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Alera Group is an independent financial services firm with more than $1.6 billion in gross revenue, offering comprehensive property and casualty insurance, employee benefits, wealth services and retirement plan solutions to clients nationwide. Working collaboratively across specialties and across the country, Alera Group's team of more than 4,600 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client's business and personal success.
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Franchisees operate in a demanding environment shaped by intense competition, rising costs and evolving guest expectations. Bank of America’s Restaurant Group partners directly with franchisees to deliver tailored financial solutions aligned to their growth plans and operational needs. Through dedicated advisors, decades of franchise experience, and a comprehensive suite of capabilities, we support capital raises, acquisitions, remodels and equipment upgrades – so franchisees can drive sustained performance and long-term success.
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Bank OZK (Nasdaq: OZK) is a regional bank providing innovative financial solutions delivered by expert bankers with a relentless pursuit of excellence. Established in 1903, Bank OZK conducts banking operations in nine states and had $40.8 billion in total assets as of December 31, 2025. For more information, visit ozk.com.
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David Hesano and his CBRE investment property team specializes in the monetization of income producing Planet Fitness real estate.
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Citizens, through its Capital Markets & Advisory and Corporate Banking platforms, offers a broad complement of financial products and services, including loan syndication, corporate finance, mergers and acquisition advisory, and debt and equity capital markets capabilities as well as lending and leasing, deposit and treasury management services, foreign exchange, and interest rate and commodity risk management solutions. Our deep sector expertise in the fitness and franchise industry, and specifically in the Planet Fitness system, along with dedicated coverage from insight through execution enables our Planet Fitness clients to make confident decisions in all market conditions. At Citizens, we don’t believe in a one-size-fits-all approach. We take the time to get to know your organization. No matter where you are on your journey, we’ll position your company for future success.
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Citrin Cooperman’s Franchise Practice has supported leading franchise operations for over 40 years. Our CFE-accredited professionals perform financial statement audits, tax preparation, CFO outsourcing, due diligence for mergers and acquisitions, and various franchise financial, digital and software advisory services—helping franchise brands achieve their goals. We are passionate about franchising!
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Eastern Bank’s Franchise Finance team provides the industry expertise to help you successfully navigate today’s challenges by providing customized solutions to meet your individual objectives. Our centralized decision-making process can meet timing expectations in an efficient manner. We offer relationship banking focused on your needs.
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Fitness franchisees deserve a financial partner that keeps pace with their momentum. Our franchise specialists deliver flexible capital, industry insight, strategic advice, and long-term partnership to help operators strengthen their business, accelerate growth, and stay competitive—powered by the national scale and deep expertise of Fifth Third Corporate & Investment Banking.
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First Horizon Fitness Finance delivers powerful resources with personal service to operators nationwide. We combine the strength and expertise of a leading financial institution with the agility and responsiveness you need to navigate a changing industry. We listen, strategize and deliver solutions that help you run and grow your business. Let’s build your success—together.
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Our highly experienced national team is committed to understanding your business and supporting the growth of your franchise. Fuel the growth of your franchise with expert guidance and customized solutions. For decades, our national team has provided the highest level of execution, industry knowledge and support. Look to Flagstar for financial solutions in core franchise segments, including QSR, fitness and casual dining.