We earn trust by abiding by the highest moral standards and treating our investors, management teams, lenders, advisors, service providers and communities with dignity and respect. Roark prides itself on partnering with entrepreneurs and executives who share this vision of growth and success across all stakeholders.
Stated: EBITDA $10.0M+ · revenue $20.0M+ · equity check $50.0M+ · Consumer, Franchising, Business services, Food and beverage and 3 more
Industries: Consumer services (15 companies) · Consumer products and retail (7 companies) · Business services (1 company)
Large cap2024 PE fund GAV $35B18 PE funds of 22, latest vintage 20241 investment professionallast event Mar 31, 2026
Venture firm with private equity activity · probable Rosecliff invests in rapidlygrowing companies that are creatingdisruptive technologies designed to make lifebetter, brighter, bolder, and more efficient.
Stated: Healthcare, Technology, Software, Consumer
Industries: Software (17 companies) · Healthcare services (8 companies) · Consumer products and retail (5 companies)
Lower middle market2024 PE fund GAV $137M3 PE funds of 4, latest vintage 20256 investment professionalslast event Jun 22, 2026
Rx3, LLCNewport Beach, CA · rx3growthpartners.com · SEC exempt reporting adviser
Growth equity · probableAt RX3, we unite consumer brands with a powerful community of athletes, celebrities and visionary investors, in turn fostering loyal connections, channeling authoritative insights and providing cultural value to drive meaningful impact.
Stated: revenue $25.0M to $100M · equity check $5.0M to $15.0M · control · Consumer, Technology, Life sciences, Energy
Industries: Consumer services (2 companies) · Manufacturing (1 company) · Consumer products and retail (1 company)
Lower middle market2024 PE fund GAV not reported1 PE fund of 1, latest vintage 20181 investment professionallast event Sep 1, 2026
Hybrid manager · probable ••• Locked
Stated: Real estate
Industries: Real estate (stated)
unsized2024 PE fund GAV not reported0 PE funds of 0investment professionals not trackedlast event Nov 11, 2025
Venture firm with private equity activity · probable ••• Locked
Stated: Real estate
Industries: Real estate (stated)
Lower middle market2024 PE fund GAV $01 PE fund of 2, latest vintage 20243 investment professionalslast event Jun 22, 2026
••• Locked
Stated: minority · Consumer, Environmental services, Safety and security
Industries: Industrial services (stated) · Consumer products and retail (stated) · Consumer services (stated)
Lower middle market2024 PE fund GAV $282M7 PE funds of 7, latest vintage 2021investment professionals not trackedlast event Apr 16, 2026
Secondaries manager · probable ••• Locked
Stated: Building products
Industries: Manufacturing (stated)
Lower middle market2024 PE fund GAV $416M8 PE funds of 10, latest vintage 20242 investment professionalslast event Mar 31, 2026
••• Locked
Stated: control · Consumer, Food and beverage, Energy, Education and 1 more
Industries: Energy, utilities and infrastructure (stated) · Consumer products and retail (stated) · Consumer services (stated)
Lower middle market2024 PE fund GAV $12.5M1 PE fund of 115 investment professionalslast event Sep 17, 2026
••• Locked
Stated: Safety and security, Healthcare, Consumer, Technology and 1 more
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Lower middle market2024 PE fund GAV $558M23 PE funds of 23, latest vintage 2025investment professionals not trackedlast event Mar 26, 2026
••• Locked
Stated: Infrastructure, Transportation and logistics, Real estate, Technology
Industries: Transportation and logistics (1 company) · Software (stated) · Tech-enabled and IT services (stated)
Lower middle market2024 PE fund GAV not reported11 PE funds of 12, latest vintage 20113 investment professionalslast event Sep 1, 2026
••• Locked
Stated: Consumer, Media and telecom
Industries: Consumer products and retail (stated) · Consumer services (stated) · Media and telecom (stated)
Large cap2024 PE fund GAV $42B4 PE funds of 4, latest vintage 202040 investment professionalslast event Jan 3, 2017
••• Locked
Stated: Environmental services, Real estate
Industries: Industrial services (stated) · Real estate (stated)
Upper middle market2024 PE fund GAV $15B72 PE funds of 76, latest vintage 20255 investment professionalslast event Sep 1, 2026
••• Locked
Stated: minority · Energy, Real estate, Life sciences, Software and 2 more
Industries: Software (stated) · Life sciences (stated) · Financial services (stated)
unsized2024 PE fund GAV not reported3 PE funds of 3investment professionals not trackedlast event Sep 1, 2026
Hybrid manager · probable ••• Locked
Stated: Real estate
Industries: Real estate (stated)
Lower middle market2024 PE fund GAV $148M6 PE funds of 13, latest vintage 20241 investment professionallast event Aug 10, 2026
Venture firm with private equity activity · probable ••• Locked
Stated: Consumer
Industries: Consumer products and retail (stated) · Consumer services (stated)
unsized2024 PE fund GAV not reported0 PE funds of 2, latest vintage 2009investment professionals not trackedlast event Mar 30, 2012
Hybrid manager · probable ••• Locked
Stated: Consumer
Industries: Consumer products and retail (stated) · Consumer services (stated)
Lower middle market2024 PE fund GAV $68.9M3 PE funds of 12, latest vintage 20245 investment professionalslast event Mar 27, 2026
••• Locked
Stated: minority · Business services, Manufacturing, Healthcare, Consumer
Industries: Distribution (1 company) · Healthcare services (stated) · Life sciences (stated)
Upper middle market2024 PE fund GAV $8.8B49 PE funds of 52, latest vintage 202523 investment professionalslast event Jul 7, 2026
••• Locked
Stated: revenue $100M+ · majority or minority · Consumer, Manufacturing, Food and beverage
Industries: Manufacturing (stated) · Consumer products and retail (stated) · Consumer services (stated)
Lower middle market2024 PE fund GAV $570M13 PE funds of 15, latest vintage 20241 investment professionallast event Mar 28, 2012
Private credit manager · probable ••• Locked
Stated: equity check $500M+ · Real estate
Industries: Real estate (stated)
unsized2024 PE fund GAV not reported2 PE funds of 2, latest vintage 2015investment professionals not trackedlast event Sep 1, 2026
Venture firm with private equity activity · probable ••• Locked
Stated: Manufacturing, Consumer, Life sciences, Software and 1 more
Industries: Aerospace, defense and government (2 companies) · Software (1 company) · Life sciences (stated)
unsized2024 PE fund GAV not reported0 PE funds of 0investment professionals not trackedlast event Jan 27, 2026
••• Locked
Stated: EBITDA $4.0M to $25.0M · revenue $15.0M to $150M · equity check $10.0M to $50.0M · Healthcare, Consumer
Industries: Business services (1 company) · Industrial services (1 company) · Healthcare services (stated)
Middle market2024 PE fund GAV $1.8B9 PE funds of 9, latest vintage 202414 investment professionalslast event Jun 3, 2026
Hybrid manager · probable ••• Locked
Stated: Real estate
Industries: Real estate (stated)
unsized2024 PE fund GAV not reported2 PE funds of 21, latest vintage 202541 investment professionalslast event Aug 25, 2022
••• Locked
Stated: minority · Consumer
Industries: Consumer products and retail (stated) · Consumer services (stated)
Lower middle market2024 PE fund GAV $107M2 PE funds of 3, latest vintage 20241 investment professionallast event Jul 20, 2023
••• Locked
Stated: equity check $40.0M to $200M · Consumer
Industries: Consumer products and retail (stated) · Consumer services (stated)
Middle market2024 PE fund GAV $1.2B8 PE funds of 8, latest vintage 2024investment professionals not trackedlast event Mar 31, 2026
••• Locked
Stated: Real estate
Industries: Real estate (stated)
Lower middle market2024 PE fund GAV $97.0M2 PE funds of 24 investment professionalslast event Nov 2, 2020
••• Locked
Stated: Industrial services, Industrials, Manufacturing, Healthcare and 6 more
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
unsized2024 PE fund GAV not reported1 PE fund of 1, latest vintage 20147 investment professionalslast event Sep 17, 2026
S•••• P•••••••Boston, MA · s•••••••••.com · SEC registered investment adviser
Buyout firm••• Locked
Stated: EBITDA $10.0M to $100M · EV $50.0M to $1.0B · control · Consumer, Food and beverage
Industries: Consumer products and retail (stated) · Consumer services (stated)
Middle market2024 PE fund GAV $1.3B5 PE funds of 10, latest vintage 202513 investment professionalslast event Jun 15, 2026
••• Locked
Stated: revenue $5.0M+ · minority · Consumer, Media and telecom
Industries: Healthcare services (1 company) · Life sciences (1 company) · Consumer products and retail (stated)
Lower middle market2024 PE fund GAV $333M12 PE funds of 12, latest vintage 20231 investment professionallast event Mar 30, 2026
Private credit manager · probable ••• Locked
Stated: EV up to $50.0M · control · Real estate
Industries: Real estate (stated)
unsized2024 PE fund GAV not reported0 PE funds of 1, latest vintage 2013investment professionals not trackedlast event Sep 6, 2013
••• Locked
Stated: EV $20.0M to $200M · Manufacturing, Consumer
Industries: Manufacturing (stated) · Consumer products and retail (stated) · Consumer services (stated)
Lower middle market2024 PE fund GAV $502M4 PE funds of 4, latest vintage 201818 investment professionalslast event Mar 28, 2013
••• Locked
Stated: revenue $10.0M to $100M · majority · Real estate, Technology
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Lower middle market2024 PE fund GAV $835M17 PE funds of 19, latest vintage 202517 investment professionalslast event Mar 30, 2026
••• Locked
Stated: EBITDA $5.0M to $50.0M · Consumer, Food and beverage, Manufacturing
Industries: Consumer products and retail (1 company) · Consumer services (1 company) · Manufacturing (stated)
Lower middle market2024 PE fund GAV $960M14 PE funds of 14, latest vintage 20233 platforms16 investment professionalslast event May 25, 2021
••• Locked
Stated: Real estate, Technology, Financial services, Environmental services and 1 more
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Lower middle market2024 PE fund GAV $257M11 PE funds of 12, latest vintage 20235 investment professionalslast event Mar 30, 2026
S••••• C••••••Newton, MA · s•••••••••.com · SEC exempt reporting adviser
Buyout firm••• Locked
Stated: revenue $5.0M to $20.0M · Software, Consumer
Industries: Software (stated) · Consumer products and retail (stated) · Consumer services (stated)
Lower middle market2024 PE fund GAV $32.9M8 PE funds of 8, latest vintage 20255 investment professionalslast event Mar 25, 2026
Hybrid manager · probable ••• Locked
Stated: Industrials, Manufacturing, Transportation and logistics, Chemicals and materials and 4 more
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Lower middle market2024 PE fund GAV $97.7M3 PE funds of 4, latest vintage 202239 investment professionalslast event Feb 13, 2012
••• Locked
Stated: Consumer, Transportation and logistics, Real estate, Infrastructure
Industries: Transportation and logistics (stated) · Energy, utilities and infrastructure (stated) · Consumer products and retail (stated)
unsized2024 PE fund GAV not reported0 PE funds of 03 investment professionalslast event Sep 1, 2026
S•••••• C••••••New York, NY · s•••••••••.com · SEC registered investment adviser
Buyout firm••• Locked
Stated: equity check $100M to $500M · minority · Aerospace and defense, Consumer, Transportation and logistics, Industrials and 3 more
Industries: Hardware and deep tech (1 company) · Manufacturing (1 company) · Transportation and logistics (1 company)
Middle market2024 PE fund GAV $4.0B17 PE funds of 17, latest vintage 20245 investment professionalslast event Aug 18, 2026
••• Locked
Stated: control · Healthcare, Technology, Software, Aerospace and defense and 15 more
Industries: Software (2 companies) · Business services (2 companies) · Tech-enabled and IT services (1 company)
Upper middle market2024 PE fund GAV $14B25 PE funds of 25, latest vintage 202462 investment professionalslast event Aug 31, 2026
••• Locked
Stated: control · Building products, Software, Technology
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Middle market2024 PE fund GAV $3.0B9 PE funds of 10, latest vintage 202310 investment professionalslast event Sep 15, 2026
Private credit manager · probable ••• Locked
Stated: Real estate
Industries: Real estate (stated)
Lower middle market2024 PE fund GAV $356M6 PE funds of 6, latest vintage 20215 investment professionalslast event Apr 28, 2014
Special situations · probable ••• Locked
Stated: Safety and security, Real estate
Industries: Industrial services (stated) · Real estate (stated)
Lower middle market2024 PE fund GAV $1.5B9 PE funds of 30, latest vintage 20243 investment professionalslast event Aug 31, 2026
••• Locked
Stated: Industrials, Consumer, Hospitality and leisure, Energy and 1 more
Industries: Industrial services (stated) · Manufacturing (stated) · Energy, utilities and infrastructure (stated)
Lower middle market2024 PE fund GAV $437M9 PE funds of 9, latest vintage 2024investment professionals not trackedlast event Mar 30, 2012
••• Locked
Stated: Distribution, Consumer, Financial services, Infrastructure and 1 more
Industries: Financial services (stated) · Distribution (stated) · Energy, utilities and infrastructure (stated)
Lower middle market2024 PE fund GAV $139M4 PE funds of 4, latest vintage 20222 investment professionalslast event May 3, 2012
••• Locked
Stated: Real estate
Industries: Real estate (stated)
unsized2024 PE fund GAV not reported8 PE funds of 8, latest vintage 2015investment professionals not trackedlast event Sep 1, 2026
••• Locked
Stated: Business services, Consumer, Financial services, Hospitality and leisure and 1 more
Industries: Financial services (stated) · Business services (stated) · Consumer products and retail (stated)
Upper middle market2024 PE fund GAV $23B43 PE funds of 43, latest vintage 20243 investment professionalslast event Jun 25, 2026
Stated: revenue $10.0M to $100M · minority · Software, Healthcare, Financial services, Transportation and logistics and 1 more
Industries: Software (stated) · Healthcare services (stated) · Life sciences (stated)
Lower middle market2024 PE fund GAV $894M8 PE funds of 8, latest vintage 20241 investment professionallast event Jan 12, 2020
••• Locked
Stated: Technology, Consumer, Financial services, Software
Industries: Software (22 companies) · Financial services (7 companies) · Tech-enabled and IT services (stated)
Lower middle market2024 PE fund GAV $67.7M12 PE funds of 12, latest vintage 20238 investment professionalslast event Jun 16, 2026
Real estate private equity · probable ••• Locked
Stated: Real estate, Technology, Industrials, Consumer
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Lower middle market2024 PE fund GAV $56.5M4 PE funds of 5, latest vintage 20252 investment professionalslast event Jan 30, 2023
••• Locked
Stated: Infrastructure, Real estate
Industries: Manufacturing (1 company) · Energy, utilities and infrastructure (stated) · Real estate (stated)
Middle market2024 PE fund GAV $4.1B24 PE funds of 25, latest vintage 20186 investment professionalslast event May 6, 2025
Venture firm with private equity activity · probable ••• Locked
Stated: Transportation and logistics, Industrials, Healthcare, Consumer and 1 more
Industries: Healthcare services (stated) · Life sciences (stated) · Industrial services (stated)
Lower middle market2024 PE fund GAV $111M2 PE funds of 2, latest vintage 2015investment professionals not trackedlast event Mar 30, 2012