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.

Investment Focus of Each Fund:

Company Size

$5 - $40 Million of EBITDA

Industry Targets

Software & Business Services, Light Manufacturing, Consumer Packaged Goods

Typical Investment Profile

Control Investments in Growth-Oriented Businesses

Company Size

$1 - $7 Million of EBITDA
$5+ Million of ARR

Industry Targets

Software & Business Services

Typical Investment Profile

Primarily Control Investments in Growth-Oriented Businesses (Some Non-Control)

FCP V

FGP I

Company Size

$5 - $40 Million of EBITDA

$1 - $7 Million of EBITDA
$5+ Million of ARR

Industry Targets

Software & Business Services, Light Manufacturing, Consumer Packaged Goods

Software & Business Services

Typical Investment Profile

Control Investments in Growth-Oriented Businesses

Primarily Control Investments in Growth-Oriented Businesses (Some Non-Control)

EDGE Industrial Technologies

Bringing together three industry powerhouses to support our customers' most demanding needs.

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EDGE Industrial Technologies

active Investment
Bringing together three industry powerhouses to support our customers' most demanding needs.

EDGE Industrial Technologies (EDGE), a leading producer of industrial machine knives, blades, punches, and related equipment. EDGE’s brands – comprised of TGW InternationalPearl Technologiesand Leverwood Knife Works – bring renowned expertise to various global markets, including packaging, food processing, converting, plastics, and printing.

 

Website >
CEO
Josh Slagle
Board of Directors
Aakash Patel, Bill Ladd, Bill Lovette, Bob Woodbury, Chip Johnson, Ken Walker, and Mike Trivelli
Falfurrias Management Partners
Chip Johnson and Ken Walker

Milestone

  • June 6, 2024
  • Falfurrias Capital Partners announced its investment in EDGE Industrial Technologies
CEO
Josh Slagle
Board of Directors
Aakash Patel, Bill Ladd, Bill Lovette, Bob Woodbury, Chip Johnson, Ken Walker, and Mike Trivelli
Falfurrias Management Partners
Chip Johnson and Ken Walker
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NPI Financial

Industry leading provider of data-driven IT procurement solutions

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NPI Financial

active Investment
Industry leading provider of data-driven IT procurement solutions

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 that 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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Founder & CEO
Jon Winsett
Board of Directors
Kevin Hesselbirg, Jon Winsett, Michael Clifton, and Amy Brandt
FMP Partners
Cam Dyer, Michael Clifton, Amy Brandt, and Hugh McColl IV

Milestone

  • January 24, 2024
  • Announced investment in NPI and appointment of board members Kevin Hesselbirg (Board Chair), Jon Winsett, Michael Clifton, and Amy Brandt
Founder & CEO
Jon Winsett
Board of Directors
Kevin Hesselbirg, Jon Winsett, Michael Clifton, and Amy Brandt
FMP Partners
Cam Dyer, Michael Clifton, Amy Brandt, and Hugh McColl IV
Visit Website >

O2X Human Performance

Industry leading provider of custom wellness and human performance programs

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O2X Human Performance

active Investment
Industry leading provider of custom wellness and human performance programs

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 are those that 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 led to high customer satisfaction and significant returns on investment for its clients.

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Founders
Gabriel Gomez, Adam La Reau, and Paul McCullough
Board of Directors
Gabriel Gomez, Adam La Reau, Paul McCullough, Michael Clifton, Amy Brandt, and Marybeth Wootton
FMP Partners
Cam Dyer, Michael Clifton, Amy Brandt, and Hugh McColl IV

Milestones

  • January 4, 2024
  • Announced investment in O2X Human Performance and appointment of board members Gabriel Gomez, Adam La Reau, Paul McCullough, Michael Clifton, Amy Brandt, and Marybeth Wootton
Founders
Gabriel Gomez, Adam La Reau, and Paul McCullough
Board of Directors
Gabriel Gomez, Adam La Reau, Paul McCullough, Michael Clifton, Amy Brandt, and Marybeth Wootton
FMP Partners
Cam Dyer, Michael Clifton, Amy Brandt, and Hugh McColl IV
Visit Website >

Synergy ECP

Delivering vital, mission-critical services to the Intelligence Community

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Synergy ECP

active Investment
Delivering vital, mission-critical services to the Intelligence Community

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.

Website >
Co-founder and CEO
Bruce Howard
Board of Directors
Marybeth Wootton (Board Chair), Bruce Howard, Joe Price, and Grant Hundley
FMP Partners
Joe Price

Milestones

  • June 2024
  • Synergy ECP announces the acquisition of Cyber Operations Firm SPYROS
  • March 2024
  • Synergy ECP Announces Acquisition of Software Engineering Firm SoftTech Solutions
  • November 2023
  • Falfurrias Management Partners announces investment in Synergy ECP and appoints Marybeth Wootton as Board Chair

Add-on Acquisitions

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.

Co-founder and CEO
Bruce Howard
Board of Directors
Marybeth Wootton (Board Chair), Bruce Howard, Joe Price, and Grant Hundley
FMP Partners
Joe Price
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Brainlabs

An internationally acclaimed full-service media agency

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Brainlabs

active Investment
An internationally acclaimed full-service media agency

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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Global CEO
Daniel Gilbert
Executive Chairman
Stephen Allan
Board of Directors
Stephen Allan, Daniel Gilbert, Alexander Jutkowitz, Geordie Pierson, Joe Price, and Lisa Sherman
FMP Partners
Joe Price and Geordie Pierson

Milestones

  • January 2024
  • Brainlabs completed the acquisition of Sparro Digital, the largest independent digital media agency in Australia
  • September 2023
  • Falfurrias Capital Partners announced its investment in Brainlabs

Add-on Acquisitions

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.

Global CEO
Daniel Gilbert
Executive Chairman
Stephen Allan
Board of Directors
Stephen Allan, Daniel Gilbert, Alexander Jutkowitz, Geordie Pierson, Joe Price, and Lisa Sherman
FMP Partners
Joe Price and Geordie Pierson
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Executive Platforms

The leading curator of forums for senior leaders in businesses and organizations

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Executive Platforms

active Investment
The leading curator of forums for senior leaders in businesses and organizations

Founded in 2014, 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 upon decades of experience, Executive Platforms identify universal issues and opportunities to connect leaders across different industry sectors to bring the right people together.  Executive Platforms 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 Executive Platforms in July, 2023.

Website >
Managing Director
Ted Stefanidis
Board of Directors
Ted Stefanidis, Joe Price, Geordie Pierson, and Alex Jutkowitz
FMP Partners
Joe Price and Geordie Pierson

Milestones

  • March 11, 2024
  • Executive Platforms announces its combination with Board.org, a peer-to-peer community platform serving leaders across industries and functions.
  • July 11, 2023
  • Investment in Executive Platforms and appointment of board members Ted Stefanidis, Nick Cheslow, John Ratnayake, Joe Price, Geordie Pierson and Alexander Jutkowitz

Add-on Acquisitions

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.

 

Managing Director
Ted Stefanidis
Board of Directors
Ted Stefanidis, Joe Price, Geordie Pierson, and Alex Jutkowitz
FMP Partners
Joe Price and Geordie Pierson
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Said Differently

Offering an untraditional global approach to strategic consulting, design and development services

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Said Differently

active Investment
Offering an untraditional global approach to strategic consulting, design and development services

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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CEO / President
Rachel Barek / Brian Skahan
Board of Directors
Alexander Jutkowitz (Executive Chairman), Rachel Barek, Brian Skahan, Joe Price, and Geordie Pierson
FMP Partners
Joe Price and Geordie Pierson

Milestones

  • June 2024
  • Linda Boff, who previously served as Chief Marketing Officer at GE, joins Said Differently as CEO. Linda Boff is a Fortune 50 global brand builder whose numerous accolades include the Forbes CMO Hall of Fame, Adweek's "Grand Brand Genius" and "B2B Lifetime Achievement Award".
  • June 2024
  • Said Differently announces merger with Brainvire, a global digital transformation company. The combination brings together the technical depth of Brainvire with the creative expertise of Said Differently, offering clients a world-class, end-to-end digital transformation in one highly integrated solution.
  • August 2022
  • Said Differently acquisition and appointment of Alexander Jutkowitz as Executive Chairman
CEO / President
Rachel Barek / Brian Skahan
Board of Directors
Alexander Jutkowitz (Executive Chairman), Rachel Barek, Brian Skahan, Joe Price, and Geordie Pierson
FMP Partners
Joe Price and Geordie Pierson
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CIH

A Leader in Technology-Enabled Agricultural Commodity Price Risk Management Services

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CIH

active Investment
A Leader in Technology-Enabled Agricultural Commodity Price Risk Management Services

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 allows clients to more confidently implement long-term margin management strategies.  Falfurrias Capital Partners invested in CIH in March, 2022.

Website >
CEO
Perry Iverson
Board of Directors
Perry Iverson, Patrick Gregory, Mark Linsz, Marc Oken, Joe Price, Wilson Sullivan
FMP Partners
Marc Oken, Joe Price, Wilson Sullivan

Milestones

  • March, 2022
  • Investment in CIH and appointment of FCP Partners Oken, Price, and Sullivan to the CIH Board of Directors
CEO
Perry Iverson
Board of Directors
Perry Iverson, Patrick Gregory, Mark Linsz, Marc Oken, Joe Price, Wilson Sullivan
FMP Partners
Marc Oken, Joe Price, Wilson Sullivan
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engage fi

Providing a range of services to help banks and credit unions

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engage fi

active Investment
Providing a range of services to help banks and credit unions

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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CEO
Jennifer Addabbo
Board of Directors
Jennifer Addabbo, James Guild, Joe Price, Katie-Rose Higgins, and Tim Tynan
FMP Partners
Joe Price

Milestones

  • December, 2021
  • Falfurrias Capital Partners acquires engage fi, and Joe Price, Katie-Rose Higgins, and Tim Tynan join Jennifer Addabbo and James Guild on the Board.
CEO
Jennifer Addabbo
Board of Directors
Jennifer Addabbo, James Guild, Joe Price, Katie-Rose Higgins, and Tim Tynan
FMP Partners
Joe Price
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Local Hive

100% Pure Raw, Unfiltered Natural Honey

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Local Hive

active Investment
100% Pure Raw, Unfiltered Natural Honey

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 and 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 and 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 and Chip Johnson along with advisors, Mary-Ann Somers and Bill Lovette joined the Board of Directors.

Website >
CEO
Jan Grywczynski
Board of Directors
Ken Walker, Chip Johnson, Bill Lovette, Mary-Ann Somers, and Jan Grywczynski
FMP Partners
Ken Walker and Chip Johnson

Milestones

  • September 28, 2021
  • Falfurrias Capital Partners acquires Local Hive Honey, and Partners Ken Walker, Chip Johnson, and advisors, Bill Lovette and Mary-Ann Somers join the Board.
CEO
Jan Grywczynski
Board of Directors
Ken Walker, Chip Johnson, Bill Lovette, Mary-Ann Somers, and Jan Grywczynski
FMP Partners
Ken Walker and Chip Johnson
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My Code

Assisting brands in telling their stories through a culturally relevant lens

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My Code

active Investment
Assisting brands in telling their stories through a culturally relevant lens

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 CEO and Co-Founder Parker Morse was joined by Joe Price and Wilson Sullivan 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.

Website >
CEO and Co-Founder
Parker Morse
Board Members
Alex Jutkowitz (Chairman), Parker Morse, Nadja White, Robin Richards, Lisa Sherman, Joe Price, and Geordie Pierson
FMP Partners
Joe Price and Geordie Pierson

Milestones

  • November 2023
  • A majority of My Code was purchased by Ariel Alternatives’ Project Black fund. Falfurrias Capital Partners retains a significant minority position in the business.
  • January 2023
  • My Code announces the completion of its acquisition of Veranda Entertainment, a leading technology and entertainment company that distributes multicultural and Spanish-language film and television content across multiple Connected TV (CTV) platforms.
  • May 10, 2022
  • My Code acquired leading Spanish-Language News & Lifestyle company, Impremedia, strengthening its service and leadership in Hispanic media and marketing. The acquisition brings together Impremedia's iconic and influential local and national brands with My Code's significant new investments, advanced digital competencies and enormous reach.
  • Q1 2022
  • Formerly known as Hispanic-focused H Code, My Code Media launches and now has the capabilities to reach a wider range of multifaceted and diverse audiences
  • August 30, 2021
  • H Code Media acquisition and the appointment of Alexander Jutkowitz as Executive Chairman of the Board

Add-on Acquisitions

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.

CEO and Co-Founder
Parker Morse
Board Members
Alex Jutkowitz (Chairman), Parker Morse, Nadja White, Robin Richards, Lisa Sherman, Joe Price, and Geordie Pierson
FMP Partners
Joe Price and Geordie Pierson
Visit Website >

Chargeback Gurus

A global leader in providing chargeback prevention and recovery services for eCommerce and Card Not Present (CNP) businesses

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Chargeback Gurus

active Investment
A global leader in providing chargeback prevention and recovery services for eCommerce and Card Not Present (CNP) businesses

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.

Website >
CEO
Tim Tynan
Board of Directors
Chris Lundquist, Tim Tynan, Joe Price, Wilson Sullivan, and Srii Srinivasan
FMP Partners
Joe Price and Wilson Sullivan

Milestones

  • August 19, 2021
  • Investment in Chargeback Gurus and appointment of board members Srii Srinivasan, Chris Lundquist, Tim Tynan, Joe Price and Wilson Sullivan
CEO
Tim Tynan
Board of Directors
Chris Lundquist, Tim Tynan, Joe Price, Wilson Sullivan, and Srii Srinivasan
FMP Partners
Joe Price and Wilson Sullivan
Visit Website >

Training The Street

Preparing Financial Professionals for Success

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Training The Street

active Investment
Preparing Financial Professionals for Success

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 that 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.  Scott Rostan will continue to serve as CEO at Training The Street.

Website >
CEO
Scott Rostan
Board of Directors
Joel Hackney (Executive Chairman), Marc Oken, Joe Price, Wilson Sullivan. John Comly, and Scott Rostan
FMP Partners
Marc Oken, Joe Price, and Wilson Sullivan

Milestones

  • April, 2023
  • Training The Street Further Extends Global Reach with Acquisition of The Marquee Group, Canada's Leading Provider of Financial Modeling Training and Consulting
  • January, 2022
  • Acquired London-based AMT Training, significantly expanding the company's global reach for training and education
  • June 2021
  • Training The Street acquisition and appointment of Joel Hackney as Chairman of the Board

Add-on Acquisitions

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.

 

 

CEO
Scott Rostan
Board of Directors
Joel Hackney (Executive Chairman), Marc Oken, Joe Price, Wilson Sullivan. John Comly, and Scott Rostan
FMP Partners
Marc Oken, Joe Price, and Wilson Sullivan
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Carolina Foods

Maker of Duchess Brand snacks and creator of one of America's first Honey Buns

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Carolina Foods

active Investment
Maker of Duchess Brand snacks and creator of one of America's first Honey Buns

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 April 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.

Website >
CEO
Dan Myers
Board of Directors
Bill Lovette (Chairman), Tad Dickson, Mary-Ann Somers, Paul Scarborough, Katie Scarborough Caldwell, Ruffin Scarborough, Ken Walker, and Chip Johnson
FMP Partners
Ken Walker and Chip Johnson

Milestones

  • April 2021
  • Carolina Foods acquisition and appointment of Bill Lovette (Chairman), Ken Walker and Chip Johnson to the Board of Directors
CEO
Dan Myers
Board of Directors
Bill Lovette (Chairman), Tad Dickson, Mary-Ann Somers, Paul Scarborough, Katie Scarborough Caldwell, Ruffin Scarborough, Ken Walker, and Chip Johnson
FMP Partners
Ken Walker and Chip Johnson
Visit Website >

Crosslake Technologies

Helping changemakers buy, build, and run technology that creates value

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Crosslake Technologies

active Investment
Helping changemakers buy, build, and run technology that creates value

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.

Website >
CEO
Barr Blanton
Board of Directors
Joe Price (Chairman), Ed McMahan, Wilson Sullivan, and Barr Blanton
FMP Partners
Joe Price, Ed McMahan, and Wilson Sullivan

Milestones

  • January 2023
  • The acquisition of Intechnica, a UK-based private equity tech advisory company, expands Crosslake's global capabilities.
  • June 2022
  • Acquisition of VantagePoint. With this acquisition, Crosslake expands its cybersecurity product offering and capabilities and adds experienced cybersecurity practitioners to the Crosslake team.
  • January 2022
  • Acquisition of Renna Partners. With the latest acquisition, Crosslake deepens its bench of experienced, executive-level technology practitioners who bring clients expertise developed through real-world problem-solving with leading technology companies.
  • January 2021
  • Acquisition of Corsis, LLC. Combination with Crosslake establishes leading data-enabled tech due diligence provider
  • December 2020
  • Crosslake Technologies acquisition and appointment of Joe Price (Chairman) and Wilson Sullivan to the Board of Directors

Add-On Acquisitions

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.

CEO
Barr Blanton
Board of Directors
Joe Price (Chairman), Ed McMahan, Wilson Sullivan, and Barr Blanton
FMP Partners
Joe Price, Ed McMahan, and Wilson Sullivan
Visit Website >

Penta Group

A stakeholder solutions firm with intelligence and strategy capabilities

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Penta Group

active Investment
A stakeholder solutions firm with intelligence and strategy capabilities

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.

 

Website >
President
Matt McDonald
Board of Directors
Alex Jutkowitz (Executive Chairman), Joe Price, Geordie Pierson, and Beth Comstock
FMP Partners
Joe Price and Geordie Pierson

Milestones

  • March 2023
  • Penta increases its ability to bring stakeholder engagement strategy to leading companies, public entities, and foundations with the acquisition of Copperfield Advisory.
  • December 2022
  • Penta expands global footprint with acquisition of Hume Brophy. This acquisition further expands Penta's global reach and consolidates the company's position as the world's first comprehensive stakeholder solutions firm.
  • September 2022
  • Acquisition of Decode-M - The Decode-M team will be an essential part of helping clients understand "What's Next?" to drive growth and identify risks and opportunities for their businesses.
  • September 2022
  • Penta Group launches combining Ballast Research, Hamilton Place Strategies, Flag Media Analytics, alva, Gotham Research Group, and Decode_M into one entity to offer unrivaled intelligence and strategy to the world's leading companies.
  • June 2022
  • Gotham Research Group Joins Ballast Research, Hamilton Place Strategies, Flag Media Analytics, and alva. Gotham adds a new dimension to the platform created by Ballast, HPS, Flag, and alva, as it grows into a comprehensive menu of services to help companies manage their relationships and reputations with all stakeholders.
  • July 2021
  • Ballast Research and Hamilton Place Strategies announced their partnership with alva, the leading stakeholder intelligence platform. The partnership was supported by a majority investment in alva by Falfurrias Capital, formalizing the relationship between the leaders across corporate stakeholder management.
  • June 2021
  • Ballast Research announces partnership with Hamilton Place Strategies and Flag Media Analytics, bringing together data-driven public affairs and relationship management offerings across an increasingly complex policy landscape.
  • December 2020
  • Ballast Research acquisition and appointment of Alexander Jutkowitz and Beth Comstock as Board members

Add-on Acquisitions

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.

alvaalva 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.

 

 

President
Matt McDonald
Board of Directors
Alex Jutkowitz (Executive Chairman), Joe Price, Geordie Pierson, and Beth Comstock
FMP Partners
Joe Price and Geordie Pierson
Visit Website >

Industry Dive

B2B Digital Media Publisher of Targeted Business News and Insights

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Industry Dive

realized Investment
B2B Digital Media Publisher of Targeted Business News and Insights

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.

Website >
Co-Founders
Sean Griffey, Ryan Willumson, and Eli Dickinson
Board of Directors
Alexander Jutkowitz (Executive Chairman), Joe Price, Geordie Pierson, Sean Griffey, and Ryan Willumson
FMP Partners
Joe Price and Geordie Pierson

Milestones

  • September 2021
  • Acquisition of PharmaVOICE and The Ladders business newsletter email list
  • February 2021
  • Acquisition of Mobile Payments Today
  • December 2020
  • Acquisition of CFO Media Group
  • July 2020
  • Acquisition of NewsCred's Content Marketing Studio and Services
  • August 2019
  • Industry Dive acquisition and appointment of Alexander Jutkowitz as Executive Chairman

Add-on Acquisitions

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.

Operational Value Add

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.

Co-Founders
Sean Griffey, Ryan Willumson, and Eli Dickinson
Board of Directors
Alexander Jutkowitz (Executive Chairman), Joe Price, Geordie Pierson, Sean Griffey, and Ryan Willumson
FMP Partners
Joe Price and Geordie Pierson
Visit Website >

Sauer Brands, Inc.

Celebrating 130 years of producing fine spices, extracts, and flavorings

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Sauer Brands, Inc.

active Investment
Celebrating 130 years of producing fine spices, extracts, and flavorings

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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CEO / CFO
Bill Lovette / Jack Robinson
Board of Directors
Ken Walker (Executive Chairman), Marc Oken, Ed McMahan, Chip Johnson, Conrad Sauer IV, Hugh McColl III, Tad Dickson, and Jeri Finard
FMP Partners
Marc Oken, Ken Walker and Chip Johnson

Milestones

  • September 2021
  • Acquired Mateo's Gourmet Salsa, one of the leading independent brands in the shelf-stable salsa category.
  • April 2020
  • Acquired Chicago Custom Foods (CCF), maker of Kernel Season's popcorn seasoning, as well as oatmeal mix-ins and vegetable seasonings
  • November 2019
  • Appointed Martin Kelly as President & CEO of Sauer Brands
  • August 2019
  • Sauer Brands, Inc. strategic investment

Add-on Acquisitions

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.

Operational Value add

  • Built highly experienced management team with the appointment of a new Executive Chairman, CEO, CFO, and key operational roles
  • Managed a procurement review to help Sauer establish a world class supply chain and procurement organization
CEO / CFO
Bill Lovette / Jack Robinson
Board of Directors
Ken Walker (Executive Chairman), Marc Oken, Ed McMahan, Chip Johnson, Conrad Sauer IV, Hugh McColl III, Tad Dickson, and Jeri Finard
FMP Partners
Marc Oken, Ken Walker and Chip Johnson
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Best Impressions Caterers

Catering and Event Management Company Serving a Growing Southeastern Metropolitan Area Since 1989

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Best Impressions Caterers

active Investment
Catering and Event Management Company Serving a Growing Southeastern Metropolitan Area Since 1989

Best Impressions is a premier catering and event management company serving the Charlotte Metropolitan area since 1989. Best Impressions specializes in providing culinary services for corporate events, social events, and weddings. With the addition of Duvall Catering & Events out of Charleston, S.C., Falfurrias Capital Partners and Best Impressions have launched a platform to partner with top caterers across the Southeast.

Website >
CEO/COO
Justin King/ Melissa Sutherland
Board of Directors
Dave Byron (Executive Chairman), Marc Oken, Geordie Pierson, Renee McColl, and John Fennebresque
FMP Partners
Marc Oken and Geordie Pierson

Milestones

  • August 2023
  • Expanded into the Raleigh, NC market by acquiring Rocky Top Catering.
  • June 2020
  • Launched Table & Twine, an e-commerce supported premium meal delivery service in the Charlotte and Charleston markets
  • October 2018
  • Expanded into the Charleston, SC market by acquiring Duvall Catering & Events

Add-on Acquisitions

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, and operational and financial support of Falfurrias Capital, Best Impressions has launched a platform to partner with top caterers across the Southeast.

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.

 

CEO/COO
Justin King/ Melissa Sutherland
Board of Directors
Dave Byron (Executive Chairman), Marc Oken, Geordie Pierson, Renee McColl, and John Fennebresque
FMP Partners
Marc Oken and Geordie Pierson
Visit Website >

GPS Air

Engineering Air For A Cleaner World

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GPS Air

active Investment
Engineering Air For A Cleaner World

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.

Website >
CEO / CFO
Audey Cash / Blake Frawley
Board of Directors
Ken Walker (Executive Chairman), Wilson Sullivan, Marc Oken, and Charles Waddell
FMP Partners
Marc Oken, Ken Walker, and Wilson Sullivan

Milestones

  • September 2018
  • Falfurrias investment in GPS Air; named Ken Walker as Executive Chairman

Operational Value add

  • Created a GPS Technology & Innovation Center to showcase new and existing products, as well as educate customers on product capabilities and value proposition
  • Integrated new ERP systems and software tools to streamline commercial efforts, operations, and financial management
  • Expanded commercial footprint through partnerships with leading HVAC original equipment manufacturers and Indoor Air Quality providers
CEO / CFO
Audey Cash / Blake Frawley
Board of Directors
Ken Walker (Executive Chairman), Wilson Sullivan, Marc Oken, and Charles Waddell
FMP Partners
Marc Oken, Ken Walker, and Wilson Sullivan
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Tax Guard

Federal Tax Data Platform Service Offering For Lenders

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Tax Guard

realized Investment
Federal Tax Data Platform Service Offering For Lenders

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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CEO/COO
Hansen Rada / Anurag Amatya
Board of Directors
Marc Oken, Joe Price, Geordie Pierson, Chris Marshall, Hansen Rada, and Jason Peckham
FMP Partners
Marc Oken, Joe Price, and Geordie Pierson

Milestones

  • April 2020
  • Tax Guard moves into a new Headquarters location to support headcount growth and expanding operations
  • April 2018
  • Tax Guard strategic investment

Operational Value add

  • Leveraged FCP relationships to promote awareness, target commercial bank loan market, and to engage bank executives outside of core factoring and alternative lending market
  • Supported the development of new technology tools complementary to our core product, namely predictive analytics and fraud defense
  • Hired Kellen Rhodes as Controller
CEO/COO
Hansen Rada / Anurag Amatya
Board of Directors
Marc Oken, Joe Price, Geordie Pierson, Chris Marshall, Hansen Rada, and Jason Peckham
FMP Partners
Marc Oken, Joe Price, and Geordie Pierson
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E Tech Group

Engineering & Information Technology

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E Tech Group

realized Investment
Engineering & Information Technology

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.

Website >
CEO/CFO
Matt Wise / Sharon Koenig
Board of Directors
Ken Walker (Executive Chairman), Marc Oken, Chip Johnson, Ralph Carter, Steve Veldhuis, Doug Fagaly, and Rick Pierro
FMP Partners
Marc Oken, Ken Walker, and Chip Johnson

Milestones

  • September 2023
  • Add-on acquisition of Automation Group
  • February 2023
  • Add-on acquisition of E-Volve Systems
  • April 2019
  • Add-on acquisition of Superior Controls, Inc.
  • October 2018
  • Add-on acquisition of Glenmount Global Solutions (GGS)
  • January 2018
  • E Tech Group strategic investment

Add-on Acquisitions

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.

Operational Value add

  • Through the Glenmount Global acquisition, installed a new E Tech leadership team that included CEO, CFO, CTO, and chief strategy officer sourced from both organizations
  • Assisted with the systems and operations integration of E Tech and Glenmount
CEO/CFO
Matt Wise / Sharon Koenig
Board of Directors
Ken Walker (Executive Chairman), Marc Oken, Chip Johnson, Ralph Carter, Steve Veldhuis, Doug Fagaly, and Rick Pierro
FMP Partners
Marc Oken, Ken Walker, and Chip Johnson
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SixAxis

Compliance-Driven, Mission-Critical Safety and Productivity Solutions

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SixAxis

realized Investment
Compliance-Driven, Mission-Critical Safety and Productivity Solutions

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.

Website >
CEO/CFO
Jeff Reichert / Pete White
Board of Directors
Ken Walker (Executive Chairman), Chip Johnson, Todd Taylor, Rob Honeycutt, and Fred Harmon
FMP Partners
Ken Walker, and Chip Johnson

Milestones

  • November 2022
  • Following a five-year partnership, sold to MiddleGround Capital
  • June 2021
  • Acquired Ohio-based Upside Innovations
  • September 2017
  • SixAxis strategic investment and appointment of Ken Walker to Executive Chairman

Add-on Acquisition

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.

Operational Value add

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.

 

 

CEO/CFO
Jeff Reichert / Pete White
Board of Directors
Ken Walker (Executive Chairman), Chip Johnson, Todd Taylor, Rob Honeycutt, and Fred Harmon
FMP Partners
Ken Walker, and Chip Johnson
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Marquis Software Solutions, Inc.

Data Driven Analytics Solutions For Financial Institutions

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Marquis Software Solutions, Inc.

realized Investment
Data Driven Analytics Solutions For Financial Institutions

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.

Website >
CEO/CFO
Susan Faulkner / Lee Constantino
Board of Directors
Marc Oken, Joe Price, Wilson Sullivan, and Susan Faulkner
FMP Partners
Marc Oken, Joe Price, and Wilson Sullivan

Milestones

  • September 2017
  • Announced the addition of Leslie Watson-Stracener to lead Marquis' regulatory compliance practice
  • June 2017
  • DocuMatix add-on acquisition
  • September 2016
  • Marquis Software Solutions, Inc. acquisition and Susan Faulkner hired as CEO

Add-on Acquisitions

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.

Operational Value add

  • Integrated DocuMatix sales operations and technology offerings into the broader Marquis business and product suite, thus providing bank and credit unions with end-to-end query, dashboard and communication tools for their customer data
  • Assisted with the re-platforming and modernization of the full Marquis software suite, MarquisNext
  • Grew the employee base by more than 50% through acquisition, and through investments in the core technology and operations delivery teams
CEO/CFO
Susan Faulkner / Lee Constantino
Board of Directors
Marc Oken, Joe Price, Wilson Sullivan, and Susan Faulkner
FMP Partners
Marc Oken, Joe Price, and Wilson Sullivan
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FM Expressions

A Better Way to Decorate

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FM Expressions

active Investment
A Better Way to Decorate

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.

Website >
Interim CEO / CFO
Nathan Anderson / Rita Ruan
Board of Directors
Ken Walker (Executive Chairman), Marc Oken, Chip Johnson, and Robert Butters
FMP Partners
Marc Oken, Ken Walker, and Chip Johnson

Milestones

  • Ownership Period
  • Under the leadership of Executive Chairman, Ken Walker, built out a high performance executive team including CEO, CFO, and key operations roles
  • July 2016
  • FM Expressions acquisition

Operational Value add

  • In addition to CEO and CFO executive team additions, bolstered the next level of management with the following hires: Director of Operations, Customer Experience Manager, Program and Quality Manager, and a Director of Technology Development
  • Implemented Pareto principles to increase oversight of customer and internal quality, and to reduce production errors (> 50%)
  • Launched Printro, a web-to print SaaS platform to tech-enable the artwork storage, product creation, webstore upload, order aggregation, print and ship workflow process
Interim CEO / CFO
Nathan Anderson / Rita Ruan
Board of Directors
Ken Walker (Executive Chairman), Marc Oken, Chip Johnson, and Robert Butters
FMP Partners
Marc Oken, Ken Walker, and Chip Johnson
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American Safety Council

On-Demand Solutions. Training You Can Trust.

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American Safety Council

realized Investment
On-Demand Solutions. Training You Can Trust.

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 additional add-on acquisitions throughout its hold period.

Website >
CEO/CFO
John Comly / Jay Huie
FMP Partners
Ed McMahan and Wilson Sullivan

Milestones

  • June 2020
  • Following a 6-year partnership and 6 add-on integrations, sold ASC to Ridgemont Equity Partners
  • January 2020
  • Food Safety Educators add-on acquisition
  • September 2019
  • Florida Drivers Association (FDA) add-on acquisition
  • November 2017
  • National Safety Training and National Hospitality Training add-on acquisition
  • July 2017
  • Hired John Comly as CEO. Mr. Comly previously led several business units for PE-backed, digital marketing and technology provider, Red Ventures
  • July 2016
  • Huckleberry Notary Bonding, Inc. add-on acquisition
  • First Year
  • In the first year of ownership, assisted in the hiring of a chief financial officer, chief technology officer and head of sales & marketing
  • December 2014
  • The Online Traffic School add-on acquisition
  • May 2014
  • American Safety Council acquisition

Add-on Acquisitions

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.

Operational Value add

  • Built highly experienced management team including a CFO, CMO, and CTO. CMO and CTO were newly created roles added to further scale the business
  • Assisted in the improvement of internal operations through the establishment of standardized financial reporting, the creation of management dashboards, and monitoring key performance indicators to track and improve performance
  • Selected and implemented a ‘best-of-breed’ business intelligence front-end platform to assist management with course investment decision making through visualization and data slice-and-dice capabilities
  • Invested in the further development of ASC’s learning management system and course player technology platforms
  • Assisted management with integrating six (6) add-on acquisitions into the ASC platform
CEO/CFO
John Comly / Jay Huie
FMP Partners
Ed McMahan and Wilson Sullivan
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RegEd

Regulatory Compliance Enterprise Software Solutions

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RegEd

realized Investment
Regulatory Compliance Enterprise Software Solutions

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.

Website >
CEO
John Schobel
FMP Partners
Marc Oken, Joe Price, and Wilson Sullivan

Milestones

  • December 2018
  • RegEd acquired by Gryphon Investors
  • July 2015
  • RegEd acquisition

Operational Value add

  • Further invested in the RegEd management team adding a CFO and CTO in FCP’s first year of ownership
  • Invested significant resources in technology personnel and platform enhancements to improve the performance, reliability, and scalability of the RegEd product suite
  • Assisted with significant product releases including Questionnaires with Gifts & Entertainment tracking, Conflicts of Interest reporting, and NIPR Alerts
CEO
John Schobel
FMP Partners
Marc Oken, Joe Price, and Wilson Sullivan
Visit Website >

GlynnDevins

Senior Living Marketing Solutions

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GlynnDevins

realized Investment
Senior Living Marketing Solutions

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. Falfurrias Capital acquired GlynnDevins in June of 2015.

Website >
CEO
Sue McClure
FMP Partners
Geordie Pierson

Add-on Acquisitions

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.

Milestones

  • June 2015
  • GlynnDevins acquisition
  • July 2016
  • Zillner Marketing add-on acquisition
  • September 2016
  • Sharon Brooks & Associates (SB&A) and Brooks Adams Research add-on acquisition
  • August 2017
  • Frogman Interactive add-on acquisition
  • March 2018
  • Walker Marketing, Inc. add-on acquisition
  • December 2018
  • GlynnDevins acquired by CIP Capital

Operational Value add

  • Integrated four add-on acquisitions in locations nationwide. As part of the Kansas City office integration with Zilner Marketing, GlynnDevins consolidated all operations into a new a state-of-the-art Missouri headquarters adjacent to downtown
  • Assisted with the launch of “The Studio by GlynnDevins” and “BrandQ” technology service lines offering an array of high quality marketing products targeted at self-service senior living communities and large multi-location centers respectively
  • Supported the development of several new service offerings including enhanced lead scoring, a web development platform, and digital & data analytics capabilities as the senior living market continues to migrate from print to digital communication
  • Broadened GlynnDevins overall client offerings by adding new consulting and research services, as well as tech-enabling service lines with both software and hardware point solutions
CEO
Sue McClure
FMP Partners
Geordie Pierson
Visit Website >

NATDG

Software and Hardware for Grid Modernization

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NATDG

realized Investment
Software and Hardware for Grid Modernization

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.

CEO/CFO
Dave Pacyna, Chip Johnson
FMP Partners
Marc Oken, Ed McMahan

Add-on Acquisitions

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.

Milestones

  • March 2013
  • NATDG formation and Dave Pacyna hired as Chief Executive Officer
  • March 2013
  • Instrument Transformer Equipment Corporation investment, representing the first acquisition underneath NATDG
  • March 2014
  • Advanced Control Systems acquisition as a divestiture from Efacec
  • June 2014
  • ACS divested its real estate assets
  • 2018
  • NATDG is sold to financial and strategic buyers

Operational Value-Add

  • Added management team depth by hiring several key executives including a CEO, CFO, and Presidents and Head of Sales of each operating company
  • Implemented a new, common back-office enterprise resource planning (ERP) system across both ITEC and ACS. Company-wide ERP system added job and project-level costing, as well as KPI tracking and benchmarking
  • Identified and led diligence on numerous potential add-on acquisitions
CEO/CFO
Dave Pacyna, Chip Johnson
FMP Partners
Marc Oken, Ed McMahan

Dorsey Wright & Associates

A leading advisor to Wall Street for over 25 years

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Dorsey Wright & Associates

realized Investment
A leading advisor to Wall Street for over 25 years

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 January of 2015, Falfurrias sold Dorsey Wright to Nasdaq.

CEO
Tammy DeRosier
FMP Partners
Hugh McColl (Chairman), Marc Oken

Milestones

  • November 2011
  • Dorsey Wright & Associates acquisition
  • From 2011 to 2014
  • The AUM of Dorsey Wright indexed products grows from $1.7 billion to over $5 billion and DWA becomes the leading global momentum-based index provider
  • March 2014
  • Launched the First Trust Focus Five ETF, the most successful ETF launch of the year
  • January 2015
  • Agreed to sell Dorsey Wright to strategic acquirer, Nasdaq

Operational Value add

  • Appointed Hugh McColl as chairman and recruited the former president of a leading ETF sponsor to the board of directors of Dorsey Wright
  • Restructured subscription product pricing and packaging leading to increases in contribution margin
  • Implemented a full, best-of-breed, front- and back-office software platform resulting in increased lead conversion, subscription management efficiency, and overall management visibility into the business
  • Assisted in the rewrite of the dorseywright.com technology platform, which supports DWA’s Point and Figure subscription services and indexing business
CEO
Tammy DeRosier
FMP Partners
Hugh McColl (Chairman), Marc Oken

Commercial Credit Group, Inc.

Equipment Financing The Right Way - Yours

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Commercial Credit Group, Inc.

realized Investment
Equipment Financing The Right Way - Yours

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.

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CEO
Dan McDonough
FMP Partners
Marc Oken, Ed McMahan

Milestones

  • March 2010 – Commercial Credit Group, Inc. acquisition
  • Shortly after the FCP-led recapitalization, CCG secured a new $75 million senior debt facility with SunTrust and Bank of Montreal
  • December 2011 – Falfurrias Capital facilitated CCG’s acquisition of a seasoned portfolio of loans and leases from Element Financial Corporation

Operational Value-Add

  • Augmented CCG’s board of directors with Wayne Robinson, the former head of Wachovia’s Global Capital Finance Division
  • Worked with CCG management to improve the company’s infrastructure, implement new processes to effectively manage its growth, and reposition specific areas of CCG’s operations and compliance processes in order to reduce the risk for a potential acquirer
  • Helped secure senior financing in a difficult environment, ensuring access to capital for continued growth
CEO
Dan McDonough
FMP Partners
Marc Oken, Ed McMahan
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Capital Bank

Your Southeastern Community Bank

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Capital Bank

realized Investment
Your Southeastern Community Bank

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.

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Co-Founders
Gene Taylor, Chris Marshall
FMP Partners
Marc Oken

Milestones

  • January 2010
  • North American Financial Holdings (NAFH) investment
  • June 2011
  • Capital Bank Corporation was merged with and into NAFH, allowing NAFH to change its name to Capital Bank
  • September 2012
  • Capital Bank completed its initial public offering and began trading on the Nasdaq exchange under the ticker CBF
  • October 2013
  • Falfurrias Capital sold its shares in the company

Operational Value-Add

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.

Co-Founders
Gene Taylor, Chris Marshall
FMP Partners
Marc Oken
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Bojangles

Famous Chicken 'n Biscuits

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Bojangles

realized Investment
Famous Chicken 'n Biscuits

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.

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CEO/CFO
Randy Kibler, John Jordan
FMP Partners
Marc Oken, Ed McMahan

Add-on Acquisitions

Seventeen Bojangles’ Franchise Stores: Falfurrias Capital assisted with the identification, strategic assessment, financing, and integration of seventeen franchise locations into company stores.

Milestones

  • September 2007
  • Bojangles' acquisition
  • September 2007
  • Appointed industry veteran, Randy Kibler, as chief executive officer
  • July 2009
  • Refinanced Bojangles' debt through a series of transactions leading to a reduction of interest of over $6 million per year
  • August 2011
  • Bojangles' acquired by Advent International

Operational Value add

  • Assisted with implementing a company store-wide pricing optimization strategy that allowed management to establish prices on a store-by-store basis based on historical sales trends and market demographics of the individual stores
  • Identified and helped integrate a technology-enabled people-resource management process that reduced hourly turnover substantially across company-owned stores
  • Supported the acquisition of seventeen franchise locations including the sourcing, strategic assessment, execution & financing, and ultimately the integration of those stores
CEO/CFO
Randy Kibler, John Jordan
FMP Partners
Marc Oken, Ed McMahan
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UC Synergetic

Innovative Thinking. Engineered Solutions.

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UC Synergetic

realized Investment
Innovative Thinking. Engineered Solutions.

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.

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CEO
Mike Kistner
FMP Partners
Marc Oken, Ed McMahan

Add-on Acquisitions

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.

Milestones

  • May 2007
  • Synergetic Design platform acquisition
  • July 2008
  • Utility Consultants, Inc. acquisition and merger
  • August 2008
  • Hired Mike Kistner as the CEO of the combined businesses
  • July 2009
  • PowerComm Engineering acquisition
  • July 2012
  • UC Synergetic acquired by Pike Energy

Operational Value-Add

  • Recruited two third-party board members who were the former CEO of El Paso Electric Comp and a former Bank of America outsourcing executive
  • Assisted management’s launch of a new high-growth strategic “distributed antenna system” (DAS) division
  • Integrated all acquired businesses underneath a common information technology platform
  • Designed and negotiated a new comprehensive employee benefit plan
CEO
Mike Kistner
FMP Partners
Marc Oken, Ed McMahan
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PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

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.