Falcon Affiliates | Principals
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Principals

Principals

Will Krusen, President

Will Krusen is President of Falcon Affiliates, where he manages Falcon’s investment process as well as the Firm’s involvement with portfolio companies. His background includes investing in private companies and partnerships, corporate strategy, general management, and corporate finance and M&A. He has worked on financings and acquisitions ranging in size from $10 million to greater than $1billion.

Prior to founding Falcon, Krusen was a Managing Director with Raymond James Financial (NYSE:RJF) in the Proprietary Capital department where he shared investment and management responsibility for the firm’s private equity portfolio, worked with the CEO and CFO on capital allocation, and was a member of the committee that reviewed and approved client-oriented alternative investment products. Before that, Krusen was an Assistant to the Chairman/CEO. Prior to Raymond James, Krusen was an Associate with Catterton Partners, a private equity firm with over $2.5bn in AUM. Krusen began his career in the Media & Communications investment banking group of Deutsche Bank in New York.

Krusen holds an AB in Economics from Princeton University and an MBA from Harvard University. He is active with the Young President’s Organization (YPO), the Association for Corporate Growth (ACG), the Princeton Alumni Association, and is a trustee of the Tampa Museum of Art, the YMCA of Greater Richmond, and the Boys & Girls Clubs of Metro Richmond.

Keith Irvine, Vice President

Keith Irvine is a Vice President with Falcon Affiliates.  Irvine rejoined the firm in 2016, bringing nine years of combined experience in private equity, investment banking, and corporate development.  Irvine began his career in investment banking at Raymond James Financial (NYSE:RJF)  where he worked on 25 completed mergers/acquisitions and public equity offerings with aggregate value of over $15 billion.  Irvine earned a BS in Economics from the University of Florida where he graduated summa cum laude.

Brandon Herrin, Associate

Brandon Herrin is an associate with Falcon Affiliates. Herrin joined the firm in 2015 after working for two years at LNK Partners, a private equity firm based in White Plains, N.Y. Prior to LNK, Herrin spent more than three years in consumer/retail investment banking at Bank of America Merrill Lynch in New York and Wells Fargo Securities in Charlotte, N.C., where he focused on mergers and acquisitions, public offerings, and private placements. Herrin received a BBA in Finance and Management from the University of Georgia.

Doug Jones, CFO

Doug Jones is CFO of DFG, which he joined in 1997.  Jones oversees all financial and operational aspects of DFG’s activities, encompassing more than 70 investment partnerships and trusts.  Jones also serves as an officer of Falcon Affiliates, Gulf Standard Energy Company, and a number of other entities.  Jones joined the Office of the Comptroller of the Currency (OCC) in 1986 as a National Bank Examiner and later worked for Florida Savings Bank and Florida Progress (now ProgressEnergy) in the Finance and Treasury departments.  Jones graduated from the University of Florida with a BS in Finance.  He is a member of the Association for Financial Professionals (AFP) and holds the Certified Cash Manager (CCM) designation.

Cynthia Lawrence, CPA, Director of Tax

Cynthia Lawrence is the Director of Tax at DFG, where she advises on tax matters and manages reporting for various private partnerships and trusts.  Lawrence graduated from the University of South Florida with a degree in Accounting.

James Rose, Senior Advisor

Jimmy Rose is a Senior Advisor where he focuses on strategic firm growth and new deal activities.  Rose retired from Bank of America Merrill Lynch in 2016 where he was a Managing Director and Global Head of Capital Commitments.  In this capacity, Rose was responsible for the capital markets transaction approval process for the Global Banking and Markets division and served as Chair or Co-Chair on all global debt and equity commitment committees with transaction volume exceeding $100 billion annually.  He led a team with professionals in New York, London, and Hong Kong.  Previously, Rose was Head of Leveraged Acquisition Finance and Co-Head of High Yield Capital Markets at Banc of America Securities.  He graduated from the Darden School of Business where he received the Faculty Award for Academic Excellence and from the McIntire School of Commerce, with Distinction, at the University of Virginia.

Advisory Board

Sandy Boothby

Sandy Boothby retired from JP Morgan as a Vice-Chairman of the Investment Banking Department after a 30+ year career with the Firm.  Focusing on Mergers and Acquisitions and Capital Markets, Boothby advised senior management and Boards of Directors of industrial, consumer products and pharmaceutical companies on corporate strategy as well as debt and equity issuance.  He graduated from Princeton University and received his MBA from Harvard Business School.

Nabil El-Hage

Nabil El-Hage is the Founder and Chairman of the Academy of Executive Education which focuses on corporate governance, corporate finance, and valuation. Prior to founding the Academy, El-Hage was the Thomas Henry Carroll Ford Foundation Adjunct Professor of Business Administration at Harvard Business School and Senior Associate Dean for External Relations. His experience includes positions with TA Associates and Advent International, and operating roles at private-equity-backed companies. El-Hage graduated cum laude from Yale University with a degree in electronic engineering, and earned his MBA with the Highest Honors, as a Baker Scholar, from Harvard Business School.

Drew Graham

Drew Graham is a Managing Partner and co-founder of Ballast Point Ventures, a growth-equity fund focused on investing in the Southeast and Texas. Prior to Ballast Point, Graham spent six years at South Atlantic Ventures. He has participated in numerous venture capital investments across industries including communications, software, healthcare and business services. Graham began his private equity career with the Merchant Banking Division of Morgan Stanley in New York. He graduated magna cum laude from Princeton University and received his MBA with Distinction from Harvard Business School.

Andy Krusen

Andy Krusen is CEO of DFG, a family office that oversees investments in private equity, natural resources, and real estate.  Krusen is chairman of Florida Capital Group, a Florida bank holding company, and serves as a director Canada Fluorspar (TSX: CFI), an industrial minerals company, Lucas Energy (NYSE MKT: LEI), an independent oil and gas company, Beall’s Department Stores, and PlanSource Holdings.  Krusen graduated from Princeton University with an AB in Geology.  Krusen is a member of the World President’s Organization (WPO)  and the Society of International Business Fellows (SIBF). He is a past Chairman of Tampa’s Museum of Science and Industry.

Dominion Financial Group

Dominion Financial Group (“DFG”) is a Tampa-based family office and investment firm that is affiliated with Falcon.  DFG was founded in 1985 and manages private partnerships and real estate holdings.