Guzman 1
board governance
capital allocation strategy
global best practices
investor relations
m & a strategy
minority interest
private to public transition
supportive long-term shareholder

Situation

GYG is Australia’s fastest growing quick serve restaurant group, re-inventing the fast-food industry by serving made to order, clean and healthy Mexican food in over 140 stores across Australia, Singapore, Japan and now the US. We believe GYG will be the McDonald’s of the next generation, re-defining the future of the global QSR industry.

 

Aligned Values

In CEO and founder Steven Marks, we saw a visionary, highly energized founder, that was relentlessly focused on building a culture of customer obsession, food quality and innovation. Steven is still a very large shareholder, aligning his long term interests with ours.

We love the management team’s passion to change the QSR industry globally and re-invent fast food, and combining this bold vision with best in class execution has resulted in a high functioning and deep relationship between the management team and TDM.

 

Partnership

TDM invested $44m in 2018 and has since contributed further growth capital to the business to become GYG’s largest shareholder. Both Tom Cowan and Hilton Brett sit on the board of directors and provide insights in international best-practice systems and processes, strategy, as well as guidance on key executive recruitment.

 

Growth

GYG has grown from one store in Newtown, to scaling to over 140 stores across drive thru and suburban strip store formats, and now has all the ingredients of becoming a successful global brand that continues to grow for many years to come. In December 2020, Magellan Financial Group, Australia’s largest fund manger with over $100b under management, bought 10% of GYG for $86.7m. We continue to help the business scale on its journey to becoming a successful ASX listing in the coming years.

Gyg

 

‘’TDM has brought in that rigour and discipline to ensure people are accountable which has enabled the business to excel. They’re the best investment team in the country, and they’re so aligned in our vision.’’
Steven Marks
Founder and CEO, Guzman Y Gomez
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