Kellyn L. Riccitelli

Provides auditing, tax and advisory services

Functions as a College/University

Falcon Investment invests in middle market companies located across North America, primarily in the United States and Canada with an EBITDA between USD 10 - 75 million. The firm focuses on a broad range of sectors and industries. It provides financing in the form of mezzanine, senior secured debt, unitranche loans, second lien, subordinated debt, convertible subordinated debt or preferred stock, equity co-Investments for buyout, LBOs, MBOs, acquisitions, recapitalization and growth capital requirements with an investment size of USD 30 - 150 million.

Balance Point Capital invests in lower middle companies located in the United States with a revenues of USD 10 - 150 million and an EBITDA of USD 5 - 30 million. The firm targets companies operating in broad range of sectors and industries. It provides financing for sponsored buyout, non-sponsored buyout, strategic acquisition, refinancing, leveraged recapitalization, growth capital and management buyout capital requirements in the form of unitranche, first lien, second lien, mezzanine debt, warrants, structured equity, preferred equity and common equity with an investment size of USD 15 to 125 million and debt investment size USD 15 - 75 million. It acquires both majority or minority stakes.