Optimizing the Franchise Sale

Unbridled Capital - Franchise Investment Banking

Optimizing the Franchise Sale

Wednesday, February 26th at 1:00 PM (EST)

“Optimizing the Franchise Sale” is a must-attend webinar for any franchise owner considering a transaction. Hear from the experts on the topics that directly apply to arguably the most important business transaction in a franchise owner’s career.

Webinar Summary

Please join us for a brief webinar titled “Optimizing the Franchise Sale”. Our experts include:

Rick Ormsby, founder and Managing Partner of Unbridled Capital, a national investment banking firm credited with hundreds of transactions across the country’s leading brands;

Matthew Ailey, founder and Managing Partner of GenRock Capital, a $100 million private equity investment fund dedicated to the QSR franchise industry;

Robert Davis, CFA, a partner and Chief Investment Officer of Round Table Wealth Management, a national wealth advisory firm with over 20 years of experience in helping entrepreneurs manage their estates and investments.

Topics to be covered include:

  • Pre-transaction Planning: Tax planning strategies to optimize tax savings
  • Preparing for the Sale: What to expect when working with an expert investment banking firm to best position your business for sale
  • Deal Structures: Knowing what you want and evaluating the best offer
  • The Buyer’s Perspective: Learn what buyers are looking for and creating the win-win deal
  • Post-Transaction Management: Implementing pre-transaction estate planning; transitioning from business owner to portfolio owner; 2020 investment outlook

Optimizing the Franchise Sale

Wednesday, February 26th at 1:00 PM (EST)

Click here to register >

Please feel free to reach out to webinars@roundtablewealth.com with any questions about joining the webinar. If you are unable to attend on Wednesday, February 26th, please let us know and we will send a replay of the presentation.

SPEAKER PROFILES

Rick Ormsby

Rick Ormsby

Rick Ormsby is Managing Director at Unbridled Capital. With over 15 years of experience in franchise investment banking, Mr. Ormsby has worked on hundreds of franchise M&A assignments with clients whose collective annual revenues eclipse $4 billion. He himself has completed over $1 billion in sell-side transactions.

Mr. Ormsby worked in finance, operations, real estate, and franchising for YUM! Brands, specifically within the KFC space; however, it was in Morgan Keegan’s equity research division where his service to the restaurant industry began. Since then, he has become recognized as a leading authority on franchise finance and is often asked to provide commentary on current events involving some of the world’s most renowned restaurant companies.

Mr. Ormsby holds a BS from Texas A&M University, an MS from the University of Illinois, and an MBA from Vanderbilt University. He also spent four years at the U.S. Naval Academy and is fluent in Spanish

Matthew Ailey

Matthew Ailey

Matthew Ailey is the managing partner of GenRock Capital Management, a special-purpose vehicle raised in early 2017 to exclusively invest in the North American restaurant industry. GenRock currently controls approximately $100 million of equity commitments. GenRock Restaurant Management (“GRG”) is a dedicated subsidiary uniquely designed to hold restaurant assets for long-term investments.

GenRock Restaurant Management (“GRG”) is a dedicated subsidiary uniquely designed to hold restaurant assets for long-term investments.

Matt has extensive experience investing in restaurant concepts from his four years working at Corvex Management, where he was intimately involved in the Yum! Brands investment from 2015-2017, helping Yum! to spin off Yum! China.

He and also managed multiple other restaurant investments totaling $175 million across the QSR, fast-casual, and casual dining categories. He has primarily focused on large restaurant concepts with national or regional scale. He has a broad network of relationships with restaurant executives, franchisees, investors, and operators. Prior to Corvex, Matt worked in private equity at Blackstone’s flagship U.S. buyout fund, where he focused on consumer, healthcare, and industrial investments. At Blackstone, he specialized in roll-up investments, most notable of which was Summit Materials, a $3.5bn heavy construction materials company that was built from 39 individual bolt-on transactions. He gained extensive experience with Summit in launching a new company, building a professional management team, cultivating relationships with family businesses, and capitalizing businesses at various stages of growth. Prior to Blackstone, Matt began his career in the investment banking division at Goldman Sachs focused on mergers and acquisitions.

Robert Davis

Robert Davis

Robert Davis, a Partner and the Chief Investment Officer of Round Table Wealth Management, has been with the firm since 2006. Bob is the chairman of the firm’s Investment Committee and his responsibilities include the development, review and analysis of investment strategies, portfolio and risk management, asset allocation, manager selection and due diligence, and product review.

Bob has both a B.A. and M.B.A. from Southern Methodist University and has over 20 years of experience in the financial industry. Prior to joining Round Table, Bob served as vice president of a single-family office with over $1 billion in assets, where he was responsible for investments in both traditional and alternative asset classes. He began his career at a New York-based boutique investment bank. Bob holds both the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. Bob enjoys playing competitive lacrosse, distance running and competing in triathlons.

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2020-02-21T17:18:12+00:00