What We Deliver
Advisory, Analytics, Intelligence, and Research — four integrated disciplines built for operators who answer to capital, and a partner who assumes accountability across all of them.
Sphere 01
6 services
PE-backed operators and growth-stage owners don’t need more consultants. They need fiduciary financial leadership — embedded inside the business, accountable for outcomes, moving at the speed the capital structure demands.
01
Embedded CFO command — cash discipline, board-ready reporting, budgeting, forecasting, and investor and lender relations.
02
Debt and equity structure, lender and investor positioning, covenant negotiation, and capital raises.
03
Quality of earnings, operational due diligence, and integration risk — surfaced before capital commits.
04
Pro forma architecture, lease economics, and capital stack — from feasibility through opening.
05
The value-creation plan: EBITDA improvement, add-on strategy, reporting infrastructure, and margin discipline.
06
Normalized EBITDA, a diligence-proof narrative, and reporting that holds up at sale.
Sphere 02
4 services
Bad data doesn’t announce itself — it shows up as an unexplained variance, a board deck that collapses under questions, or a deal that reprices at close. Analytics eliminates that exposure and makes performance legible at every level of the organization.
01
RevPASH, four-wall profitability, contribution margin, payback period, and same-store decomposition.
02
Operational dashboards and board-ready packages operators, sponsors, and lenders all use.
03
Integration, validation, and reconciliation — the trustworthy foundation every decision depends on.
04
An ongoing analytics function that compounds over time, not a one-time project.
Sphere 03
3 services
Most hospitality businesses sit on years of operational data that never talks to itself — POS, scheduling, reservations, recipes, financials, all isolated. We connect it into a single enterprise AI layer the organization can actually use.
01
We assess the stack, find the intelligence gaps, and design the AI layer around what already exists.
02
A model trained on your IP and operating context, deployed inside your organization — decision-grade, not generic.
03
Embedded into workflows, reporting, and decision cadences — and we stay embedded as it evolves.
Sphere 04
6 services
Knowing your own numbers isn’t enough — the operators and sponsors who win know exactly where a concept stands in the market and where it should go next. Research delivers the commissioned studies behind those decisions: market, competitive, feasibility, and demand intelligence, structured to the standard institutional capital expects.
01
Formal benchmarking studies and market analyses structured to the standard institutional capital expects.
02
Comp-set performance, market penetration, and pricing position across restaurants, nightlife, and hotel F&B.
03
Trade-area, demographic, and demand research that de-risks a location or development before capital commits.
04
Market prioritization and white-space mapping for multi-unit growth — where a concept should go next, and why.
05
Guest segmentation, concept validation, and demand studies that test whether a concept holds in a given market.
06
The market and sector read behind a deal — saturation, demand trajectory, and category dynamics for sponsors evaluating a platform or add-on.
Engagements
If you’re a PE-backed platform in value-creation mode or a growth-stage operator preparing for institutional scale, we’d like to understand your situation.
