Rocket Companies, Inc.

Detroit, MI

About Rocket Companies, Inc.

Company overview

Rocket Companies, Inc. is a financial technology and services holding company founded in 1985 by Dan Gilbert, with its headquarters located in Detroit, Michigan. The organization operates a suite of businesses focused on personal finance and consumer service industries, primarily centered around homeownership and financial freedom. Formerly known as Rock Financial, the company evolved into Quicken Loans before reorganizing under the Rocket Companies umbrella to unify its diverse brands and digital-first approach. Business/Product Breakdown Rocket Companies provides a digital ecosystem designed to simplify complex transactions through technology and personalized service. Its core offerings include mortgage lending through Rocket Mortgage, which utilizes a proprietary platform to automate the home loan process from application to closing. Beyond mortgages, the company's portfolio encompasses real estate services, personal lending, and automotive sales platforms. These services are supported by integrated technologies aimed at managing the entire lifecycle of consumer finance, including title insurance and property valuation services.

Keywords

Revenue

Revenue

EBITDA

EBITDA

Valuation

Valuation
Income Statement
Line Item20242023202220212020
Revenues$380 MM$250 MM$90 MM$120 MM$65 MM
Gross Profit$190 MM$125 MM$45 MM$60 MM$32.50 MM
Net Income (Loss)$43 MM$25 MM$9 MM$12 MM$6.50 MM
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Balance Sheet
Line Item20242023202220212020
Total Assets$850 MM$720 MM$680 MM$650 MM$600 MM
Total Liabilities$450 MM$400 MM$380 MM$350 MM$320 MM
Total Equity$400 MM$320 MM$300 MM$300 MM$280 MM
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Ratios

Revenue / EBITDA
123 MM
Valuation / Revenue
123 MM
Valuation / Employees
$123 MM
EBITDA / Revenue
$123 MM
1-Year CAGR (Revenue)
03
3-Year CAGR (Revenue)
11
1-Year CAGR (Employees)
19
3-Year CAGR (Employees)
96

Employee Figures

Employees

Key Executives

NameTitleSocialsEmailPhone

401K

Total Active Participants
1234
No. Participants with Account Balances
56789
Total Liabilities Start of Year
1234
Total Assets Start of Year
56789

M&A2024-03-15Completed

Seller

Founders Group

Investor Sponsors

NorthBridge PE

Deal Amount

$120M

Target Company Valuation

$1.20 MM

Techniques

Acquisition of Assets, Taken Private

Stake Tags

100%

Is PE deal

Yes

Is deal PE backed

Yes

Total Acquired

100%

Secondary Transaction2023-09-01Canceled

Target

BrightHealth Technologies

Seller

Early Investors Consortium

Investor Sponsors

--

Deal Amount

Undisclosed

Target Company Valuation

NaN

Techniques

Secondary Sale, Management Buy-out (MBO)

Stake Tags

Majority

Is PE deal

No

Is deal PE backed

Yes

Total Acquired

65%

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