Rockbridge Growth Equity

Investment Criteria

Strategic Evaluation

At Rockbridge Growth Equity, we look to partner with the management teams of profitable, high-growth businesses.

We consider the below key criteria when evaluating partnerships and investment opportunities.

Companies

Companies that compete in large and growing markets that have a differentiated and defensible service or technology with a proven history of success. Ideal investment candidates typically have at least $20 million in revenue and $5 million of EBITDA.

Transactions

Equity investments of $20 million to greater than $100 million per platform business. Rockbridge Growth Equity will invest smaller amounts where we see a clear path to reaching greater than $20 million of equity capital deployed through subsequent investments. We will consider minority investments with the appropriate governance provisions.

Style

Companies that are enjoying rapid growth or with potential to realize rapid growth.

Industries

Although we are open to working with businesses in all types of industries, we often leverage our past experiences and relationship with our Family of Companies by focusing on businesses in the following sectors:

  • Business Services
  • Consumer Services
  • Financial Services / Technology
  • Media & Marketing Services
  • Internet & Software
  • Sports & Entertainment

Situations

Companies that need capital for additional growth or companies at an inflection point where the combination of capital and additional resources can serve as a catalyst to accelerate the company’s growth and profitability.

Strategy

We work closely with management teams and partners to:

  • Identify opportunities to increase shareholder value.
  • Prioritize these opportunities.
  • Develop the action plans to achieve the opportunities.
  • Identify the resources and relationships that can help realize these opportunities.

Management

Rockbridge Growth Equity seeks to partner with experienced managers and entrepreneurs who have a desire to build great businesses. Equity participation is a core element of our philosophy.

"The Rockbridge partnership has allowed Connect America to achieve unparalleled success in the industry by helping to create a truly scalable and technology-enabled operational infrastructure."

Ken Gross, Founder & Executive Chairman Connect America

“The Rockbridge team brought the resources and capabilities to transform One Reverse into the largest company in the reverse mortgage space. The exceptional growth of our company would not have come to fruition without Rockbridge’s sponsorship.”

Gregg Smith, CEO & COO One Reverse Mortgage

"Rockbridge Growth Equity has been a valuable strategic partner for Triad Retail Media. Throughout this partnership, we have been able to accelerate our growth, expand internationally, and position Triad as the global leader in digital retail media."

Roger Berdusco, Former CEO Triad Retail Media

Let's Build
Something Great

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