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Representative Transaction Summaries: Description: Corporate Finance Deal Size: $70.0 MM Location: Midwest / Southeast Financial advisor to a leading QSR franchise restaurant portfolio in the recapitalization of the company. The recapitalization included 250 units in the Midwest and Southeastern United States securing $70.0 MM in senior debt. The engagement included the structure of the transaction, financial analysis and forecast, financial covenant negotiation, lender due diligence, and close. Description: M&A Advisory Deal Size: $90.0 MM Location: US Financial advisor to a leading franchise restaurant portfolio in the sale of the company. The transaction was comprised of more than 100 units across the United States. The engagement included the structure of the transaction / financial analysis and forecast, investor due diligence, and review and execution of definitive documentation. Description: M&A Advisory Deal Size: $98.0 MM Location: Southeast Financial advisor to a leading franchise restaurant portfolio in the acquisition of the company. The transaction included more than 40 units and related fee real estate in the Southeastern United States. The engagement involved the structure of the transaction, financial analysis and forecast, due diligence review, senior debt negotiation, and lender due diligence. Description: M&A Advisory Deal Size: $100.0 MM Location: Southwest Financial advisor to a leading restaurant portfolio in the sale of the company. The transaction was comprised of more than 27 units and related fee real estate in the Southwestern United States. The engagement included the structure of the transaction, financial analysis and forecast, investor due diligence, negotiation, review and execution of definitive documentation, and close. Description: M&A Advisory Deal Size: $170.0 MM Location: Midwest / Southeast Financial advisor to a leading QSR franchise restaurant portfolio in the sale of the company. The transaction was comprised of more than 250 units Midwestern and Southeastern United States. The engagement included review of the structure of the transaction, financial analysis and forecast, buyer due diligence, and close. Description: Corporate Finance Deal Size: Confidential Location: West / Southeast Financial advisor to a leading franchise restaurant portfolio in the recapitalization of the company’s assets. The transaction included the sale of the fee ownership for more than 50 properties in the Western and Southeastern United States. The engagement included review of the structure of the transaction, financial analysis and forecast, and buyer due diligence. Description: Corporate Finance - Restructure Deal Size: Confidential Location: Southeast Financial advisor to a leading QSR franchise restaurant portfolio in the restructure of the company’s lease agreements, liabilities, and equity ownership. The engagement included the sale of fee owned real estate, negotiation of current and past due royalties, restructure of lease agreements, and the restructure of senior and subordinated credit facilities with multiple lenders. Description: M&A Advisory Deal Size: $25.0 MM Location: West Financial advisor to a leading restaurant portfolio in the sale of the company. The transaction was comprised of more than 15 units and related fee real estate in the Western United States. The engagement included review of the structure of the transaction, financial analysis and forecast, and buyer due diligence. Description: Corporate Finance - Restructure Deal Size: Confidential Location: Midwest Financial advisor to a leading QSR franchise restaurant portfolio in the restructure of the company’s liabilities. The engagement included the negotiation of current and past due royalties, restructure of lease agreements, and the restructure of senior credit facilities with a single lender. Transaction resulted in the development of multiple additional locations. Description: Corporate Finance - Restructure Deal Size: $30.0 MM Location: US Financial advisor to a leading franchise restaurant portfolio in the restructure of the company’s lease agreements, liabilities, and equity ownership. The engagement included the sale of fee owned real estate, negotiation of current and past due royalties, restructure of lease agreements, and the restructure of senior and subordinated credit facilities with multiple lenders. Description: Corporate Finance Deal Size: $25.0 MM Location: Central US Financial advisor to a regional restaurant portfolio in the recapitalization of the company. The transaction refinanced the company’s existing senior debt facilities and secured equity investment for additional unit growth. The engagement included the structure of the transaction / financial analysis and forecast, investor due diligence, and review and execution of definitive documentation. Description: M&A Advisory Deal Size: $25.0 MM Location: Midwest Financial advisor to a regional restaurant portfolio in the strategic acquisition of operating assets and recapitalization of the company. The transaction refinanced the company’s existing senior debt facilities and secured additional senior leverage to finance the acquisition. The engagement included the structure of the transaction / financial analysis and forecast, investor due diligence, and review and execution of definitive documentation. Description: M&A Deal Size: $400.0 MM Location: West / Southwest Partner is acquisition bid, structure, valuation, and debt / equity capitalization for national wholesale convenience distributor. Description: Corporate Finance Deal Size: $350.0 MM Location: Southwest Financial advisor to a leading real estate portfolio in the recapitalization and redevelopment of a regional shopping mall and regional full-service hospital property. The engagement included the assessment of the structure of the transaction, financial analysis and forecast, financial covenant assessment / negotiation, lender due diligence, and close. Description: Corporate Finance Deal Size: Confidential Location: Southwest Financial advisor to a leading private equity portfolio in the acquisition of a regional hospital property. The engagement included the assessment of the structure of the transaction, financial analysis and forecast, financial covenant assessment / negotiation, lender due diligence, and close. Description: Corporate Finance Deal Size: $100.0 MM Location: Southwest Financial advisor to a leading private portfolio in the formation and deployment of a private equity investment company focused in the technology, hospitality, and entertainment sectors. The engagement included the structure of transactions, financial analysis and forecast, investment due diligence, and close. Description: Corporate Finance Deal Size: Confidential Location: Southwest Financial advisor to a minority-controlled company focused in first-generation internet and telecom infrastructure. The engagement included the structure of a going-public transaction including development and management of legal and financial teams and development of regulatory documentation, submission, and approval. Description: M&A Advisory Deal Size: $150.0 MM Location: Southwest Financial advisor to a leading private portfolio in the investment in and financing of a hotel development portfolio. The engagement included the structure of multiple transactions, financial analysis and forecast, investment due diligence, and close. Description: M&A Advisory Deal Size: $50.0 MM Location: Midwest / Southwest Financial advisor to a leading private portfolio in the investment in and financing of a epicurean grocery retailer. The engagement included the structure of the transaction, financial analysis and forecast, investment due diligence, and close. Description: M&A Advisory Deal Size: $120.0 MM Location: Southeast / Southwest Financial advisor to a leading private portfolio in the investment in and financing of a national hotel developer / operator. The engagement included the structure of the transaction, financial analysis and forecast, investment due diligence, and close. Description: Corporate Finance Deal Size: $250.0 MM Location: Southwest Financial advisor to a leading private portfolio in the recapitalization and add-on acquisition of senior-living assisted and independent facilities. The engagement included the structure of the transaction, financial analysis and forecast, investment due diligence, and close. Description: Corporate Finance Deal Size: $60.0 MM Location: Southwest Financial advisor to a leading auto lube operator in the recapitalization and add-on acquisition of auto service facilities. The engagement included the structure of the transaction, financial analysis and forecast, investment due diligence, and close. Description: M&A Advisory Deal Size: Confidential Location: Southwest Financial advisor to a leading private equity portfolio in the acquisition of multiple branded franchise auto retail operations / dealerships. The engagement included the structure of transactions, financial analysis and forecast, investment due diligence, and close. Description: M&A Advisory Deal Size: Confidential Location: Southwest Financial advisor to a family office in the disposition of a branded franchise auto retail operation / dealership. The engagement included the structure of transactions, sell-side negotiation, financial analysis and forecast, investment due diligence, and close. Description: Financial Advisory Deal Size: Confidential Location: Midwest Financial advisor to an urgent care medical provider in the development of a branded franchise operation. The engagement included the structure of the transaction, feasibility assessment, financial analysis and forecast, investment due diligence, and strategic plan. |
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