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Roark Capital Group

Roark Capital Group

Roark Capital Group is an American private equity firm with nearly US$11.0 billion in equity capital.

Roark Capital Group is a private-equity firm focused on leveraged buyout investments in middle-market companies primarily in the franchise/multi-unit, restaurant and food, retail healthcare and business services sectors. Their portfolio spans 27,000 locations across all 50 states in the United States and across 80 countries.

History

The firm, which is based in Atlanta, Georgia, was founded in 2001 by the current Managing Partner, Neal K. Aronson. Senior team members include President Paul D. Ginsberg, Senior Managing Director and Co-Chief Investment Officer Ezra S. Field, Senior Managing Director and Co-Chief Investment Officer Erik O. Morris, and Managing Directors Timothy Armstrong, Stephen D. Aronson, Geoff Hill, Matthew Kaelin, and Steven Romaniello. Prior to founding Roark Capital Group, Aronson was a co-founder of U.S. Franchise Systems.



Roark finished investing out of its fifth institutional private equity fund, Roark Capital Partners V, at $5 billion, which exceeded the funds initial $4 billion target, in October 2018. They also closed Roark Capital Partners II Sidecar at $1.5 billion, announced on the same date. The Roark Capital Partners V is a traditional buyout fund. Roark Capital Partners II Sidecar invests in Inspire Brands, a holding company which acquires and manages multiple restaurant companies.

Investments

Roark Capital Group pursues majority deals which include management buyouts, take-private transactions, corporate divestitures and recapitalizations. They target investments between $15 million to $1 billion in companies whose management teams Roark Capital Group feel are experienced and with at least $20 million in revenue and $20 million in earnings before interest, tax, depreciation and amortization (EBITDA).

Timeline

People

Name
Role
LinkedIn

Allison Hill

Head of Diversity & Social Responsibility



Andre Hamilton

Fund Accountant



Anthony P. Scotto

Senior Advisor



Brad Henderson

Vice President - Data Analytics



Brett R. Ubi

Senior Associate



Brian E. Duke

Vice President - Portfolio FP&A



Chadwick P. Hume

Vice President



Ched Milic

Analyst



Christine K. Elliot

Executive Assistant



Claudia Levitas

Associate General Counsel



Clayton D. Harmon

Principal



Daniel P. "Paddy" Warren

Associate



David K. Lee

Principal



David M. Wierman

Managing Director and Head of Investor Relations



David R. Abraham

Vice President



Edward C. Sampognaro

Senior Associate



Eric Xu

Analyst



Erik O. Morris

Co-Chief Investment Officer and Senior Managing Director



Ezra S. Field

Co-Chief Investment Officer and Senior Managing Director



Geoff A. Hill

Managing Director



Gregory D. Smith

Managing Director



Holli N. Dyer

Executive Assistant



Jaclyn Lively

Receptionist/Executive Assistant



Jai Sharma

Associate



Jason C. Maddox

Director of Information Technology and Chief Information Security Officer



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Companies

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Arby's







Atkins Nutritionals







AuntieAnne's







Basecamp Fitness







Battery+Bulbs







Buffalo Wild Wings







Cinnabon







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Corner Bakery Cafe







Drybar







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Orangetheory Fitness







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Seattle's Best Coffee







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References