The Principal of Compass was responsible and active in the successful completion of the
following transactions:
4R Smokehouse Restaurants - assisted the Company on its $15 million equity raise to fund the next 10 Restaurants and provided advisory services on other strategic initiatives
Undisclosed Food Manufacturer & Packager - providing ongoing strategic advisory services
PACA Foods, LLC - provided Buy-side advisory services to an investment group to purchase a food-product manufacturer that focuses on private label dry-blended food products including spices, nutrients, flour, and sugar based products
PACA Foods, LLC - providing ongoing strategic advisory services
Nuvision Bioplastics, LLC - provided strategic advisory services, financial modeling and assistance with their Business Plan preparation for this start-up manufacture of fully biodegradable bottles and closures
Greater Atlanta Bar-B-Q, LLC - advised on the sale of two Sonny’s Bar-B-Q restaurant properties to STORE Capital
NEA-BBQ, LLC - provided strategic advisory services to this operator of 9 Sonny’s Bar-B-Q Restaurants
Provided buy-side advisory services - to an operator of more than 20 Applebee’s restaurants and assisted on the evaluation of various acquisition opportunities
Provided strategic advisory services - and created financial models for a developer of a mixed use (residential, commercial and retail) project in Louisiana
Provided a valuation report - which was utilized for the purpose of raising capital to grow an emerging brand
Provided expert witness services and prepared a valuation report for an ale house concept in a shareholder dispute
Provided strategic advisory services - and created financial models for the purpose of raising start-up capital to develop an emerging concept in the French
Quarter of New Orleans
Provided strategic advisory and restructuring services - to an operator of six Arby’s restaurants
Miracle Restaurant Group provided strategic advisory services to this operator of 45 Arbys restaurants
Provided expert witness services and provided
a valuation report to a multi-unit operator of Taco Bell, KFC, Pizza Hut, A&W All-American Food and Long John Silver restaurants
Undisclosed Multi-unit/multi-brand operator -
provided strategic advisory services and acted as sell-side advisor for a portion of the companys
Wendys restaurants
Miller Apple L.P. - provided strategic advisory and valuation services to this sixteen unit operator of Applebees restaurants
Emerald Foods, Inc. and Emerald Land
Company, L.C - provided strategic advisory services and served as exclusive Financial Advisor
to this operator of 64 Wendys restaurants
Emerald Land Company, L.C. advised on the sale of 14 Wendys restaurant properties to Servant Investments Fund, Ltd.
R Food Services, Inc. advised Stan Johnson
on his acquisition of a majority of the common stock of W & R Food Services, Inc. which owns and operates 10 Wendys restaurants
Greater Atlanta Bar-B-Q, LLC - provided strategic
advisory services for their acquisition of fourteen (14) Sonnys Bar-B-Q restaurants from The Georgia
Bar B Q Company
Undisclosed Private Equity Firm - Buy-side advisor
Ocat, Inc.- advised the premier Northern California Taco Bell franchisee in the sale of it's stock
RaboBank - provided strategic advisory services inclusive of providing a valuation report
Applebee's Franchisee - prepared a business valuation report
Restaurant Systems, Inc and affiliates - advised on the sale of 35 KFC and Taco Bell restaurants through a stock transfer
Orlando Foods, Ltd. & Tampa Foods L.P. - advised on the sale of 69 Wendy's restaurants in Orlando and Tampa to Wendy's International, Inc.
Restaurant Systems, Inc and affiliates - advised on the sale of 18 KFC and Taco Bell restaurants to another franchisee
Thomas & King, Inc. - advised on the sale of 10 Applebee's restaurants to Applebee's International Inc.
Cooker Bank Group - advised the Cooker Bank Group on their strategic options and valuation of the Cooker Restaurant & Bar concept
Lee's Famous Recipe Chicken, an affiliate of RTM, Inc. - advised on the sale of the Lee's Famous Recipe Chicken concept
Yum Brands Inc. (NYSE: YUM) - prepared a valuation report on a specific franchisee's business for Pizza Hut Inc.
ICH Corporation - provided strategic advisory services to the former second largest Arby's franchisee and a former publicly traded company
T.S.S.O. Inc. - advised on the sale of 9 Applebee's
restaurants in Florida to another Applebee's franchisee
T.S.S.O. North, Inc. - advised on the sale of 11 Applebee's restaurants to another Applebee's franchisee
Phoenix Restaurant Group, Inc. - provided>
strategic advisory services and acted as sell side
advisor for 24 Denny's restaurants to the former
largest Denny's franchisee and former publicly traded company
Friendly's (AMEX: FRN) - advised the company on
the sale of 29 Friendly's restaurants in New York to a franchisee of another concept
Morgan's Foods, Inc. (OTC:MRFD.OB) -
- provided strategic advice to the company's
Board of Directors
Advance Grocery Systems, Inc. - advised on the sale of 26 Pizza Hut restaurants
Elias Brothers Corporation - provided buy side
advisory services to the Franchisor of Big Boy
restaurants for 30 restaurants locations
JDS Restaurants, Inc. - provided buy side advisory
services to acquire 12 KFC restaurants from the
Franchisor
Woodland Group, Inc - provided buy side advisory
services to new franchisee buying 14 Applebee's units in Tennessee
Georgia Bar-B-Q, Co. - provided buy side advisory services to new franchisee buying 8 Sonny's Bar-BQ restaurants in Georgia