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| Liberty Lofts, LLC |
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Trinity Advisory Group partnered with Fort Worth based Atlas Properties to purchase a condominium/loft project in the Crossroads Arts District of Kansas City. Liberty Lofts, LLC raised $1,800,000 in investor funds for the approximately $3.66 million total raise, to purchase 27 condominium units in Liberty Lofts. This transaction closed May 2010. |
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Trinity Cincinnati Governors
Pointe LLC |
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Trinity co-invested with Dallas based Encore Enterprises in the purchase of Governors Pointe, a 360,000 square foot Class A retail shopping center in Mason, Ohio, for $27,500,000. This transaction closed May 2010. |
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| EMREE Trinity, LLC |
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Trinity Advisory Group partnered with EM Real Estate Enterprises in a successful purchase of a Walgreens location in Ruston, Louisiana. This acquisition was executed on a NNN lease basis for $5.2MM in equity, subordinated debt, and senior debt. Founded in 1901, Walgreens is the largest drug store company in the United States ranked by sales. This transaction closed January 2010 |
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Trinity Advisory Group assisted Lucidity Consulting Group in a successful $2.5MM subordinated debt offering. Lucidity is one of the top Oracle Systems consulting partners in the United States. Headquartered in Dallas since its founding in 2001, Lucidity is a leader in installing many of the software solutions offered by Oracle. This transaction closed January 2010. |
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PS Condos
Dallas, LLC |
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Trinity Private Equity Group, in partnership with Fort Worth-based Atlas Properties, has purchased more than half of the units in the Piazza Siena condominium complex in Dallas' Oak Lawn neighborhood. The units were purchased from Amcore Bank of Chicago. The condos will be re-sold after undergoing improvements. This transaction closed December 2009 |
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Waterview
at Mansfield |
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Trinity Advisory Group represented South Bay Partners, Ltd. of Dallas and Integrated Real Estate Group of Southlake, TX, in a successful $4.6MM equity offering in a real estate development of Waterview at Mansfield. This project is a new $17.8MM, 123 bed Assisted Living, Skilled Nursing, and Alzheime's facility that will house seniors in a purpose built setting, located in Mansfield, TX. This transaction closed November 2009. |
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Bentwood Kitchens |
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Trinity Advisory Group conducted a buyer side acquisition search for Bentwood Kitchens, a national supplier of high quality cabinets, located in the Dallas area. The search concluded with the identification of an acquisition candidate, but the client has not yet gone forward with a purchase. |
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Farpointe Wine Shop & Tasting Lounge |
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Trinity Advisory Group established a partnership called Trinity Wine Holdings, LP to purchase a substantial interest in Farpointe Cellar, a regional wine dealer and winery, and has continued to raise capital for the expansion of the retail concept. |
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Tin Star |
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Trinity Advisory Group advised Rich Hicks, the founder of Tin Star Southwestern Grill, on the sale of Tin Star’s franchising entity and three company restaurants. The transaction closed in August, 2008. |
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Wayne Trademark Printing and Packaging, LLC |
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Trinity Advisors led $12 million purchase of Wayne Trademark, a North Carolina Printing Company with a focus on printing high quality labels and tags for hosiery clients. The transaction was completed in March 2008. |
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TP Franchise Venture I, LP |
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Trinity Advisory Group advised David Catalano, the first franchisee for Twin Peaks Restaurants, in the creation and funding of a partnership designed to open up to five new franchise stores in Albuquerque, New Mexico and Austin, Texas. |
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Fish City Grill |
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Trinity Advisory Group (formerly Trinity Advisors) advised Neptune Restaurant Ventures, a franchisee for Fish City Grill in Austin and San Antonio on the capital plan for a 5 unit development. Trinity worked with Neptune Restaurant Ventures to arrange over $900k in development debt and $825k in growth capital. |
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Fish City Grill |
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Trinity Advisory Group (formerly Trinity Advisors) advised Island Time Ventures, a franchisee for Fish City Grill in the DFW and Houston markets on the capital plan for a 6 unit development. Trinity worked with Island time to arrange over $2.5m in development debt and $700k in growth capital. Post closing, Trinity has provided ongoing financial analysis and advisory services for the company |
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Red Robin Restaurant |
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Trinity Advisory Group worked with Mandes Restaurant Group on the financing and development of four new Red |
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Electronic Label Technologies, Inc. |
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Trinity provided advisory services to Electronic Label Technologies, Inc. of Broken Arrow, Oklahoma in its successful $4.5 Million loan placement with PNC Business Credit. |
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Arrow Magnolia International, Inc. (ARWM) |
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Trinity provided advisory services to the management of Arrow Magnolia International, Inc. (ARWM) of Dallas in the $6.5 million sale of the company to Arrow Acquisition, LP. |
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Inovar Packaging Company |
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Trinity acted as principal in the $10 million acquisition of Inovar Packaging Company of Arlington, Texas. |
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Red Robin Restaurant |
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Trinity served as financial advisor to Restaurant Robin of McAllen, Texas in obtaining a $4.2 million loan commitment to build two Red Robin restaurants from GE Franchise Financing. |
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Hammond's Candies since 1920 |
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Trinity provided assistance to the management of Hammond's Candies, a nationally known manufacturer or artisan hard candy, in completing a financing totaling $2.5 million for company expansion. |
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eatZi's Market & Bakery |
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Trinity Advisors assisted Philip J. Romano and Romano Concepts on its lead role in the $18m recapitalization of eatZi's with Brinker International (NYSE:EAT). Trinity Advisors assisted in the negotiation and structuring of the transaction. |
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Mandes Restaurant Group |
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Trinity Advisors assisted Mandes Restaurant Group, LLC in the negotiation of an area development agreement for the North Texas area with Red Robin Gourmet Burgers and Spirits (NASDAQ:RRGB). Trinity Advisors placed $4.2 million in equity and debt capital to complete the transaction and finance the build out of the initial restaurant of an 8 store development plan. |
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Viscor, Inc. |
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Trinity Advisors managed the sale of this $10 million Dallas-based materials coating company to Bairnco (NYSE:BZ), a Florida-based manufacturing conglomerate. Trinity was hired as the exclusive agent to sell the company and worked with the owner to identify potential buyers, position the company, and successfully conduct a controlled auction. |
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Enersyst Development Center |
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Trinity Advisors was hired to consult with senior management in conjunction with the sale of the company to a private investor group. Post closing, Trinity has been asked to assist in the refinancing of the company's senior subordinated debt. |
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Inovar Packaging Corporation |
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Trinity Advisors placed a $3.5 million mezzanine financing round for this Dallas-based packaging firm, in conjunction with the acquisition of Craftmark Labels, an Arlington-based flexible packaging manufacturer. |
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LIQUIDATION OF ASSETS - Significant Housewares Manufacturer |
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Trinity was engaged by a senior creditor to conduct a liquidation sale of the assets of a manufacturer of housewares. Fifteen major companies were contacted and invited to participate, and the result was a successful collection effort. |
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