Falfurrias Capital Partners

Falfurrias Capital Partners is a private equity investment firm based in Charlotte, North Carolina, founded in 2006 by Hugh McColl, Jr. and Marc Oken, both former executives at Bank of America. The firm specializes in acquiring and investing in lower to mid-market companies with a focus on growth-oriented sectors. Its investment strategy encompasses a diverse range of industries, including packaged foods, healthcare IT, technology-enabled services, marketing and media, cybersecurity, and education, among others. Falfurrias Capital Partners aims to leverage its expertise and network to enhance the value of its portfolio companies while fostering long-term growth.

Nick Bueno

Managing Director and Head of Strategy and Market Insights

Michael Clifton

Partner

Robert Cummings

CTO and Managing Director

Cam Dyer

Partner

James M. Huffman

Vice President

Charles Johnson Jr.

Partner

John Jordan

Managing Director

Edwin McMahan Jr.

Co-Founder and Managing Partner

Joe Oesterling

Managing Director and CTO

Joe Price

Partner

Joseph Schonberg

Partner

Wilson Sullivan

Partner

Ken Walker

Partner

Past deals in Consulting

Commodity & Ingredient Hedging

Private Equity Round in 2022
Provider of risk management services intended to serve businesses affected by volatility in the agriculture commodities markets. The company offers to manage margins, price risk, insurance and exchange-traded and non-exchange-traded hedging instruments services, enabling clients with assistance and information to hedge their commodity price risk exposure.

Training The Street

Private Equity Round in 2021
Provider of financial training and skills development services for corporations and educational institutions including global banks, investment banks, private equity firms, management consulting firms and accounting firms. The company offers training courses in accounting, capital markets, financial modeling and valuation through a mix of live instruction, class collaboration, technical fundamentals and real-world applications to professionals and executives.

Crosslake Technologies

Private Equity Round in 2021
Crosslake Technologies is a consultancy firm that collaborates with software leaders to enhance the effectiveness of their development processes and organizational structures. The company focuses on transforming strategies, workflows, and tools to improve software value and quality while minimizing engineering costs and reducing time to market. Crosslake offers a range of services including software development assessments, product vision and strategy formulation, and the implementation of development tools. Additionally, they provide guidance on organizational models, career development, quality assurance practices, and project management. By implementing best practices and tools, Crosslake Technologies aims to deliver measurable improvements in engineering effectiveness and overall product quality.

Ballast Research

Acquisition in 2020
Ballast Research is an independent and non-partisan consulting firm based in Washington, D.C., founded in 2013. The company specializes in enhancing policy engagement and communications by providing direct feedback from senior policymakers to government relations professionals and corporate executives. Its services include federal, state, and European Union advocacy consulting, aimed at equipping advocates with the necessary resources to effectively engage with government officials. Formerly known as Policy Brands Roundtable, Ballast Research adopted its current name in July 2017, reflecting its commitment to facilitating more effective advocacy efforts.
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