Portfolio Tag: Strategic Advisory

Wheeler’s

A family-owned building products manufacturer and distributor serving professional home builders in the Southeast

Engagement Goals

Brookwood Associates advised the shareholders of Wheeler's on strategic alternatives after the Company faced financial difficulties when the housing market began to deteriorate in 2007.  The Company ultimately sold a division to Builders FirstSource (NASDAQ: BLDR).

Engagement Outcome

The Challenge – The lenders to the...
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Ryan’s Family Steakhouse (NASDAQ:RYAN)

An operator and franchisor of family style steakhouse restaurants.

Engagement Goals

The board of directors received an unsolicited offer from a financial group to acquire all of the shares of Ryan’s Restaurant Group, Inc. and hired Brookwood as its financial advisor in connection with the proposed acquisition offer.

Engagement Process and Outcomes

Brookwood Approach -- Brookwood conducted a limited...
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Titan Financial Group

One of the largest independent small-loan consumer finance operations in the U.S., the Company served approximately 70,000 customer accounts through 107 retail branch offices located in Georgia, South Carolina and Texas.

Engagement Goals

Brookwood Associates advised Titan, including its private equity owner Richards Capital Fund, on the sale of its Texas assets, as well as the sale...
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Koning Enterprises

A 77-unit operator of Pizza Hut restaurants in South Florida.

Engagement Goals

Brookwood advised Koning on a successful refinancing to accommodate the Company's growth plan.

Engagement Process and Outcomes

Situation - In April 2005 management at Koning decided to refinance and restructure the Company to allow for growth in its business plan. The Company was overleveraged with senior debt and...
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