Roaring Fork Capital
- Company typePrivate
- Founded2015
- HeadquartersOklahoma City, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Roaring Fork Capital does
Roaring Fork Capital is a privately-held business and corporate advisory firm founded in 2015 by David Mueller and Doug Kiggins, headquartered in Oklahoma City. The firm provides buy/sell-side representation, business valuation, M&A advisory, capital structure consulting, and direct capital investments to middle-market companies, entrepreneurs, and mineral owners across Oklahoma, Texas, and the broader Midwest. Operations are organized across five affiliated units: Roaring Fork Minerals (oil and gas mineral interest acquisitions focused on the STACK, SCOOP, and Permian Basin plays), Roaring Fork Development (real estate development with 100+ projects including net lease, medical office, retail, and multi-family), Ten31 Minerals (a 1031 tax-free exchange platform), Carbon Cap Energy (ESG-focused carbon capture), and a Healthcare Unit (advisory and direct investments). The firm invests its own capital alongside clients and holds board or advisory positions in portfolio companies including HeartCloud Inc. (remote patient monitoring), Happy Colon Foods (colonoscopy prep kits), and Tappian (commodity hedging analytics).
The business model combines professional services fees from advisory mandates, transaction economics from mineral acquisitions, and carried/ownership returns from direct portfolio investments and affiliated entities. Customer acquisition is relationship-driven and regional, supplemented by the firm's own website and earned press coverage. The leadership team consists of three partners — Managing Directors David Mueller and Ed Gray (Healthcare) and VP/General Counsel Joseph DeGiusti — supported by land administration and operations staff, consistent with the firm's stated 11–50 employee range. Notable strategic partnerships include OU Medicine / OU Health for healthcare and real estate development and several board-level portfolio company engagements.
Roaring Fork Capital firmographics
Firmographics- Name
- Roaring Fork Capital
- Legal name
- Roaring Fork Capital
- Website
- https://roaringforkcap.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Roaring Fork Capital industry classification
Industry- Product category
- Corporate Advisory Services
- NAICS
- Other Financial Vehicles (52599), Management of Companies and Enterprises (55)
- SIC
- Real Estate (6500), General Bldg Contractors - Nonresidential Bldgs (1540)
- akta.pro primary industry
- Corporate Strategic Real Assets & Infrastructure Venture Investing (FSANAHAN)
Keywords
Where Roaring Fork Capital is headquartered
LocationHeadquarters
- HQ city
- Oklahoma City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Roaring Fork Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Corporate and Business Advisory Services: Fee-based advisory services including buy/sell side representation, business valuation, M&A advisory, and capital structure consulting for middle-market companies.
- Capital Investments: Direct investments of the firm's own capital into portfolio companies and ventures in energy, healthcare, and real estate sectors.
- Mineral Acquisitions: Acquisition of oil and gas mineral interests from mineral owners, providing liquidity to sellers while building a mineral portfolio for long-term royalty income.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels2 records
Roaring Fork Capital product offering
Product offeringCore offering
Roaring Fork Capital is a business and corporate advisory firm that provides buy/sell side representation, M&A advisory, business valuation, and capital structure consulting to middle-market companies and entrepreneurs in the Midwest. The firm also deploys its own capital into portfolio companies and operates energy mineral acquisition, real estate development, and healthcare advisory divisions.
Product overview
Roaring Fork Capital is a business and corporate advisory firm founded in 2015 by David Mueller and Doug Kiggins, offering services across energy, healthcare, commercial real estate, and middle-market businesses. The firm operates through multiple divisions: Roaring Fork Minerals (oil and gas mineral interest acquisitions), Roaring Fork Development (real estate development with 100+ projects), and a Healthcare Unit providing advisory services. The company also maintains investments in portfolio companies including HeartCloud Inc. (remote patient monitoring software), Happy Colon Foods (healthcare products), and Tappian (commodity hedging services), along with affiliated entities Ten31 Minerals and Carbon Cap Energy.
Differentiator
Problem solved
Functional benefit
Products and services
- Corporate and Capital Advisory Services Fee-based advisory services including buy/sell side representation, business valuation, M&A advisory, and capital structure consulting for middle-market companies and entrepreneurs in the Midwest region.
- Roaring Fork Minerals Acquisition of oil and gas mineral interests from mineral owners, providing a transparent selling process from initial call through closing with in-house title services and competitive cash offers, focused on the STACK, SCOOP, and Permian Basin plays.
- Roaring Fork Development Real estate development and acquisition services with over 100 past and current projects including Walgreens net lease developments, Tractor Supply developments, medical office space, retail, apartments, and build-to-suit developments.
- Ten31 Minerals A platform providing mineral ownership to traditional real estate owners looking to diversify portfolios through IRS 1031 tax-free exchanges, enabling exchange from brick-and-mortar real estate to oil and gas mineral ownership.
- Healthcare Advisory Unit Business advisory services for healthcare opportunities offering full advisory services, project analysis, real estate development, buy and sell side representation, valuation consultations, and transaction support.
- Carbon Cap Energy, LLC ESG-focused affiliate pursuing carbon capture projects within energy markets to help remove carbon footprint for various operating companies.
Companies that use Roaring Fork Capital
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Roaring Fork Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Roaring Fork Capital partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Happy Colon FoodscoreRoaring Fork Capital provides corporate advisory services to Happy Colon Foods, a patient-centric food kit company for colonoscopy prep. Healthcare Partner Ed Gray has a direct investment and sits on the company's Board of Directors. Roaring Fork supports the company with general business and capital structure needs.
- OU Medicine / OU HealthcoreRoaring Fork Capital is an active advisor for the University of Oklahoma's Healthcare Systems known as OU Medicine and OU Health, sourcing joint real estate developments and providing advisory services.
- Ten31 MineralscoreTen31 Minerals is an affiliated entity of Roaring Fork Capital that provides a platform for real estate owners considering 1031 tax-free exchanges to exchange traditional brick and mortar real estate to oil and gas mineral real estate ownership.
- Carbon Cap Energy, LLCminorCarbon Cap Energy, LLC is an ESG-focused affiliate pursuing carbon capture projects within energy markets. RFC is actively pursuing various ESG projects through this affiliate.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
Roaring Fork Capital competitors and assessment
Company assessmentDirect peers
- Heritage Capital Group: Middle-market M&A advisory firm with deep energy and industrial expertise based in Dallas, TX. Directly comparable to Roaring Fork's middle-market advisory focus with overlapping sector coverage in energy and healthcare.
- McCarthy Capital: Middle-market private equity and advisory firm headquartered in Omaha, NE, focused on the Midwest. Comparable geography, mid-market deal focus, and integrated investment/advisory model similar to Roaring Fork Capital.
- Generational Group: Middle-market M&A advisory firm specializing in sell-side representation for founder-led businesses. Comparable middle-market advisory mandate, deal-size profile, and entrepreneur-focused go-to-market motion.
- Cambium Capital Group: Middle-market advisory firm with significant energy and natural resources expertise. Comparable in combining sector-focused advisory with principal investing in real asset verticals like minerals.
- Cornerstone Capital Advisors: Middle-market advisory and capital raising firm serving family- and founder-owned businesses. Comparable middle-market advisory mandate and entrepreneur-focused client base.
- MHT Partners: Middle-market healthcare-focused M&A advisory firm. Directly comparable to Roaring Fork's Healthcare Unit under Ed Gray, serving healthcare operators and companies seeking transaction and advisory support.
- Petrie Partners: Energy-focused M&A and capital advisory firm with deep upstream, mineral, and midstream expertise. Directly comparable to Roaring Fork's energy and minerals advisory and investment activities.
- Sun Mergers & Acquisitions: Middle-market M&A advisory firm focused on lower-middle-market transactions across diverse sectors. Comparable in serving founder-led and middle-market clients seeking buy/sell side advisory.
Broad incumbents
- Harris Williams: Large middle-market M&A advisory firm with broad sector coverage including healthcare, energy, and real estate. Comparable in mandate but operates at significantly greater scale with national coverage.
- Signal Hill Capital Group: Middle-market advisory firm serving technology and growth companies. Comparable middle-market advisory profile with broader sector coverage than Roaring Fork's regional focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Roaring Fork Capital social profiles
Digital presenceRoaring Fork Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Roaring Fork Capital leadership team
Management profileNumber of profiles
Profiles5 records
Roaring Fork Capital subsidiaries and ownership
Company hierarchySubsidiaries3 records
Roaring Fork Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Roaring Fork Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Roaring Fork Capital
What does Roaring Fork Capital do?
Roaring Fork Capital is a business and corporate advisory firm that provides buy/sell side representation, M&A advisory, business valuation, and capital structure consulting to middle-market companies and entrepreneurs in the Midwest. The firm also deploys its own capital into portfolio companies and operates energy mineral acquisition, real estate development, and healthcare advisory divisions.
Is Roaring Fork Capital a public or private company?
Roaring Fork Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Roaring Fork Capital founded?
Roaring Fork Capital was founded in 2015. It employs 11 to 50 people.
Where is Roaring Fork Capital based?
Roaring Fork Capital is headquartered in Oklahoma City, United States, in the North America region.
How does Roaring Fork Capital make money?
Three revenue lines are on record. Corporate and Business Advisory Services are the primary driver. The others are capital Investments and mineral Acquisitions.
Who are Roaring Fork Capital's main competitors?
Direct peers on record are Heritage Capital Group, McCarthy Capital, Generational Group, Cambium Capital Group, Cornerstone Capital Advisors, MHT Partners, Petrie Partners and Sun Mergers & Acquisitions. Broad incumbents are Harris Williams and Signal Hill Capital Group.
Does Roaring Fork Capital have an API?
No public API is recorded for Roaring Fork Capital.
What industry is Roaring Fork Capital in?
Roaring Fork Capital's product category is Corporate Advisory Services. Its primary akta.pro industry code is FSANAHAN, Corporate Strategic Real Assets & Infrastructure Venture Investing. Its NAICS code is 52599 and its SIC code is 6500.