Roots Equity Group
Manufacturing & Industrials | Business Services | Medical Device
ROOTS EQUITY GROUP
Manufacturing & Industrials | Business Services | Medical Device
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
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Surgical Implants
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Instruments & Equipment
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Coating and Finishes
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Med Device Components
Manufacturing & Industrials
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Med Device Manufacturing
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Aerospace Manufacturing
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Niche Manufacturing
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Niche Industrials
Business Services
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Repair & Maintenance
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Value Added Distribution
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Information & Document Services
- Niche Services
Investment Criteria
Company
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United States Based Business
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Differentiated Products and/or Services
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Sustainable Competitive Advantages
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EBITDA of $2MM - $15MM
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EBITDA Margin ≥ 15%
Transaction
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Leveraged Buyouts
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Majority Recapitalizations
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Growth Equity Investments
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Turnarounds/Distressed Assets
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Creative Structures
Portfolio
The combined portfolio of Roots Equity Group and its Investment Partner:
