Year: 2017

Industry: Food, Beverage & Restaurants

Service: Buy-Side M&A

Geography: North America

Exclusive Financial Advisor to PWP Growth Equity on Investment in Luna Grill

Luna Grill, a California based luxe-casual Mediterranean segment, received an equity investment from PWP Growth Equity, a growth-oriented, lower middle market private equity group. PWP Growth Equity’s investment will help spur growth in both existing and new geographies. PWP Growth Equity hired Financo to provide insight into the restaurant sector and guidance throughout the process.

“Financo’s experience and expertise in the restaurant sector were truly valuable throughout the process. Their understanding of the industry dynamics proved indispensable to our success. We are excited to work with the Financo team again in the future.”

– Chip Baird and David Ferguson, Co-Founders, PWP Growth Equity

  • 2017

This transaction was completed prior to Raymond James’ acquisition of Financo.