Brookwood Associates

  We are pleased to announce that Brookwood Associates advised Clean Space Commercial Cleaning on its sale to Alliance Building Services ("ABS").   Founded in 2011, Clean Space is a provider of commercial janitorial and other ancillary cleaning services to multi-family and public and private sector clients in Florida.   Clean Space founder and CEO Matt Giunco commented: “Brookwood was instrumental in achieving a successful transaction for us. They rolled up their sleeves to get our data reporting to the standard that is required by experienced buyers. Their process ensured that we found the best buyer and the best valuation possible. Finally, the Brookwood team was hands-on during the diligence process so that senior management and I could maintain our focus on running the business.”   This acquisition strengthens ABS's presence in Florida and supports its long-term growth strategy to expand its footprint across the Southeast.   The sale of Clean Space further highlights Brookwood’s expertise in advising founder-owned businesses in the Southeast and deepens its experience representing companies in the facility services and business services industries. For additional information about this transaction, please contact Hampton Graham or Corey Hays. #investmentbanking #mergersandacquisitions #sellside #facilityservices #businessservices

We are pleased to announce that Brookwood Associates served as the exclusive financial advisor to Sterling Restaurants, LLC (“Sterling” or the “Company”) in successfully recapitalizing the Company to support multiple acquisitions and remodel initiatives, creating the largest franchisee in the Moe’s Southwest Grill system and largest franchised burrito chain in the country. This transaction extends Brookwood’s relationship with Sterling Restaurants over the last 15 years and deepens our success with QSR and Fast Casual franchises. For additional information about this transaction, please contact Anish Gandhi, Amy V. Forrestal, or Luke Miller. #investmentbanking #financing #franchisee #hospitality #restaurants

We are pleased to announce that Brookwood Associates served as the exclusive sell-side financial advisor to one of the largest Wendy’s franchise operators on its sale of 83 Wendy’s restaurants in the northeast to Flynn Group.   This transaction extends Brookwood’s experience with franchisee businesses and is another example of Brookwood's success in the QSR burger segment. For additional information about this transaction, please contact Amy V. Forrestal, Anish Gandhi, or Justin G. #investmentbanking #mergersandacquisitions #sellside #franchisee #hospitality #restaurants

We are pleased to announce that Brookwood Associates served as the exclusive financial advisor to The Cookie Place, Inc. and its affiliates (“Cookie Place”) on its sale to an undisclosed private company. Established in 1984 in Birmingham, AL, Cookie Place is a long-standing, family-owned business, operating as a franchisee of Great American Cookies and Marble Slab Creamery across 14 states in the Southeastern U.S. Over the years, Cookie Place has steadily expanded its portfolio to 63 Great American Cookies locations, including 11 co-branded with Marble Slab Creamery, making it the largest such franchise operator in the U.S. This transaction extends Brookwood’s experience with franchisee businesses and is another example of Brookwood's success with family-owned companies. For additional information about this transaction, please contact Amy V. Forrestal, Anish Gandhi, or Luke Miller. #investmentbanking #mergersandacquisitions #sellside #franchisee #hospitality #restaurants

We are pleased to announce that Brookwood Associates served as the exclusive financial advisor to C&H Construction Services, LLC ("C&H") on its sale to TRP Infrastructure Services ("TRP"), a portfolio company of Arlington Capital Partners. Founded in 2005, Alabama-based C&H is a provider of comprehensive traffic control services, including design/planning, flagging, and equipment rental, as well as installation and maintenance of guardrails and cable barriers, for DOTs, investor-owned utilities, utility service providers, and industrial contractors. This transaction expands TRP's footprint in Alabama and the Southeast and adds to its service capabilities to continue serving its growing customer base.   “The Brookwood team was critical to our successful transaction. They led a comprehensive review of market opportunities - and once we had chosen our partner, Brookwood took a leadership role in a complicated due diligence process,” said Pepper Huff and Roman Clayton, Co-founders and Board Members of C&H.   "We enjoyed working with the C&H team to find the right partner to take the Company to the next level," said Hampton Graham, Director. "Pepper and Roman have built an impressive business over the last 20 years and have firmly established themselves as a leader in traffic safety solutions in Alabama. We are excited to see the partnership with TRP flourish for many years to come."   This transaction extends Brookwood’s experience with companies that provide products, technology, and specialty contracting services to key infrastructure sectors of the American economy - and is another example of Brookwood's success with founder-led companies. For additional information about this transaction, please contact Robert Winborne, Hampton Graham, or Smith Wheeler. #investmentbanking #mergersandacquisitions #sellside #heavyhighway #industrialinfrastructure #trafficcontrol #maintenanceoftraffic #businessservices

We are pleased to announce that Brookwood Associates advised Care Solutions on the sale of its ProSolutions Training division to StraighterLine, a portfolio company of BV Investment Partners. ProSolutions Training provides online training for early childhood educators. PST's learning management system hosts more than 200 individual courses, multi-course packages, and certificate programs. “This transaction represented an excellent opportunity, but it required carving out the online training segment from our consulting business. Brookwood took the lead in creating our pro forma financial model and organizational chart, defending our position with the buyer, and handling the delicate transaction negotiations. I am thankful to have had their insight to guide us through this complicated process, as well as their experience in bringing the transaction to a closing,” said Carla Rogg, Founder and President of Care Solutions. The PST sale extends Brookwood’s experience advising Southeastern founder-owned companies, as well as representing companies in the EdTech software and business services industries. Click here to read the press release > https://lnkd.in/eDRNHkj9 For additional information about this transaction, please contact Robert Winborne, Hampton Graham, or Corey Hays. #investmentbanking #mergersandacquisitions #sellside #edtech #education #businessservices

We are pleased to announce the strategic investment into Shake Smart by NewSpring Franchise, to bring Shake Smart's nutritious, lifestyle-friendly offering to more consumers across the U.S. “We began a relationship with Brookwood Associates and Anish Gandhi almost 10 years ago.” said Kevin Gelfand, Co-Founder and CEO of Shake Smart. “Brookwood’s team was able to continually advise Shake Smart through various growth cycles of the company as we went from an emerging concept to a national brand. Their team’s expertise and advising throughout the relationship was exceptional, with them always putting the priorities of our future growth plan first. The result was a perfect partner to help fuel Shake Smart’s continued expansion nationwide.” Tecum Capital and NorthCoast Mezzanine provided mezzanine debt financing and equity co-investment for the transaction, and Brookwood Associates served as the exclusive financial advisor. For additional information about this transaction, please reach out to Anish Gandhi or Amy V. Forrestal. #mergersandacquisitions #hospitality #restaurants

Congratulations to Incident IQ on a successful outcome! In a remarkably short time, Atlanta-based Incident IQ has become a leader in SaaS software that makes a real difference for K-12 school systems throughout the U.S. Brookwood Associates appreciates our opportunities to help Incident IQ with investment banking services. #growthequity #SaaS #edtech