Yarra Capital Management’s Post

In honor of #TacoTuesday, we want to take this time to discuss how it may come as a surprise to some, but Taco Bell as a fast food NNN lease investment is an extremely SOLID income-producing investment. Check out this story ending in a $32.2 million deal that proves you should never underestimate what can happen from a transaction! https://lnkd.in/g_j-tUMe #WestwoodNetLeaseAdvisors #TacoBell #CRE #NNN #investmentproperties

Blue Apron Stock Surges 130% On News It Is Being Sold Thinking about selling your business? Need to find a strategic partner for growth? We are a top investment firm with proven strategies for selling companies and assets in various industries. We also assist company owners in raising capital in various stages of their business growth. Contact me today for a FREE Business Valuation and consultation

"We'll invest and reinvest and probably continue that organic growth journey. We've also got some M&A we want to do. We've got particular target areas" Dan Kitchen from Razorblue Group discusses growing his business both organically but also through M&A on Now That's IT: Stories of MSP Success. #mergersandacquisitions #MSP #itbusiness #itservices #entrepreneurialjourney

Last 5 years at Brecken Capital Advisors we grew our assets by delivering returns and proving it to existing and new clients.  Not running around spending 80% of our time marketing nor wining & dining anyone nor attending networking grps like BNI (a utter waste of time).....but focusing on stock picking, active portfolio management and delivering returns.  Some get it most dont do you? #wealthmanagement #investments #investing

Check out how M&A activity from private equity firms and strategic buyers shook out in 2023. 

🌮 Exciting News from Down Under: Guzman Y Gomez's IPO! 📈 As someone with a keen interest in market trends, I'm thrilled to share about Mexican restaurant chain Guzman Y Gomez (GYG) gearing up for an initial public offering (IPO) on the Australian Securities Exchange (ASX). With their plans to raise around AUD 150 million ($103 million), this move could represent a notable shift for the Australian market, which is currently rebounding from several challenging years. GYG, known for its vibrant food and dynamic dining experience, operates over 300 restaurants across not just Australia, but also in New Zealand and the USA. With this IPO slated for late July or early August, we're looking at a potential injection of optimism and momentum into the Australian financial landscape. 🚀 Analysts are eyeing a company valuation between AUD 500 million to AUD 600 million, predicated on an expected EBITDA of around AUD 50 million. The plans? Utilizing the proceeds to alleviate debt and propel expansion efforts. This initiative could not only revitalize deal activity in the ASX but also serve as a beacon for other companies contemplating public listings. It seems the investor appetite for new listings is reawakening! 🤔 Have you invested in IPOs before, or are you planning to explore this avenue with GYG? What are your thoughts on the potential impact of this IPO on the Australian market? Let's discuss! #IPO #Investing #AustralianMarket #FinanceNews #GuzmanYGomez #ASX #MarketTrends

Q2 2024 CONSUMER INDUSTRY & MARKET UPDATE: The food, beverage and pet sectors are showing a return towards more normalized activity thanks to private equity and strategic acquirers with record cash reserves looking for bolt-on and roll-up acquisitions. With interest rates holding steady and the possibility of a rate cut in late 2024, the stage is set for dynamic activity in the latter half of the year and into 2025. Find out which segments are heating up, consumer insights, recent transactions and more in our latest report, https://bit.ly/3XVlmU3. #Consumer #MandA #CapitalRaising

Reflective of what we're seeing (and will continue to see) in global #capitalmarkets, it's great to see Australia's long-awaited #IPO of Guzman y Gomez Mexican Kitchen see shares soar 39% on its trading debut today. For context, Guzman is Australia's Chipotle equivalent in the US, and Guzman plans to have the same number of stores across Australia as McDonalds does.... Well done to all involved. Source: https://lnkd.in/eaTBKQg4

Since 2002 there has been at least 1 restaurant IPO every year except for 2009 and 2022. 2021 was the best year for Restaurant IPOs since 2015 and classifies as one of the second-best years along with 2015 and 1992, each with 5 IPOs. The market was quiet during 2022, but came back with two IPOs (one large, one small) in 2023: CAVA and Gen Restaurant Group. With as much private capital sitting on the sides as there is, the return of IPOs reflects an increased confidence in public markets (and the public’s confidence in the industry, for the right concepts at least). We believe there’s an opportunity for foodservice companies to go public and for investors to benefit by identifying which investments have the best risk/reward ratio. #restaurants #ipo #stocks #finance

Analyzing the latest Food Products PE & VC Deal Activity(pitchbook) reveals some concerning trends. The Median Deal Size/Revenue has plummeted by 82%, and valuations have dropped by 20%. While deals are still being closed, VCs are increasingly pushing for more stringent pricing. #FoodProducts #PE #VC #DealActivity #Valuations #InvestmentTrends #PrivateEquity #VentureCapital