Financial Services Advisory Firm - Onex Falcon

Financial Services Advisory Firm

Private equity group in need of a flexible capital partner to provide junior debt and equity in support of an acquisition

Business Description:

The Company is a provider of multi-disciplinary governance, risk management, and compliance advisory services to consumer-oriented financial services firm, including 24 of the top 30 banks operating in the U.S. The Company’s name is not disclosed due to confidentiality purposes.                     

Falcon Solution:

Falcon provided a flexible capital solution, investing in subordinated debt and senior preferred equity to support the acquisition.

Back to Investments

Investment Date:

OCT 2017

Transaction Type:



Financial services – compliance consulting


Private equity group


Senior subordinated notes, senior preferred equity

Exit Date:

Current investment