Executive Platforms Combines with Board.org; Falfurrias-Backed Platform Expands Membership & Forum Capabilities

Falfurrias Management Partners Forms Defense Technology Platform by Merging John H. Northrop & Associates, Coherent Technical Services and EXPANSIA Group

January 1, 2026

Aerospace & Defense

Falfurrias Management Partners advised by McGuireWoods merged John H. Northrop & Associates, Coherent Technical Services and EXPANSIA Group to create a new national defense technology platform serving U.S. government defense agencies and commercial partners. The combined company will deliver digital engineering, modeling & simulation and advanced fabrication and employs more than 525 professionals across key defense hubs in the United States.

Focus Financial Partners to Acquire Executive Wealth Group, LLC and Add It to Bordeaux Wealth Advisors

March 21, 2024

Financial Services

Focus Financial Partners announced it has entered into a definitive agreement for Executive Wealth Group, LLC to join partner firm Bordeaux Wealth Advisors. The deal is expected to close in the second quarter of 2024, subject to customary closing conditions. The combined platform will expand Bordeaux’s presence in the Seattle market and enhance its ability to serve aerospace industry executives and their families.

Falfurrias Capital Partners Invests in Synergy ECP

November 7, 2023

Cybersecurity

Falfurrias Capital Partners announced a platform investment in Synergy ECP, a Columbia, Maryland-based provider of software engineering, cybersecurity and systems engineering services to the U.S. Intelligence Community and Department of Defense. Synergy ECP founders Bruce Howard, Dave Wisniewski and Chad Michael will continue to lead the company while Falfurrias principals join the board to support capability expansion and growth.

Falfurrias Capital Partners Makes Growth Investment in Executive Platforms

July 11, 2023

Media & Entertainment

Charlotte-based private equity firm Falfurrias Capital Partners has made a growth investment in Executive Platforms, a curator of executive forums and peer networks. The partnership will support Executive Platforms' expansion into new markets and capabilities while the company's leadership team remains in place and Falfurrias joins the board.

Falfurrias Capital Partners Invests in engage fi

February 9, 2022

Professional Services

Charlotte-based private equity firm Falfurrias Capital Partners has made a platform investment in Tampa-based banking technology consultancy engage fi (formerly CU Engage). Engage fi co-founder Jennifer Addabbo will remain CEO while the firm will be joined on the board by Falfurrias representatives; terms were not disclosed. Falfurrias said the investment will support growth plans including broadening services, investing in technology and potential strategic acquisitions.

FiscalNote Acquires Board.org

June 16, 2021

Professional Services

FiscalNote, a Washington, D.C.-based provider of policy and market intelligence, has acquired Board.org, an Austin-based operator of vendor-free, peer-to-peer executive communities. FiscalNote plans to expand Board.org's communities and introduce them to its existing customer base to enhance its suite of intelligence and workflow solutions.