
ROOTS EQUITY GROUP
Manufacturing | Healthcare | Consumer Goods
Approach
We are a family office backed private equity group focused on obtaining controlling interest in US based companies. We are a tight knit group that does not have investment mandates. 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.
Manufacturing
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Full Service Manufacturing
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Process, Automation, and Flow Controls
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Highly Engineered Industrial Components
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Assembly, Kitting, and Calibration
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Precision Metal Machining
Healthcare
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Medical Devices
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Urgent Care
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Fertility
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B2B Healthcare Products
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Consumer Healthcare Products
Consumer Goods
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Luxury Goods
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Baby Products
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Pet Products
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Consumer Wellness Products
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Health Food Products

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 $1MM - $10MM
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EBITDA Margin ≥ 10%
Transaction
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Majority Interest Positions
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Leveraged Buyouts
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Growth Equity Investments
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Management Recapitalizations
