Falcon Investment Advisors

What is Falcon Investment Advisors?

Falcon Investment Advisors is a private equity firm based in Boston, Massachusetts, specializing in middle market investing. Founded in 2000, they provide junior credit to North American businesses that drive growth in the economy.

Falcon invests subordinated debt and equity capital in leading companies. They are known for their acquisition financing, recapitalization, refinancing, management and leveraged buyouts, growth capital financing, as well as liquidity for existing shareholders and structured financing. Falcon has deployed over $5 billion in financing solutions, supporting over 135 clients.

Their expertise in junior capital, specifically subordinated debt and equity, is paired with significant experience in managing generational transfers, management buyouts, leveraged buyouts, growth capital, acquisition capital, and dividend recaps. They provide customized combinations of debt, equity, and hybrid financing, often involving subordinated debt, holdco debt, preferred equity, and common equity.

Falcon's approach includes ongoing support with additional capital investments and delayed draw take-down structures. Their typical investment range is between $25 million and $75 million for companies with an EBITDA of $20 million and above, reflecting a flexible investment philosophy suited to each client's needs.

Falcon's focus sectors include Food & Beverage, Consumer Staples, Information Technology, Education and Training Services, Healthcare, and Business Services/Industrial Technology. They currently hold investments in more than 50 active portfolio companies.

As experienced partners, Falcon's leadership team has an average of 32 years of industry experience and is the driving force behind the firm's success and culture.