General Advisory

Third-Party Perspective

In some cases, clients such as Private Equity funds, institutional investors, or lenders, seek third-party perspective on their pending transactions. Due to our seasoned experience in acquiring, running, and selling multi-unit retail chains, our expertise can be valuable as you progress towards a better understanding of your transaction. From private equity funds to distressed debt investors to chain owner/entrepreneurs, our clients have leveraged our financial and operational expertise in assessing financial proformas, industry trends, regulatory issues, management, organizational structure, and balance sheet optics. Specific areas of your needs might be:

  • Management assessment of target companies
  • Reality check for gross profit/margin projections
  • Due diligence compilation and reporting
  • Organizational structure & efficiencies
  • Financial engineering & Pro-forma review
  • Best practices for risk management regarding
    insurance and environmental issues
  • Optimization analysis for capital allocation
  • Management & asset integration
  • National / Regional market issues