Protect cash, trust and tax funds, payroll, merchant deposits, approvals, access, reconciliations, separation of duties, and source records.
Investment
U.S.-based · Global reach
Investment & Due Diligence
Hospitality investment assumptions must be tested against the physical operation, leadership capability, systems, contracts, deferred needs, market position, and achievable margin. Cole reviews the business from an operator’s perspective, validates improvement claims, identifies hidden capital or execution requirements, and translates findings into decision-ready risks, priorities, and post-close actions.
What this work is designed to deliverMore informed investment decisions and a practical operating plan for value protection and improvement.
Discuss this capability How we help
Senior expertise.
Practical execution.
We reconcile the seller’s or sponsor’s narrative with site observation, source records, management capability, contracts, deferred needs, and the practical pace of change. Findings distinguish value already present from value that requires additional capital, leadership, time, or execution risk, producing a realistic first-100-day plan.
Our operating approachNo seagull management. We can enter at the diagnostic, planning, implementation, stabilization, or ongoing-advisory stage—and remain accountable through execution, adoption, and a sustainable handoff.
Test market, concept, management, unit economics, quality of earnings, cash conversion, forecasts, capital needs, and downside assumptions.
Validate sales, merchants, labor, food cost, inventory, vendors, contracts, leases, licenses, taxes, insurance, debt, and related-party activity.
Inspect sites, kitchens, equipment, deferred maintenance, capacity, food safety, security, technology, accessibility, and environmental exposure.
Assess organization, key-person dependence, turnover, classification, union or CBA obligations, claims, training, succession, and culture.
Separate existing value from improvements requiring capital, leadership, time, permits, customer recovery, or execution risk.
Deliver red flags, normalized performance, risk-adjusted scenarios, conditions, integration priorities, and a practical first-100-day plan.
Details that protect the work
What clients cannot afford to discover too late.
Requirements vary by jurisdiction and operating model. We identify the dependencies early, assign ownership, maintain the evidence, and coordinate licensed specialists wherever professional authority is required.
Track filing, payment, lender, covenant, insurance, license, audit, retention, ownership, and related-party obligations with qualified advisers.
Preserve reliable books, close discipline, balance-sheet support, forecasts, documented assumptions, and management sign-off.
Escalate suspected fraud, insolvency, securities, lending, tax, legal, or expert-opinion matters to appropriately licensed professionals.
When to bring us in
Before a decision.
During a transition.
When performance slips.
Build or launch
Get the structure, economics, people, systems, and controls right before opening or expansion.
Fix or stabilize
Step into an urgent gap, stop leakage, restore accountability, and protect the business.
Improve or grow
Strengthen the operating platform before scaling, transacting, refinancing, or adding leadership.
Flexible engagement
Focused project
A defined issue, deliverable, timeline, and implementation plan.
Fractional leadership
Hands-on senior ownership without adding a permanent full-time executive.
Ongoing advisory
Regular operating review, decision support, accountability, and governance.
Cole provides hospitality operating, transaction-preparation, and coordination support. Legal, real-estate brokerage, lending, securities, tax, and other regulated services are performed by appropriately licensed professionals where required.
Step in where it matters