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Rockbridge CEO Focuses on What His Team 'Can Control' Amid Tough Transaction Environment

Company Reaches 25th Anniversary This Year
CoStar News Hotels
April 4, 2024 | 1:16 P.M.

Columbus, Ohio-based hospitality investment firm Rockbridge is coming up on its 25th anniversary in 2024, a feat that CEO and co-founder Jimmy Merkel said is ā€œa big deal.ā€

The Rockbridge team of more than 100 employees is tight-knit and has a great culture, Merkel said. It’s something the firm has had to lean on in tough times over the past several years.

ā€œWe like what we do, which is fortunate because it’s been really hard over the last couple of years,ā€ he said. ā€œ[Last year] was one of the hardest years in our industry from a work standpoint. We’re doing well, we’re doing well relative to our projects, but it was just a grind.ā€

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Getting a deal done in the current hotel transaction environment requires being selective, completing due diligence and using the company’s experience to its fullest advantage, he said.

ā€œThe cost of capital is high, and the debt yields are high on a relative basis, so that makes putting transactions together that drive equity returns that are competitive with other investments very difficult,ā€ he said, adding investors must ā€œplace [their] bets in the right spot.ā€

This year, Rockbridge is focused on controlling what it can control and letting the rest of the variables play out, Merkel said.

ā€œWe can’t control the Fed. We can’t control the transaction environment. We can’t control a seller and whether they're willing to sell it to us at a price we can create value,ā€ he said. ā€œWe can control how we’re doing business, we can improve our processes [and] we can make sure we’re holding ourselves accountable internally.ā€

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