Deal History

Falcon served as sole financial adviser to Aprio. Transaction represents first institutional capital investment into Aprio. Aprio is Top 25 CPA firm in US, fastest-growing accounting firm (2023), with 2,100+ team members and 28 business combinations since 2016.

Falcon served as exclusive sell-side advisor to BrightFields Inc., a Delaware-based environmental consulting and remediation firm.

Falcon served as sell-side advisor to Capsule Technologies on RPM assets divestment.

Falcon served as sell-side advisor to Central Jersey Urgent Care, a 10-location NJ urgent care provider.

Falcon served as advisor to Deerwalk, a Massachusetts-based healthcare data science and population health analytics company.

Falcon served as exclusive sell-side advisor to CPA Medical Billing, a Connecticut-based revenue cycle management company serving FQHC market.

Falcon served as exclusive financial advisor to Signallamp Health, a Pennsylvania-based healthcare company that helps hospitals and health systems.

Falcon served as sell-side advisor to GrayHawk Home Care, a PA-based in-home care provider focused on Medicaid Waiver Population.

Falcon served as sell-side advisor to Dynamic Healthcare Systems, a California-based provider of healthcare payer software.

Falcon served as sell-side advisor to Symed, a Napa CA healthcare revenue cycle company.

Falcon served as merger advisor to AdvantEdge, an NJ-based revenue cycle management company.

Falcon served as advisor to Citra Health Solutions, a North Carolina-based healthcare capitation management software provider.

Falcon served as sell-side advisor to MedData on sale of select assets of Physician Billing and Coding Business.

Falcon served as exclusive financial advisor to HavPak, a leading contract packaging and manufacturing company.

Falcon served as sell-side advisor to iThreat Cyber Group, a New Jersey-based information security and managed security services provider.

Falcon served as sell-side advisor. Metaport, a Florida-based telecom expense management SaaS provider, acquired by Calero-MDSL.

Falcon served as sell-side advisor to Qualtrax, a Virginia-based enterprise quality management software provider.

Falcon served as sell-side advisor to CBI Telecommunications, a Michigan-based TEMS provider.

Falcon served as sell-side advisor to Acuity Technologies, a Florida-based TEMS consulting and managed services provider.

Falcon served as sell-side advisor to Cannon Group, a Pennsylvania-based TEMS consulting and managed services provider.

Falcon served as sell-side advisor to Network Control, an Iowa-based TEMS consulting and managed services provider.

Falcon served as financial advisor to BTB Security in acquisition by Netrix.

Falcon served as exclusive sell-side advisor. D&A, a top SAP reseller in North America with ~200 professionals based Chicago, acquired by Navisite.