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Experienced private equity, venture capital, and angel investor having completed over $3B of domestic and international transactions over the past 18 years with several meaningful exits. Strong background in M&A, strategy, capital markets, due diligence/legal, restructuring, portfolio management, capital raising, etc. within a fund and single family office structure.- Angel investor (Roark's Drift) focused on consumer, software, and space. Launched in 2015 after our IPO of Hudson’s Bay Company. Notable angel investments/exits: - Terran Orbital (2015 investment, NYSE exit 2022) - Inkbox (2015 investment - acquired by BIC Q122) - Nillion, xAI, Loverboy, Meta4, FIT:MATCH, Forme, VEME, 776, etc. (roarksdrift.com)- 2x VC-backed founder
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Chief Investment OfficerZfoBoca Raton, Fl, Us
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Chief Investment Officer - Zittman Family OfficeZittman Family Office Aug 2021 - PresentActively managing new/existing portfolio company investments and LP interests for a single family office in NYC across all asset classes and industries, with a particular focus on the following:- Longevity- AI - Psychedelics / Mental Health / Cannabis- Crypto/Blockchain- Deep Tech- Credit - Costa Rica Real Estate (land acquisition & development)- Opportunistically investing personal capital alongside and providing strategic/financial support to our portfolio companies
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Founder & Sole MemberRoark'S Drift Feb 2015 - PresentParkland, UsAs a result of a successful 2012 IPO (Hudson's Bay Co. - $2B market cap) and the realization that technology would continue to play a disruptive force in the retail industry, Roark’s Drift was formed in 2015 to make opportunistic investments in the consumer space. While my circle of competence and network are largely consumer focused, I am industry agnostic given the right opportunity and co-investors.I seek to partner with ambitious founders alongside experienced co-investors and remain actively involved with my portfolio companies. Roark’s Drift makes early stage investments (post-launch with demonstrable revenue traction).Select Portfolio Company InvestmentsTerran Orbital (NYSE:LLAP) – (exit - NYSE)Leading global provider of nanosatellite vehicles, services, and solutions to U.S. military/government agencies, universities, and commercial enterprises. Closed a $36M Series B led by Lockheed Martin, Beach Point Capital, and Goldman Sachs. Terran Orbital went public on 3/28/22 at a $1.6B valuation. Inkbox (inkbox.com) – (exit - acquired by BIC)The 2 week temporary tattoo sensation shipped to over 90 countries. Raised a $10M Series A led by Maveron, Founders Fund, and Golden Ventures before being acquired.Surf (joinsurf.com) - InvestorSurf is a privacy-first browser extension that allows you to passively earn from the data you choose to share while browsing online. Raised a seed round led by Kyle Kuzma, Clearbanc co-founders, and Jason Robins (CEO DraftKings). Nillion (nillion.com) – InvestorNillion is a computer and network security company that provides node operation that signifies implications for data, security, and privacy. Recently raised an oversubscribed $20MM Seed round. Loverboy (drinkloverboy.com)Zero sugar sparkling hard / seltzer tea brand.Wink & Nod (winknod.com) - Co-Founder & CFOVC backed DTC brand. Indian gov shut down the shipment of non-essentials due to Covid-19 and company assets sold to a retail conglomerate. -
Investor/PartnerTerran Orbital Corporation Jul 2015 - Mar 2022Boca Raton, Florida, UsTerran Orbital is a leading innovator and provider of end-to-end nanosatellite and microsatellite services and solutions for U.S. government agencies and commercial enterprises. The Company is a pioneer in the miniaturization of space technologies, making space responsive, with the ability to quickly and economically design, build and launch state-of-the-art satellites.Terran Orbital went public on the NYSE in a deSPAC transaction at a $1.6B valuation and began trading in Q1 22'.Terran Orbital closed a $36M Series B led by Lockheed Martin, Goldman Sachs, and Beach Point Capital.Terran Orbital is the parent company of PredaSAR, which closed a $25M Series A round in March 2020. -
Business DevelopmentPolen Capital Sep 2020 - Aug 2021Boca Raton, Florida, UsPolen Capital is a $60B growth equity investment firm that has invested in some of the world's most competitively advantaged and innovative businesses over the past 30 years. -
Co-FounderWink & Nod Jul 2017 - Jul 2020Wink & Nod raised multiple rounds of venture funding as it scaled to an impressive ARR but ceased operations in March as the Indian government stopped the shipment of non-essential goods as a result of Covid-19. Company assets were sold to an Indian retail conglomerate.
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Partner & CfoFit:Match Aug 2019 - Jan 2020Fort Lauderdale, Fl, UsFIT:MATCH has partnered with Brookfield Properties and others to create a transformative brick & mortar retail experience showcasing digitally native apparel brands. We have combined the latest data science and 3D measurement technology to create a highly integrated first-of-its-kind apparel shopping experience (physical and online). Our platform empowers brands to more effectively thrive in a complex modern marketplace, significantly reducing returns and increasing conversions by matching specific brand SKUs to consumers based on individual fit and style preferences. The future of brick & mortar retail is highly experiential, data-driven, and tech enabled. Our retail studios, combined with our fully integrated AI driven online "fit-filter" will empower consumers to shop more confidently in a highly curated way while allowing brands to significantly reduce returns and improve unit economics across channels. -
Investment PartnerFamily Office Dec 2014 - Nov 2018Es -
InvestorKyboe! 2014 - Nov 2018Global watch and accessories brand sold in Saks Fifth Avenue, Nordstrom, Lord & Taylor, Hudson’s Bay Company and over 300 fine jewelry locations. Distributed in over 20 countries and travel companies including Emirates Airlines and Princess Cruise-lines. Created an officially licensed collegiate watch company with distribution on Fanatics and over 50 major US schools. Raised over $10M of VC funding.
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Investment PartnerSingle Family Office Nov 2012 - Dec 2014Quotient Partners is a single family office managing private equity & venture capital investments across the capital structure and at various stages of corporate growth.
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PartnerHudson'S Bay Company Jul 2008 - Sep 2012New York, New York, UsLimited partnership holding company created to steward portfolio company investments in Lord & Taylor in the United States and Hudson's Bay Company in Canada. Hudson's Bay Company successfully completed its IPO (TSX:HBC) in 2012 and subsequently acquired Saks Fifth Avenue, Galeria Kaufhof, and Gilt Group. -
Analyst/AssociateNrdc Equity Partners Oct 2005 - Jul 2008Private equity fund focused on retail, real estate, and consumer branded businesses. Portfolio company acquisitions included Lord & Taylor in the United States and Hudson's Bay Company in Canada, which were subsequently transferred to Hudson's Bay Trading Company, a retail holding company limited partnership, in July 2008.Raised a $400M SPAC called NRDC Acquisition Corp., which was successfully converted into a retail property REIT called Retail Opportunity Investments Corp. (NASDAQ: ROIC).
Joe Roos, Cfa Education Details
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Boston CollegeB.A.
Frequently Asked Questions about Joe Roos, Cfa
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Joe Roos, Cfa attended Boston College.
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