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ROOTS EQUITY GROUP

Manufacturing | Industrials | Consumer Goods

Approach

Roots Equity Group and its Investment Partners 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 4 people.  

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Industry Focus
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Consumer Goods

  • Baby & Pet Products

  • Sporting Goods

  • Consumable Goods (Non-Food)

  • Health & Wellness Products

  • Niche Products

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Manufacturing

  • Industrial

  • Aerospace

  • Medical

  • Specialty

  • Automation

Industrials

  • Value Added Distribution

  • Highly Engineered Industrial Components

  • Industrial Services

  • Supply Chain Management

  • Packaging & Fulfillment

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Investment Criteria

Company

  • United States Based Business

  • Differentiated Products and/or Services

  • Sustainable Competitive Advantages

  • EBITDA of $2MM - $10MM

  • EBITDA Margin ≥ 15%

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Transaction

  • Leveraged Buyouts

  • Majority Recapitalizations

  • Growth Equity Investments

  • Turnarounds/Distressed Assets

  • Creative Structures

Portfolio

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

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