Our Services

C Squared offers a customized approach for your business.

Boston, Massachusetts cityscape

Our customized approach to your unique situation will help maximize value for your business, achieve favorable financing terms or secure the best buy-side terms in the market. We advise on most favorable timing for transactions, keep you abreast of market conditions and provide expert valuations to establish realistic expectations. Our extensive buyer and lender network ensures exposure to the largest number of qualified parties, and our unending focus on execution will ensure transactions close timely.

Clients often underestimate the real and potential distractions that a major capital raise or liquidity transaction can cause. We understand these distractions and try to anticipate them while working efficiently towards closing a transaction, which allows our clients to manage their respective businesses and maintain value and deal momentum. We also understand the unique needs and challenges of entrepreneurial led and closely held businesses as well as the personal and professional relationships that can compromise a transaction.

Mergers & Acquisitions

  • Sell-side Representation
  • Buy-side Representation
  • Shareholder or Partner Buyouts

Financing

  • Senior & Junior Debt Capital
  • Control & Minority Equity
  • Sale/Leaseback
  • Recapitalizations

Valuation

  • Fairness Opinions
  • Buy/sell Agreements
  • Exit Strategy Strategic Planning

Refranchising

  • Strategic Evaluation
  • Market Valuation
  • Qualifying Buyers
  • Sale of Markets

Restructurings

  • Loan Workouts
  • Bankruptcy
  • Dispute Resolution

Financial Advisory

  • Franchise System Evaluation
  • Franchise Lending
  • Lender Compliance Reporting

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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