Falfurrias is currently investing out of two funds: Falfurrias Capital Partners (FCP) and Falfurrias Growth Partners (FGP). All Falfurrias funds employ the same data-driven Industry First approach, are managed by teams of investors and operators, and leverage our in-house value creation team.
$5 - $50 Million of EBITDA
Business Services & Light Manufacturing
Exclusively Control Investments in Growth-Oriented Businesses
$1-8 Million of EBITDA
$4-20 Million of ARR
$5-50 Million of Revenue
Software & Business Services
Primarily Control Investments in Growth-Oriented Businesses (Some Non-Control)
FCP VI
FGP I
Company Size
$5 - $50 Million of EBITDA
$1-8 Million of EBITDA
$4-20 Million of ARR
$5-50 Million of Revenue
Industry Targets
Business Services & Light Manufacturing
Software & Business Services
Typical Investment Profile
Exclusively Control Investments in Growth-Oriented Businesses
Primarily Control Investments in Growth-Oriented Businesses (Some Non-Control)
Provider of industrial automation and control systems integration, operational technology (OT), and industrial control systems (ICS) engineering services
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Industrial Design Solutions (IDS) and RED Group (RED) together form a provider of industrial automation, control systems integration, and operational technology (OT) engineering services. They serve utilities, data center operators, and industrial manufacturers in markets ranging from power generation and water and wastewater to energy, maritime, chemicals and manufacturing. The combined platform supports customers from design and programming through fabrication and field services. Falfurrias Capital Partners invested in IDS and RED in August and October 2026, respectively.
AI-powered risk intelligence software for distributed workforces.
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FactorLab is a Work Risk AI company dedicated to helping distributed organizations transform safety, operational performance, and frontline leadership across construction, utilities, energy, and industrial operations. Its SmartTagIt platform uses proprietary AI and natural language processing models to capture and analyze frontline conversations, insights, and how work actually gets done to give leaders early visibility into risk across every worksite.
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Multi-Brand Franchisor of Youth Sports and Enrichment
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Youth Athletes United (“YAU”) is a multi-brand youth sports and enrichment franchisor delivering curriculum-based programming through an asset-light, mobile model across 30+ U.S. states. Its franchisee-centric model offers operational support, enabling owner-operators to thrive and deliver high-quality programming. By combining this franchisee-first approach with strong institutional partnerships across national early childhood education channels and school districts, YAU helps communities meet growing demand for structured youth enrichment and elevate child development outcomes at scale.
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America’s Protein Company
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Young American Food Brands (“YAFB”) is a scaled premium protein platform focused on grass-fed and wagyu fresh ground beef, cooked meats (deli and sausage), and premium frozen burger patties. Founded in 1972, YAFB has experienced significant growth over the past decade, expanding its portfolio from ground beef and patties to a diversified range of products; the Company has placed a strategic emphasis on meeting evolving consumer demand for premium, high-quality proteins while maintaining the quality, reliability, and innovation that make it a unique and valued partner to retailers and foodservice partners across the United States.
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Provider of mission-critical technology and engineering solutions for the Department of War
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Aether Aerospace is a defense technology firm offering digital engineering, mission-critical technology, and fabrication solutions for Department of War customers. The company’s differentiated and advanced technologies are positioned to lead the evolution of critical defense priorities, including autonomy and unmanned systems, next-generation platform development and modernization, and contested logistics.
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Leading provider of school-based therapy services
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AnthroMed Education is a leading provider of therapy services for K–12 schools, delivering speech therapy, social work, occupational therapy, and related services through a highly trained, committed clinical team. Its clinician-centric model offers exceptional support and development, enabling practitioners to thrive and provide outstanding care. By combining this clinician-first approach with strong school district partnerships, AnthroMed helps schools meet mandated needs and elevate student outcomes at scale.
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Leading provider of technology and software solutions for the national security community
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Woven Solutions is a Reston, Virginia-based engineering firm specializing in cloud-native software development, DevOps, cybersecurity, and data solutions for national security customers. Known for its technical excellence and people-first culture, Woven brings together top engineering talent to deliver scalable, secure, and mission-critical systems. The company’s integrated approach—combining deep domain knowledge with agile delivery—has made it a trusted partner to government and enterprise clients seeking clarity, speed, and innovation.
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Insignis: Known for delivering highly specialized solutions in systems engineering, network engineering, and software development, focused on the design, security, and sustainment of the complex infrastructure that underpins mission-critical operations
Valence: Founded on the belief that the future of national security depends on uniting commercial innovation with U.S. Government mission requirements, Valence is a strategy and capabilities firm that has built a reputation for delivering high-impact solutions in mission planning, operational technology integration, and strategic communications
Apira Technologies: Apira is an emerging technology company specializing in computer vision, machine learning, and AI systems. Operating at the nexus of AI-enabled content creation, synthetic media detection, and the increasing need for innovative and secure methods of digital engagement, Apira supports the National Security and law enforcement communities with cutting-edge SaaS products and bespoke technical expertise
Cystemic Security: Cystemic blends innovative managed attribution solutions with unique commercial partnerships to enable cyber forensics, malware analysis, and attribution control. With a long history of building specialized cyber tools for its customers, Cystemic’s deep technical operational experience allows customers to safely and securely exploit cyberspace for key national security missions
Leading provider of digital modernization and transformation services for federal agencies
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Founded in 2016 by Travis Sorensen and Rob Wilkinson (CTO), Oddball has established itself as a pioneering force in government digital services, offering deep capabilities in software development, DevSecOps, and human-centered design. The company’s unique approach combines digital engineering and creative problem-solving with a profound and people-first understanding of government agencies’ needs, delivered through their 100% remote-first workforce model built to attract and retain top technical talent. Since securing its first federal projects, Oddball has quickly established itself as a transformative player in government technology.
Industry leading provider of an end-to-end software platform to manage government funded programs
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Since 2016, Neighborly Software has served over 400 customers, including city / municipal governments, state governments, housing authorities, and non-profit organizations. The Company’s platform was purpose built by industry experts and is mission-critical to the complex workflows involved in managing government funded programs, particularly Housing, Economic, Community Development, Disaster Recovery/Mitigation, Home Energy Rebate Programs, and Housing Choice Voucher programs. The Company’s platform consists of a broad range of modules that provide a full-stack solution, covering grant/application management, case management, loan administration, construction, asset monitoring, and reporting, among other capabilities. To date, the platform has managed the disbursement of approximately $13 billion in grants, 7.2 million applications, and 1,500 unique projects.
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Provider of cyber incident response, remediation, and business resilience services
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Founded in 2019 by cybersecurity visionary and Crypsis Group founder Mike Wager, MOXFIVE provides each client with a tailored cybersecurity plan based on their unique needs. Their agile team of IT experts and vast network of solution providers collaborate to resolve customer crises in real time and at scale, then help clients build more resilient digital environments to prevent future incidents. The company also offers a streamlined product – the MOXFIVE Platform – which provides a single resource for businesses of all sizes to oversee risk management initiatives from end to end, granting clients control in a typically chaotic and unwieldy space. To date, the MOXFIVE team has managed over 3,500 incident response events, and their clients have seen an over 40% risk reduction rate in the first 48 hours working with them. In August of 2024, Falfurrias Capital Partners announced an investment in MOXFIVE and that Mike Wager will remain in his role as CEO to lead MOXFIVE in its next phase of growth.
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modePUSH: Provider of end-to-end incident response services for victims of data breaches and cyber-attacks. Founded in 2023 with a focus on restoration and digital forensics, modePUSH enables a more robust incident response effort with better evidence retention and support for post-breach litigation and insurance claims.
Developer of creative, patient-centric educational solutions that improve health literacy to accelerate clinical trial enrollment and increase participant retention
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Founded in 2009, Jumo Health develops age-appropriate, culturally relevant, and relatable educational resources for patients and caregivers, with experience serving diverse populations, covering more than 160 health topics across 80+ countries in 120+ languages. The Company’s various digital, video, and print offerings use highly visual elements and research-backed health literacy strategies to ensure that everyone can understand and act upon complex medical information. Jumo Health collaborates globally with more than 180 advocacy groups and community organizations to promote access and to ensure unique patient experiences are accurately represented.
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Manufacturer of private label, co-manufactured, and branded salty snacks
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Snak King was a small co-manufacturer of pork rinds, operating out of a 1,200-square-foot factory in Los Angeles. Founded in 1978, they have become one of the largest producers of co-manufactured and private-label salty snacks in the United States. For over four decades, Snak King has remained at the forefront of snack innovation, serving as a valued partner to its customers in developing and producing unique, differentiated products. In addition to its co-manufactured and private label business, Snak King goes to market through brands including El Sabroso, The Whole Earth, Granny Goose, and Jensen’s Orchard. In August of 2024, Falfurrias Capital Partners announced an investment in Snak King and Barry Levin, who joined the company in 1979 as its third employee, and will remain as a board member to lead Snak King in its next phase of growth.
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Industry-leading provider of AI-enabled fuel management and energy logistics software
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Gravitate is a leading provider of AI-enabled energy logistics software, transforming fuel supply optimization in the energy sector. Committed to innovation and exceptional customer service, Gravitate delivers solutions that enhance efficiency and value for clients, including convenience store operators, fuel wholesalers, refiners, and purchasers.
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Industry-leading provider of commodity / energy trading and risk management (“C/ETRM”) services
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capSpire has distinguished itself as a premier provider of consulting services for commodity reliant organizations across the globe with implementation, customization, optimization, and management of major installations of C/ETRM software platforms. capSpire serves as the true provider of consulting services informed by best practices, implementation of new processes and technologies, and operational support for continuous improvement. capSpire’s team includes over 250 subject matter experts that help commodity-focused organizations drive technological innovation and solve complex business problems.
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FinTark: Based in London, FinTark is a specialist commodity trading and risk management (CTRM) consultancy, with deep expertise across European energy and global metals markets.
Lucido: Founded in 2018, Lucido has built a strong reputation delivering advisory, operations support, and implementation services supporting complex global energy / commodity trading and risk management systems to investment banks, central banks, asset managers, and hedge funds, as well as the trading organizations supporting commodity intensive organizations. The firm brings deep expertise in derivatives trading, data modeling, risk management, and complex energy and commodity scheduling and logistics.
Bringing together three industry powerhouses to support our customers' most demanding needs.
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EDGE Industrial Technologies (EDGE), a leading producer of industrial machine knives, blades, punches, and related equipment. EDGE’s brands – comprised of TGW International, Pearl Technologies, and Leverwood Knife Works – bring renowned expertise to various global markets, including packaging, food processing, converting, plastics, and printing.
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Industry leading provider of data-driven IT procurement solutions
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NPI has distinguished itself as a premier provider of data-driven intelligence and tech-enabled services designed specifically to assist large enterprises with IT procurement cost optimization. NPI delivers transaction-level price benchmark analysis, license and service optimization analysis, and vendor-specific negotiation intel that enables IT buying teams to drive material savings and measurable ROI. NPI analyzes billions of dollars in spend each year for clients spanning all industries that invest heavily in IT. NPI’s team includes over 300 subject matter experts who help clients get the best deal on every material IT purchase and renewal, with coverage spanning more than 1,500 vendors.
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Industry leading provider of custom wellness and human performance programs
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O2X Human Performance (O2X) is one of the fastest growing and industry leading providers of custom wellness and performance programs for federal agencies, the military, public safety departments, and corporations in the U.S. Founded in 2014, O2X is headquartered in Scituate, Massachusetts and has a team that is comprised of 60 full-time employees and 350+ subject matter experts, including U.S. Special Operations veterans, professional athletes, Olympians, public safety officers, and hundreds of human performance experts. O2X’s comprehensive approach to human performance optimization is designed to meet the needs of tactical, industrial, and executive athletes – all of whom face heightened levels of stress due to the high-stakes scenarios they face daily. This includes public safety departments, the military, first responders, federal agencies, and any organization that provides critical support to those they serve. Organizations that partner with O2X strive to optimize every aspect of their most valuable resource: people. O2X provides their programs through integrated on-site specialists, education and training, and resources such as online tools, assessments, and impact reporting. O2X’s breadth of human performance expertise, data-backed reporting, flexible programming, and focus on measurable results have all contributed to a differentiated offering that has driven high customer satisfaction and significant returns on investment for its clients.
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Delivering vital, mission-critical services to the Intelligence Community
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Founded in 2007 and headquartered in Columbia, Maryland, Synergy ECP is a leading provider of cybersecurity, software and systems engineering, and IT services to the U.S. intelligence and defense communities. The company leverages its expertise in data transport solutions, software and systems engineering, and other solutions to deliver critical and innovative capabilities to high-level decision makers that enhance our nation’s security.
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SPYROS: With roots tracing back to the formative organizations ultimately evolving into the United States Cyber Command, SPYROS provides core capabilities in computer network operations, critical infrastructure resiliency, next generation 5G technology, signals intelligence, and special programs support to the Nation’s most sensitive and technical endeavors.
SoftTech Solutions: A custom software development firm that specializes in serving the U.S. Intelligence Community. Founded in 2005, SoftTech Solutions has helped its customers solve complex, highly technical, and mission-critical problems for more than 19 years with core capabilities in software engineering, big data and cloud computing, and informational retrieval systems.
An internationally acclaimed full-service media agency
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Brainlabs was founded in 2012 by Daniel Gilbert when the former Googler spotted an opportunity to build an agency made up of engineers, statisticians and data scientists. Brainlabs quickly achieved a reputation as an industry trailblazer, garnering the young agency early interest from the industry and investors alike. Over the last 11 years, Brainlabs has supercharged its growth from 1 to over 850 Brainlabbers, delivering game-changing work for clients and becoming one of the world’s largest independent digital media agencies. Falfurrias Capital Partners invested in Brainlabs in September 2023.
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Sparro Digital: Sparro Digital is an Australia-based performance marketing agency with a focus on paid media, SEO and digital strategy. Sparro is the largest independent digital media agency in Australia and represents an opportunity for Brainlabs to enhance its ability to win new business from large clients who require a broad international footprint, expand its geographical reach in the APAC region, and capitalize on cross-sell opportunities with existing international clients.
Exverus Media: Exverus is a Los Angeles-based full-funnel digital media agency focused on strategy & planning, performance media, and data & analytics. Exverus manages $100M+ of annual media spend for clients across the CPG, health & wellness, retail brand, and entertainment verticals, and the acquisition represents an opportunity for Brainlabs to bolster its US presence and establish a West Coast hub, acquire a high-quality client portfolio, and enhance its omnichannel media strategy and planning capabilities.
The leading curator of forums for senior leaders in businesses and organizations
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Founded in 2014, Assemble, formerly Executive Platforms, builds world-class forums to facilitate the sharing of ideas among the senior leadership of businesses and organizations with common objectives, interests, and challenges. Drawing on decades of experience, Assemble identifies universal issues and opportunities to connect leaders across different industry sectors and bring the right people together. Assemble elevates these conversations and provides our stakeholders with a trusted platform to network, learn, knowledge share, and benchmark to advance their organizations and industries as a whole. Falfurrias Capital Partners invested in Assemble in July 2023.
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Board.org: A membership-based peer-to-peer community platform that serves business leaders across various industry verticals and functions. The company primarily focuses on providing structured, collaborative peer-to-peer insights, delivering unbiased, actionable advice from domain experts and leaders from the world’s biggest companies. Board.org offers a unique platform for leaders to share experiences, benchmark strategies, and seek innovative solutions to industry-specific and highly relevant issues.
Offering an untraditional global approach to strategic consulting, design and development services
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Said Differently was founded in 2020, before the start of the pandemic, by Rachel Barek and Brian Skahan, both former managing directors at leading global marketing agencies. Said Differently offers an untraditional global approach to strategic consulting, design and development services that garner award-winning campaigns, products and platforms for the most innovative companies in the world, from nonprofits to VC-backed start-ups to Fortune 500 brands. The company operates virtually with a network of over 3,000 specialists worldwide, including freelance designers, programmers, strategists and other marketing experts. Falfurrias Capital Partners invested in Said Differently in August 2022.
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A Leader in Technology-Enabled Agricultural Commodity Price Risk Management Services
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Founded in 1999, Chicago-based CIH helps clients hedge their commodity price risk exposure through a comprehensive suite of risk management solutions, including exchange-traded and non-exchange-traded hedging instruments, as well as USDA-backed agriculture insurance solutions. With its state-of-the-art technology platform and risk management consulting and education services, the company enables clients to implement long-term margin management strategies with greater confidence. Falfurrias Capital Partners invested in CIH in March 2022.
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Advance Trading: Founded in 1982 by six grain industry professionals, elevator managers, and merchandising consultants, Advance Trading, Inc. (ATI) was created to provide North American grain elevators with an independent, globally informed source of market intelligence
Providing a range of services to help banks and credit unions
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engage fi provides data-informed consulting services to credit unions and community banks related to technology vendor selection and spend. The company’s team of experts leverage their industry experience, proprietary data, and tech-enabled processes to guide financial institutions through their strategic processes and enable them to make informed, timely decisions on vendor relationships. With over 525 strategic projects completed for financial institutions, engage fi has negotiated over $2.2 billion in savings and incentives for its clients since its founding in 2014.
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100% Pure Raw, Unfiltered Natural Honey
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Local Hive™ is a leading brand of raw and unfiltered honey in the United States. With a unique business model that features contracted local honey supply and rigorous quality-control testing, Local Hive™ markets 23 raw, unfiltered honey varietals based on the unique pollens that reflect different U.S. geographies. The origins of Local Hive™ date back to 1924, when L.R. Rice founded Rice’s Lucky Clover Honey in Greeley, Colorado. The family-owned business spent decades sourcing high-quality raw, unfiltered honey while establishing relationships with local beekeepers across the country. Falfurrias Capital Partners invested in Local Hive in September 2021, and Falfurrias Partners Ken Walker, Chip Johnson, and Bill Lovette, along with advisor Mary-Ann Somers, joined the Board of Directors.
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Assisting brands in telling their stories through a culturally relevant lens
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Founded in 2015, H Code Media was the largest Hispanic digital media company in the United States. Falfurrias Capital Partners invested in H Code in August 2021, and Co-Founder Parker Morse was joined by Joe Price and Geordie Pierson as members of the Board of Directors.
During Q1 2022, My Code officially launched following the rebrand and expansion of Hispanic digital media company H Code, built to enable brands, agencies, publishers and storytellers to decode and connect with multifaceted and diverse audiences. With its suite of Cultural and Affinity Codes, inclusive of H Code, B Code, and A Code, My Code reaches over 60 million Hispanic, Black, AAPI, and LGBTQ+ audiences, empowering advertisers to accurately identify, reach and connect with consumers authentically across 780+ publisher sites — all with one media company.
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Impremedia – The leading news and lifestyle company serving the Spanish-speaking Latino community in the United States. It has a digital and print portfolio of trusted, influential brands that reach a highly engaged, multi-generational Hispanic audience. Impremedia is a member of the National Association of Hispanic Publications and the Local Medium Consortium.
Veranda Entertainment – Founded in 2004, Veranda Entertainment is a technology and entertainment company that has been distributing film and television content across multiple platforms. Veranda’s partnership with media companies, smart television manufacturers, and digital platforms to distribute its content and branded channels allows viewers worldwide to enjoy curated films and TV.
A global leader in providing chargeback prevention and recovery services for eCommerce and Card Not Present (CNP) businesses
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Chargeback Gurus (CBG), a global leader in providing chargeback prevention and recovery services for eCommerce and Card Not Present (CNP) businesses. Their white-glove approach to consumer transaction dispute mitigation enables ecommerce merchants to reduce their overhead, increase customer retention, and protect their revenue. Headquartered in McKinney, Texas and founded by industry veterans, Srii Srinivasan and Suresh Dakshina, CBG is a financial technology and services company of trusted advisors to Fortune 500 merchants. The Gurus’ team of experts deliver end-to-end chargeback management solutions that recover a high percentage of lost chargeback revenue and reduce merchants’ exposure to fraud and chargebacks. Falfurrias Capital Partners invested in Chargeback Gurus in August 2021.
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Preparing Financial Professionals for Success
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Training The Street prepares today’s professionals and executives with the skills needed to advance and succeed in their careers through hands-on training courses in accounting, capital markets, financial modeling, and valuation. Whether online or in person, TTS’s experienced instructors incorporate a mix of live instruction, class collaboration, technical fundamentals, and real-world applications to bring finance theory to life. For over 20 years, TTS has worked with top-tier corporations and educational institutions, with clients across global banks, investment banks, private equity firms, management consulting firms, and accounting firms. Falfurrias Capital Partners acquired Training The Street in June 2021.
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AMT Training: AMT Training has a history of providing premium, instructor-led training and education services to finance professionals. Prior to the acquisition, AMT operated as a unit of UK-based Wilmington plc, a leading provider of information, data, training and education solutions to the Governance, Risk and Compliance market. Both Training The Street and AMT Training will continue to operate under their current brand names. The partnership will allow TTS to deliver best-in-class training to its clients with global footprints.
The Marquee Group: Canada’s leading provider of financial modeling training and consulting was established in 2002. Marquee provides instructor led and online self-study training programs on the skills required for success in investment banking, equity research, private equity, capital markets, credit and corporate finance roles.
Maker of Duchess Brand snacks and creator of one of America's first Honey Buns
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Carolina Foods is a Charlotte, NC-based pastry manufacturer. Its products include a variety of delicious, individually wrapped items, including honey buns, baked pies, fried pies, and gem donuts. In addition to its well-known Duchess Brand products, Carolina Foods engages in private-label, food service manufacturing, and custom product formulations. In March 2021, Falfurrias Capital Partners announced an investment in Carolina Foods and that multi-generation founders, Paul Scarborough, Katie Scarborough Caldwell, and Ruffin Scarborough, will remain in leadership roles in the business.
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Helping changemakers buy, build, and run technology that creates value
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Founded in 2010, Crosslake is a solutions-driven global advisory firm serving private equity investors and their portfolio companies, with a focus on technology due diligence, digital transformation strategy and technology value creation. With a broad range of industry, functional and technical expertise, Crosslake’s practitioners provide executive leadership consulting across the private equity investment lifecycle. Falfurrias Capital Partners completed the investment in Crosslake Technologies in December 2020.
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Corsis, LLC: Corsis is a data-powered technology platform that delivers revolutionary insights into technology investments that drive growth and value. Leveraging their proprietary TechIndicator software, Corsis seamlessly blends process automation with a human touch to surface key insights that inform critical decision points. Together, Crosslake and Corsis will offer private equity clients and their portfolio companies with a comprehensive suite of services that accelerate growth, minimize risk, and maximize value throughout the hold period.
Renna Partners: Renna Partners is a boutique advisory firm that specializes in understanding the information technology needs of middle market and lower middle market investors and their portfolio business. The firm provides investment acquisition guidance and transaction advisory services that ultimately help investors and business owners capture value through technology.
VantagePoint: VantagePoint is a cybersecurity firm that provides core security capabilities including systems monitoring, threat detection and remediation, vulnerability testing, security due diligence, and strategic consulting. The acquisition of VantagePoint expands Crosslake’s service offering and product portfolio and will allow Crosslake to continuously support existing private equity clients and their portfolio companies with recurring security consulting and monitoring services.
Intechnica: A trusted advisor to the private equity industry, and founded in 2006, Intechnica’s specialist advisory services support growing companies as they scale, providing technical leadership, product innovation, governance and reporting.
A stakeholder solutions firm with intelligence and strategy capabilities
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Penta is a new firm that brings together Hamilton Place Strategies, Flag Media Analytics, Ballast Research, alva, Decode_M, and Gotham Research Group, following a year of exciting partnerships supported by a majority capital investment by Falfurrias Capital Partners. As executives in the C-Suite account for a growing set of engaged stakeholders—all with distinct, fast-changing demands—we will work with their teams to define, inform, and strengthen decision-making and understanding. Penta will combine analytics and research with deep issue and communications expertise to deliver actionable insights and drive measurable impact for our clients. The newly formed firm will have a global reach, with initial offices in Washington, D.C., New York City, San Francisco, and London.
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Hamilton Place Strategies: Hamilton Place Strategies (HPS) is an analytical public affairs consulting firm. The firm works on complex issues in highly regulated industries, partnering with clients to advance their most important priorities.
Flag Media Analytics: Flag Media Analytics (Flag) is a next-generation news monitoring service; we use both professionals and technology to support clients. The Flag process is designed to inform the decision-making cycle for media engagement and improve planning, feedback, and reporting for public affairs and communications teams.
alva: alva combines AI technology with sector expertise to provide a fully integrated intelligence solution to corporations, the investment industry and advisory firms covering ESG, risk, reputation, media and board intelligence.
Gotham Research Group: Gotham Research Group is a full-service research and consulting firm advising corporations, non-profit organizations, and electoral campaigns on issues of communication, reputation, and strategy.
Decode M: Decode M brings innovative research methodologies and advanced analytics capabilities along with their proprietary MFactor tool that measures the cultural momentum of brands, products, people, and movements.
Hume Brophy: A global public affairs, communications, and strategy firm that provides cutting edge consultancy, digital, and reputation management services to clients in the corporate, public, and non-profit sectors.
Copperfield Advisory: A communications, brand, and strategy consulting firm that serves leading institutions in the private, public, and non-profit sectors.
B2B Digital Media Publisher of Targeted Business News and Insights
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Industry Dive, headquartered in Washington, D.C., was formed in January 2012 to provide news and trends to industry leaders through daily e-mail newsletters and branded websites. Now one of the business world’s most respected sources of journalism, Industry Dive serves 11 million decision-makers through 23 daily online publications covering the latest developments and providing insights in 20 different industries ranging from retail and waste, to supply chain and banking. Falfurrias Capital Partners acquired a majority equity interest in the Company in August 2019.
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NewsCred’s Content Marketing Studio and Services: Industry Dive acquired NewsCred’s Content Marketing studio and services business including assets, people and clients. The acquisition augments Industry Dive’s in-depth market expertise, first-party audience insights, and unparalleled distribution through its portfolio of 23 news publications with NewsCred’s content creation capabilities.
CFO Media Group: Industry Dive acquired CFO Media Group which includes the CFO brand, magazine, site, research, events, audience and staff. The acquisition will join CFO, the largest and most recognizable media brand trusted by chief financial officers for 35 years, with Industry Dive’s growing portfolio of award-winning industry publications, including CFO Dive, an established resource for the financial community.
Mobile Payments Today: In February 2021, Industry Dive acquired Mobile Payments Today, a digital newsletter focused on providing insights into mobile payments news, technology, trends, and innovation. Mobile Payments Today helped serve as the base for Payments Dive, a new Industry Dive publication that launched in Q1 2021.
PharmaVOICE: Acquired by Industry Dive in September, 2021, PharmaVOICE is a hyper-niche publication read by roughly 60,000 pharmaceutical executives. The company, which also produces events and podcasts, will remain a standalone brand under Industry Dive.
The Ladders: The Ladders business newsletter email list (and accompanying demographic data) of approximately 2.2 million active subscribers was acquired by Industry Dive in September, 2021. The Ladders is a job board site for positions with annual salaries of $100,000 or more.
Built out the Industry Dive management team through the addition of Meg Hargreaves as COO and Chelsea Gibson as CFO. In FCP’s first two years of ownership, added NewsCred, CFO Media Group, Mobile Payments Today, and PharmaVOICE to bolster Industry Dive’s comprehensive industry coverage through its award winning newsletters, websites, and content studio.
Celebrating 130 years of producing fine spices, extracts, and flavorings
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Sauer Brands, Inc. is a 130+ year-old manufacturer of branded and private label condiments, spices, seasonings, and extracts. The Company’s most well-known domestic brands include Duke’s mayonnaise, The Spice Hunter spices and seasonings, Kernel Seasons’ popcorn seasonings, and Mateo’s Gourmet Salsa. The Company is headquartered in Richmond, VA with additional manufacturing facilities in Greenville, SC, San Luis Obispo, CA, and New Century, KS. Falfurrias Capital Partners acquired Sauer Brands, Inc. in August 2019.
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Chicago Custom Foods: Chicago-based CCF is a leader in branded popcorn seasonings, a category it created in 2000 with the introduction of Kernel Season’s, now America’s No. 1 selling brand with more than 20 flavors. CCF has expanded into new food categories recently with brands that include Tasty Shakes oatmeal mix-ins, Veggie Season’s vegetable seasonings, and Truffle Season’s premium popcorn seasonings.
Mateo’s Gourmet Salsa: Founded in 2010 by Andrew Robbins, Mateo’s Gourmet Salsa is one of the nation’s leading independent salsa brands, available in retailers such as Costco, Walmart, Target, Publix and Kroger. Mateo’s all-natural line of products includes a wide variety of salsas ranging from core flavors such as Mild, Medium and Hot, to small-batch gourmet flavors such as Habanero, Hatch and Cantina Style.
Catering and Event Management Company Serving a Growing Southeastern Metropolitan Area Since 1989
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Combined Caterers is a premium catering and event management provider that has served the Southeast since 1989 and includes three leading brands: Best Impressions Caterers (Charlotte, NC), Duvall Catering & Events (Charleston, SC), and Rocky Top Catering (Raleigh, NC). The Company specializes in providing upscale, full-service event catering for corporate events, social events, and weddings, and offers a diverse portfolio of exclusive venues across the Carolinas..
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Duvall Catering & Events: Duvall Catering & Events (Duvall) is one of the Lowcountry’s leading caterers serving the Charleston, S.C. market. With the acquisition of Duvall, Combined Caterers established a presence in two key geographic markets in the Carolinas.
Rocky Top Catering: Rocky Top Catering is a leading regional catering platform that serves the greater Raleigh-Durham metro area. Rocky Top is the exclusive catering partner for the UNC-Chapel Hill Athletic Department, adds two exclusive event venues to the Combined Caterers venue portfolio, and expands Combined Caterers’ presence across the Carolinas.
Engineering Air For A Cleaner World
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GPS Air is a leading provider of innovative air purification devices designed to improve indoor air quality while reducing energy costs associated with commercial, residential and industrial HVAC system operations. Falfurrias Capital Partners closed a platform investment in GPS Air in September 2018.
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Federal Tax Data Platform Service Offering For Lenders
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Tax Guard is the leading provider of proprietary data and services that help lenders accurately assess tax-related credit risk associated with potential borrowers. Tax Guard is the first company in the U.S. to give lenders real-time insights into a client’s hidden tax liabilities, information typically not available to lenders unless and until the IRS files a tax lien. Falfurrias Capital Partners acquired Tax Guard in April of 2018.
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Engineering & Information Technology
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E Tech Group (E Tech) is a leading provider of software and automation systems integration & engineering design services for a diverse roster of blue-chip customers in categories ranging from pharmaceuticals and consumer packaged goods to material handling and food and beverage. Falfurrias Capital Partners acquired E Tech in January of 2018.
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Glenmount Global Solutions: Glenmount Global Solutions (GGS) delivers control and automation solutions to industrial manufacturing and mission critical sectors, improving the efficiency, quality, and safety of its customers’ operations. E-Tech’s addition of GGS combines complementary process automation capabilities and end markets, as well as providing expanded scale to service customers nationally.
Superior Controls, Inc.: Superior Controls is a systems integration leader for the biotech and pharmaceuticals market. The addition of Superior Controls to E-Tech’s automation platform expands the combined company’s geographic reach and overall capabilities.
E-Volve Systems: E-Volve Systems is a leading provider of industrial automation, controls engineering and computer systems validation to clients in the life sciences, food and beverage, and consumer products industries. The partnership will provide the ability to offer more talented engineers to serve more clients in more places.
Automation Group is a leading provider of automation services to the life sciences, food & beverage, data centers, electric vehicles, and distribution & logistics industries. Automation Group expands E-Tech’s geographic reach and capabilities across automation, robotics, and cybersecurity.
Compliance-Driven, Mission-Critical Safety and Productivity Solutions
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SixAxis is a leading North American provider of highly engineered, compliance-driven safe access and productivity solutions across diverse end markets. The Company goes to market via three primary brands – SafeRack, ErectAStep and Upside Innovations – and offers a broad range of differentiated solutions, including OSHA- & MSHA-compliant gangways, bulk loading platform systems, pre-engineered stairs and hand-railing components, and ADA-compliant ramps, stairs and platforms. Falfurrias Capital Partners acquired SixAxis in September 2017.
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Upside Innovations: In June 2021, SixAxis acquired Ohio-based Upside Innovations, a market-leading designer, manufacturer and installer of ADA-compliant modular & customized aluminum ramps, stairs, platforms and canopies. The Upside product line is highly complementary to SixAxis’ legacy SafeRack and ErectAStep brands, providing immediate access to a new, untapped market and expanding the Company’s manufacturing capabilities.
Under Ken Walker’s leadership, Falfurrias has made significant investments in operational infrastructure, technology and personnel, and worked with SixAxis to realign the sales organization and implement a culture of continuous operational improvement.
Data Driven Analytics Solutions For Financial Institutions
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Marquis Software Solutions is a provider of data analytics software, services, and consulting to financial institutions around the world. Marquis has provided scalable, results-driven marketing, sales, and compliance solutions to banks and credit unions for over 25 years. Falfurrias Capital Partners acquired Marquis in September 2016.
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DocuMatix: DocuMatix is a provider of SaaS-based communication technology solutions for credit unions and banks. Its marketing solutions are used by over 350 clients, and services include traditional and trigger-based email marketing, marketing automation, secure web forms, events, surveys, polls, PURLs, financial calculators, SMS text messaging and on-line elections. The combination with Marquis provides customers with a full suite of marketing analytics and technology solutions.
A Better Way to Decorate
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FM Expressions is a technology-based manufacturing and distribution company in the custom apparel space. The company utilizes state-of-the-art European pre-press automation, combined with digital art management and proprietary automation technology, to service fast-turn screen print and heat transfer customers. Falfurrias Capital Partners announced its investment in FM Expressions in July 2016.
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On-Demand Solutions. Training You Can Trust.
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American Safety Council (ASC) is a market leader in the engineering, authoring and delivery of e-Learning training solutions for traffic, workplace safety, testing, medical continuing education and other regulatory-driven end markets. Falfurrias Capital Partners acquired ASC in May of 2014 and executed on six add-on acquisitions throughout its hold period.
The Online Traffic School (OLTS): The Online Traffic School is an e-Learning provider of forty-five driver safety and driver improvement courses across twenty-eight states. OLTS is headquartered in California with operations fully integrated with ASC’s front- and back-office in Orlando, Florida.
Huckleberry Notary Bonding, Inc.: Huckleberry Notary Bonding, Inc (HNB) sells notary surety bonds, errors and omissions insurance, and other notary related products and services to new and existing notaries in 10 States across the United States. The www.notaries.com URL and other national assets of HNB have been rolled underneath the American Safety Council Brand.
National Hospitality Training (NHT): National Hospitality Training LLC sells online training programs in the food & beverage industry.
National Safety Training (NST): National Safety Training LLC sells online workplace safety training programs.
Florida Drivers Association (FDA): The Florida Drivers Association is dedicated to providing excellent driver safety education to Florida drivers. The Department of Highway Safety and Motor Vehicles has approved FDA’s online courses for all 67 counties throughout Florida.
Food Safety Educators (FSE): Food Safety Educators, LLC (“FSE”) is an online education business that sells American National Standards Institute (“ANSI”) certified food safety and handling educational courses.
Regulatory Compliance Enterprise Software Solutions
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RegEd is the leading provider of regulatory compliance software solutions and services. With more than 400 enterprise clients, the company’s solutions enable financial services firms to efficiently comply with state, federal, FINRA and other regulations impacting broker-dealers, insurance companies and insurance brokers. RegEd solutions drive new levels of operational efficiency and enable firms to cost-effectively comply with regulations and mitigate risk. Falfurrias Capital Partners acquired RegEd in July of 2015.
Senior Living Marketing Solutions
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GlynnDevins is a fully integrated marketing communications agency that provides a complete set of marketing services to Continuing Care Retirement Communities (CCRCs). GlynnDevins offers strategic consulting, creative development, media planning and buying, print and digital production, and data analysis to the end-market the company serves.
Zillner Marketing: Zillner Marketing is a senior living marketing agency with a data-driven research approach to the industry. Zillner provides GlynnDevins a complementary marketing approach to seniors and a well established brand in the industry.
Sharon Brooks & Associates (SB&A) And Brooks Adams Research: Sharon Brooks & Associates and Brooks Adams Research is a senior living marketing services and research firm. SB&A and Brooks Adams Research provides GlynnDevins a complementary business that broadens their senior living product offerings and geographic presence. In addition, the combination creates an industry-leading marketing and technology platform that drives innovation and occupancy in senior living.
Frogman Interactive: Frogman Interactive is a technology enabled digital marketing agency for senior living communities specializing in resident portals, websites, touchscreen kiosks and digital signage. Frogman strengthens GlynnDevin’s ability to deliver progressive communication technologies that complement their integrated marketing, sales and consultative services.
Walker Marketing, Inc.: Walker Marketing is a full-service communications agency to the senior living industry. Walker Marketing extends GlynnDevins reach and services.
Software and Hardware for Grid Modernization
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North American T&D Group (NATDG) is the parent company of Instrument Transformer Equipment Corporation (ITEC) and Advanced Control Systems (ACS). ITEC and ACS were acquired by Falfurrias Capital in March of 2013 and March of 2014, respectively. NATDG provides software, equipment and services to electric utilities and industrial operators to support automation and other mission critical processes within their transmission and distribution infrastructure.
Instrument Transformer Equipment Corporation: Instrument Transformer Equipment Corporation (TEC) was founded in 1993 and is based in Monroe, North Carolina. ITEC manufactures instrument transformer products used in revenue metering and protective relaying applications by electric utilities and industrial power operators in the United States and internationally.
Advanced Control Systems, Inc.: Since 1975, ACS has been a supplier of utility automation software and systems used throughout the world. ACS develops and implements supervisory control and data acquisition (SCADA) systems, energy management systems, distribution management systems, and system components for electric, gas, and water utilities. ACS is the only company currently capable of providing SCADA, DMS, OMS, and other applications in a single platform.
A leading advisor to Wall Street for over 25 years
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Dorsey Wright & Associates (DWA) is a market leader providing data analytics, passive indexing, and smart beta research to professional financial advisors and leading asset managers worldwide. DWA’s investment models power numerous exchange-traded and mutual funds. Falfurrias Capital acquired DWA in November of 2011 and held the company for more than three years. In February of 2015, Falfurrias sold Dorsey Wright to Nasdaq.
Equipment Financing The Right Way - Yours
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Commercial Credit Group, Inc. (CCG) is one of the leading financial services companies that finance industrial and commercial equipment through secured loans in the commercial construction, waste, and fleet transportation industries. Falfurrias Capital acquired CCG in March of 2010 and later sold the business to Lovell Minnick Partners in late 2011.
Your Southeastern Community Bank
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Capital Bank Financial Corp. (CBFC) is a national bank holding company that was incorporated in 2009 by former Bank of America Corp executives Gene Taylor and Chris Marshall to acquire troubled banks. During Falfurrias’ investment period, CBFC acquired the assets of several banks including TIB Financial Corp, MetroBank, Turnberry Bank, and Green Bankshares. Falfurrias Capital sold its interest in CBFC in October of 2013. CBFC now trades on the Nasdaq exchange under the ticker symbol CBF.
Marc Oken held an active board member role throughout Falfurrias’ investment period.
Assisted with the sourcing and execution of successful investments and supported the continued growth of Capital Bank.
Falfurrias received multiple inbound, highly-relevant acquisition opportunities that helped augment Capital Bank’s pipeline of new investment opportunities and further build a high quality deposit base.
Famous Chicken 'n Biscuits
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Bojangles is one of the largest operators and franchisors of chicken quick service restaurants in the United States, with over 500 restaurants located throughout the southeastern United States. Falfurrias Capital acquired Bojangles’ in September of 2007 and grew the business significantly before selling the company to Advent International in August of 2011. Bojangles now trades on the Nasdaq exchange under the ticker symbol BOJA.
Seventeen Bojangles’ Franchise Stores: Falfurrias Capital assisted with the identification, strategic assessment, financing, and integration of seventeen franchise locations into company stores.
Innovative Thinking. Engineered Solutions.
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UC Synergetic (UCS) is a Fort Mill, South Carolina company providing engineering, technical, and consulting services to the electric utility and telecommunications industries. Falfurrias Capital invested in UCS in May of 2007 and subsequently acquired two additional businesses during its investment period. Falfurrias ultimately sold UCS to a strategic acquirer, Pike Electric Corporation, in July of 2012.
Synergetic Design, Inc.: Synergetic Design, Inc. (SDI) was a Fort Mill, South Carolina company providing engineering, technical services, and consulting services to the electric utility and telecommunications industries. SDI was Falfurrias Capital’s initial platform investment and was later merged with Utility Consultants, Inc. to form UC Synergetic.
Utility Consultants, Inc.: Utility Consultants, Inc. (UCI) specialized in providing engineering and technical services to the telecommunications, power, and broadband industries. UCI was merged with Synergetic Design, Inc. to form UC Synergetic.
Powercomm Engineering, Inc.: PowerComm Engineering, Inc. (PCI) was a Tampa, Florida-based provider of power delivery and telecommunications engineering services. The company specialized in transmission line engineering services and complemented the transmission and distribution service offerings of UC Synergetic.
While Falfurrias aims to obtain investments that satisfy a Fund’s Investment Focus criteria, there is no guarantee that investments fitting these criteria will be available or that the Fund will be successful in obtaining it. Any investment is subject to significant risk of loss of income and capital, and any potential investor must be prepared to bear the risk of a total loss of their investment.