Erik Morris Drinking Dunkin' Coffee

Investment Approach

We are growth investors focused on partnering with market-leading companies and outstanding management teams. Building trusting partnerships with owners, founders, and management teams is core to our approach. 

Our portfolio companies provide essential services people and businesses can’t live without or don’t want to live without. 

Key criteria in evaluating potential investments include:

  • Asset-Light with Strong Margins and Cash Flow
  • Multiple Growth Levers
  • Sustainable Competitive Position
  • Proven Management Team
  • Alignment

Our investment approach

Original Carvel Building

Long-term Growth Mindset

We are growth investors who take a long-term approach.
Team Member Meeting Around Table

Trusting Partnerships

Owners, founders, and management teams select Roark to be their partner because of our character, our experience developing businesses, and our win-win approach.
Hands Writing

Pattern Recognition

We add value by applying our learnings and sharing resources to enhance growth and profitability. 

Franchise & Franchise-like

Roark is the leading investor in the franchise sector, business model, a giant ecosystem that creates opportunity and transforms lives. We’re proud that franchising helps entrepreneurs from all backgrounds go into business for themselves, not by themselves.

These businesses, in turn, offer employment and growth opportunities to a diverse range of individuals.

Subway

Creating Generational Wealth.

Nothing Bundt Cakes

Connecting with Community

Mathnasium

Intersection of Passion and Family