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.
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.
At C Squared, the whole is truly greater than the sum of our individual business experience.
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 for 25 years as a competitor, advisor and representative on M & A transactions. Although I’ve completed hundreds of restaurant financing transactions in my career, when it came time to sell part of my Wendy’s business, my partner and I immediately hired Carty. The expertise required to sell a franchise business is much different than financing that business. Carty is tough, fair, and focused on finding ways to get a deal done. We’ve been on both sides of transactions with Carty. I’d rather have C Squared on my side of the table.