Who We Are
C Squared Advisory Group, LLC
…is an independent investment bank providing financial and transaction advisory services to the restaurant, franchise, and multi-unit retail industries. As the most experienced and multi-skilled industry advisory firm, we assist in optimizing the financial performance of clients’ businesses, position clients to maximize the value of their businesses, while guiding our clients and managing the complex transactions to help achieve clients’ goals.
Our long-term clients include multi-unit franchisees, franchisors, independent brands, family businesses, large corporations, investors, lenders, private equity investors and family offices.
Our expert services include advising on purchase and sale of private businesses through both asset and stock transactions, securing junior and risk capital, refinancing, restructuring, financial consulting, and valuation opinions. While transactions represent a significant portion of our engagements, many of our clients benefit from having an ongoing financial advisor to assist in managing certain disciplines of their businesses through longer term consulting services.
C Squared also has significant experience in the evaluation, planning, and execution of “asset light”, refranchising, and repositioning strategies for successful and evolving franchisors. Our principals have managed the sale of over 2,000 units in refranchising and “asset light” transactions.
C Squared was formed to provide our clients the most relevant industry expertise from the most experienced, practical, and qualified professionals. We establish a collaborative working relationship with our clients in order to define and achieve their goals.
We look forward to adding value to your business.