Falfurrias Capital Partners, established in 2006, is a Charlotte-based private equity firm. It invests in and acquires growth-oriented, mid-market companies across various sectors, including packaged foods, technology, and healthcare. The firm, founded by Hugh McColl, Jr. and Marc Oken, focuses on lower and middle-market businesses, aiming to drive their growth and success through strategic guidance and operational support.
Managing Director and Head of Strategy and Market Insights
Michael Clifton
Partner
Rob Cummings
Managing Director and CTO (CTO)
Cam Dyer
Partner
Campbell Dyer
Partner
James Huffman
Vice President
Grant Hundley
Vice President
Charles Johnson Jr.
Partner
John Jordan
Managing Director
Ed McMahan
Managing Partner and Co-Founder
Edwin McMahan Jr.
Co-Founder and Managing Partner
Joe Oesterling
Managing Director and CTO
Marc Oken
Co-Founder and Chairman
Geordie Pierson
Partner
Joseph Schonberg
Partner
Wilson Sullivan
Partner
30 past transactions
capSpire
Private Equity Round in 2024
capSpire is a global consulting and solutions company that solves difficult business and technology problems for commodity-focused organizations.
O2X
Private Equity Round in 2024
O2X is a provider of human performance training and education, designed for first responders, military personnel, elite organizations, and tactical athletes. Originating from the expertise of VO2 Max, a leader in cardiovascular fitness assessment, O2X aims to set a standard in the field. The company offers customized wellness programs that focus on enhancing the mental and physical health, productivity, performance, and career longevity of its clients. By targeting public safety departments, military branches, and federal agencies, O2X delivers tailored solutions that support the unique demands of tactical professionals.
Synergy ECP
Private Equity Round in 2023
Synergy ECP is a technology services provider specializing in cybersecurity. It offers a range of services to help clients bolster their computer security, including defense and offense attack mitigation, software and systems engineering, and other information technology support. Additionally, the company provides procurement support, project management, and financial analysis services.
Brainlabs
Private Equity Round in 2023
Brainlabs is a London-based data-driven marketing agency that specializes in delivering experimentation-led marketing solutions. The company offers a range of digital marketing services, including paid search, display advertising, paid social, search engine optimization (SEO), conversion rate optimization (CRO), and analytics. Brainlabs manages online advertising campaigns for notable clients such as Domino’s, Expedia, Which?, and Deliveroo, utilizing advanced technology to enhance campaign efficiency. Their approach incorporates various factors, including weather conditions, time of day, user location, and user profiles, to optimize pricing for clients' online advertising efforts. By combining technology, biddable agency services, and consultancy, Brainlabs aims to drive measurable results for businesses through innovative marketing strategies.
Executive Platforms
Private Equity Round in 2023
Executive Platforms is a company that creates high-level forums aimed at fostering the exchange of ideas among senior leaders of various businesses and organizations. By organizing events that feature keynote speakers, case study presenters, panelists, and workshop facilitators, the company enables its participants to engage with new challenges and opportunities within their industries. Leveraging a network of referrals from audiences and advisory boards, Executive Platforms curates a diverse range of discussions and presentations, ensuring that the content is relevant and impactful for its attendees. Through these initiatives, the company promotes collaboration and knowledge sharing among executives, enhancing their ability to address contemporary business challenges.
Said Differently
Private Equity Round in 2022
Said Differently is a strategic consulting and design firm that redefines the traditional agency model by offering a unique global approach to advertising, design, and development services. Established in 2020, the company caters to a diverse clientele, including nonprofits, venture capital-backed startups, and Fortune 500 brands. By assembling custom teams of over 3,000 specialists from various regions, Said Differently addresses specific client needs while maximizing return on investment. Their comprehensive offerings include product design, brand positioning, customer relationship management programs, user experience design, campaign development, and project management services. This holistic approach enables clients to navigate the full spectrum of marketing and product development effectively.
Commodity & Ingredient Hedging
Private Equity Round in 2022
Commodity & Ingredient Hedging is a technology-driven risk management firm that specializes in providing education and services to businesses impacted by fluctuations in agricultural commodity markets. The firm offers a comprehensive range of risk management solutions, including dairy margin management, commodity price management, crop margin management, beef margin management, and hog margin management. By utilizing various hedging instruments, both exchange-traded and non-exchange-traded, the company assists clients in effectively managing their price risk exposure. Through its services, Commodity & Ingredient Hedging empowers businesses with the necessary tools and knowledge to navigate the complexities of commodity price volatility.
Engage Fi
Private Equity Round in 2022
Engage Fi is a consulting firm that specializes in providing data-informed services for credit unions and community banks. The company focuses on financial analysis and technology trends, offering a variety of solutions such as credit and debit assessments, online banking evaluations, and technology assessments. Additionally, Engage Fi provides expertise in insurance and loyalty assessments, allowing clients to make informed decisions regarding vendor selection and spending. By leveraging its comprehensive understanding of the financial landscape, Engage Fi aims to help its clients optimize their operations and enhance their service offerings.
Local Hive Honey
Acquisition in 2021
Local Hive Honey specializes in producing raw and unfiltered honey sourced from local beekeepers across various regions in the United States. The company offers 23 distinct varietals, each characterized by unique flavors and colors influenced by their specific geographic origins. Local Hive Honey emphasizes a commitment to quality through a rigorous testing process, ensuring that its products are free from antibiotics and pesticides. By leveraging a network of contracted local honey suppliers, Local Hive delivers honey that is fresh and directly from the hive to the consumer's kitchen.
My Code
Private Equity Round in 2021
My Code, founded in 2015, operates as a leading Hispanic digital media company in the United States, focusing on connecting brands and advertisers with Hispanic audiences across various digital channels. It is recognized for its extensive Hispanic digital reach and develops integrated marketing campaigns that combine targetable data, exclusive inventory, and impactful creative content. My Code's proprietary intelligence platform, which leverages insights from a significant Hispanic digital panel and influencer network, allows for the delivery of data-driven marketing strategies. This approach enables brands to effectively engage with Hispanic consumers, enhancing their ability to capture this vital market segment and drive revenue growth.
Chargeback Gurus
Private Equity Round in 2021
Chargeback Gurus specializes in chargeback recovery and dispute analytics, helping businesses regain lost revenue from chargebacks and fraud. By utilizing a platform that integrates automation, data analytics, and expert analysis, the company identifies vulnerabilities within client operations and works to enhance customer retention and satisfaction. With a philosophy that emphasizes understanding the underlying causes of chargebacks, Chargeback Gurus positions itself as a trusted advisor to card networks, Fortune 500 companies, and financial institutions. The firm's expertise in risk management and fraud prevention has garnered it numerous accolades, including recognition in the Inc 5000 list of Fastest Growing US Companies and a Stevie Award, solidifying its reputation as a leader in the industry.
Training The Street
Private Equity Round in 2021
Training The Street is a provider of financial training and skills development services aimed at students, interns, and professionals across various sectors, including global banks, investment banks, private equity firms, management consulting firms, and accounting firms. The company specializes in delivering a wide range of training programs, which encompass areas such as financial statement analysis, accounting, financial modeling, and valuation. Their offerings include program advisory services, corporate Excel training, and public courses designed to enhance the financial acumen of participants. Training The Street employs a blend of live instruction, collaborative learning, technical fundamentals, and real-world applications to effectively equip professionals and executives with the necessary skills to succeed in the finance industry.
Carolina Foods
Private Equity Round in 2021
Carolina Foods is a food production company specializing in sweet baked products, including individually wrapped honey buns, baked pies, fried pies, and gem donuts. The company serves the food industry by offering wholesale bakery items, private-label manufacturing, and co-packing services for various major snack brands. Carolina Foods aims to create products that enhance family gatherings during breakfast, snacks, and special occasions, ensuring that its offerings contribute to memorable moments for consumers.
Crosslake Technologies
Private Equity Round in 2021
Crosslake Technologies, established in 2010, is a Charlotte, North Carolina-based consulting firm specializing in technology and business transformation. Led by former CTOs, CIOs, and engineers, the company helps clients buy, build, and run technology that drives business value. Crosslake's expertise lies in assessing and improving organizational performance, managing technical debt, modernizing systems, and preparing for strategic events like mergers and acquisitions. They leverage their proprietary Corsis® platform and insights from over 3,500 technology M&A transactions to provide data-driven, actionable advice to private equity investors and management teams.
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.
Retail Dive
Acquisition in 2019
Retail Dive is a prominent business journalism platform that focuses on the retail industry, delivering exclusive insights and analysis to over 11 million decision-makers across various sectors. As part of Industry Dive, Retail Dive produces content designed to keep busy professionals informed about the latest trends, challenges, and opportunities within the retail landscape. The publication aims to provide concise, high-quality information that can be consumed quickly, making it an essential resource for stakeholders looking to navigate the complexities of the retail market.
Sauer's
Acquisition in 2019
Sauer's is a company that specializes in producing a variety of flavor-enhancing condiments, spices, seasonings, and extracts. Their product line includes popular brands such as Duke’s Mayonnaise, The Spice Hunter, Gold Medal, and BAMA. With a focus on enhancing the taste of food, Sauer's offers a diverse range of high-quality ingredients that cater to the culinary needs of consumers.
Best Impressions Caterers
Acquisition in 2018
Best Impressions Caterers, established in 1989 and based in Charlotte, NC, is a prominent catering firm that specializes in providing culinary services for corporate events, weddings, and social gatherings. The company operates through three divisions: Best Impressions Caterers, Byron’s South End, and The Grill & Picnic Company. Its state-of-the-art 24,000 sq. ft. facility in South End is equipped to manage several hundred events each month. Best Impressions caters to a diverse clientele, offering tailored culinary experiences for corporate functions, philanthropic galas, and casual events such as company picnics and backyard gatherings. The firm also serves as a preferred caterer for many of the city's top event venues and is the exclusive provider of food, beverages, and equipment for Daniel Stowe Botanical Gardens. Through its commitment to personalized service and quality, Best Impressions Caterers has established a strong reputation in the catering industry.
GPS Air
Acquisition in 2018
GPS Air specializes in manufacturing advanced air purification solutions that enhance indoor air quality across various sectors, including healthcare, industrial, transportation, government, commercial, and residential environments. The company employs Needlepoint Bipolar Ionization (NPBI) technology to effectively control microbes, reduce airborne particles, and mitigate odors. Among its notable products is the GPS-iMod, which has been shown to provide significant energy and cost savings, particularly in hospital systems. GPS Air is dedicated to delivering customized solutions that maximize performance and efficiency, backed by a team of experts and a comprehensive educational resource library.
GPS Air
Private Equity Round in 2018
GPS Air specializes in manufacturing advanced air purification solutions that enhance indoor air quality across various sectors, including healthcare, industrial, transportation, government, commercial, and residential environments. The company employs Needlepoint Bipolar Ionization (NPBI) technology to effectively control microbes, reduce airborne particles, and mitigate odors. Among its notable products is the GPS-iMod, which has been shown to provide significant energy and cost savings, particularly in hospital systems. GPS Air is dedicated to delivering customized solutions that maximize performance and efficiency, backed by a team of experts and a comprehensive educational resource library.
Tax Guard
Private Equity Round in 2018
Tax Guard, Inc. operates an online platform that delivers tax risk due diligence services tailored to commercial lenders. The company specializes in providing insights into borrowers' tax compliance, including outstanding liabilities, missing tax returns, tax deposit verification, and federal tax lien reports. It offers ongoing monitoring through monthly reports, alerts, and health checks, while also assisting clients in negotiating payment plans for tax issues. Tax Guard's services streamline operations for asset-based lenders, factors, merchant cash advance providers, small business administration lenders, and other financial institutions. The company utilizes a proprietary reporting process that sources data directly from the IRS, enabling lenders to assess tax-related credit risk in real-time. Founded in 2008, Tax Guard is headquartered in Boulder, Colorado.
E Technologies Group
Private Equity Round in 2018
E-Technologies Group, Inc. specializes in software and automation systems integration services. The company provides a range of offerings, including process automation, machine process solutions, process engineering, engineering design, mechanical design, system integration, regulated services, training, and contractor services. Its automation capabilities encompass site and corporate master planning, feasibility studies, conceptual design, legacy system upgrades, batch solutions, and object-based toolkit development. Additionally, E-Technologies Group delivers machine process services such as front-end engineering and planning, line integration and optimization, project management, and further legacy system enhancements. The company serves various industries, including consumer goods, food processing and packaging, life sciences, pharmaceuticals, building products, beverage processing and packaging, brewing and distilling, parts manufacturing, warehousing and distribution, utilities, and chemical processing. Founded in 1993 and based in West Chester, Ohio, E-Technologies Group was previously known as Control Concepts and Design, LLC before adopting its current name in January 1999.
SixAxis
Private Equity Round in 2017
SixAxis, LLC is a manufacturer of safety products focused on enhancing worker safety and productivity across various industries. The company produces mobile work platforms, loading platforms, and gangways designed for truck, railcar, and industrial safety applications, marketed under its ErectaStep, RollaStep, and YellowGate brands. Additionally, SixAxis develops sales resource planning software under the Atlatl Software brand. By specializing in innovative designs for stairs, fall protection, and bulk loading solutions, SixAxis aims to mitigate workplace injuries while promoting operational efficiency. The company is headquartered in Andrews, South Carolina, and was co-founded by Rob Honeycutt and Fred Harmon.
Marquis Software Solutions
Acquisition in 2016
Marquis Software Solutions, Inc. is a Plano, Texas-based company that specializes in providing marketing, sales, and compliance solutions for financial institutions both in the United States and internationally. Established in 1986, the company offers a range of services, including customer relationship management, direct mail management, and support for community reinvestment act, HMDA, and fair lending compliance. With expertise in data analytics and strategic consulting, Marquis Software Solutions aims to help over 400 financial institutions enhance their profitability and retention efforts. By providing tailored software and consulting services, the company focuses on delivering measurable results for its clients in a competitive landscape.
Green Distribution
Acquisition in 2016
Green Distribution LLC, founded in 2009 and based in Secaucus, New Jersey, is a prominent producer and distributor of print merchandise on the East Coast. The company specializes in screen printing and heat transfer technology to apply custom designs and licensed artwork to a wide range of apparel and non-apparel items. Green Distribution serves the garment industry by offering clients easy customization options and rapid turnaround times through its proprietary front-end web platform.
RegEd
Acquisition in 2015
RegEd, Inc. offers compliance management, education, and licensing solutions tailored for the financial services sector, including broker-dealers, insurance carriers, and banks. The company's product suites include comprehensive platforms that automate compliance with regulatory requirements from organizations such as FINRA and the SEC. RegEd provides services for managing contracting, insurance licensing, and continuing education compliance for agents and advisors. Additionally, it offers tools to help insurance companies navigate regulatory changes and fulfill their obligations. With a robust client base exceeding 400 enterprises, RegEd supports financial firms in efficiently meeting state and federal regulations. Founded in 1993 and based in Morrisville, North Carolina, RegEd was previously known as StoneRiver RegEd, Inc.
GlynnDevins
Private Equity Round in 2015
GlynnDevins, Inc. is a marketing and advertising firm specializing in services for senior living communities and their development and management partners. Founded in 1987 and based in Kansas City, Missouri, the company provides a comprehensive range of solutions aimed at enhancing occupancy and achieving key business objectives. Its offerings include direct mail, digital marketing, search engine marketing, customer relationship management, data analytics, creative services, media, public relations, social media management, consulting, branding, and speaker program presentations. GlynnDevins also focuses on market research, brand and communications management, lead generation and conversion strategies, marketing content development, sales enablement training, and community engagement tools.
Dorsey, Wright & Associates
Private Equity Round in 2011
Dorsey Wright & Associates, Inc. is an independent and employee-owned investment advisory firm based in Richmond, Virginia, with an additional office in Pasadena, California. Founded in January 1987, the firm specializes in investment research and analysis, primarily catering to stock brokers, money managers, individual investors, and large institutions, including corporations, foundations, endowments, and trusts. DWA employs the Point & Figure method of technical analysis as the foundation for its services, which include managing client-focused equity portfolios and equity mutual funds. The firm invests in public equity markets globally, utilizing a top-down stock picking approach combined with comprehensive market and relative stock analysis.
Commercial Credit Group
Private Equity Round in 2010
Commercial Credit Group is an independent specialty finance company that specializes in providing secured loans and leases for commercial and industrial equipment. Catering primarily to small and mid-sized businesses, the company focuses on sectors such as transportation, waste management, and construction. Its services include equipment financing, refinancing, leasing, debt consolidation, and working capital solutions, which help clients manage business cycles effectively and acquire the necessary equipment to support their growth. Through its tailored financial offerings, Commercial Credit Group aims to empower businesses in various industries to enhance their operational capabilities and achieve their objectives.
Bojangles
Acquisition in 2007
Bojangles', Inc. operates and franchises limited-service restaurants across the United States, specializing in made-to-order Southern cuisine. Founded in 1977 and headquartered in Charlotte, North Carolina, the company is known for its signature offerings, which include hand-breaded fried chicken, buttermilk biscuits, and a variety of sides known as "Fixin's." Bojangles' menu features family meals, sandwiches, bowls, and breakfast items, along with beverages and desserts. The brand has established a reputation for delivering high-quality food and efficient service, appealing to customers seeking flavorful Southern dishes in a fast-casual dining setting.
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