$1.7 Billion
RAUM as of December 31, 2023
Together we build distinctive companies
A Distinctive Approach To Private Equity
A different type of investor
Established in 2007 by Brian Hermelin and Kevin Prokop, with the support of Dan Gilbert, founder of Rocket Mortgage, we are a private equity platform with a distinct investment philosophy focused on building businesses to create value over the long-term. Our platform combines the flexibility of a financial sponsor with the benefits of a strategic partnership, allowing us to accelerate growth and profitability.
Building Distinctive Companies
In our experience, exceptional businesses are built over time through a consistent, disciplined focus on accomplishing the important things well. We work together with our management teams early in our partnership to assemble a portfolio of resources and advisors from our Portfolio Resources Group, the Family of Companies, and our deep bench of functional experts to help you on the journey.
Building Capabilities
Over the years, we’ve developed relationships with leading functional advisors that can help our partners build key capabilities.
Past and current functional advisors bring expertise in:
- Strategy
- Operational excellence
- Sales, digital marketing, and demand generation
- Technology
- Talent assessment
Family of Companies
When you partner with Rockbridge, you are also partnering with a broader group of companies similarly focused on “winning together”. We’re fortunate to be affiliated with approximately 100 exceptional companies, which our partners can leverage, to gain the insight, capabilities, know-how, technology, and experience of the Rock Family of Companies. Network members possess functional expertise, operational capabilities, and infrastructure across a broad range of service businesses that overlap with our sectors, adding strategic value to our portfolio companies.
The Rock FOC has been recognized internationally and has won a number of awards, including:
- Best Companies to Work For (Fortune, 2022)
- Best Employers for Diversity (Forbes, 2021)
- Companies that Care (People, 2022)
- Client Satisfaction (JD Power, 2021)
Industry Experts
Over more than 15 years, we have developed a network of independent industry experts who support growth and value creation initiatives in our target sectors. Past and current industry advisors bring expertise and insight in our target industries, which include Digital Marketing and e-Commerce, Financial Services/Fintech, Tech-enabled Services, and Digital Media.
These industry advisors complement our own internal capabilities and the expertise that exists in the Rock Family of Companies.
Portfolio Resources Group
Our Portfolio Resources Group acts as a central source to help each of our partners to navigate the additional resources available. This “connecting of threads” is a key element of the culture at Rockbridge and throughout the Rock FOC. The Portfolio Resources Group is available to work with each of our teams to help clarify a long-term value creation plan that identifies the key strategic, operational, and financial characteristics of the business to build value.
Active Thematic Searches
Enterprise Application Services and Solutions
We have partnered with Gene Chao to launch The FormativGroup, a new business platform centered on core enterprise application ecosystems, integrated data architectures, and emerging technologies. The FormativGroup will provide transformational solutions and services to drive the implementation, customization, and management of modern business applications to enable modern and dynamic business workflows. The buy-and-build strategy will be focused on the Salesforce, Microsoft and ServiceNow ecosystems enabling adoption of intelligent automation, business process re-engineering, and new technology commercialization across core cloud and application platforms, AI/Machine Learning, RPA and IT Automation.
Who We Partner With
We focus on investments in service businesses, specifically 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.
Our Industry Focus
Digital Marketing & E-Commerce
Tech-Enabled Products & Services
Financial Services and FinTech
Digital Media
Results Speak Louder Than Words
We are proud of the partnerships we’ve built.
~100
Businesses in the Rock Family of Companies
11
Active platform investments
30
Add-ons for active investments
Every company and its challenges towards growth is unique
A Premier Provider of Digital Marketing Solutions to Community Professionals
ProSites’ digital marketing solutions provide local professionals (dentists, CPAs, veterinarians, insurance agents, lawyers, and other medical providers) with effective “always on” marketing. These tools improve customer acquisition, heighten local market visibility, and maintain favorable online presence.
Leading online financial services and technology company
Rapid’s flexible funding solutions offer small businesses an attractive alternative to finance the day-to-day operations of their business, in a fast, cost-effective, and convenient manner. Through its technology solutions, Rapid is the embedded finance partner of choice to companies that serve small businesses that are looking to add financing solutions to their product portfolio.