Falkon Partners Debuts Integrated Services Model for Investment Managers

The firm enters the market with a strategy that blends traditional investment banking with outsourced operational support. By integrating services like M&A, fund placement, and capital solutions alongside CFO-office functions, the founders intend to move away from the transactional, fragmented relationships common in current professional service models. The company will operate with a merchant bank structure, deploying its own balance sheet to align with client interests while utilizing a data-first approach to generate proprietary market insights.

Bomar, who previously led asset management investment banking at Deutsche Bank, brings two decades of experience advising on landmark industry transactions, including the creation of Blue Owl and the IPOs of TPG and CVC. His co-founder, Alex Beygelman, formerly Head of Private Credit Investment Banking at Deutsche Bank, joins him to oversee the firm’s integrated operations. Beyond core banking, Falkon plans to provide specialized services such as Insurance Solutions-as-a-Service and comprehensive investor relations support. The firm intends to disclose further leadership appointments and additional business lines in the coming weeks.