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Service

Investment & Transaction Advisory

Support for owners and investors buying, funding or turning around hospitality assets.

Consultant presenting a business plan to investors
The challenge

You're buying, funding or rescuing a hospitality asset and need an operator's view of the risks, the returns and the right operating model.

How we helpHospitality is a capital-intensive business. We help owners and investors make sound decisions, and help growing ventures tell a story that capital providers understand.

What we do

  • Asset acquisition support

    An operator's view of a property or business before you buy: condition, potential and realistic returns.

  • Business plans

    Clear, defensible plans with assumptions investors and lenders can test.

  • Investor communications

    Pitch decks and investor updates that explain the concept, the market and the numbers with confidence.

  • Capital-raising strategy

    Guidance on structure, sequencing and how to approach the right investors for your stage.

  • Operating-model evaluation

    Lease, management contract, franchise or owner-operated: the trade-offs, compared for your situation.

  • Brand turnarounds

    For investors in struggling ventures, a plan to restore the brand, the operations and the economics.

Chef and manager reviewing a printed menu
Related insight

Menu engineering: the four-box method that protects your margins

How to sort every dish by popularity and profit, and what to do with each group.

Start a conversation

Tell us about your project.

Whether you're opening a first café or repositioning a resort, the first conversation is where good projects start.

Insights by email

Practical guidance, a few times a year.

Checklists and ideas for hospitality founders and owners. No spam.