"My experience with Falcon Capital Partners spans two very successful companies over an 8 year period. I initially met with the firm's principals in 2000 while I was President and COO of Info-X, Inc., a medical coding compliance software company. Although I did not formally engage the firm for over a year, they took the time to get to know my executive team and went to great lengths to learn our boutique software space. Once the firm was retained, we had a number of strategy sessions with Falcons team that were extremely helpful as we honed our unique value proposition. Falcon's thought leaders provided invaluable guidance, as well as direct assistance with channel partners and large potential customers through their extensive, highly credible healthcare industry contacts. Each of Falcon's principals has been a healthcare business owner-operator, which gives them an essential perspective on overcoming the many challenges to building enterprise value.
Perhaps the most impressive aspect of working with Falcon is that even though we initially talked in 2000, we consistently received balanced advice about what the right timing was to consider transacting the company. During the subsequent 2 years, we received several tempting offers from potential acquirers. We ultimately waited until August 2004 when we were able to realize a valuation that was double what the previous offers had been. Falcon was with us through every step of the process, and proved to be absolutely instrumental in making our acquisition by a Fortune 100 company a complete, unqualified success.
In 2006 - 2008 I once again retained Falcon for their services on the "buy" side while I served as CEO of MRO Corporation, a medical records technology and services company. During this time, Falcon was able to facilitate two LOI's for acquisitions with a total value of over $52M, including written funding commitments from two mezzanine lenders. In all of my experience with Falcon, I have found the firm to operate as a true partner, offering the combined wisdom of the principals with flawless execution in navigating capital markets and through the acquisition process."- Jerry Baker
Info-X
"We rely on Falcon Partners for their unparalleled expertise in healthcare IT, their deep industry networks, and their highly personalized service. The principals of Falcon have been immersed in the healthcare world for decades and understand the unique challenges and opportunities of that complex landscape."
- Ezra Perlman
Francisco Partners
"Falcon Capital proved to be a deeply capable group who quickly opened many capital market doors for us. Their involvement did not stop there and their knowledge of our company and our needs also resulted in introductions to talent the company needed as well as market opportunities of which the company was unaware or not well positioned to gain access. Their combination of heavy operational experience combined with their experience in financings, M&A, and strategic alignments made them a business partner and not just a financing intermediary."
- Michael Graham
Pemenic, Inc.
"Falcon Partners has been a valuable part of our team on a number of occasions. They have a deep understanding of healthcare and HCIT and always bring a thoughtful and well-informed perspective to assignments. We particularly value the way they operate in concert with our own team, more as an extension than a third party. Because they bring a long term perspective to assignments and always provide senior level attention, we trust them to play a critical role in indentifying compelling opportunities and helping execute sensitive M&A assignments."
- Dave Ament
Parthenon Capital
"Falcon Capital Partners was a true partner to us as we embarked upon the sale of our Company. As a privately held Company with a complex ownership structure we needed an investment bank that would listen to our goals and objectives, could educate our team on our options, execute a well defined process and keep the process confidential. Falcon was able to accomplish all these objectives and truly create a deal structure and go forward operating plan that has been a win win for both us and the buyer."
- Al Sirmon
Pathology Service Associates
"We were a strategic advisory client of Falcon's for several years prior to the successful sale of our business. Falcon was instrumental in developing our strategic vision and assisting us in staying focused on achieving our objectives. We worked directly with the Managing Directors at Falcon to proactively set a strategic vision that included the merging of three companies together financed by a private equity firm. Falcon listened to our objectives, developed the strategy that made the most sense for our circumstances, and flawlessly executed on that strategy. Falcon was with us every step of the way leading us through the transaction process. It is rare to find advisors that care so much about the personal outcome for their clients. The Falcon team clearly listened to our needs and delivered the transaction that fit best. We could not have done it with-out them."
- Scott Sankary
Summit HMR
"Falcon Capital was an excellent partner for us as we searched for an asset in the medical billing space. As a testament to their extensive network, they found us what is undoubtedly one of the best assets in this class. We had been searching for over two years at that point and were beginning to believe that there were no good companies in the industry. Falcon also provided invaluable assistance in moving the deal forward. Ted's mediation skills proved instrumental in getting the deal closed on schedule and more importantly, with both parties feeling good about the deal."
- Ernest Cu
SPI-BPO