Investment Philosophy

Investment Philosophy

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

Focus on Industries We Know

  • Franchise and Multi‐Unit
    • Restaurant
    • Health, Wellness and Beauty
    • Specialty Retail
  • Consumer Products
  • Consumer and Business Services

Value‐Added Sponsor

  • People, systems and processes
  • Brand positioning
  • Product/Service Innovation
  • International Growth
  • Franchising Strategy
  • Acquisitions
  • Technology/IT
  • Prototype Design
  • Real Estate Site Selection
  • Supply Chain
  • Digital Strategies
  • Capital Markets
  • Leverage relationships with advisors, Board of Directors, lenders, and strategic partners
  • 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