Falcon Investment Advisors, LLC

Falcon Investment Advisors, based in Boston, US, specializes in providing tailored financial solutions and investment products to support middle-market businesses across North America, focusing on strategic capital for growth and acquisitions. Founded in 2000, Falcon Investment Advisors, LLC is focused on offering financial solutions through investment products for middle-market businesses. In December 2020, the company was acquired by Onex, after which it rebranded as Onex Falcon. The firm has engaged in one deal to date, with its most recent transaction occurring in December 2020.

Falcon Investments specializes in providing financial solutions through a range of investment products aimed at supporting middle-market businesses in North America. Their core offerings include custom combinations of debt, equity, and hybrid financing, tailored to specific client needs. The company primarily engages in management buyouts, leveraged buyouts, growth capital, acquisition capital, dividend recaps, and generational transfers. Their services facilitate various business objectives such as strategic acquisitions, expansions, and new ownership structures.

Falcon Investments serves diverse clients across sectors including food and beverage, healthcare, information technology, and education, focusing on businesses with EBITDA of $20 million or more. Falcon Investments generates revenue through structured financial transactions with its clients, primarily from investment returns on the capital solutions it provides. The company’s transactions typically involve direct partnerships with businesses seeking to leverage capital for growth, focusing on equity investments and subordinated debt structured to meet client requirements. This model allows Falcon to tailor financing solutions to specific operational needs and growth strategies of its clients.

Revenue is derived from the successful execution of these investments, which align with the overall business goals of its client base, fostering long-term growth. Following the acquisition by Onex in December 2020, Falcon Investment Advisors, now rebranded as Onex Falcon, aims to leverage its new structure for growth. The company is designing new investment products tailored to emerging market needs, with expected releases aligning with market trends in 2023. They plan to expand their services into additional urban centers in North America, particularly targeting cities like Chicago and San Francisco by 2024.

The recent acquisition funding will support these initiatives, enabling Falcon to enhance its operational capability and market presence.