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ROOTS EQUITY GROUP

Manufacturing & Industrials | Business Services | Medical Device

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Approach

Roots Equity Group and its Investment Partner comprise of a Family Office focused on obtaining controlling interest in US based companies. We are a tight knit, internally funded  group. Thus, we are able to provide business owners with highly flexible deal structures, no set time horizons for portfolio company exits, and a streamlined decision committee of 3 people.  

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Industry Focus

Medical Device

  • Surgical Implants

  • Instruments & Equipment

  • Coating and Finishes

  • Med Device Components

Manufacturing & Industrials

  • Med Device Manufacturing

  • Aerospace Manufacturing

  • Niche Manufacturing

  • Niche Industrials

Business Services

  • Repair & Maintenance

  • Value Added Distribution

  • Information & Document Services

  • Niche Services
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Investment Criteria

Company

  • United States Based Business

  • Differentiated Products and/or Services

  • Sustainable Competitive Advantages

  • EBITDA of $2MM - $15MM

  • EBITDA Margin ≥ 15%

Transaction

  • Leveraged Buyouts

  • Majority Recapitalizations

  • Growth Equity Investments

  • Turnarounds/Distressed Assets

  • Creative Structures

Portfolio

The combined portfolio of Roots Equity Group and its Investment Partner:

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Neman Flange and Fitting Logo.png
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©2025 BY ROOTS EQUITY GROUP LLC

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