Due Diligence & Investment Support

 

True system health, potential for return on capital, and portfolio fit can be difficult to ascertain using traditional tools. Franchising is unique. We draw from deep franchise sector experience to validate brands that deserve attention. Within those target brands, we identify opportunities for growth and value extraction based on a holistic understanding of how effective franchise systems are created. We support all phases of the investment process. When modeling value creation opportunities and exit planning, we focus on driving upside potential with risk mitigation strategies to inform the due diligence process and investment strategy. We go beyond typical advisory services and work as an operating partner, assuming responsibility for outcomes and often co-investing.

 

• Franchise Feasibility Studies

• Target Identification

• Market Analysis

• Competitive Analysis

• Deal Sourcing

• Due Diligence

• Unit Level Profitability Diagnostics

• Mystery Shopping & Franchisee Interviews

• Post-Acquisition or Post-Merger Planning

• Board Representation

• Exit Target Development