Falcon Square Capital is a boutique investment bank with strengths in fixed income trading, capital markets, public finance, and client portfolio solutions.  Falcon Square works with a broad array of Institutional clients including corporations, state treasuries and municipalities, banks portfolio and trust departments, asset management firms, registered investment advisors, endowments and other fiduciaries.

Founded in 2013, Falcon Square Capital is 100% employee-owned and majority women-owned. Falcon Square is headquartered in Raleigh, North Carolina with additional teams located in Vermont and California.  

Falcon Square is a FINRA registered broker-dealer, SIPC member, and certified Women’s Business Enterprise (WBENC).

Falcon Square Capital

Melissa Pendergrass Hoots

This department focuses on fostering and managing strategic partnerships and alliances.

Partnership Management

This department provides strategic direction and oversees overall organizational operations.

Executive Leadership

This department is responsible for the buying and selling of fixed income securities to facilitate market liquidity and financial transactions.

Fixed Income Trading

This department focuses on facilitating transactions and managing relationships within institutional markets.

Sales and Trading

This department focuses on analyzing data to provide insights and support decision-making.

Falcon Square Capital

Org chart

Teams

Partnership Management

Executive Leadership

Fixed Income Trading

Sales and Trading

Analytics

Offices