Investment Criteria
Roark partners with outstanding operating executives to build profitable businesses capable of sustaining long-term success for all stakeholders ‐ management, employees, shareholders, customers, and advisors.
Key criteria in evaluating potential investments include:
Experienced Management Team
- Proven operators with successful track records who desire a meaningful equity stake
Predictable Cash Flow
- A track record of stable, predictable and growing EBITDA
Identifiable Growth
- Participation in stable and growing markets
- Opportunity to capture share through organic growth and/or add‐on acquisitions
Sustainable Competitive Position
- Strong market position
- Identifiable niche
- Meaningful barriers‐to‐entry
Our Typical Investment Size
- Revenue: $20 million to > $5+ billion
- EBITDA: $10 million to > $500+ million
- Equity Investment: $50 million to > $1+ billion