About Falcon Investment Advisors
Falcon Investment Advisors is a private equity firm founded in 2000. It is primarily based in Santa Barbara, United States. As of Aug 2026, Falcon Investment Advisors has a portfolio of 118 companies, comprising 118 funding rounds and 11 acquisitions. The firm primarily invests in companies based in United States and Canada. Its portfolio is spread across a wide range of sectors from Enterprise Applications to Food and Agriculture. Most recently it acquired stakes in Cast-Crete on Jan 06, 2022.
Overall Falcon Investment Advisors portfolio has seen 3 IPOs and 70 acquisitions, namely Legendary Entertainment, Planet Fitness and ecoATM. A lot of funds co-invest with Falcon Investment Advisors, with names like Goldman Sachs Asset Management sharing a substantial percentage of its portfolio.
Falcon Investment Advisors has a team of 12 people, including 2 partners.
Key Metrics
Founded Year
2000
Location
Santa Barbara, United States
Portfolio Companies
Portfolio Sectors
Portfolio Locations
Acquisition Deals
Investment Deals
Falcon Investment Advisors' Portfolio
Falcon Investment Advisors has a portfolio of 118 companies. They have invested in a total of 118 companies. Their most recent investment was in Centerfield (Series B round) on May 2019. Here are the most recent investments by Falcon Investment Advisors:Date | Company | Round | Amount | Co-Investors |
|---|---|---|---|---|
May 2019 | Series B | 2352 | - | |
Sep 25, 2018 | Conventional Debt | 5409 | - | |
Sep 13, 2018 | Unattributed | 5360 | - | |
Mar 2017 | PE | 6295 | - |
Falcon Investment Advisors has acquired 11 companies. Their most recent acquisition was of Cast-Crete on Jan 06, 2022. Here are the most recent acquisitions by Falcon Investment Advisors:
Acquisition Date | Company | Short Description | Total Funding | Founded Year |
|---|---|---|---|---|
Jan 06, 2022 | Manufacturer of precast concrete products for the construction industry | - | 1955 | |
Aug 29, 2016 | Provider of IT hardware lifecycle management services | - | 1978 | |
Apr 01, 2016 | Waste collection company | - | 2012 | |
Jul 08, 2019 | Provider of loyalty management software | - | 2001 |
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Here is the portfolio snapshot of Falcon Investment Advisors:
Investments by Year
The maximum number of investments were made in 2019
Acquisitions by Year
The maximum number of acquisitions were made in 2017
Portfolio by Location
Companies are primarily in United States and Canada
Portfolio by Sector
Companies are primarily in Enterprise Applications
Team profile of Falcon Investment Advisors
Falcon Investment Advisors has a team of 12 members including 2 Partners and 5 Principals located in United States and United Arab Emirates. Falcon Investment Advisors' team does not sit on the board of any company as of now.Here is a list of top team members in Falcon Investment Advisors:
Name | Designation | Location | Board Memberships | Contact Details |
|---|---|---|---|---|
Partner | United States | - | - | |
Partner | - | - | - | |
Principal | Boston | - | ||
Principal | Boston | - | ||
Principal | United Arab Emirates | - | - | |
Principal | New York City | - | ||
Principal | New York City | - | - | |
Associate | Boston | - | ||
Associate | Boston | - | ||
Associate | Boston | - | - | |
Analyst | Boston | - | - |
Co-investors of Falcon Investment Advisors
Over the past 26 years, 7 investors have co-invested in Falcon Investment Advisors's portfolio companies.
- Top Co-investors of Falcon Investment Advisors: 7 investors entered a company along with Falcon Investment Advisors. These include investors like Goldman Sachs Asset Management (1 company).
Falcon Investment Advisors News
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Investeringsforeningen Falcon Invest - Summons to the annual general meeting 2026GlobeNewswire•Feb 18, 2026•Falcon Investment Advisors
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Onex’s credit arm acquires Falcon Investment AdvisorsPE Hub•Jan 04, 2021•Onex, Falcon Investment Advisors
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Basic Fun! Receives Funding from Falcon Investment AdvisorsBusiness Wire•Sep 13, 2018•Basic Fun!, Falcon Investment Advisors, K’NEX, Uncle Milton
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