Strategy, Finance, Mergers & Acquisitions

to middle market companies

Professionals where you need them

The professionals at H. Roark and Company have decades of experience supporting middle market companies with their growth needs. If you have a need or simply want to talk to someone about your business, please contact us directly.

Bob Watson has over 25 years experience as a senior operations executive, entrepreneur, technology innovator, strategic planner and investment banker.

As H. Roark's managing principal, Bob guides the direction and growth of the firm while supporting the various operational activities. In the Strategic Advisory Group he participates in overall strategy development and provides the primary interface with the financial community; guiding the advertising and promotion of client companies within the secondary capital markets.

Bob's career experiences include the founding of two high-tech electronics companies, Rangemaster Golf Enterprises and Novatek Technology Corporation, and serving as Chairman and CEO of publically held Amistar Corp (AMTA.PK). As a founding managing director of Hunter Wise Financial Group he developed the strategy and business model for a new innovative investment banking firm. At Phoenix Systems and Technologies he led the acquisition, turnaround and restructuring of a $20 million electronics manufacturing company operating under chapter 11 bankruptcy protection. He was a highly successful project manager at Hughes Aircraft managing the development of a $150 million satellite communications project. Prior to Hughes he held technical management positions at Aerojet Electrosystems Company, Allied Signal Corporation, EG&G and Lockheed Electronics Company.

Bob received his MBA degree from Pepperdine University's Graziadio School of Business and Management. He holds an MS degree in Physics from the University of Wyoming and a BS degree in Physics from Stephen F. Austin University. Bob is active in numerous professional organizations including the Forum for Corporate Directors, Association for Corporate Growth, and the Pepperdine University Alumni Association. He holds Series 24 and Series 62 Securities licenses.

Steve Ferraro has over 10 years of consulting experience in manufacturing, service, Internet and web-hosting industries. Assignments have included interim CFO, financial analysis, business valuation, capital budgeting, forecasting, strategic positioning and capital acquisition. He has also advised both buyers and sellers in control transactions. Companies benefited from analysis of their organizations, competition, industry trends, and improved financial management.

Steve is a member of H. Roark's Strategic Advisory Group as well as providing financial analysis support to all groups within the firm. He is also an Associate Professor of Finance at Pepperdine University where he teaches Corporate Finance, Mergers and Acquisitions, Valuation, and Financial Statement Analysis, all at the MBA level. He has publications in top tier finance journals related to asset restructuring and is currently working on takeover defense and financial restructuring papers.

Steve holds a Ph.D. from Louisiana State University, and MBA from Brigham Young University, and a B.A. from the University of Utah. Professional designations earned include Certified Cash Manager (CCM) granted through the Treasury Management Association. He is also a 3rd level Chartered Financial Analyst (CFA).

Denny Roja is a principal of H. Roark & Company. Concurrently, he is the managing director of Acuity Ventures, a venture capital fund in Palo Alto, California focusing on newly emerging and startup technology companies, and chairman and CEO of Blue Wave Technologies, Inc., a technology software company.

Prior to joining H. Roark & Company and Acuity Ventures, he was an attorney specializing in corporate, securities and mergers and acquisitions law for technology startups and emerging growth companies for the Enterprise Law Group and Carr, McClellan, Ingersoll, Thompson & Horn. Admitted to the California Bar, he also served as Vice President-General Counsel and Chief Financial Officer for three emerging growth companies, including Aplex, Inc., a semiconductor equipment company and two software companies: Portal Bay, Inc. and Why Not Creations, Inc.

Prior to practicing law, Denny was a corporate finance executive and an investment banker specializing in mergers and acquisitions, divestitures and strategic alliance transactions for twenty years. As an investment banker, he has negotiated and closed more than fifty merger & acquisition, strategic alliance and financing transactions. He served as Executive Vice President and Managing Director of Harris Roja Corporation, a spin-off from Hambrecht & Quist that specialized in high technology mergers & acquisitions, strategic partnering and business valuation. He was later a principal of NewCap Partners, Inc., a boutique investment banker.

Denny received an M.B.A. in Finance and Marketing from Stanford University Graduate School of Business, a J.D. from Fordham University School of Law, and an M.S. in Chemical Engineering from the University of Washington. He also completed a graduate fellowship in Industrial Engineering and Operations Research at Georgia Institute of Technology. He holds Seris 24, 28, 62 and 63 Securities licenses.

Denny has served as President of the Association for Corporate Growth (ACG), Silicon Valley Chapter, and presently serves on its Board of Directors. He has been a board member of Portal Bay, Inc. and is presently on the Board of Directors of the Asian Business Association, the Science and Technology Advisory Council, and the International Angel Investors Institute.

In 2000, he gained the distinction of being elected to the Stanford University Alumni Multicultural Hall of Fame.

Bill Towne has over twenty-five years experience as a senior financial and operations executive. He has extensive experience in the international business arena including an overseas assignment. He has also participated in raising over $2 billion in a variety of financing vehicles.

He is a member of H. Roark's Corporate Finance and Valuation Services Group where he develops financing plans, performs financial due diligence and valuations that support strategic analysis and merger and acquisition activities.

Bill's career experiences include CFO positions at four companies that were all small to mid-cap public companies. He has undertaken bank finances, high yield public debt, convertible debt, private equity, IPOs, and secondary offerings as well as supporting merger and acquisition activities. While CFO at Forstmann, he restructured the balance sheet of this over leveraged company and then conducted an IPO. At Leiner Health Products, he successfully completed a recapitalization of the company. At International Rectifier, he completed five acquisitions while raising $900 million in a secondary and convertible debt offering. Bill also has ten years of manufacturing management experience with Procter and Gamble.

Bill received his MBA from UCLA's Anderson School of Business. He holds a BS degree in Chemical Engineering from Washington State University.

Connie Tuerk has over thirty years of experience in the middle-market merger/acquisition, valuation and financial fields. His career experience includes operating his own firm, Tuerk & Associates, for over 14 years and six years as President of Geneva Research Corporation and Geneva Business Services, the valuation and merger/acquisition subsidiaries of The Geneva Companies, then wholly owned by Chemical Bank.

He is a member of H. Roark's senior advisory group specializing in merger and acquisition transactions, valuation services and growth strategies. His constant monitoring of the economic environment, M&A transactions and capital markets contribute significantly to the firms expertise in Monitor market companies.

Connie spent 15 years as an investment banker with Dominick & Dominick and W.E. Hutton, Inc. and served as President of a venture capital company where he turned around a troubled portfolio, handled special investments and participated in IPOs and mergers. During his career Connie performed or participated in literally hundreds of business sales, acquisitions and valuations.

Connie holds a B.S. in Economics from Xavier University. He was Co-Chair of the Tech Coast Corporate Investment Conference sponsored by The Orange County Business Council in both 1999 and 2001. He is a past President of the Orange and Chicago chapters of the Association for Corporate Growth (ACG).