What goes out, when, and why. Example: April Mason, Burr & Forman.
Personalized email from Greg. Peer-to-peer. One ask: 20 minutes on calendar.
"April — Greg Jeffers, Haven Capital. Sent a note about turnkey builds for your franchise clients."
Data point on SBA ceiling trends for restaurant/fitness operators. Positions Haven as a resource.
FedEx: Haven one-pager, deal diagram, case study, handwritten note from Greg.
April,
Greg Jeffers — Managing Partner at Haven Capital Partners, Franklin TN. Our team built the net-lease practice at STORE Capital before founding Haven — $6B+ in transactions, 700+ deals.
Your franchise practice at Burr & Forman is one of the strongest in the Southeast, and your depth in restaurant and fitness M&A is exactly why I'm reaching out. Six consecutive years on the Franchise Times Legal Eagle list means you're seeing multi-unit operators at the decision point — they're ready to grow, the franchise agreement is signed, and then the real estate capital question stops everything.
Haven solves that. We acquire the property and fund up to 100% of the buildout. New development or sale-leaseback. The franchisee signs a net lease. Their capital stays in the operating business. Properties $2M to $50M, nationwide.
As Birmingham's Office Managing Partner at Burr & Forman, you're connected to the restaurant and fitness operators who are exactly in our sweet spot — multi-unit, $10M+ revenue, growing past their first 3 locations. When the financing conversation surfaces in your practice, I want you to know Haven exists.
20 minutes — happy to come to Birmingham or jump on a call.