Lower Mid-Market Transactions

Franchise-specific advisory for M&A and due diligence.

The Use Case: A private equity firm is evaluating the acquisition of a 150-unit franchise. Their deal team is expert at financial analysis but lacks the operational experience to accurately assess the health of the franchisee base, the scalability of support systems, and the viability of the franchise model itself.

How We Help: We act as a specialized advisor to the deal team. We go beyond the financials to conduct operational due diligence—interviewing franchisees, analyzing unit-level economics, and stress-testing the support infrastructure. We provide PE clients with a clear-eyed "ground truth" assessment of the asset, identifying hidden risks and opportunities that a traditional analysis would miss.