Event Details

Upcoming Events

Fast Casual Restaurant Roundtable


March 28, 2018

9:00am - 10:30am

CohnReznick LLP - Flatiron Conference Room, 7th Floor
1301 Avenue of the Americas,
New York, NY 10019




*Due to limited space, this event is only open to owners and executive management-level employees of already-operating fast casual restaurants in NYC.* 

At this month’s Fast Casual Restaurant Roundtable, we’ll have a conversation with two experts about restaurant industry transactions and the market. Topics include:

  • An update of Capital Markets, recent transactions and what direction the market is taking. 
  • What Private Equity funds are looking for in the restaurant market  
  • How to position your restaurant company for a transaction.

Join us for this in-depth discussion and bring your questions for these financial experts!

Gary Levy, CPA, Managing Partner - Consumer, Hospitality, and Manufacturing Practice 

Based in CohnReznick’s New York office, Gary Levy serves as Managing Partner of the Firm's Consumer, Hospitality, and Manufacturing practice. His clients include 500 operators nationwide, including many premier restaurateurs and celebrity chefs. Gary has implemented financial controls and programs to assist troubled companies with operating profitably and has helped clients structure their companies for growth and potential acquisition. Gary maintains strong relationships with private equity companies and venture capital groups to assist operators in buying, selling, merging, and valuing their companies. He has also participated in the negotiations for numerous joint ventures and partnerships with major hotel and restaurant chains.

Josh Benn, Managing Director - Managing Director and Global Head of Consumer, Food, Restaurants and Retail

Josh Benn joined Duff & Phelps in 2004 as a founding member of the management buyout of the company. He is a managing director and head of the firm's New York Corporate Finance practice. In addition, he leads the firm’s global consumer, food, restaurants and retail industry practice. Josh has more than 21 years of M&A, capital raising, restructuring, and general corporate finance experience.

"OMG! I love being a member! As a small business owner, I'm involved in all decisions affecting my operations. What I love about The Alliance is that this organization gives me access to the same experts and resources the major players have been utilizing for decades."

- Melba Wilson, Melba's Restaurant

"As CEO of Carmine's and Virgil's, and a member of The Alliance, I can personally attest to the significant ROI that we have received from our Alliance membership dues."

- Jeffrey Bank, Carmine's & Virgil's Real BBQ

"The Hospitality Helpline is by far my favorite benefit. When I reach out with a question, The Alliance team always responds right away with the information I need."

- Sally Chironis, Sally Chironis

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