Investment Philosophy

Roark Capital Group seeks to partner with outstanding management teams and provide capital to businesses where sound strategies and superior execution can enhance corporate growth and profitability. The following tenets define our investment strategy:

Focus on Industries We Know

• Franchise and Multi-Unit
  • Restaurant
  • Retail
  • Service
• Consumer Products
• Consumer and Business Services
• Direct Marketing
• Financial Services

Provide Capital to Support Growth

• Introduce new sales and marketing initiatives
• Modernize/expand manufacturing and distribution facilities
• Upgrade and enhance technology
• Add-on acquisitions of competitors or complementary product lines

Value-Added Sponsor

• Leverage relationships with advisors, Board of Directors, lenders, and strategic partners
• Enhance the company's strategic planning process
• Identify, evaluate and finance add-on acquisitions

Flexible Across Various Transaction Types

• Family-Owned Business Transfers
• Management/Corporate Buyouts
• Recapitalizations
• Going-Private Transactions
• Corporate Divestitures
• Acquisition/Growth Capital

 

• Investment Philosophy
  • Overview
  • Partnering with Management
  • Investment Criteria