About C Squared

We are an Investment Banking Firm focused on providing Advisory Services in Mergers & Acquisitions and Financing to the Franchise and Restaurant Industry.

Downtown Raleigh, North Carolina skyline

Franchise Mergers & Acquisition Experience

Current, franchise-based experience across many systems. Our Partners have extensive M&A experience, bringing best practices to C Squared’s ability to navigate hurdles and close increasingly complex transactions.

Franchisor Experience

Our team has held leadership positions within the Wendy’s and Dunkin’ Brand systems and has vast experience in refranchising and understands the franchisor transaction approval process.

Lending Experience

We have over 75 years of experience within the franchise lending industry placing various credit facilities ranging from multi-institution syndications to multi-tranche facilities including senior and junior capital. The ability to match our clients’ expectations to the right capital source is one of the keys to our success.

Franchisee Experience

Our partner is an area developer of Sports Clip franchise that has grown from 1 to 72 units over a 22-year period and has been appointed to several leadership advisory councils, which played a pivotal role in the brand’s growth from 100 to over 1,800 units.

Franchise Association Experience

We’re fully involved in key aspects that franchisees face every day in running their businesses. As a firm, we support franchisee associations and attend meetings regularly to stay connected on the opportunities and challenges affecting franchisees.

CPA Backgrounds

Our principals began their careers in public accounting, which provided a solid understanding of accounting and finance and a superior work ethic, which serves C Squared well on every client engagement.

No other firm presents the breadth and depth of franchisor, franchisee, lending and multi-unit transaction experience. Our 100+ years of collective experience provides us with the expertise and relationships necessary to deliver timely, value-added solutions for our clients. This is what we call the C Squared Advantage. In short, we check a lot of boxes.

I’ve known Carty since 1987 when he financed my initial acquisition of four Wendy’s restaurants when I exited the McDonald’s business. I’ve since relied on Carty’s advice and counsel as we’ve grown our business to almost 60 units. Carty has assisted us in financing engagements, M&A advice, and on the hiring of a CFO. He was also very helpful in assisting us in managing through the Wendy’s SO-III where we acquired additional locations in our core market. I would highly recommend Carty, and the C Squared team. No one knows the QSR industry better.

Pickens Lindsay, CEO Calhoun Management
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