History
MONTGOMERY ROARK is an ADVISORY COMPANY working primarily within the real estate and renewable energy sectors - providing creative financing and development solutions across most asset classes. Most of our clients have limited access to the capital markets due to legal or fiscal constraints - needing creative solutions to their development and acquisition interests.
Reach Out
Steven Roark, Founder
917-597-3715 (call or text) USA
steven@montgomeryroark.com
Bios
Founder
Steven C. Roark
Steven is a former Wall Street Investment Banking Executive with thirty years of project finance and in-house real estate development experience. After working with three separate boutique firms, he finished his investment banking career with BB&T Capital Markets (NYSE:BBT), working within the Industrial & Economic Development and Public-Private Partnership departments. Steven has expertise in financing and developing governmental facilities, commercial facilities, multi-unit housing (workforce, student, senior), commercial facilities, and renewable energy (solar and recycling) projects, creatively underwriting and financing 'performance based' projects. With a background in both project finance and development, Steven is able to approach every opportunity from a balanced 'value-add' perspective. Currently a resident of New York City where he resides with his wife of 20 years, he divides his time between New York and Florida.
Independent Agents / Advisors / Brokers / Consultants
NORTHEASTERN REGION, USA - Experienced developers and commercial lenders with expertise as business development specialists with a number of construction firms, integral parts of development teams that developed more than $700 million in hospitality (Marriott, Hilton, Sheraton, and Carlson), and action sports and entertainment properties. Expertise in site selection, negotiation and acquisition, project budget development and management, financing, construction monitoring/review, monthly operating analysis following project opening, and the analysis and hold/sell recommendation of existing facilities. Responsible for turn-key developments and the management of real estate portfolios. Involved with strategic consulting in the areas of business development, commercial real estate development, project analysis, management and divestiture, business start-ups, operations analysis, cash flow/credit training and analysis, management succession strategies, and financing options for new construction and acquisitions.
SOUTHEASTERN REGION, USA - Seasoned real estate professionals with senior management experience, primarily in real estate, marketing and business development. Expertise in working with city, county and state governments, community and corporate foundations and other not-for-profit corporations, and historic preservation commissions. Commercial real estate brokers providing acquisition, disposition, leasing and advisory services, licensed in ten southeastern states and via affiliate relationships able to provide nationwide services. Clients include domestic public and private companies and foreign entities, private equity funds, family offices, high net worth individuals, REITS, banks, lenders and trustees. Professional service specialties include land, office, retail, commercial, industrial, multifamily, medical office, single tenant net lease properties, senior housing, student housing, hospitality, and self-storage. Direct experience developing single-family and multi-family housing, as well as Certified Aging-in-Place Specialists.
WESTERN REGION, USA - Real estate development, construction management, project finance and licensed real estate broker services, with a thorough understanding of Public-Private Partnership (P3) financing and development. Extensive experience in project coordination, design, planning, engineering, acquisition, zoning, entitlements, contract negotiation, pre-development, development, construction, oversight, completion, and stabilization for highway improvement, light industrial, water, wastewater treatment, utilities, public and common infrastructure, commercial mixed-use, and residential housing projects, and they managed many master-planned community development projects.
INTERNATIONAL REAL ESTATE CONSULTANTS - Seasoned professionals with more than one-hundred (100) years of combined experience in the equity and debt capital markets focused primarily on the commercial real estate and renewable and sustainable ‘green energy’ sectors. These individuals were responsible for brokering, modeling, developing, leasing, and developing exit strategies as joint venture strategies with local developers, and served as managing directors of real estate hedge funds or portfolios, as well as owners of their own equity and debt provider firms.
NATIONAL BUSINESS & RENEWABLE ‘SOLAR’ ENERGY CONSULTANTS - Founded and sold a national credit consulting firm. Held various positions of responsibility within the mortgage financing industry for different companies. Responsible for capital formation, business and corporate development, and strategic planning for several nationally recognized firms. Decades of experience in renewable energy technologies, primarily solar energy projects and LED lighting technologies. Many years’ experience in marketing, logistics, and distribution for a variety of products and services. Acquired, operated and sold three insurance agencies.
INTERNATIONAL ENGINEERING CONSULTANTS - More than 100 years of combined experience as Civil, Electrical and Electronics Engineers, having worked on several construction projects including tunnel excavations and construction, building construction, highways, bridges, commercial buildings, housing projects, etc. Expertise in research and design. controls, electronics, energy, project and on-site construction management.