A leading advisor to Wall Street for over 25 years

Dorsey Wright & Associates

  • Realized Investment

Dorsey Wright & Associates (DWA) is a market leader providing data analytics, passive indexing, and smart beta research to professional financial advisors and leading asset managers worldwide. DWA's investment models power numerous exchange-traded and mutual funds. Falfurrias Capital acquired DWA in November of 2011 and held the company for more than three years. In January of 2014, Falfurrias sold Dorsey Wright to Nasdaq.

Falfurrias Capital Milestones

  • November 2011 - Dorsey Wright & Associates acquisition
  • From 2011 to 2014, the AUM of Dorsey Wright indexed products grows from $1.7 billion to over $5 billion and DWA becomes the leading global momentum-based index provider
  • March 2014 - Launched the First Trust Focus Five ETF, the most successful ETF launch of the year
  • January 2015 - Agreed to sell Dorsey Wright to strategic acquirer, Nasdaq

Operational Value-Add

  • Appointed Hugh McColl as chairman and recruited the former president of a leading ETF sponsor to the board of directors of Dorsey Wright
  • Restructured subscription product pricing and packaging leading to increases in contribution margin
  • Implemented a full, best-of-breed, front- and back-office software platform resulting in increased lead conversion, subscription management efficiency, and overall management visibility into the business
  • Assisted in the rewrite of the dorseywright.com technology platform, which supports DWA's Point and Figure subscription services and indexing business
  • November 2011 - Dorsey Wright & Associates acquisition
  • From 2011 to 2014, the AUM of Dorsey Wright indexed products grows from $1.7 billion to over $5 billion and DWA becomes the leading global momentum-based index provider
  • March 2014 - Launched the First Trust Focus Five ETF, the most successful ETF launch of the year
  • January 2015 - Agreed to sell Dorsey Wright to strategic acquirer, Nasdaq
  • Appointed Hugh McColl as chairman and recruited the former president of a leading ETF sponsor to the board of directors of Dorsey Wright
  • Restructured subscription product pricing and packaging leading to increases in contribution margin
  • Implemented a full, best-of-breed, front- and back-office software platform resulting in increased lead conversion, subscription management efficiency, and overall management visibility into the business
  • Assisted in the rewrite of the dorseywright.com technology platform, which supports DWA's Point and Figure subscription services and indexing business
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Portfolio Companies

Since 2006, Falfurrias has invested in well-positioned businesses in high-growth markets, creating a portfolio of companies that show consistent growth in revenue and profitability, while building market share through add-on acquisitions.

  • Bojangles' is one of the largest operators and franchisors of chicken quick service restaurants in the United States, with over 600 restaurants located throughout the southeastern United States. Falfurrias Capital acquired Bojangles' in September of 2007 and grew the business significantly before selling the company to Advent International in August of 2011. Bojangles' now trades on the Nasdaq exchange under the ticker symbol BOJA.

  • American Safety Council (ASC) is a market leader in the engineering, authoring, and delivery of e-Learning training solutions for traffic, workplace safety, testing, medical continuing education, and other regulatory-driven end markets. Falfurrias Capital acquired ASC in May of 2014 and add-on acquisition, Online Traffic School (OLTS), in December of 2014.

  • North American Transmission & Distribution Group (NATDG) is the parent company of Instrument Transformer Equipment Corporation (ITEC) and Advanced Control Systems (ACS). ITEC and ACS were acquired by Falfurrias Capital in March of 2013 and March of 2014, respectively. NATDG provides software, equipment, and services to electric utilities and industrial operators to support automation and other mission-critical processes within their transmission and distribution infrastructure.

  • GlynnDevins is a fully-integrated marketing communications agency that provides a complete set of marketing services to Continuing Care Retirement Communities (CCRCs). GlynnDevins offers strategic consulting, creative development, media planning and buying, print and digital production, and data analysis to the in-market the company serves. Falfurrias Capital acquired GlynnDevins in June of 2015.

  • RegEd is the leading provider of regulatory compliance software solutions and services. With more than 400 enterprise clients, the company's solutions enable financial services firms to efficiently comply with state, federal, FINRA and other regulations impacting broker-dealers, insurance companies and insurance brokers. RegEd solutions drive new levels of operational efficiency and enable firms to cost-effectively comply with regulations and mitigate risk. Falfurrias Capital acquired RegEd in July of 2015.

  • Green Distribution is a technology-based manufacturing and distribution company in the custom apparel space. The company utilizes state-of-the-art European pre-press automation, combined with digital art management and proprietary automation technology, to service fast turn screen print and heat transfer customers. Falfurrias Capital announced its investment in Green Distribution in August 2016.

  • Marquis Software Solutions is the largest provider of data analytics software, services, and consulting to financial institutions around the world, Marquis has provided scalable, results-driven marketing, sales, and compliance solutions to banks and credit unions for over 25 years. Falfurrias Capital acquired Marquis in September, 2016.

  • Dorsey Wright & Associates (DWA) is a market leader providing data analytics, passive indexing, and smart beta research to professional financial advisors and leading asset managers worldwide. DWA's investment models power numerous exchange-traded and mutual funds. Falfurrias Capital acquired DWA in November of 2011 and held the company for more than three years. In January of 2014, Falfurrias sold Dorsey Wright to Nasdaq.

  • UC Synergetic (UCS) is a Fort Mill, South Carolina company providing engineering, technical and consulting services to the electric utility and telecommunications industries. Falfurrias Capital invested in UCS in May of 2007 and subsequently acquired two additional businesses during its investment period. Falfurrias ultimately sold UCS to a strategic acquirer, Pike Electric Corporation, in July of 2012.

  • Commercial Credit Group (CCG) is one of the leading financial services companies that finance industrial and commercial equipment through secured loans in the commercial construction, waste, and fleet transportation industries. Falfurrias Capital acquired CCG in September of 2009 and later sold the business to Lovell Minnick Partners in late 2011.

  • Capital Bank Financial Corp. (CBFC) is a national bank holding company that was incorporated in 2009 by former Bank of America Corp. executives Gene Taylor and Chris Marshall to acquire troubled banks. During Falfurrias' investment period, CBFC acquired the assets of several banks, including TIB Financial Corp, MetroBank, Turnberry Bank, and Green Bankshares. Falfurrias Capital sold its interest in CBFC in October of 2013. CBFC now trades on the Nasdaq exchange under the ticker symbol CBF.