Capital Insight

Capital Insight

Investment Banking

Solana Beach, California 257 followers

About us

Restaurant Management financing- Mergers & Acquisitions- Franchise Corporate finance - Sell-side & buy-side advisory services Capital Insight LLC ("Capital Insight" or "CI") is a nationally prominent middle-market/ upper middle-market investment bank focused on providing a full range of financial and operational advisory services to companies in industries with an investment concentration in multi-unit retail concepts such as restaurants and convenience and gasoline retail locations and other related assets. We also make principal investments in commercial real estate holdings and/or serve as capital market intermediaries to companies in various industries seeking to maximize the value of their fee-owned real estate holdings. Quite simply, CI is a team of highly-experienced, senior-level professionals with complimentary skill sets. This allows us to bring a unique and collaborative approach to the services we provide. Whereas other firms typically offer a transaction service team comprised of one senior-level person supported by a team of mid-level and junior-level financial professionals, our senior-level collaborative approach is a distinct point of differentiation. Our professionals have successfully served as financial and operational experts, executive leaders and equity holders of companies in the industries we serve. With an intricate knowledge about industry performance, best practices, enterprise and asset valuation trends and other major capital market issues supported by our expansive network of M&A and capital market participants, our team has completed sophisticated mergers and acquisitions; the origination of debt, sale-leaseback and equity capital; complex debt and corporate restructurings (both in and out of court); and interim operational and leadership engagements designed to achieve operational efficiency, improve profitability and maximize business enterprise value.

Industry
Investment Banking
Company size
2-10 employees
Headquarters
Solana Beach, California
Type
Privately Held
Founded
2010
Specialties
Investment Banking, Corporate Finance, Corporate & Structured Finance, Real Estate, Real Estate Finance, Sale Leaseback, Mergers & Acquisitions, Distressed Assets Advisory, and Business Advisory

Locations

Employees at Capital Insight

Updates

  • During a recent Restaurant Finance Monitor #Webinar hosted by John Hamburger, Franchise Times/Restaurant Finance Monitor President, Brett Bishov, Capital Insight’s Managing Partner, shared insightful benchmarks. According to Brett, restaurant operators contemplating selling should run the numbers and provide terms that work for the buyer, especially if they own real estate and lease it to their operating company. “Restaurant operations trade anywhere from six-to-seven times EBITDA. With rent, however, a seven cap equals 14x EBITDA. For every dollar of rent you pay yourself, you can get $14. For every dollar of operations, you only can get $6 or $7. The temptation is to maximize the amount of rents you pay”. “Yet the rents create a fixed obligation. When you overburden a business with too much rent it’s leverage. It’s just another obligation that can hurt the business. You want to make the sale. You don’t want to own it again”.   www.capitalinsightllc.com #investmentbanking #franchise #m&a #corporatefinance  

    Home | Capital Insight 2023

    Home | Capital Insight 2023

    capitalinsightllc.com

  • 𝗙𝗢𝗖𝗨𝗦 𝗢𝗡: 𝗦𝗲𝗹𝗹 𝗦𝗶𝗱𝗲 𝗠&𝗔⁣ ⁣ The most effective representation requires full understanding of the incentives, motivations and perspectives of the transaction counter parties. ⁣ ⁣ The professionals at CI are experienced navigating both sides of transactions and have held various executive level capital markets positions, which secular knowledge provides CI and their clients a distinct competitive advantage.⁣ ⁣ The core of CI’s Sell Side M&A advisory partnership with our clients is a sincere commitment and focus on optimizing outcomes by establishing objectives. CI actively manages the execution of all aspects of the sell side process holding itself and all transaction constituents to an institutional level of accountability on behalf of our client.⁣ ⁣ ⁣ www.capitalinsightllc.com #investmentbanking #franchise #m&a #corporatefinance

  • 𝗙𝗢𝗖𝗨𝗦 𝗢𝗡: 𝗕𝘂𝘆 𝗦𝗶𝗱𝗲 𝗠&𝗔⁣ ⁣ Buy Side M&A isn’t a reciprocal skill set to Sell Side M&A. Buy Side execution is a technical intersection of underwriting, structuring and negotiation where Capital Insight’s experience and knowledge is a market differentiator. ⁣ ⁣ Working in partnership with our client we systematically prioritize those items that would be accretive, dilutive or neutral. Buy side failures often occur when an ego gets in the way of transacting. ⁣ ⁣ Maintaining focus on priorities and having the discipline and expertise to compromise when necessary to achieve success. CI focuses on success while negotiating from strength. ⁣ ⁣ www.capitalinsightllc.com ⁣⁣ #investmentbanking #franchise #m&a #corporatefinance ⁣ ⁣

  • W𝗲 𝗵𝗲𝗹𝗽 𝗺𝘂𝗹𝘁𝗶-𝘂𝗻𝗶𝘁 𝗳𝗿𝗮𝗻𝗰𝗵𝗶𝘀𝗲 𝗼𝗽𝗲𝗿𝗮𝘁𝗼𝗿𝘀 𝗽𝗿𝗲𝗽𝗮𝗿𝗲 𝗳𝗼𝗿 𝗮 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗲𝘅𝗶𝘁, 𝗺𝗮𝘅𝗶𝗺𝗶𝘇𝗲 𝘁𝗵𝗲𝗶𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘃𝗮𝗹𝘂𝗲, 𝗮𝗻𝗱 𝗰𝗹𝗼𝘀𝗶𝗻𝗴 𝗱𝗲𝗮𝗹𝘀. ✔️$12+ Billion in closed deals ✔️17,000+ Locations Represented ✔️400+ Transactions Here are some representative transactions where Capital Insight advised its clients in areas such as sell-side mandates, mergers and acquisitions, debt and equity securities origination, complex debt, and corporate restructuring. www.capitalinsightllc.com #investmentbanking #franchise #m&a #corporatefinance

  • 𝗢𝗨𝗥 𝗧𝗘𝗔𝗠 ⁣ ⁣ Brett Bishov is the Managing Partner of Capital Insight (CI), which he founded in 2007. Brett has developed and maintained many meaningful long-standing client and capital market relationships where he's been responsible for the origination, structuring, executing and closing of over $15 billion of transactions as a principal lender, advisor and principal investor. ⁣ ⁣ Before CI, he had a successful career at various financial institutions, including @American Commercial Capital (ACC) where he played a key role in its growth and eventual acquisition by Wells Fargo.⁣ ⁣ Brett's experience spans loan origination, structuring, execution, and #portfoliomanagement across various #asset classes. He began his career in #publicaccounting and has a strong academic background in finance and related fields. Brett received his undergraduate degree with a double major in #Accounting and #BusinessAdministration and a minor in Mathematics and Spanish from The University of Kansas.⁣ ⁣ Capital Insight. Relationships built upon results.⁣ www.capitalinsightllc.com#investmentbanking #franchise #m&a #corporatefinance ⁣ ⁣

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  • W𝗛𝗬 𝗖𝗔𝗣𝗜𝗧𝗔𝗟 𝗜𝗡𝗦𝗜𝗚𝗛𝗧?⁣ ⁣ We are a team of highly-experienced, senior-level professionals with complimentary skill sets at the financial, operational and executive leadership level. This allows us to bring a unique and collaborative approach to investment banking.⁣ ⁣ 𝗥𝗘𝗟𝗔𝗧𝗜𝗢𝗡𝗔𝗟 & 𝗔𝗨𝗧𝗛𝗘𝗡𝗧𝗜𝗖⁣ Committed to mutually beneficial relationships with authentic and likable people. Don't forget to have some laughs!⁣ ⁣ 𝗖𝗨𝗥𝗔𝗧𝗘𝗗 𝗣𝗥𝗢𝗖𝗘𝗦𝗦⁣ Understanding our client’s objectives and managing a curated process based upon accountability to derive answers to complicated financial and structural issues.⁣ ⁣ 𝗖𝗥𝗘𝗗𝗜𝗕𝗜𝗟𝗜𝗧𝗬⁣ Established institutional credibility affords CI access to the decision makers and critical capital market participants for the benefit our clients.⁣ ⁣ 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘⁣ Sound commercial judgement based upon decades of relevant industry experience building trusting and authentic long-term relationships.⁣ ⁣ 𝗢𝗣𝗧𝗜𝗠𝗔𝗟 𝗥𝗘𝗦𝗨𝗟𝗧𝗦⁣ Optimal results occur from pedigreed domain expertise and relentless pursuit of established objectives.⁣ ⁣ Capital Insight. Relationships built upon results.⁣ www.capitalinsightllc.com ⁣⁣ #investmentbanking #franchise #m&a #corporatefinance

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  • Capital Insight focuses on providing a full range of 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 to companies in industries with an investment concentration in multi-unit retail concepts, real estate and other assets. ⁣ ⁣ We’re here to deliver a difference; we’re here to deliver results. Take a look at the wide range of services que provide. ⁣ ⁣ 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗜𝗻𝘀𝗶𝗴𝗵𝘁. 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀 𝗯𝘂𝗶𝗹𝘁 𝘂𝗽𝗼𝗻 𝗿𝗲𝘀𝘂𝗹𝘁𝘀.⁣ www.capitalinsightllc.com #investmentbanking #franchise #m&a #corporatefinance

  • 𝗥𝗘𝗟𝗔𝗧𝗜𝗢𝗡𝗦𝗛𝗜𝗣𝗦 𝗕𝗨𝗜𝗟𝗧 𝗨𝗣𝗢𝗡 𝗥𝗘𝗦𝗨𝗟𝗧𝗦⁣ ⁣ We are an investment banking business providing diversified financial advisory services within the multi-unit branded retail businesses including franchisees, franchisors and independent chains with a national or regional presence. ⁣ ⁣ We prioritize relationships and results through its focus on business fundamentals: hard work, domain expertise, critical thinking, responsiveness and transparency.      ⁣ ⁣ Capital Insight. Relationships built upon results.⁣ www.capitalinsightllc.com ⁣ #investmentbanking #franchise #m&a #corporatefinance

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  • In an inspiring article from last April 25th, the Franchise Times featured Capital Insight Managing Director, Brett Bishov’s resilient cancer story. In the article, Brett opened up about his fight against cancer and how his family, and especially his wife Kate and his service dogs, first Lucy and now Archie, became his pillars of strength. Besides helping people achieve their business dreams, Brett has also been through tough times, including battling cancer twice and losing his ability to speak. His wife Kate has been by his side the whole way, and he got two furry helpers, Lucy and now Archie, the service dogs who's been a big part of his recovery. Facing this new challenge, Brett perfectly captured his determined spirit: "I thought about the magnitude of what I went through, but there's no deliberating. I remember having that conversation with myself: 'I will heal.'" This quote exemplifies Brett's unwavering resilience in the face of adversity. It's a story of courage, resilience, and the amazing bond between people and their pets. https://lnkd.in/dGE5vU4E

    Love, Loyalty, and Resilience: Brett Bishov’s Recovery Journey

    Love, Loyalty, and Resilience: Brett Bishov’s Recovery Journey

    capitalinsightllc.com

  • Capital Insight reposted this

    𝗖𝗟𝗜𝗘𝗡𝗧 𝗖𝗘𝗡𝗧𝗥𝗜𝗖 ⁣ ⁣ Capital Insight prioritizes relationships and results through its focus on business fundamentals: hard work, domain expertise, critical thinking, responsiveness and transparency. ⁣ We aim to maintain a long-term results-oriented client centric ethos to always act in our clients' best interests. But let's stop talking about us and let's read what our clients have to say about us.⁣ Capital Insight. Amazing Possibilities. Amazing Results⁣ ⁣#investmentbanking #franchise #m&a #corporatefinance

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