FALCON INVESTMENT ADVISORS, LLC

FALCON INVESTMENT ADVISORS, LLC is a Series C+, buyout and debt fund in the US, Canada and Europe writing $25M–$75M checks into Healthcare, food-beverage, consumer-staples, information-technology, education, business-services and industrial-technology.

Stages: Series C+, buyout, debt
Sectors: Healthcare, food-beverage, consumer-staples, information-technology, education, business-services, industrial-technology
Check size: $25M–$75M
Invests in: US-wide, Canada, Europe
Round role: Leads rounds
Actively investing: Yes
Founded: 2000
Assets under management: $4B

Thesis

Onex Falcon, now operating as Falcon Investment Advisors after reacquiring majority interest, is a private credit asset management firm founded in 2000, specializing in North American middle-market companies with an EBITDA of $15M+. They focus on junior capital financing, mezzanine debt, preferred stock, and direct lending, offering flexible capital solutions including debt, equity, and hybrid financing. Core sectors include Food & Beverage/Consumer Staples, Information Technology, Education and Training Services, Healthcare, and Business Services/Industrial Technology. They engage in buyouts, growth capital, acquisition capital, dividend recaps, and generational transfers, with typical deal sizes of $25M-$75M. As of August 2024, AUM was approximately $4 billion, with over $5.6 billion invested across 137 deals through seven funds. Contact for sponsor and investment opportunities is Case Fedor, and for investor inquiries is Kristina Matthews. The firm is headquartered in Boston, MA.

Common questions

Does FALCON INVESTMENT ADVISORS, LLC invest at the Series C+ stage?

Yes. FALCON INVESTMENT ADVISORS, LLC lists Series C+, buyout and debt among the stages it invests in.

What check size does FALCON INVESTMENT ADVISORS, LLC write?

FALCON INVESTMENT ADVISORS, LLC writes $25M–$75M checks.

Where does FALCON INVESTMENT ADVISORS, LLC invest?

FALCON INVESTMENT ADVISORS, LLC invests in the US, Canada and Europe.