Investment Criteria
Roark Capital Group partners with outstanding operating executives to build profitable businesses capable of sustaining their success for all stakeholders - management, employees, shareholders, customers and advisors - over the long haul.
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
Risk Management
- Solid financial systems and consistent information flow to identify opportunities, avoid surprises and ensure downside protection
Our Typical Investment Size
With over $1.5 billion of equity capital under management, Roark typically considers opportunities with the following parameters:
- Revenue: $20 million - $1 billion
- EBITDA: $10 million - $100 million
- Equity Investment: $15 million - $350 million
