Ann Wheeler

Capital Insight

Restaurant Management financing- Mergers & Acquisitions- Franchise Corporate finance - Sell-side & buy-side advisory services Capital Insight LLC ("Capital Insight"​ or "CI"​) is a nationally prominent middle-market/ upper middle-market investment bank focused on providing a full range of financial and operational advisory services to companies in industries with an investment concentration in multi-unit retail concepts such as restaurants and convenience and gasoline retail locations and other related assets. We also make principal investments in commercial real estate holdings and/or serve as capital market intermediaries to companies in various industries seeking to maximize the value of their fee-owned real estate holdings. Quite simply, CI is a team of highly-experienced, senior-level professionals with complimentary skill sets. This allows us to bring a unique and collaborative approach to the services we provide. Whereas other firms typically offer a transaction service team comprised of one senior-level person supported by a team of mid-level and junior-level financial professionals, our senior-level collaborative approach is a distinct point of differentiation. Our professionals have successfully served as financial and operational experts, executive leaders and equity holders of companies in the industries we serve. With an intricate knowledge about industry performance, best practices, enterprise and asset valuation trends and other major capital market issues supported by our expansive network of M&A and capital market participants, our team has completed sophisticated mergers and acquisitions; the origination of debt, sale-leaseback and equity capital; complex debt and corporate restructurings (both in and out of court); and interim operational and leadership engagements designed to achieve operational efficiency, improve profitability and maximize business enterprise value.