How We Work

Uncompromising rigor. We run this business as if private equity owned it.

Other than the fact that we operate debt-free, every decision here is made the way a PE board would make it: KPIs, measurables, urgency, accountability, and a relentless intolerance for the status quo.

The S.T.R.I.K.E. Process

Six stages. Zero shortcuts.

Every Falcon search runs the same operating system, from asset study through offer close. The discipline is what produces a 98-day average and an 86% still-in-seat number.

S
Study the Asset

Before a single name enters the pipeline, we read the room.

The Falcon team reads the CIM, the most recent board presentation, and the management update. We build a working map of the investment thesis, the value creation plan, the competitive dynamics, and the cultural profile of the business.

A search firm that does not know the asset cannot articulate to a top candidate why the role is worth serious consideration. We do not leave that conversation to chance.

T
Triangulate the Target

Four-stage calibration protocol — before sourcing begins.

Stage one — an ideal profile scorecard built with the deal team that defines "good" in explicit terms, not impressionistic ones.

Stage two — three to five sample profiles of real executives, anonymized, that represent the target archetype. The deal team reacts and we calibrate.

Stage three — one or two contrarian profiles deliberately outside the stated criteria, to surface the real hard edges of the spec versus the stated ones.

Stage four — explicit trade-off analysis. Every search involves trade-offs between proven and hungry, between sector depth and functional excellence, between ceiling and current capability. We force those trade-offs to the surface in week one, not week six.

R
Reach PE-Caliber Leaders

We map every relevant mid-market transaction before sourcing begins.

Every LBO, carveout, and platform in the applicable sector, scale, and end market. 99% of Falcon's CFO slates and 80+% of all other slates are populated by executives with prior PE-backed experience. We invest in an enterprise PitchBook subscription for exactly this purpose.

We also hold direct relationships with 50,000+ executives through the PE-CXO community, which means passive candidates that most search firms cannot find are often already reachable through our network.

I
Inspire Recruits

The best candidates are the hardest to reach.

They are in seat, performing, and receiving an average of 5.4 recruiting inquiries per week. We make up to 10 distinct outreach attempts per target until we achieve engagement. Our placements respond on the fourth attempt on average.

We recruit, we do not post. Every pitch call is substantive: the candidate hears the investment thesis, the value creation plan, and the specific reason we identified them for this role. Impassioned pitch calls. Maximum engagement.

K
Know the Candidates

Investment-grade write-ups, not recruiting-industry summaries.

Every submitted candidate receives a 3-4 page write-up. Employment status and interest rationale. No-surprise compensation vitals. PE-backed scope and outcomes: revenue growth, EBITDA improvement, TEV movement, and the specific value creation levers the executive pulled, not just a description of the businesses they ran. Intangibles surfaced in the recruiting conversation that do not appear on a resume.

Not summaries. Track record validation. The write-up is modeled on deal team diligence because that is the standard the submission needs to meet.

E
Execute with Urgency

Average close: 98 days.

We drive the full process with transparency, speed, and advisory support from day one through close. Weekly pipeline reports with full funnel data: considered, targeted, engaged, recruited, screened, tested, presented. Reason codes on every eliminated candidate. Active management of interview scheduling, debrief facilitation, and offer structuring.

We treat every open seat as a cost to the investment thesis because it is.

The Transparency Standard

Metrics, not progress reports.

Progress reports are how most search firms manage sponsor anxiety without delivering information. They are narrative. They tell you the search is going well without telling you what "well" means in measurable terms.

Falcon's weekly pipeline reports are data. The deal team sees the same picture we see.

  • Full candidate pipeline with real-time status on every targeted executive.
  • Funnel metrics — considered, targeted, engaged, recruited, screened, tested, presented — with counts and conversion rates at each stage.
  • Reason codes on every eliminated candidate: no compensation fit, below PE-backed experience threshold, culture concern, preferred competitor offer, unavailable at this time.
  • Outreach attempt log per target: how many times we reached out, which channel, what response.
  • Full placement history available to every prospective client before any agreement is signed.
PE-CXO · The Sourcing Advantage

50,000 reasons our sourcing reaches further than any competitor's.

PE-CXO is the world's largest community of private equity-backed executives. 50,000+ members, 71% of whom are active portfolio company operators. The community exists independently of any single search and represents years of relationship-building across the PE-backed executive population.

When Falcon targets a candidate for a search, that executive is frequently already a PE-CXO member. The relationship context changes the conversation. A cold outreach from a search firm and a warm outreach to a community member are not the same interaction. The response rate reflects it.

50,000+
Members
71%
Active PortCo Executives
The Replacement Search Policy

We pay internal incentive compensation on replacement searches. Our rivals do not.

Most search firms quietly deprioritize replacement searches. The economics do not reward them identically to a new engagement, and the team knows it.

Falcon pays the same internal incentives on replacements that it pays on original searches. The difference between that commitment and the industry norm tells you exactly who is aligned with the partnership and who is aligned with their own P&L.

The AI Question

AI will make us faster and more informed. Overdone, it harms search performance.

We use AI for transaction mapping, candidate universe construction, and pattern analysis on our Salesforce placement data. We keep humans accountable for PE-fit assessment, every candidate write-up, and all relationship intelligence.

AI-generated write-ups hallucinate. They describe track records that contain errors and present them with confidence. Every Falcon write-up is researched, verified, and signed off by the human who recruited and interviewed the candidate.

The speed dividend AI creates gets reinvested into deeper vetting, not margin.