Investment Summary

Brentwood Associates Invests In Upward Projects

On January 22, 2018, private equity firm Brentwood Associates invested in restaurant Upward Projects

Investment Highlights
  • This is Brentwood Associates’ 7th transaction in the Restaurants sector.
  • This is Brentwood Associates’ 35th transaction in the United States.
  • This is Brentwood Associates’ 2nd transaction in Arizona.

Investment Summary
Date 2018-01-22
Target Upward Projects
Sector Restaurants
Investor(s) Brentwood Associates
Deal Type Growth Capital
Advisor(s) Piper Sandler & Co. (Financial)
Davis Wright Tremaine (Legal)

Target

Upward Projects

Phoenix, Arizona, United States
Upward Projects is a hospitality company that creates inspired restaurants that are connected to the communities they serve. Upward Projects owns and operates 5 brands and 12 restaurants across Arizona and Colorado. Concepts include Postino WineCafé, Joyride Taco House, Federal Pizza, Windsor, and Churn. Upward Projects was founded in 2009 and is based in Phoenix, Arizona.

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Investor(S) 1

Investor

Brentwood Associates

Los Angeles, California, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1972
PE ASSETS 2.4B USD
Size Large
Type Sector Agnostic
DESCRIPTION

Brentwood Associates is a private equity firm focused on long-term investments in middle-market growth companies. Brentwood typically targets investments in consumer-related businesses. Specific areas of interest include action sports/outdoor lifestyle products, business services, consumer products/services, direct marketing, distribution, education, health/wellness, marketing services, specialty media, specialty retail, and sporting goods. Brentwood's preferred equity investment size is $50 to $200 million. Brentwood Associates was formed in 1972 and is based in Los Angeles.

DEAL STATS #
Overall 38 of 48
Sector (Restaurants) 7 of 9
Type (Growth Capital) 9 of 14
State (Arizona) 2 of 2
Country (United States) 35 of 45
Year (2018) 1 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-10-24 SMG

Kansas City, Missouri, United States

SMG is a provider of customer experience, employee engagement, and brand research software solutions and services to clients in the restaurant, retail, grocery, convenience, travel and entertainment, professional services, and healthcare industries. SMG collects consumer feedback data via more than 200 million surveys annually across location, online, contact center, and social channels. SMG was founded in 1991 and is based in Kansas City, Missouri.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-02-06 Credentials Solutions

Deerfield, Illinois, United States

Credentials Solutions LLC is a technology-intensive service company that provides comprehensive business process solutions to more than 700 higher education institutions and municipalities across the United States. The company develops innovative verification and transcript solutions to fit the unique needs of Higher Education. Credentials Solutions was formed in 1997 and is based in Deerfield, Illinois.

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Mergr

Product

Company

Legal