Saw this post about PE “slop” the other day and nearly choked on my Foie Gras Torchon
Yeah, I’m in PE. But we’re not like those other PE firms. We take a differentiated approach by being smart, while everyone else is just stupid. At the end of the day, it’s all about unlocking alpha through high-octane leveraged buyouts, where we deploy smart capital from our aligned LPs to acquire overlooked assets in fragmented markets.
We roll up our sleeves for some serious operational excellence, driving EBITDA expansion via cost synergies, revenue optimization, and bolt-on acquisitions that supercharge our portfolio companies' flywheel.
The foliage is so beautiful to watch…
Too bad most of you can’t afford to view it from the beautiful rolling hills of a substantial property that I happen to own (because of my role) out here in the Berkshires.
Anyone need an excuse to mention they went to Penn?
Private Equity, Hold the Syrup: TriArtisan, Treville, and Yadav Orders the Whole Stack
Denny's Corporation announced this week that it has entered into a definitive agreement to be acquired by private equity firms, TriArtisan Capital Advisors, Treville Capital Group and Yadav Enterprises, in a deal valued at approximately $1.5 billion, including debt.
The transaction, which represents a 25% premium over Denny's recent stock price, aims to provide the diner chain with resources to accelerate its growth and modernization initiatives amid competitive pressures in the casual dining sector.
Under the terms, Denny's shareholders will receive $8.50 per share in cash, with the deal expected to close in the first half of 2026 pending regulatory approvals and shareholder consent.
TriArtisan Capital Advisors, known for investments in consumer-facing brands P.F. Chang’s, highlighted Denny's strong brand loyalty and real estate portfolio as key attractions in the acquisition.
The move comes as Denny's reports steady same-store sales recovery post-pandemic, positioning the company for expansion through franchising and menu innovation under private ownership.
What is your role?
I was shocked to see how many people in Palm Beach subscribe to the Boston Globe.
