J&R Falcon - Overview

J&R Falcon, established in 2014, is a consulting firm specializing in advising small and middle market companies on various aspects of their business. Our primary focus areas include fundraising, acquisitions, and market strategy, all with the goal of maximizing our clients’ total enterprise value. Led by Brett Young, who brings over 20 years of experience in asset management, investment banking, and institutional research, we provide comprehensive guidance to our clients.

At J&R Falcon, we pride ourselves on offering well-rounded counsel that takes into account the complexities of multi-faceted business situations. Unlike advisors who may have a narrow perspective, we approach problems with a broad-gauge lens, ensuring that we consider all relevant factors. Our deep expertise spans across a range of industries, with a particular emphasis on Energy and Technology.

What sets us apart is our ability to not only act as advisors but also as principals. In certain situations, we actively collaborate with our partners to develop and implement actionable strategies, sharing in their success. This hands-on approach allows us to have a direct impact on the outcomes of our clients’ businesses.

Our strengths lie in several key areas. We excel in handling distressed and special situations, providing expert guidance to navigate challenging circumstances. Additionally, we have extensive experience in private equity, equity investments (including alternative investments), high yield fixed income investments (such as corporate bonds and bank loans), fundamental bottoms-up research, and deep value investing. Furthermore, we offer expertise in corporate business development, international investments, and project development. Lastly, we have a strong track record in mergers and acquisitions, assisting our clients in navigating these complex transactions.

At J&R Falcon, we are committed to delivering exceptional results for our clients. With our comprehensive expertise and hands-on approach, we strive to help businesses thrive and achieve their goals.