Cara Holdings

Industry

Full-Service Restaurants

Company Profile

Cara Holdings Ltd. is owned by the Phelan family that has maintained a significant ownership interest in Cara Operations since founding the business 125 years ago. Restaurant brands owned by Cara Operations include: Swiss Chalet, Harveys, Milestones, Montana’s, Kelsey’s, East Side Mario’s, Biermarkt, Casey’s, and Prime pubs. Cara Operations is a publicly-traded company listed on the Toronto Stock Exchange (TSX:CAO).

NewPoint’s Role

NewPoint has provided financial advice to the Phelan family, with regard to the alternatives available to Cara Operations on multiple occasions.

Transaction Snapshot

Family Business Advisory

Financial advisory services provided to the Phelan family regarding their investment in