McKinsey Hard M&A Profitability

Great Burger

ProHub Comment

This is a comprehensive M&A case requiring candidates to assess acquisition value through multiple lenses: standalone business quality, synergy identification, financial modeling, and integration complexity. The case progresses methodically from strategic fit analysis through quantitative profitability calculations, culminating in a synthesis question that tests the candidate's ability to communicate findings to leadership.

Estimated Time 15 minutes
Difficulty Hard
Source NYU
50 / 100

Let’s assume our client is Great Burger (GB) a fast food chain that competes head–to–head with McDonald’s, Wendy’s, Burger King, KFC, etc. GB is the fourth largest fast food chain worldwide, measured by the number of stores in operation. As most of its competitors do, GB offers food and “combos” for the three largest meal occasions: breakfast, lunch and dinner. Even though GB owns some of its stores, it operates under the franchising business model with 85% of its stores owned by franchisees (individuals own & manage stores and pay a franchise fee to GB, but major business decisions e.g. menu, look of store, are controlled by GB).

As part of its growth strategy GB has analyzed some potential acquisition targets including Heavenly Donuts (HD), a growing doughnut producer with both a US and international store presence. HD operates under the franchising business model too, though a little bit differently than GB. While GB franchises restaurants, HD franchises areas or regions in which the franchisee is required to open a certain number of stores.

GB’s CEO has hired McKinsey to advise him on whether they should acquire HD or not.

Clarifying Information

Data provided in Exhibit #1 includes: GB has 5,000 total stores (3,500 in North America, 1,000 in Europe, 400 in Asia, 100 other) with 10% annual growth; HD has 1,020 total stores (1,000 in North America, 20 in Europe, 0 in Asia/other) with 15% annual growth. GB total store sales are $5,500M with $1.1M sales per store and 6.3% profit margin; HD total store sales are $700M with $0.7M sales per store and 4.9% profit margin. GB’s cost of sales is 51% vs HD’s 40%; GB’s restaurant operating costs are 24% vs HD’s 26%; GB’s property & equipment costs are 4.6% vs HD’s 8.5%; GB’s corporate G&A costs are 8% vs HD’s 15%.