Trinity Capital Announces Select Successful Transactions

Trinity Capital is proud to announce that we remain exceedingly busy during 2013 with a number of recently closed transactions and several new assignments.  Please see select closed transactions below and look for other announcements coming soon!

ES-O-En Corp.

Transaction Overview:

Trinity Capital served as the exclusive financial advisor to ES-O-EN Corp., a large Taco Bell franchisee with restaurants in three states and a significant real estate portfolio, in its securing of an $18 million revolving credit facility. Trinity worked with ES-O-EN to appropriately capitalize the company by optimizing its leverage and strategic positioning.

Client Testimonial:

“Trinity’s expertise in the restaurant industry and strong relationships with lenders helped make this transaction possible. As a result of this financing, we have the utmost confidence that our company is appropriately capitalized and positioned for growth. We look forward to working with Trinity again and would recommend them to others considering any type of transaction.”

– Carl Nicolaysen, President & CEO, ES-O-EN Corp.

Luihn Food Systems Inc.

Transaction Overview:

Trinity Capital was engaged as the exclusive financial advisor to Luihn Food Systems in order to assist in the divestiture of its central North Carolina KFC restaurants.  In this transaction, Trinity bifurcated the real estate from the business enterprise and separately sold these entities to different buyers to maximize proceeds and capitalize on 2012 capital gains tax treatment.  KBP, a nationally prominent KFC operator was winning bidder of the auction of the business enterprise assets and closed the transaction in February of 2013.  This transaction accomplished the strategic, trust & estate and tax objectives of the Luihn family, which continues to be one of the most successful Yum! Brands operators in the United States.

Client Testimonial:

“I have always been impressed with Trinity’s industry and transaction expertise.  This sale was no exception. Trinity diligently navigated us through all the intricacies of the process, surpassing our expectations and realizing the best possible outcome for our stakeholder.  We would not hesitate to consult with Trinity for any future transactions.

– Jody Luihn, CEO, Luihn Food Systems, Inc.

Orlos and Company, Inc.

Transaction Overview:

Trinity Capital was chosen as the exclusive financial advisor to Orlos and Company, Inc. in its asset sale of its Taco Bell restaurants located in central and south Florida to Luihn Food Systems.   Orlos and Company, Inc. has been a franchisee of Taco Bell for over 20 years.  Trinity worked closely with the owner to develop a specific strategy to realize the value of the restaurant operations in order to retire.  Our advisory services provided the owner an opportunity to protect a significant portion of new worth by converting the proceeds to be used in a diversified investment strategy going forward.  Trinity assisted the seller to structure, negotiate and close the transaction with a highly successful result.

Client Testimonial:

“Having worked with the guys at Trinity before, it was not even a question for me as to who else I would turn to in order to help me with this life changing event. I entrusted them entirely to ensure I had the best outcome. I could not be any more pleased with how Trinity helped me with the sale of my company.”

– Dennis Orlos, Owner, Orlos & Company, Inc.