Trinity Capital LLC served as the exclusive financial advisor to OCAT, LLC (“OCAT”), a Taco Bell franchisee with 57 restaurants in California, in the sale of its LLC membership interests. Trinity ran a competitive auction, which garnered substantial interest from private equity firms and franchisees alike and ultimately delivered a premium valuation to the seller, and helped navigate a complicated franchisor approval process.
"Trinity Capital helped me realize an excellent result in the sale of OCAT. During this process, there were several obstacles to overcome. Each time, Trinity was able to find a workable solution, in some cases even turning what appeared to be a bad break into a more favorable outcome. Trinity was always professional and provided attentive service. Their depth of experience with transaction-related issues and close relationships with our franchisor helped ensure a successful transaction. I would highly recommend anyone considering a sale of their business talk to Trinity."
David Olson, President