Private Equity in Partnership

At FalconPoint Partners, we view all investments as growth-oriented partnerships. Our approach is to work in service of our partners and to build enduring businesses and relationships that transcend any given transaction. With a focus on the industrial and business services sectors, we target opportunities that align with our strategy and individuals who share our vision. This approach is continually validated by our outcomes and the bonds we forge with founders and executive teams.

Elevating the Essential

Our Investment Strategy

Modernization and Innovation

Our strategy harnesses the transformative power of technology to comprehensively modernize business operations. By integrating advanced automation, leveraging the latest enterprise platforms, and utilizing AI for actionable insights and efficiency, we ensure our partner companies not only exceed industry standards, but also lead the way in innovation. Our collaboration with BrightAI, an AI IoT platform, exemplifies our dedication to embedding cutting-edge technological solutions to drive operational excellence and competitive advantage for our partner companies.

Focus on Irreplaceable Value

The core of our investment approach is to identify “real economy” businesses serving irreplaceable, essential functions within their core markets. These unique companies are distinguished by their foundational, infrastructure-like attributes that are difficult or impossible to replicate. Through strategic initiatives and operational improvements, we fortify their indispensable position in the market, ensuring their enduring significance and stability through various market cycles.

Anticipate. Adapt. Accelerate.

FalconPoint provides flexible capital solutions for North American companies. We partner with world-class teams and executives. We do not shy away from complicated situations and have the ability to provide tailored capital solutions and support to drive growth, transformation and strategic investment.

Investment Types

Leveraged Buyouts
We specialize in buyouts of well-positioned companies, utilizing prudent leverage levels to maintain operational flexibility while pursuing growth targets.
Growth Equity
We contribute equity capital and expertise to expedite the achievement of a company's growth objectives, by acquiring a minority or majority stake.
Minority Investments and Partnerships
We offer minority capital to founders, owners and executives who seek liquidity and a value-additive partner while retaining majority control over their business.
Structured and Preferred Equity
We structure investments across the capital structure, including preferred equity, warrants, and debt-like instruments.
Corporate Carve-Outs and Divestitures
We are sought-after by corporates looking to divest assets, due to our comfort and speed in managing complex carve-outs, and our reputation with these selling counterparties.

Our Investment Focus

Headquartered
United States and Canada
Size
Investments of $100+ million
Industry
Essential Platforms in Industrial and Business Services
Structure
Majority or minority equity; influential preferred equity

Partnerships Before Transactions

Our Approach

For Founders

For Founders

For Management

For Intermediaries

Tailored, Flexible Capital Solutions for Successful Business Owners

At FalconPoint, we are acutely aware of the hard work, personal sacrifices, and risks necessary to build a successful business. Every origin story is unique and personal. Our approach is to respect and preserve the differentiated culture and key attributes of your business, while collaborating to accelerate growth and value creation.

 

"FalconPoint’s genuine commitment to work in service of our success, a consistent message echoed by their past partners, was the key factor that set them apart from other potential equity firms. This partnership-first philosophy drove the confidence required for me to select FalconPoint as the first institutional capital investor in our 100+ year-old family business.”
Tony Calandra
Founder & CEO,  Jennmar
"The expertise and the integrity of the FalconPoint team, particularly in complex transactions, is unmatched in my experience. They understand the importance of relationships in business.”
Paul Porter
Founder & CEO,  Premier Franchise Management

Past results and experiences discussed in any endorsements or testimonials are not indicative, or a guarantee of future results or experiences. FalconPoint has not provided any compensation in exchange for receiving any endorsements or testimonials, nor does FalconPoint believe there are any material conflicts associated with providing these endorsements or testimonials.

Partnership Based on Mutual Respect and Shared Ideals

Our commitment extends well beyond capital. In every partnership, we aim to be a consistent, value-add partner, bringing our extensive resources to bear and complementing your strategic vision while fortifying your market position.

"The collaborative culture Andrew fostered between the board and management was an important part of our transformation at the Company. This willingness to work in support of myself and the management team was differentiated in the PE industry.”
Jamie MacDonald
CEO,  Parexel
“Partnering with Russ and Andrew was a seamless experience. Their ability to build and lead a board that would guide, challenge, and provide resources to myself and the team made a significant impact on our operational achievement and was the driving force behind our successful 2021 IPO. I’ve worked with a host of sponsors over the years, and this experience was truly transformative.”
Joel Culp
Chief Marketing Officer,  Latham Group

Past results and experiences discussed in any endorsements or testimonials are not indicative, or a guarantee of future results or experiences. FalconPoint has not provided any compensation in exchange for receiving any endorsements or testimonials, nor does FalconPoint believe there are any material conflicts associated with providing these endorsements or testimonials.

We Do What We Say

FalconPoint has a long and successful history of working with various advisors and intermediaries, including leading financial institutions, lenders, brokers, attorneys, accountants, consultants, executives, and others. We pride ourselves on the reputation we have built as a transparent and trusted counterparty.

“Relationships are at the heart of every business and every partnership. Our team’s motivation and success derives from a culture that places integrity, honesty, and transparency as the guiding principles for how we interact with each other, and our partners. Guided by these fundamental principles, we aim to forge a meaningful and enduring impact on the enterprises we support, to the betterment of the societies in which we live.”

Russ Gehrett
Founder & Managing Partner

Building Enduring Businesses

Investments

The FalconPoint team is passionate about tailoring flexible capital solutions and developing enduring partnerships to support those building the businesses of tomorrow.

Transaction Type
Buyout
current
Investment
current
Investment
Transaction Type
Buyout
Investment Year
2025
Strategy
Partner with CEO to accelerate growth

SMS is a leading provider of a comprehensive suite of outsourced steel mill services in the United States, Europe, and South America. SMS also provides marine vessel decommissioning services to the United States Maritime Administration along with other commercial maritime companies. Since its inception, SMS has been built around its long-term customer relationships, leveraging innovative technology and best-in-class equipment and asset management programs to deliver reliability, efficiency, and productivity across a full range of services.

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Transaction Type
Equity Partnership
current
Investment
current
Investment
Transaction Type
Equity Partnership
Investment Year
2024
Strategy
Partner with founder/CEO to accelerate growth

Jennmar is a leading global provider of infrastructure products and specialized services to the civil infrastructure, solar, mining, and construction industries. For over 100 years, Jennmar’s focus has been on manufacturing products and providing solutions that help keep workers safe and productive.

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Transaction Type
Minority Equity
Strategic Partnership
Strategic Partnership
Transaction Type
Minority Equity
Investment Year
2019
Strategy
Deployment of enhanced AI capabilities across the FalconPoint portfolio

High-growth AIoT platform focused on digitizing the physical world, creating transformative enterprise solutions.

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Strategic Partnerships are investments that certain members of the FalconPoint team made prior to the founding of FalconPoint and are listed herein for the purpose of providing background on the experience of the firm’s principals and the types of resources and partnerships available to support current and future investments, and are not FalconPoint investments.

Transaction Type
Minority Equity
Strategic Partnership
Strategic Partnership
Transaction Type
Minority Equity
Investment Year
2022
Strategy
Enabling FalconPoint portfolio company access to next-generation AI-tools

Energy-efficient, focused AI processing hardware, disrupting edge-processing across use cases.

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Strategic Partnerships are investments that certain members of the FalconPoint team made prior to the founding of FalconPoint and are listed herein for the purpose of providing background on the experience of the firm’s principals and the types of resources and partnerships available to support current and future investments, and are not FalconPoint investments.

Strategic Partnerships are investments that certain members of the FalconPoint team made prior to the founding of FalconPoint and are listed herein for the purpose of providing background on the experience of the firm’s principals and the types of resources and partnerships available to support current and future investments, and are not FalconPoint investments.

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