Investment Focus & Thesis

Meridian Capital focuses on franchise and multi-unit businesses with proven unit economics. Their investment thesis centers on: Investment Range Equity investments of $15M-$75M in companies with enterprise values typically ranging from $50M-$250M. Sector Focus Restaurant franchises, retail franchises, service franchises, and multi-unit operators. Restaurant franchises — Quick service, fast casual, and casual dining franchises Retail franchises — Specialty retail and convenience store franchises Service franchises — Home services and personal service franchises Multi-unit operators — Businesses operating multiple franchise locations

Notable Portfolio Companies

Meridian Capital has built a portfolio of successful franchise and multi-unit businesses: Company Sector Notes Multi-Unit Restaurant Group Restaurant Multi-unit restaurant operator Retail Franchise Partners Retail Retail franchise operator Home Services Network Services Home services franchise Convenience Store Group Retail Convenience store operator Fast Casual Concepts Restaurant Fast casual restaurant group Personal Service Franchise Co. Services Personal service franchise Meridian Capital typically looks for companies with strong unit economics and proven franchisee performance.

What Meridian Capital Looks For

Based on their investment patterns, Meridian Capital typically evaluates companies based on: Unit economics — Strong average unit volumes and franchisee profitability Franchisee network — Strong franchisee relationships and retention rates Brand strength — Recognizable brand with customer loyalty Growth potential — Clear pathways to add units and expand geographically Proven model — Established franchise model with successful track record }> Pro Tip Meridian Capital is known for their deep franchise expertise. They understand unit economics and franchise operations. Be prepared to present detailed unit-level performance data.

How to Connect With Meridian Capital

Approaching a franchise-focused PE firm requires demonstrating strong unit economics: 1 Master Unit Economics Understand and document your AUV, royalty revenue, and franchisee profitability. 2 Document Franchisee Performance Show strong franchisee retention, satisfaction scores, and success rates. 3 Develop Growth Roadmap Create a compelling plan for unit expansion and geographic growth. 4 Leverage Intermediaries Many franchise deals come through franchise brokers or investment bankers with relationships at Meridian.

The Value of Financial Preparedness

Franchise companies need sophisticated financial infrastructure for PE investment: Unit Economics • Average unit volume tracking • Same-store sales growth • Franchisee profitability analysis • Royalty revenue optimization Franchise Metrics • Franchisee retention rates • New franchise development • Brand health tracking • Unit growth pipeline }> How Eagle Rock Helps We help franchise companies prepare for PE investment by building financial infrastructure that showcases unit economics and drives value creation.

Frequently Asked Questions