Roark Capital Group Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Roark Capital Group has acquired 4 companies. It has also invested in 3 others.

Roark Capital Group’s most common sectors for investment arefranchising (28%) and restaurants (19%) . The Firm’s most common investment types include secondary buyout (47%) and buyout (lbo, mbo, mbi) (26%). In total, Roark Capital Group has invested in 18 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2020 when it acquired The ServiceMaster for $1.6B.

In the last 3 years, Roark Capital Group has exited 6 companies. The Firm’s most common exit type is trade sale (36%).

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M&A Summary

  • M&A Total Activity60
    • M&A Buy Activity43
    • M&A Sell Activity17
  • Total Sectors Invested 13
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 14
  • M&A Advisors 7

Roark Capital Group

1180 Peachtree Street NE, Suite 2500,
Atlanta, Georgia 30309
United States
(404) 591-5200
www.roarkcapital.com
contact@roarkcapital.com

Roark Capital Group is a private equity firm that focuses on middle-market investment opportunities. The Firm targets family-owned business transfers, management/corporate buyouts, recapitalizations, going-private transactions, and corporate divestitures. Roark Capital Group pursues companies with revenues between $20 million and $5 billion, and EBITDA of $10 to $500 million. Roark Capital primarily invests in consumer and business services companies, with a particular interest in the franchise, food and restaurant, specialty retail, direct marketing and financial services sectors. Roark Capital Group was formed in 2001 and is headquartered in Atlanta, Georgia.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Distribution, Environmental, Financial Services, Food, Franchising, Information Technology, Manufacturing, Marketing, Restaurants, Retail

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Going Private, Growth Capital, Recapitalization, Secondary Buyout, Stake Purchase, Venture, Merger

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 20 5,000
Target EBITDA 10 500
Investment Size 50 1,000
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (1.6/yr) # 35 1 4 3 - - 43
vol $289M $1.6B $1.8B
Sell (1.6/yr) # 9 2 2 3 1 - 17
  60

Most Recent M&A

Company Date Value Type
Solterra Recycling Solutions 2022-05-10 - Add-on Acquisition
Old Bridge, New Jersey · www.solterrarecycling.com
Mathnasium LLC 2021-11-16 - Buyout (LBO, MBO, MBI)
Los Angeles, California · www.mathnasium.com
Youth Enrichment Brands, LLC 2021-10-19 - Consolidation
San Rafael, California · www.youthenrichmentbrands.com
Pet Valu Holdings Ltd. 2021-06-23 - IPO
Markham, Ontario · www.petvalu.ca
Nothing Bundt Cakes 2021-05-14 - Secondary Buyout
Addison, Texas · www.nothingbundtcakes.com
Naf Naf Grill LLC 2021-03-17 - Stake Sale
Chicago, Illinois · www.nafnafgrill.com
Driven Brands, Inc. 2021-01-07 - IPO
Charlotte, North Carolina · www.drivenbrands.com
Corner Bakery Cafe 2020-10-30 - Add-on Acquisition
Dallas, Texas · www.cornerbakerycafe.com
The ServiceMaster Co. LLC 2020-09-02 1.6B USD Divestiture
Atlanta, Georgia · www.servicemaster.com
US Sports Camps, Inc. 2020-08-31 - Growth Capital
San Rafael, California · www.ussportscamps.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Inspire Brands, Inc. 2011-07-05 Jimmy John's Franchise LLC 2019-09-25 5
Atlanta, Georgia · www.inspirebrands.com Champaign, Illinois · www.jimmyjohns.com
Self Esteem Brands LLC 2018-01-01 The Bar Method Media, Inc. 2019-09-12 3
Woodbury, Minnesota · www.sebrands.com San Francisco, United States · www.barmethod.com
FOCUS Brands, Inc. 2001-11-01 Jamba, Inc. 2018-08-02 6
Atlanta, Georgia · www.focusbrands.com Emeryville, California · www.jambajuice.com
Inspire Brands, Inc. 2011-07-05 Buffalo Wild Wings, Inc. 2017-11-28 4
Atlanta, Georgia · www.inspirebrands.com Minneapolis, Minnesota · www.buffalowildwings.com
FOCUS Brands, Inc. 2001-11-01 Cinnabon, Inc. 2004-11-04 5
Atlanta, Georgia · www.focusbrands.com Atlanta, Georgia · www.cinnabon.com

M&A by Sector

Sector Current # Value All-time # Value
Franchising 10 (45%) - 12 (28%) -
Restaurants 5 (23%) - 8 (19%) -
Consumer Services 3 (14%) 1.6B (100%) 5 (12%) 1.6B (84%)
Retail 1 (5%) - 4 (9%) 109M (6%)
Environmental - - 3 (7%) 180M (10%)
Business Services 1 (5%) - 3 (7%) -
Marketing - - 2 (5%) -
Distribution - - 1 (2%) -
Education 1 (5%) - 1 (2%) -
Food - - 1 (2%) -
Healthcare Services 1 (5%) - 1 (2%) -
Information Technology - - 1 (2%) -
Software - - 1 (2%) -
Total 22 $1.6B 43 $1.8B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 22 (100%) 1.6B (100%) 41 (95%) 1.7B (90%)
  California 6 (27%) - 8 (19%) -
  Georgia 4 (18%) 1.6B (100%) 7 (16%) 1.6B (84%)
  Florida 3 (14%) - 5 (12%) 100M (5%)
  Texas 1 (5%) - 4 (9%) -
  Wisconsin 1 (5%) - 2 (5%) -
  Illinois - - 2 (5%) -
  Colorado - - 2 (5%) -
  Mississippi 1 (5%) - 1 (2%) -
  Minnesota 1 (5%) - 1 (2%) -
  Michigan 1 (5%) - 1 (2%) -
  Kentucky 1 (5%) - 1 (2%) -
  Arizona 1 (5%) - 1 (2%) -
  Alabama 1 (5%) - 1 (2%) -
  Virginia 1 (5%) - 1 (2%) -
  New Jersey - - 1 (2%) -
  Maryland - - 1 (2%) -
  Pennsylvania - - 1 (2%) -
  North Carolina - - 1 (2%) -
Canada - - 2 (5%) 189M (10%)
  Ontario - - 2 (5%) 189M (10%)
Domestic 22 (100%) 1.6B (100%) 41 (95%) 1.7B (90%)
Cross-border - - 2 (5%) 189M (10%)
Total 22 $1.6B 43 $1.8B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 9 (41%) - 20 (47%) -
Buyout (LBO, MBO, MBI) 4 (18%) - 11 (26%) 180M (10%)
Growth Capital 3 (14%) - 5 (12%) -
Consolidation 3 (14%) - 3 (7%) -
Stake Purchase 2 (9%) - 2 (5%) -
Divestiture 1 (5%) 1.6B (100%) 1 (2%) 1.6B (84%)
Going Private - - 1 (2%) 109M (6%)
Total 22 $1.6B 43 $1.8B

Exits by Deal Type

Type Total # Value
Secondary Sale 5 (29%) -
Trade Sale 5 (29%) -
IPO 3 (18%) -
Merger 2 (12%) -
Stake Sale 1 (6%) -
Trade Sale - Public Company 1 (6%) -
Total 17 -

Top M&A Advisors

Financial Deals
North Point Advisors LLC
1
BMO Capital Markets
1
Credit Suisse Investment Banking
1
Legal Deals
Paul, Weiss, Rifkind, Wharton & Garrison LLP
5
King & Spalding LLP
4
DLA Piper
4

Deal Values

buy # Total
> $1B 1 $1.6B
$100M to $1B 1 $109M
< $100M 2 $180M
TOTAL $1.8B
Largest The ServiceMaster Co. LLC
$1.6B (2020-09-02)

M&A Connections

Deals
Acquired from
Investor(s)
47%
20 (47%)
Strategic(s)
2%
1 (2%)
Exited to
Investor(s)
29%
5 (29%)
Strategic(s)
41%
7 (41%)

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