Trinity Logo

August, 2009

Trinity Capital Provides Valuation Opinion
for a Multi-Unit IHOP Franchisee

Trinity Capital recently provided a formal opinion of valuation to a private equity firm that was changing the legal structure of one of its portfolio companies. The portfolio company was a multi-unit franchisee of IHOP, a national family dining restaurant concept. Despite the lack of recent M&A activity involving franchisees in the family dining segment, Trinity was able to provide an opinion of value for the private equity firm that was used to satisfy tax requirements and facilitated a smooth transition to the new legal structure.

If you are considering a corporate reorganization or other transaction requiring a valuation or fairness opinion, please consider Trinity Capital.

Trinity's Valuation Services

Trinity routinely performs financial analyses with respect to businesses and their valuation. Our formal opinions of value are grounded by our extensive industry experience, our staff of CPAs and our forensic analysis. Often we are required to perform an extensive reconstruction of a company’s financial statements to reflect its actual, adjusted operating performance and its resultant true economic value. While much of the valuation process is empirical, our opinion of value takes into consideration subjective influences as well. Our extensive experience in real world mergers and acquisitions allows us to determine sound, fair valuations.

Please visit us at: www.trinitycapitalllc.com

 For more information on this  transaction, please contact:

Bob Woolway
Managing Director
310-231-3105  
rwoolway@trinitycapitalllc.com 

Josh Brannan
Vice President
310-231-3120
jbrannan@trinitycapitalllc.com   


Types of Opinions

Companies are required to obtain valuation or fairness opinions in connection with a number of events including: acquisitions, divestitures, changes in legal structure, changes in partnership agreements, estate planning, management equity plans, etc. The chart below provides various reasons for obtaining an opinion.


Click Here to Enlarge Image


About Trinity

Trinity is a boutique, middle-market investment banking firm providing financial advisory services including mergers and acquisitions, fairness and valuation opinions, private placements of debt and equity, distressed advisory and restructuring. Since its inception, Trinity has closed transactions in excess of $10 billion.

If you are not able to view images in this e-mail, go to http://www.trinitycapitalllc.com/newsletters/august_09.htm.
To be removed from our mailing list, please click here and type "Remove" in the subject line.

© 2009 Trinity Capital LLC. All Rights Reserved.