The Whole Deal: Private Equity Investing in Restaurants

July 30, 2011 – CHICAGO – Private equity investors active in the restaurant space are invited to attend an inaugural conference that will cover the complete deal cycle – from locating the best investment opportunity to maximizing the value on a sale.

Nearly 20 of the industry’s leading consultants, advisers, and restaurateurs will offer their prospective and advice on topics such as finding and compensating the best talent, ideas for turnarounds when the deal goes south, and exit strategies for maximizing value on the sale.

The event will be held Sept. 8 and 9 at the DoubleTree Hotel in Rosemont, Ill. It is sponsored by SS&G Financial Services, along with FRANdata and Monroe Moxness Berg PA.

Gary Shamis, managing director of SS&G, wanted to create a conference tailored to restaurant investors. “Investors keep asking me what the secret is, so I joined forces with some of the smartest people in the industry to create this conference. It’s an absolutely unique forum with a dynamic group of talented and seasoned experts who have a lot to share,” he said.

Shamis will co-host the event with Brad Saltz, director of SS&G’s restaurant services group, Dennis Monroe, partner and chairman of the law firm of Monroe Moxness Berg PA, and Darrell Johnson, CEO of FRANdata. Guest speakers include: • Gene Baldwin, partner at CRG Partners • Jim Balis, president of The Restaurant Management Group • Josh Benn, founding partner of Duff & Phelps • Rick Doody, chairman and founder of Bravo | Brio Restaurant Group • David Epstein, principal at J.H. Chapman Group LLC • Randy Evans, partner at Monroe Moxness Berg PA • Phil Friedman, CEO of Salsarita’s Holdings LLC • Richard Gibson, partner at Monroe Moxness Berg PA • John Hamburger, president of Franchise Times Corp. • Rodger Head, president and CEO of bd’s Mongolian Grill • Fred LeFranc, president and CEO of Results Thru Strategy Inc. • Tim McEnery, founder and CEO of Cooper’s Hawk Winery & Restaurant • Mark Saltzgaber, consultant to leading restaurant companies • Clint Shackelford, principal at Camino Real Advisors LLC • Reid Sherard, president and CEO of Capital Growth Advisors LLC • Ron Stockman, president and CEO of National Restaurant Search

For more information, including an itinerary, biographies of the speakers, and registration information, visit or call 800-869-1834. Cost per attendee is $495.

About SS&G Financial Services Inc. SS&G Financial Services ( is a full-service certified public accounting, business advisory, and management consulting firm encompassing accounting and auditing, tax, employee benefits, and restaurant financial services. SS&G also provides a broad scope of services through its health care, wealth management, and payroll entities. With offices in Ohio, Illinois, and Kentucky and more than 425 employees, SS&G is one of the nation’s largest independent accounting and business consulting firms. SS&G is a member of The Leading Edge Alliance, an international professional association of independently owned accounting and consulting firms.

About Monroe Moxness Berg PA Monroe Moxness Berg has a team of 28 legal professionals, many of whom have been locally and nationally recognized as industry leaders. As “More Than a Law Firm,” Monroe Moxness Berg offers a comprehensive array of services at the local, regional, national and international levels in areas including business law, finance, mergers and acquisitions, intellectual property, franchise and distribution, real estate, land use litigation, employment, tax, estate and financial planning, wealth preservation and commercial litigation. The Minneapolis, MN based firm also continues to maintain and grow its strong national following in multi-unit retail/franchising. To learn more about the firm and its unique menu of services, visit

About FRANdata FRANdata is an independent research company that tracks and analyzes franchises and their performance. The Arlington, Va.-based company is often called upon by private equity firms to help them identify brands that meet their target performance metrics, and provide due diligence research as the deal progresses. FRANdata is often cited as an expert in such leading media as The New York Times, The Wall Street Journal and The Washington Post. Additional information is available on the company’s website,