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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Further reading

Title
Author
Link
Type
Date

Documentaries, videos and podcasts

Title
Date
Link

Companies

Company
CEO
Location
Products/Services

Anytime Fitness

Arby's

Atkins Nutritionals

AuntieAnne's

Basecamp Fitness

Battery+Bulbs

Buffalo Wild Wings

Cinnabon

CKE Restaurants

Corner Bakery Cafe

Drybar

Jamba Juice

Orangetheory Fitness

Petvalu

Seattle's Best Coffee

Sonic

The Bar Method

References

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