As Partner
Bailiwick Capital partners with private equity investors and family offices (Capital Partners) in their direct investment in restaurant chains. Emerging restaurant and specialty retail chains require more than just capital. They need an active support system that generalist equity investors cannot easily provide. The principals of Bailiwick Capital combine senior-level + entrepreneurial management experience and industry expertise with critical capital to deliver a total enterprise solution to promising young brands. Through this Partnership, we provide strategic, financial, operational and creative expertise and access to resources, to help diminish execution risk while increasing the value of portfolio companies.
The combination of equity capital and domain expertise will take advantage of timely market opportunities and will employ an integrated strategy designed to increase returns for its capital partners and add value for portfolio companies and their stakeholders.
Bailiwick, with more than 30 years in the restaurant business, brings additional capability and resources to share with our capital partners. This access and resource saves time and money.
- Real Estate developers
- Branded consumer products
- Investors and franchisees
- Industry experts
- Retail, restaurant and entertainment partners
As “operating” partner, we guide our investor partners through due diligence: assess concept strengths, identify weaknesses, leverage social web technologies to gauge customer sentiment and isolate strategic opportunities within the concept and management team.
PHASE I
> Engaged by principal investors to evaluate a targeted investment opportunity.
> Review materials, interview management, visit restaurant locations, meet with vendors and conduct a social media survey to determine social media quality rating.
> Assist in pricing acquisition and supporting the transaction through close.
PHASE II
> Provide operational support, management consulting and portfolio oversight; reporting to the principal investor. Act as board member or board observer, as required.
> Source strategic opportunities to enhance value to the portfolio investment including integrating real estate, branding, partner and vendor resources.
PHASE III
> Advise partner on strategic acquisition opportunities and exit strategies.
Remuneration
We are aligned with our capital partners. In addition to receiving professional fees, we receive an equity interest in each transaction. We may also co-invest.
