Falcon Investment Advisors Mergers and Acquisitions Summary

Private Equity Profile

Falcon Investment Advisors’ most common sectors for investment are food (9%) and business services (7%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (28%) and recapitalization (21%). In total, Falcon Investment Advisors has invested in 21 US states and 3 different countries. Its largest (disclosed) acquisition occurred in 2015 when it acquired Village Roadshow Entertainment Group for $480M.

In the last 3 years, Falcon Investment Advisors has exited 4 companies. The Firm’s most common exit type is trade sale (43%). Falcon Investment Advisors’ largest (disclosed) exit occurred in 2013 when it sold Brightstar for $1.3B.

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M&A Summary

  • M&A Total Activity84
    • M&A Buy Activity58
    • M&A Sell Activity26
  • Total Sectors Invested 27
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 34
  • M&A Advisors 3

Falcon Investment Advisors LLC

21 Custom House Street, 10th Floor,
Boston, Massachusetts 02110
United States
(617) 412-2723
www.falconinvestments.com
info@falconinvestments.com

Falcon Investment Advisors is a mezzanine finance firm that provides junior capital for North American businesses. Falcon looks to provide $25 to $75 million of subordinated debt to companies with EBITDA of at least $10 million. Falcon has no specific industry focus. Investment proceeds are typically used to support LBOs/MBOs, growth and acquisition financings, restructuring, recapitalizations, take privates, and generational ownership transfers. Falcon Investment Advisors was formed in 2000 and is based in Boston, Massachusetts.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Automotive, Business Services, Communications, Construction, Consumer Products, Consumer Services, Distribution, Education, Engineering, Environmental, Financial Services, Food, Healthcare Services, Information Technology, Leisure, Life Science, Machinery, Manufacturing, Marketing, Media, Packaging, Plastics, Restaurants, Safety/Security, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Special Situations/Distressed, Acquisition Financing, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 10 -
Investment Size 25 75
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.4/yr) # 56 2 - - - - 58
vol $1.3B $1.3B
Sell (1.8/yr) # 17 5 - 3 1 - 26
vol $2.6B $1.4B $4.0B
  84

Most Recent M&A

Company Date Value Type
Clarus Commerce LLC 2019-07-08 - Secondary Buyout
Rocky Hill, Connecticut · www.claruscommerce.com
Northcentral University 2018-12-01 - Unknown
Prescott Valley, Arizona · www.ncu.edu
Everyone Counts, Inc. 2018-10-01 - Add-on Acquisition
La Jolla, California · www.everyonecounts.com
Big Time Products 2018-08-29 - Add-on Acquisition
Rome, Georgia · www.bigtimeproducts.net
Purchasing Power LLC 2016-12-01 - Secondary Buyout
Atlanta, Georgia · www.purchasingpower.com
Bellisio Foods, Inc. 2016-11-17 1.1B USD Add-on Acquisition
Duluth, Minnesota · www.bellisiofoods.com
WL Plastics, Inc. 2016-11-01 - Add-on Acquisition
Fort Worth, Texas · www.wlplastics.com
Triad Retail Media, Inc. 2016-10-13 300M USD Add-on Acquisition
Tampa, Florida · www.triadretail.com
Clarus Commerce LLC 2016-05-16 - Growth Capital
Rocky Hill, Connecticut · www.claruscommerce.com
Vision Group Holdings LLC 2016-03-01 - Growth Capital
Miami, Florida · www.vgroupholdings.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
C.P. Converters, Inc. 2012-12-20 Genpak Flexible 2020-06-19 3
York, Pennsylvania · www.cpflexpack.com Aurora, Ontario · www.genpakflexible.com
Connect America LLC 2011-01-12 Connect America LLC - Patient Access Services 2019-11-21 1
Bala Cynwyd, Pennsylvania · www.connectamerica.com Broomall, Pennsylvania
C.P. Converters, Inc. 2012-12-20 Flexo Transparent, Inc. 2019-03-14 2
York, Pennsylvania · www.cpflexpack.com Buffalo, New York · www.flexotransparent.com
Connect America LLC 2011-01-12 Tunstall Americas 2019-01-29 2
Bala Cynwyd, Pennsylvania · www.connectamerica.com Long Island City, New York · www.americas.tunstall.com
Lakeview Farms, Inc. 2015-02-10 Simply Fresh Foods 2018-12-13 2
Delphos, Ohio · www.lakeviewfarms.com Buena Park, California · www.simplyff.com
Lakeview Farms, Inc. 2015-02-10 Tribe Mediterranean Foods, Inc. 2018-12-12 1
Delphos, Ohio · www.lakeviewfarms.com Taunton, Massachusetts · www.tribehummus.com
Connect America LLC 2011-01-12 Home Buddy LLC 2016-07-07 1
Bala Cynwyd, Pennsylvania · www.connectamerica.com Wichita, Kansas · www.homebuddy.org
Relativity Media LLC 2012-07-01 Trigger Street Productions 2016-01-06 1
Beverly Hills, California · www.relativitymedia.com , United States · www.triggerstreet.com
C.P. Converters, Inc. 2012-12-20 MRI Flexible Packaging Company 2014-09-18 1
York, Pennsylvania · www.cpflexpack.com Newtown, Pennsylvania · www.mriflex.com
Digital Domain Holdings Ltd. (Digital Domain 3.0, Inc.) 2006-07-21 In-Three, Inc. 2010-11-10 1
Venice, California · www.digitaldomain.com Westlake Village, California · www.in-three.com

M&A by Sector

Sector Current # Value All-time # Value
Food 2 (10%) - 5 (9%) -
Media 4 (19%) 480M (63%) 4 (7%) 480M (37%)
Business Services - - 4 (7%) 125M (10%)
Manufacturing 1 (5%) - 3 (5%) 335M (26%)
Healthcare Services 3 (14%) 278M (37%) 3 (5%) 278M (21%)
Distribution 1 (5%) - 3 (5%) -
Education 1 (5%) - 3 (5%) -
Energy Services and Equipment 2 (10%) - 3 (5%) -
Financial Services - - 3 (5%) -
Automotive 1 (5%) - 2 (3%) -
Communications 1 (5%) - 2 (3%) -
Consumer Products - - 2 (3%) -
Environmental - - 2 (3%) -
Information Technology - - 2 (3%) -
Machinery 1 (5%) - 2 (3%) -
Marketing 1 (5%) - 2 (3%) -
Packaging 1 (5%) - 2 (3%) -
Safety/Security 1 (5%) - 2 (3%) -
Restaurants - - 1 (2%) 80M (6%)
Apparel/Textiles - - 1 (2%) -
Consumer Services - - 1 (2%) -
Engineering - - 1 (2%) -
Gaming 1 (5%) - 1 (2%) -
Internet Software and Services - - 1 (2%) -
Leisure - - 1 (2%) -
Plastics - - 1 (2%) -
Software - - 1 (2%) -
Total 21 $758M 58 $1.3B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 18 (86%) 758M (100%) 54 (93%) 1.3B (100%)
  Texas 3 (14%) - 8 (14%) -
  California 4 (19%) 480M (63%) 7 (12%) 480M (37%)
  Florida 2 (10%) - 7 (12%) -
  Pennsylvania 2 (10%) - 4 (7%) -
  New York 1 (5%) 278M (37%) 4 (7%) 278M (21%)
  Arizona 1 (5%) - 3 (5%) -
  Georgia - - 3 (5%) -
  Michigan 1 (5%) - 2 (3%) 125M (10%)
  Ohio 1 (5%) - 2 (3%) -
  Minnesota 1 (5%) - 2 (3%) -
  Missouri - - 2 (3%) -
  Illinois 1 (5%) - 1 (2%) -
  Washington 1 (5%) - 1 (2%) -
  Wisconsin - - 1 (2%) 335M (26%)
  Oregon - - 1 (2%) 80M (6%)
  Connecticut - - 1 (2%) -
  Colorado - - 1 (2%) -
  New Jersey - - 1 (2%) -
  Massachusetts - - 1 (2%) -
  Louisiana - - 1 (2%) -
  Kansas - - 1 (2%) -
Canada 2 (10%) - 3 (5%) -
  Ontario 2 (10%) - 3 (5%) -
Luxembourg 1 (5%) - 1 (2%) -
Domestic 18 (86%) 758M (100%) 54 (93%) 1.3B (100%)
Cross-border 3 (14%) - 4 (7%) -
Total 21 $758M 58 $1.3B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 7 (33%) - 16 (28%) -
Recapitalization 4 (19%) 480M (63%) 12 (21%) 605M (47%)
Growth Capital 3 (14%) - 11 (19%) -
Secondary Buyout 4 (19%) - 9 (16%) 80M (6%)
Going Private 1 (5%) 278M (37%) 3 (5%) 613M (47%)
Stake Purchase 1 (5%) - 3 (5%) -
Divestiture 1 (5%) - 2 (3%) -
PIPE - - 1 (2%) -
Venture - - 1 (2%) -
Total 21 $758M 58 $1.3B

Exits by Deal Type

Type Total # Value
Secondary Sale 8 (31%) 283M (7%)
Trade Sale - Public Company 7 (27%) 3.4B (85%)
Trade Sale 5 (19%) 300M (8%)
Merger 2 (8%) -
Bankruptcy 1 (4%) -
IPO 1 (4%) -
Shut Down 1 (4%) -
Unknown 1 (4%) -
Total 26 $4.0B

Top M&A Advisors

Legal Deals
Latham & Watkins
 1
Winston & Strawn LLP
 1
Andrews Kurth Kenyon LLP
 1

Deal Values

buy # Total
$100M to $1B 4 $1.2B
< $100M 1 $80M
TOTAL $1.3B
Largest Village Roadshow Entertainment Group Ltd.
$480M (2015-09-14)
sell # Total
> $1B 2 $2.3B
$100M to $1B 4 $1.6B
< $100M 1 $75M
TOTAL $4.0B
Largest Brightstar Corp.
$1.3B (2013-10-18)

M&A Connections

Deals %
Acquired from
PE Firm(s)
94%
17 94%
Strategic(s)
6%
1 6%
Exited to
PE Firm(s)
41%
9 41%
Strategic(s)
59%
13 59%

Investor Summary

Size

Large

PE Assets

2.7B USD

Established

2000

Specialist/Generalist

Generalist

Leadership

John Schnabel

Managing Partner

Sandeep Alva

Managing Partner

William Kennedy

Managing Partner

Irene Wang

Managing Director

Matthew White

Managing Director

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