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FALCON WEALTH PLANNING

HQ - Ontario

Summary

Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments.

Deals Overview

Total Deals1

Valued Deals1

Total Value£ 22 M

Avg. Deal Size£ 22 M

Market Context

Senior Management

Gabriel Shahin
Principal and Founder

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29 Apr 2025|United States|Online and Social Platforms

Target: ZOE FINANCIAL

Bidder: SAGEVIEW CAPITAL

8 Service Providers

2 Target | 6 Bidder

7 Dealmakers

1 Target | 6 Bidder

£ 22 M

Value

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