Our team brings deep expertise in assisting restaurants and specialty food retailers in navigating a complex and competitive marketplace. We connect issuers and investors by sourcing the right opportunities and advising on capital raises, acquisitions, divestitures, and company sales. Our experience spans partnerships with some of the most recognized brands in the industry.

Shifting consumer demands place continued pressure on even the most successful food service businesses. With seasoned advisory support, our clients benefit from a streamlined capital transaction process. Leveraging our deep experience in middle-market transactions, we help ensure stronger valuations and smoother exits.

We blend years of hands-on industry experience with top-tier market research to ensure our clients are well-positioned to transact. We also work closely with emerging brands early in their lifecycle, preparing them to take advantage of favorable market conditions.

By taking a long-term, strategic view of each client’s business, we offer patient, tailored guidance to time capital events—such as sales, mergers, or growth raises—for maximum value. Our approach allows founders to stay focused on growth while we help shape a path to a successful exit.

If you're a restaurateur or food service entrepreneur, we encourage you to connect with our investment banking team. Let’s build a growth-oriented roadmap for your next phase of success.

Our M&A Process
01. Strategic Planning
Define the company’s long-term vision and determine how mergers or acquisitions align with overall business goals.This step sets the foundation for identifying the right type of transaction and desired outcomes.
02. Assess Financial Readiness
Evaluate current financial health, cash flow, and capital structure to determine the ability to support a deal.This may involve internal audits, valuation analysis, and preparing financial documentation for transparency.
03. Align M&A Criteria
Establish clear parameters such as industry focus, size, location, and cultural fit for potential deals.Having defined criteria streamlines the target identification process and improves strategic alignment.
04. Research Target Industry
Analyze market dynamics, competition, regulatory environment, and emerging trends within the target sector.This research helps to identify risks and growth opportunities that could impact the deal’s success.
05. Target List Building
Develop a focused list of high-potential acquisition targets or prospective buyers based on strategic fit.The list is often prioritized based on financial performance, market position, and synergy potential.
06. Target Outreach
Initiate confidential contact with selected targets to assess interest and explore potential deal scenarios.Initial communication is typically discreet and may involve intermediaries to protect confidentiality.
07. Engage Targets
Begin meaningful conversations to evaluate strategic alignment, cultural compatibility, and mutual goals.This stage helps determine whether to proceed to more formal negotiations.
08. Letter of Intent (LOI)
Draft a non-binding agreement that outlines the basic terms, structure, and timeline of the potential deal.The LOI signals serious interest and sets the stage for due diligence.
09. Due Diligence
Conduct a comprehensive investigation into the target's financials, operations, legal matters, and risks.This step is critical to validating deal assumptions and avoiding post-transaction surprises.
10. Closing
Execute final agreements, obtain necessary approvals, and complete the legal and financial components of the deal.This includes signing of contracts, transfer of funds, and formal deal announcements.
11. Target Integration
Align systems, processes, teams, and cultures to ensure smooth operational and strategic integration post-deal.Successful integration maximizes value creation and helps realize synergies from the transaction.
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