Falfurrias Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Falfurrias Capital Partners has acquired 5 companies. It has also invested in 14 others.

Falfurrias Capital Partners’ most common sectors for investment arebusiness services (18%) and information technology (13%) . The Firm’s most common investment types include growth capital (58%) and buyout (lbo, mbo, mbi) (25%). In total, Falfurrias Capital Partners has invested in 19 US states and 3 different countries. Its largest (disclosed) acquisition occurred in 2009 when it acquired Capital Bank Financial for $900M.

In the last 3 years, Falfurrias Capital Partners has exited 5 companies. The Firm’s most common exit type is secondary buyout (47%).

Join Mergr to view Falfurrias Capital Partners’ full profile and discover more large private equity firm investors just like it.

M&A Summary

  • M&A Total Activity55
    • M&A Buy Activity40
    • M&A Sell Activity15
  • Total Sectors Invested 19
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 12
  • M&A Advisors 6

Falfurrias Capital Partners

100 North Tryon Street, Suite 4100,
Charlotte, North Carolina 28202
United States
(704) 371-3220
www.falfurriascapital.com
ttaylor@falfurriascapital.com

Falfurrias Capital Partners is a private equity firm that invests in lower and middle-market companies located in the Eastern US. Falfurrias focuses on companies with experienced management teams, differentiated product features, diverse customers, revenues in excess of $10 million, and EBITDA of $5 million to $40 million. The Firm looks to invest at least $25 million per transaction. Specific areas of interest include financial services, consumer products, health care, building products, manufacturing, business services, education, training, infrastructure, and information services. The Firm will consider a variety of transaction types, including buyouts, growth capital financings, recapitalization, and corporate divestitures. Falfurrias Capital Partners was formed in 2006 and based in Charlotte, North Carolina.


Investment Criteria

Sectors of Interest: Beverages, Business Services, Consumer Products, Consumer Services, Electrical Equipment, Financial Services, Food, Healthcare Services, Information Technology, Internet Software and Services, Manufacturing, Retail, Software, Utilities

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Secondary Buyout

Geographic Preferences: East US, Midwest US, South US

Transaction Criteria Min Max
Target Revenue 10 -
Target EBITDA 5 40
Investment Size 25 200
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (4.0/yr) # 20 1 6 4 3 6 40
vol $900M $900M
Sell (1.2/yr) # 9 1 1 3 1 - 15
  55

Most Recent M&A

Company Date Value Type
Neighborly Software 2024-10-15 - Growth Capital
Atlanta, Georgia · www.neighborlysoftware.com
MoxFive LLC 2024-08-27 - Growth Capital
Tysons, Virginia · www.moxfive.com
Gravitate 2024-07-16 - Growth Capital
Fayetteville, Arizona · www.gravitate.energy
Edge Industrial Technologies Co. 2024-06-06 - Secondary Buyout
Wilder, Kentucky · www.edgeindtech.com
NPI LLC 2024-01-24 - Growth Capital
Atlanta, Georgia · www.npifinancial.com
O2X Human Performance 2024-01-04 - Growth Capital
Scituate, Massachusetts · www.o2x.com
Synergy ECP 2023-11-07 - Growth Capital
Columbia, Maryland · www.synergyecp.com
Tax Guard LLC 2023-09-19 - Trade Sale
Westminster, Colorado · www.tax-guard.com
Brain Labs Digital Ltd. 2023-09-18 - Secondary Buyout
London, United Kingdom · www.brainlabsdigital.com
Executive Platforms, Inc. 2023-07-11 - Growth Capital
Toronto, Ontario · www.executiveplatforms.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Penta Group, LLC 2022-09-28 Ballast Research 2022-09-28 3
Washington, District of Columbia · www.pentagroup.co Washington, District of Columbia · www.ballastresearch.com
Sauer Brands, Inc. 2019-06-21 Chicago Custom Foods LLC 2020-05-05 2
Richmond, Virginia · www.sauerbrands.com Elk Grove Village, Illinois · www.kernelseasons.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 6 (25%) - 7 (18%) -
Information Technology 5 (21%) - 5 (13%) -
Financial Services - - 3 (8%) 900M (100%)
Food 3 (13%) - 3 (8%) -
Internet Software and Services 3 (13%) - 3 (8%) -
Marketing 2 (8%) - 3 (8%) -
Software 1 (4%) - 3 (8%) -
Education 1 (4%) - 2 (5%) -
Apparel/Textiles 1 (4%) - 1 (3%) -
Digital Media - - 1 (3%) -
Electrical Equipment - - 1 (3%) -
Electronics - - 1 (3%) -
Energy Services and Equipment - - 1 (3%) -
Engineering - - 1 (3%) -
Information Services - - 1 (3%) -
Machinery 1 (4%) - 1 (3%) -
Manufacturing 1 (4%) - 1 (3%) -
Restaurants - - 1 (3%) -
Safety/Security - - 1 (3%) -
Total 24 - 40 $900M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 22 (92%) - 38 (95%) 900M (100%)
  North Carolina 3 (13%) - 9 (23%) 900M (100%)
  Virginia 3 (13%) - 4 (10%) -
  Georgia 2 (8%) - 3 (8%) -
  Florida 2 (8%) - 3 (8%) -
  District of Columbia 1 (4%) - 3 (8%) -
  Texas 1 (4%) - 2 (5%) -
  Colorado 1 (4%) - 2 (5%) -
  Washington 1 (4%) - 1 (3%) -
  Ohio 1 (4%) - 1 (3%) -
  New York 1 (4%) - 1 (3%) -
  Massachusetts 1 (4%) - 1 (3%) -
  Maryland 1 (4%) - 1 (3%) -
  Kentucky 1 (4%) - 1 (3%) -
  Illinois 1 (4%) - 1 (3%) -
  California 1 (4%) - 1 (3%) -
  Arizona 1 (4%) - 1 (3%) -
  South Carolina - - 1 (3%) -
  Missouri - - 1 (3%) -
United Kingdom 1 (4%) - 1 (3%) -
Canada 1 (4%) - 1 (3%) -
  Ontario 1 (4%) - 1 (3%) -
Domestic 22 (92%) - 38 (95%) 900M (100%)
Cross-border 2 (8%) - 2 (5%) -
Total 24 - 40 $900M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 17 (71%) - 23 (58%) -
Buyout (LBO, MBO, MBI) 2 (8%) - 10 (25%) 900M (100%)
Secondary Buyout 3 (13%) - 3 (8%) -
Divestiture - - 2 (5%) -
Consolidation 1 (4%) - 1 (3%) -
Stake Purchase 1 (4%) - 1 (3%) -
Total 24 - 40 $900M

Exits by Deal Type

Type Total # Value
Secondary Sale 7 (47%) -
Trade Sale 4 (27%) -
Trade Sale - Public Company 2 (13%) -
IPO 1 (7%) -
Merger 1 (7%) -
Total 15 -

Top M&A Advisors

Financial Deals
Croft & Bender LP
 1
BrightTower
 1
Legal Deals
K&L Gates
 6
McGuireWoods
 4
Holland & Knight
 3

Deal Values

buy # Total
$100M to $1B 1 $900M
TOTAL $900M
Largest Capital Bank Financial Corp.
$900M (2009-12-17)

M&A Connections

Deals
Acquired from
Investor(s)
8%
3 (8%)
Strategic(s)
5%
2 (5%)
Exited to
Investor(s)
47%
7 (47%)
Strategic(s)
47%
7 (47%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

2.0B USD

Established

2006

Specialist/Generalist

Generalist

Leadership

Hugh McColl

Co-Founder & Chairman

Marc Oken

Chairman

JJ Schonberg

Managing Director

John Jordan

Managing Director

Rob Cummings

Managing Director

FAQ

When was Falfurrias Capital Partners founded?

Falfurrias Capital Partners was founded in 2006.

What type of investor is Falfurrias Capital Partners?

Falfurrias Capital Partners is a private equity firm.

Where is Falfurrias Capital Partners headquartered?

Falfurrias Capital Partners is headquartered in Charlotte, North Carolina.

How much capital does Falfurrias Capital Partners have under management?

Falfurrias Capital Partners has 2.0B USD under management.

 Subscribe to unlock this and 207,963
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 200K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal