Executive Platforms

Canaccord Genuity Advises Executive Platforms, a Portfolio Company of Falfurrias Capital, on its Combination with Board.org

Merger Creates a New Knowledge Platform for Senior Business Leaders

Canaccord Genuity has advised Executive Platforms, the builder of world-class forums that facilitate knowledge sharing among senior business leaders, on its combination with Board.org, a peer-to-peer community platform serving leaders across industries and functions. Together, both platforms can expand their offerings and become the preeminent resource for leaders of the world’s most influential companies. Executive Platforms is a portfolio company of Falfurrias Capital Partners; Board.org was previously owned by FiscalNote Holdings Inc. (NYSE: NOTE).

Founded in 2014, Executive Platforms builds world-class business forums to facilitate the sharing of ideas among senior leaders of global organizations with shared interests and challenges. Drawing upon decades of experience, the company identifies universal issues and opportunities to connect leaders across different industry sectors to bring the right people together. Executive Platforms elevates these conversations and provides stakeholders with a trusted platform to network, learn, knowledge share, and benchmark to advance both their organizations and industries as a whole. 

Executive Platforms is a leading organizer of B2B industry summit — including the North American Finance Executive Summit and European Supply Chain Executive Summit — where leaders converge to network, benchmark, learn, and grow. The company has a referral-based attendance model for all events to guarantee inimitable, expert-led insights that can be trusted — facilitating connections and conversations that help leaders drive their organizations forward. Executive Platforms received a growth investment from Falfurrias Capital in 2023.

Executive Platforms excels at creating in-person conversations that can’t happen elsewhere, and with the merger, will now be able to drive attendees to Board.org’s trusted communities to offer the same experience anytime, anywhere. Board.org’s peer-to-peer platform hosts confidential, professionally facilitated communities that allow C-suite and senior executives to benefit from each other’s expertise and experience. As today’s leaders are forced to navigate an ever-growing list of challenges, from talent retention to digital transformation, leaders can leverage insights from a broad range of the company’s communities to make informed strategic decisions. 

Board.org serves more than 750 of the world’s largest companies, and its communities include the DEI Board, ESG & CSR Board, Employee Experience Board, Enterprise Data Strategy Board, Data Privacy Board, Talent Marketing Board, SocialMedia.org, and SocialMedia.org Health. With no vendors and no selling allowed, members get honest answers from true peers at big companies – who don't have an agenda. And because Board.org enforces strict confidentiality rules, members get information they can't get anywhere else, with service that is fast, unlimited, and on-demand – supported by dedicated, full-time advisors who don't stop until members have the answers they need.

Canaccord Genuity, with a team led by Seth Rosenfield, served as the financial advisor to Executive Platforms and Falfurrias Capital.