Value Added Solutions Innovative Ideas Flawless Execution Comprehensive Analysis Value Added Solutions Innovative Ideas Flawless Execution Comprehensive Analysis F INANCIAL A DVISORY AND I NVESTMENT B ANKING KFC and Auspex: A Powerful Partnership Since 2004 2016 was a fantastic year for the KFC brand and we think 2017 will be even better. A Complete Deal History Recent & Pending Transactions A Case Study of a Recent Deal $6,000,000 Development Line November 2016 Franchisee of DEBT PLACEMENT Auspex completed the placement of a remodel line of credit for a long-time client, which provided low cost, 100% financing for the American Showman upgrade of its restaurants. $62,100,000 Term Financing Development Line (Pending) Franchisee of DEBT PLACEMENT $57,250,000 Term Financing Development Line (Pending) Franchisee of DEBT PLACEMENT 27 Units Buy-side M&A Advisory, Term Financing and Development Line October 2016 Franchisee of M&A ADVISORY | DEBT PLACEMENT $92,000,000 Buy-side M&A Advisory Acquisition Financing September 2016 Franchisee of M&A ADVISORY | DEBT PLACEMENT $74,000,000 Term Financing Development Line September 2016 Franchisee of DEBT PLACEMENT $6,000,000 Development Line November 2016 Franchisee of DEBT PLACEMENT 8 Units Buy-Side M&A Advisory, Term Financing and Development Line March 2015 Franchisee of M&A ADVISORY | DEBT PLACEMENT 24 Units Sell-Side M&A Advisory June 2015 Franchisee of M&A ADVISORY $20,500,000 Term Financing Development Line July 2015 Franchisee of DEBT PLACEMENT 36 Units Sell-Side M&A Advisory February 2015 Franchisee of M&A ADVISORY 13 Units Sell-Side M&A Advisory April 2015 Franchisee of M&A ADVISORY $2,950,000 Term Financing and Recapitalization Financing May 2014 Franchisee of DEBT PLACEMENT $23,100,000 Term Financing Development Line February 2015 Franchisee of DEBT PLACEMENT $5,000,000 Term Financing October 2014 Franchisee of DEBT PLACEMENT 28 Units Sell-Side M&A Advisory June 2014 Franchisee of M&A ADVISORY $4,000,000 Development Line March 2014 Franchisee of DEBT PLACEMENT $10,000,000 Term Financing Development Line December 2013 Franchisee of DEBT PLACEMENT $3,750,000 Term Financing December 2013 Franchisee of DEBT PLACEMENT
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Value AddedSolutions
InnovativeIdeas
FlawlessExecution
ComprehensiveAnalysis
Value AddedSolutions
InnovativeIdeas
FlawlessExecution
ComprehensiveAnalysis
F I N A N C I A L A D V I S O R Y A N D I N V E S T M E N T B A N K I N G
DEBT PLACEMENT
$262,570,000of senior secured termloans and lines of credit
M&A ADVISORY
10 Transactions involving 223 restaurants
2016
KFC and Auspex: A Powerful Partnership Since 2004
2016 was a fantastic year for the KFC brand and we think 2017 will be even better.
A Complete Deal History
Recent & Pending Transactions
A Case Study of a Recent Deal
$6,000,000Development Line
November 2016
Franchisee of
DEBT PLACEMENT
Auspex completed the placement of a remodel line of credit for a long-time client, which provided low cost, 100% financing for the American Showman upgrade of its restaurants.
$62,100,000Term Financing
Development Line(Pending)
Franchisee of
DEBT PLACEMENT
$57,250,000Term Financing
Development Line(Pending)
Franchisee of
DEBT PLACEMENT
27 UnitsBuy-side M&A Advisory, Term
Financing and Development LineOctober 2016
Franchisee of
M&A ADVISORY | DEBT PLACEMENT
$92,000,000Buy-side M&A AdvisoryAcquisition Financing
September 2016
Franchisee of
M&A ADVISORY | DEBT PLACEMENT
$74,000,000Term Financing
Development LineSeptember 2016
Franchisee of
DEBT PLACEMENT
$6,000,000Development Line
November 2016
Franchisee of
DEBT PLACEMENT
8 UnitsBuy-Side M&A Advisory, Term
Financing and Development LineMarch 2015
Franchisee of
M&A ADVISORY | DEBT PLACEMENT
24 UnitsSell-Side M&A Advisory
June 2015
Franchisee of
M&A ADVISORY
$20,500,000Term Financing
Development LineJuly 2015
Franchisee of
DEBT PLACEMENT
36 UnitsSell-Side M&A Advisory
February 2015
Franchisee of
M&A ADVISORY
13 UnitsSell-Side M&A Advisory
April 2015
Franchisee of
M&A ADVISORY
$2,950,000Term Financing and
Recapitalization FinancingMay 2014
Franchisee of
DEBT PLACEMENT
$23,100,000Term Financing
Development LineFebruary 2015
Franchisee of
DEBT PLACEMENT
$5,000,000Term Financing
October 2014
Franchisee of
DEBT PLACEMENT
28 UnitsSell-Side M&A Advisory
June 2014
Franchisee of
M&A ADVISORY
$4,000,000Development Line
March 2014
Franchisee of
DEBT PLACEMENT
$10,000,000Term Financing
Development LineDecember 2013
Franchisee of
DEBT PLACEMENT
$3,750,000Term Financing
December 2013
Franchisee of
DEBT PLACEMENT
CONTACT US TO DISCUSS OPPORTUNITIES FOR YOUR BUSINESS
Christopher Kelleher(562) 424-2455 [email protected]
Naveen Goyal(562) [email protected]
Shriram Chokshi(562) [email protected]
25 UnitsTerm Financing
November 2016
Franchisee of
DEBT PLACEMENT
4 UnitsBuy-Side M&A Advisory
June 2016
Franchisee of
M&A ADVISORY
113 UnitsSell-Side M&A Advisory
March 2016
Franchisee of
M&A ADVISORY
$17,500,000Term Financing
Development LineMarch 2016
Franchisee of
DEBT PLACEMENT
We are very active in the KFC system having raised more than $500million in financing, and advised on 20 M&A transactions involving more than 200 restaurants.
We specialize in the QSR industry and are one of the most active financial advisory and investment banking firms in the industry.
We have unparalleled deal making expertise maximizing value for our clients by bringing to bear superior analytical abilities, creativity, experience, and attention to detail.
How Our Services Can Help You:
We helped a company, who is a long-time Yum! Brand franchisee,sell 24 KFC and KFC/Taco Bell co-branded restaurants, includingthe underlying real estate at 20 restaurants.
Sell-Side M&A Advisory
24 Units
Franchisee of
Sell-Side M&A Advisory
We advised a long-time client on the acquisition and financing of 8 KFC restaurants. The assignment involved securing acquisition financing and a recapitalization of his balance sheets, including a development line of credit to fund remodels and develop new stores.
Buy-Side M&A Advisory / Debt Placement
Buy-Side M&A Advisory, DebtPlacement and Development Line
8 Units
Franchisee of
We helped a client, who is a veteran Yum! Brand franchisee, sell 36 KFC, Taco Bell and KFC/Taco Bell co-branded restaurants to a buyer who operates one of the largest and most successful Yum! Brand franchises in the U.S.
Sell-Side M&A Advisory
Sell-Side M&A Advisory
36 Units
Franchisee of
F I N A N C I A L A D V I S O R Y A N D I N V E S T M E N T B A N K I N G
DEBT PLACEMENT
$262,570,000of senior secured termloans and lines of credit
M&A ADVISORY
10 Transactions involving 223 restaurants
2016
A Complete Deal History, continued
$12,000,000Term Financing
December 2013
Franchisee of
DEBT PLACEMENT
$23,100,000Term Financing, Development and Revolving Lines of Credit
November 2013
Franchisee of
DEBT PLACEMENT
$1,100,000Sell-Side M&A Advisory
September 2013
Franchisee of
M&A ADVISORY
8 UnitsBuy-Side M&A Advisory
June 2013
Franchisee of
M&A ADVISORY
$26,000,000
Term Financing, Acquisition Advisory and Shareholder Distribution
June 2013
Franchisee of
DEBT PLACEMENT
$13,000,000Term Financing
April 2013
Franchisee of
DEBT PLACEMENT
$25,000,000Development Line
December 2012
Franchisee of
DEBT PLACEMENT
13 UnitsSell-Side M&A Advisory
December 2012
Franchisee of
M&A ADVISORY
31 UnitsSell-side M&A Advisory
December 2012
Franchisee of
M&A ADVISORY
$64,000,000Term Financing, Real EstateLoan and Development Line
December 2012
Franchisee of
DEBT PLACEMENT
$8,850,000Term Financing
December 2012
Franchisee of
DEBT PLACEMENT
$16,750,000Term Financing
Development LineJune 2011
Franchisee of
DEBT PLACEMENT
10 UnitsSell-side M&A Advisory
February 2012
Franchisee of
M&A ADVISORY
6 UnitsLease Buyout
December 2011
Franchisee of
M&A ADVISORY
$10,000,000Term Financing
July 2011
Franchisee of
DEBT PLACEMENT
7 UnitsSell-side M&A Advisory
August 2009
Franchisee of
M&A ADVISORY
28 UnitsBuy-side M&A Advisory
May 2009
Franchisee of
M&A ADVISORY
$56,000,000Term Financing
August 2007
Franchisee of
DEBT PLACEMENT
$3,200,000Term Financing
Development LineMay 2009
Franchisee of
DEBT PLACEMENT
2 UnitsSell-side M&A Advisory
September 2008
Franchisee of
M&A ADVISORY
$950,000Sell-side M&A Advisory
February 2008
Franchisee of
M&A ADVISORY
$13,000,000Buy-side M&A Advisory
January 2008
Franchisee of
M&A ADVISORY
$4,500,000Term Financing
Development LineJune 2007
Franchisee of
DEBT PLACEMENT
$38,000,000Term Financing
Development LineFebruary 2007
Franchisee of
DEBT PLACEMENT
$14,919,252Term Financing
November 2006
Franchisee of
DEBT PLACEMENT
$44,750,000Term Financing
Development LineMay 2006
Franchisee of
DEBT PLACEMENT
$16,250,000Sell-Side M&A Advisory
February 2006
Franchisee of
M&A ADVISORY
$25,050,000Buy-side M&A Advisory
October 2005
Franchisee of
M&A ADVISORY
$28,335,000Term Financing
Development LineAugust 2005
Franchisee of
DEBT PLACEMENT
Contact Us
Christopher KelleherManaging Director(562) 424-2455 [email protected]
Naveen GoyalManaging Director(562) [email protected]
Shriram ChokshiManaging Director(562) [email protected]
We would be happy to discuss opportunities for your business with you.
www.auspexcapital.com
25 UnitsTerm Financing
November 2016
Franchisee of
DEBT PLACEMENT
4 UnitsBuy-Side M&A Advisory
June 2016
Franchisee of
M&A ADVISORY
113 UnitsSell-Side M&A Advisory
March 2016
Franchisee of
M&A ADVISORY
$17,500,000Term Financing
Development LineMarch 2016
Franchisee of
DEBT PLACEMENT
We are very active in the KFC system having raised more than $500million in financing, and advised on 20 M&A transactions involving more than 200 restaurants.
We specialize in the QSR industry and are one of the most active financial advisor investmenaing firms in the industry.
We have unparalleled deal making expertise maximizing value for our clients by bringing to bear superior analytical abilities, creativity, experience, and attention to detail.
How Our Services Can Help You:
We helped a company, who is a long-time Yum! Brand franchisee,sell 24 KFC and KFC/Taco Bell co-branded restaurants, includingthe underlying real estate at 20 restaurants.
Sell-Side M&A Advisory
24 Units
Franchisee of
Sell-Side M&A Advisory
We advised a long-time client on the acquisition and financing of 8 KFC restaurants. The assignment involved securing acquisition financing and a recapitalization of his balance sheets, including a development line of credit to fund remodels and develop new stores.
Buy-Side M&A Advisory / Debt Placement
Buy-Side M&A Advisory, DebtPlacement and Development Line
8 Units
Franchisee of
We helped a client, who is a veteran Yum! Brand franchisee, sell 36 KFC, Taco Bell and KFC/Taco Bell co-branded restaurants to a buyer who operates one of the largest and most successful Yum! Brand franchises in the U.S.
Sell-Side M&A Advisory
Sell-Side M&A Advisory
36 Units
Franchisee of
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