Our own Mark Gaeto enjoyed a fun time during his outdoor “working session” with Graeme Frazier, Founder of PCR Partners, Rick Nordvold, CEO of Growth Operators, and Dan Hafetz, Managing Director at StevenDouglas! Rob Purcell and Don Wanner enjoyed mingling and networking with owners and investors from across the region. We want to thank ACG South Florida for hosting this year’s event. We attend this event every November, and it’s quickly becoming one of our favorite and most productive events! #ACGflorida #CapitalConnection #middlemarket #venturecapital #privateequity #investmentbanking #falconcapitalpartners

The Falcon Capital team had a busy October filled with exciting conferences and events. Enjoy these highlights from our travels! At ETMA in Greenville, SC, we celebrated our client Denise Booms-Pepin being inducted into the ETMA Hall of Fame. Denise founded CBI Telecommunications Consultants which was acquired by Saaswedo led by CEO Christian Cor. Also at ETMA, our own Mark Gaeto, Managing Director, and Don Wanner, Director, held an engaging small-group discussion on M&A trends. They shared their expertise on current and upcoming issues that will impact middle market businesses. At HLTH USA in Las Vegas, NV, Don and VP Jonathan Hart talked with active investors about the latest developments in the healthcare sector. They also met with Founders and CEOs from rapidly growing healthcare technology and service companies from around the globe. This is all part of our mission to stay ahead of the curve as the healthcare industry evolves. #mergersandacquisitions #middlemarket #healthcareinvesting #healthtech #venturecapital #falconcapitalpartners

Considering an exit? It’s complicated to get the most value out of an exit, so we’ve created a helpful exit strategy roadmap to demystify the acquisition process. Developed from our years of experience and expertise, our roadmap segments the process into simple stages: - Preparation – Establish the Foundation - Drive High Performance / Maximize Wealth - Planning – M&A Strategy and Wealth Protection - Position the Value – Articulate Your Company’s Strengths - Sell-Side Process: Two Critical Junctures – IOI & LOI Phases - Deliver on Diligence – Prepare for Buyer Scrutiny - Negotiate Final Terms and Execute the Close In this article, learn how to achieve the optimal outcome with your exit. Read here: https://lnkd.in/eC-4uJKB #exitstrategy #mergersandacquisitions #middlemarket #investmentbanking #wealthmanagement #retirementplanning #estateplanning #falconcapitalpartners

Let’s talk about the elephant (and donkey) in the room. As this year’s election approaches, we’re providing insight on each candidate’s vastly different tax policy. In this article, learn what you can do to prepare for potential tax changes. Read here: https://lnkd.in/dZ4-R2YT #election2024 #taxpolicy #investmentbanking #wealthmanagement #estateplanning #falconcapitalpartners

There has been a notable and growing trend in the consolidation of Managed Service Providers (MSPs) due to the involvement of Private Equity (PE) investments. Along with this consolidation comes a multitude of opportunities for sellers to achieve lucrative outcomes. To get a closer look at the key investments in MSPs and anticipate future changes, read our new article here: https://lnkd.in/dv_3RuWn #investmentbanking #privateequity #middlemarket #mergersandacquisitions #managedserviceproviders #MSP

Have your career take flight with Falcon! We are seeking an ambitious Investment Business Associate to join our growing team. This is a unique opportunity to interact directly with senior management on all M&A assignments, including both business development and deal execution, while developing meaningful relationships directly with clients. If you’re ready to launch your career in M&A and investment banking, apply today by sending you resume at careers@falconllc.com   #nowhiring #investmentbankingjobs #hiring #ibjobs #mergersandaquisitionsjobs #financialadvisoryjobs

We're #hiring a new Investment Banking Associate in Wayne, Pennsylvania. Apply today or share this post with your network.

We are pleased to announce the closing of the previously announced strategic investment in Aprio by Charlesbank Capital Partners. Falcon served as the exclusive financial advisor to Aprio. Congratulations to CEO Richard Kopelman and the entire Aprio team!   Kopelman said the Falcon team has been “true partners with Aprio, challenging us to think creatively and apply our business values and mission to help create a truly unique approach to growth and value creation for our clients and team members.” The Falcon deal team was led by Managing Director Ted Stack and Vice President Steve Wasylenko.   Learn more about Falcon’s financial advisory role in this transaction: https://lnkd.in/e8TK2dKc   #investmentbanking #strategicinvestment #accountingnews #middlemarket #financialadvisory

Falcon Capital Partners LLC is happy to congratulate Aprio on announcing their strategic investment from Charlesbank Capital Partners. We are pleased to be the exclusive financial advisor to Aprio for this transaction. The transaction is set to close later this summer.  Learn more here: https://lnkd.in/exnnGf4A #privateinvestmentfirm #accountingfirm #businessadvisory #Top25CPAfirm #technology

Falcon Capital Partners LLC is happy to congratulate Aprio on announcing their strategic investment from Charlesbank Capital Partners. We are pleased to be the exclusive financial advisor to Aprio for this transaction. The transaction is set to close later this summer.  Learn more here: https://lnkd.in/exnnGf4A #privateinvestmentfirm #accountingfirm #businessadvisory #Top25CPAfirm #technology