Representative Transactions from Trinity Capital, a division of Citizens Capital Markets | Trinity Capital, a division of Citizens Capital Markets

Jan Co., Inc.

Jan Co., Inc, a franchisee of Burger King has completed a sale of its restaurants to JSC Management Group LLC

Jan Co., Inc.

Transaction Overview

Trinity Capital, a division of Citizens Capital Markets, Inc., served as the exclusive financial advisor to Jan Co., Inc. (the “Company”), a Burger King franchisee in Rhode Island, Massachusetts and Connecticut, on the sale of 47 restaurants to JSC Management Group LLC. Trinity’s team orchestrated a tailored sale process and successfully guided the Company and its stakeholders through due diligence, purchase and sale agreement negotiations and the franchisor approval process.

Transaction Testimonial

"Given Trinity’s reputation in the restaurant industry, we put our trust in their team to advise us on the sale of our Burger King restaurants in the Northeast. From the outset of the process, their team played a critical role in navigating complex negotiations and dynamics to ensure a successful outcome. Hiring the right advisor when selling your business is important and we would highly recommend Trinity’s services to others."

-Bill Janikies, President

Jan Co., Inc.

a franchisee of Burger King has completed a sale of its restaurants to

JSC Management Group LLC

El Apple, LLC

El Apple, LLC, a franchisee of Applebee's has completed a sale of its assets to Lone Star Apple, LLC.

El Apple, LLC

Transaction Overview

Trinity Capital LLC served as the exclusive financial advisor to El Apple, LLC (the “Company”), an Applebee’s franchisee with 10 locations in El Paso, Texas, and Las Cruces, New Mexico, on the sale of its restaurants to Lone Star Apple, LLC. Trinity conducted a competitive auction process, guided the Company through due diligence and negotiation of the purchase agreement and helped navigate the franchisor approval process, including the introduction of a new franchisee to the Applebee’s system.

Transaction Testimonial

"We hired Trinity Capital to assist us in selling our Applebee’s business, in part, because with all of the success they have had assisting the parent organization and its Applebee’s franchisees, we were confident that their knowledge of the category and brand would prove to be a distinct advantage in our sale process. Aside from that, I was impressed with Trinity’s responsiveness and precision with their analytics and unique buyer universe. I really valued their reasonable and logical approach to the challenges that surfaced along the way. Trinity proved to be critical to our successful transaction. Their advice, experience and counsel were extremely helpful to me and their efforts were very much appreciated."

-Jim Gore, CEO

El Apple, LLC

a franchisee of Applebee's has completed a sale of its assets to

Lone Star Apple, LLC

Roseville Car Wash LLC

Roseville Car Wash LLC has completed a sale of its assets to American & Canadian Group LLC

Roseville Car Wash LLC

Transaction Overview

Trinity Capital LLC served as the exclusive financial advisor to Roseville Car Wash, DBA Bob’s Car Wash and Detail located in Roseville, California. Trinity facilitated an extensive marketing process and an expeditious close. The transaction included the sale of the business assets as well as the related real estate.

Transaction Testimonial

"Trinity played a vital role in completing the successful sale of our family business. We chose Trinity because of their relevant experience in the car wash industry. Trinity was with us every step of the way and provided invaluable guidance. It was a pleasure to work with them and I would recommend them to anyone looking to sell their business."

-Mark van Overbeek, Owner

Roseville Car Wash LLC

has completed a sale of its assets to

American & Canadian Group LLC

The Cain Holding Group, LLC

The Cain Holding Group, LLC, a franchisee of Panera Bread, has completed a sale of its assets to EYM Café of Texas, LLC

The Cain Holding Group, LLC

Transaction Overview

Trinity Capital LLC served as the exclusive financial advisor to The Cain Holding Group, LLC (the “Company”), a Panera Bread franchisee with 19 locations in Houston and West Texas, on the sale of its restaurants to EYM Café of Texas, LLC. Trinity conducted a competitive auction process, guided the Company through due diligence and negotiation of the purchase agreement and helped navigate the franchisor approval process, including the introduction of a new franchisee to the Panera system.

Transaction Testimonial

"I am extremely pleased with the outcome of the deal and very much enjoyed working with Trinity throughout the process. Selecting an advisor to sell a business you spent much of your life building is a big decision. Looking back, I know I picked the right guys. I look forward to working with Trinity for years to come."

-Chuck Cain, CEO

The Cain Holding Group, LLC

has completed a sale of its assets to

EYM Café of Texas, LLC

Luihn Four, Inc., and Lubell, Inc.

Luihn Four, Inc., and Lubell, Inc. franchisees of Taco Bell, KFC, Pizza Hut and Long John Silver’s, has completed the sale of their restaurants to Luihn VantEdge Partners.

Luihn Four, Inc., and Lubell, Inc.

Transaction Overview

Trinity Capital LLC served as the exclusive financial advisor to Luihn Four, Inc., and Lubell, Inc. (collectively, the “Company”), franchisees of Taco Bell, KFC, Pizza Hut and Long John Silver’s, in the sale of their restaurants to Luihn VantEdge Partners. The Company operates 109 restaurants across Florida, North Carolina, South Carolina and Virginia. Trinity Capital introduced the sellers to potential investors, guided them through the due diligence process and assisted in the negotiation of the purchase agreement and helped navigate the franchisor approval process, culminating in a partnership to carry on the Company’s legacy.

Transaction Testimonial

"Trinity served as an advisor to my family for many years, so engaging Trinity to recapitalize my business was an easy choice. Throughout the process, Trinity’s professionals provided exceptional service and bedside manner. Their deep industry experience and willingness to put in long hours on our behalf helped to navigate the hurdles that arose in negotiation of the purchase agreement and closing process. Transactions are complex and time consuming, and I truly believe my family would not have realized such a successful outcome without Trinity’s services. We highly recommend Trinity to anyone seeking to sell their business. "

-Jody Luihn, CEO, Luihn Four, Inc.

Luihn Four, Inc., and Lubell, Inc.

franchisees of Taco Bell, KFC, Pizza Hut and Long John Silver’s, has completed the sale of their restaurants to

Luihn VantEdge Partners

CSM Group

CSM Group, a franchisee of Popeyes Louisiana Kitchen, Inc. has secured a term loan from BBVA Compass

CSM Group

Transaction Overview

Trinity Capital LLC served as the exclusive financial advisor to CSM Group (“CSM”), a Popeyes franchisee with several restaurants in Texas, in refinancing its senior debt obligations and recapitalizing the Company for an acquisition of Popeyes restaurants. Trinity advised CSM on a new term loan with BBVA Compass

Transaction Testimonial

"A trusted colleague recommended we get in touch with Trinity to assist us with our financing needs in connection with our acquisition. We were thrilled the relationship came together so quickly. We engaged Trinity and within a month we had over a dozen competitive term sheets to consider. We were highly impressed with their capabilities and knowledge to guide us through our funding. They took on our cause as if it was their own and we very much valued their help. We would certainly recommend Trinity to any of our colleagues and look forward to working with them again."

- Ali Lakhany and Emad Lakhany, Principles at CSM

CSM Group

has secured a term loan from

Apple Gilroy, Inc.

Apple Gilroy, Inc, has completed a sale of its Applebee’s restaurants and related real estate to SSCP Management

Apple Gilroy, Inc.

Transaction Overview

Trinity Capital LLC served as the exclusive financial advisor to Apple Gilroy, Inc., an Applebee’s franchisee with 13 restaurants in California, in the sale of its restaurants and related real estate. Trinity managed an extensive auction process and advised the Company through the deal negotiations, diligence and closing, culminating in a successful outcome for the seller.

Apple Gilroy, Inc.

has completed a sale of its Applebee's restaurants and related real estate to

T&T Sheroski No. 3, Inc.

T&T Sheroski No. 3, Inc. has completed a sale of its restaurants and related real estate to Mac Pizza LLC

T&T Sheroski No. 3, Inc.

Transaction Overview

Trinity Capital LLC served as the exclusive financial advisor to T&T Sheroski No. 3, Inc., a Little Caesars franchisee with 21 restaurants in Michigan, in the sale of its restaurants and related real estate. Trinity helped manage an extensive auction process, identify the ideal buyer and advise the Company through a successful transaction closing.

Transaction Testimonial

"We’ve known Trinity Capital for many years and have grown to rely on their advice and expertise. Throughout the process, Trinity managed to find creative solutions to numerous complex issues that arose. We have complete confidence in Trinity’s understanding of the industry and sale process and feel we made a great decision in selecting Trinity as our advisor. We would highly recommend Trinity to any company considering a sale."

Theresa Sheroski, Owner

T&T Sheroski No. 3, Inc.

has completed a sale of its restaurants and related real estate to

MacPizza LLC

KorMex Foods, Inc.

KorMex Foods, Inc, a franchisee of Taco Bell Corp., has completed a sale of its restaurants to Mas Restaurant Group

KorMex Foods, Inc.

Transaction Overview

Trinity Capital LLC served as the exclusive financial advisor to KorMex Foods, Inc., a Taco Bell franchisee with 72 restaurants in Texas, in the sale of its restaurants. Trinity managed a robust auction process, assisted in the negotiation of the purchase and navigated a complex franchisor approval, ensuring a successful transaction and delivering an exceptional outcome.

Transaction Testimonial

"We established a solid relationship over many years with Trinity Capital that allowed them to understand our business philosophy and the objective to find the right buyer. We expected the sale to be a challenge but the complexities and obstacles we had to overcome were beyond anything we had anticipated. I could not imagine this process without the guidance and leadership of Trinity Capital. Their professionalism and insights helped navigate through some very choppy waters. We are very grateful for having such a solid, strategic partner."

Phil Rhee and Oscar Saavedra, Founders of KorMex Foods, Inc.

KorMex Foods, Inc.

has completed a sale of its restaurant to Mas Restaurant Group, a portfolio company of Bessemer Investment Partners