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ROOTS EQUITY GROUP

Manufacturing / Industrials | Medical Devices | Consumer Goods

Approach

We are a private equity 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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Manufacturing / Industrials

  • Full Service Manufacturing

  • Value Added Distribution

  • Manufacturing Automation and Controls

  • Highly Engineered Industrial Components

  • Other Manufacturing & Industrials

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Medical Devices

  • Medical Device Manufacturing

  • Medical Device Development/Research

  • Medical Device Services

  • Medical Device Distribution

  • Other Medical Device

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Consumer Goods

  • Luxury Goods

  • Pet Products

  • Baby Products

  • Consumer Wellness Products

  • Other Consumer Goods

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Investment Criteria

Company

  • United States Based Business

  • Differentiated Products and/or Services

  • Sustainable Competitive Advantages

  • EBITDA of $2MM - $6MM

  • EBITDA Margin ≥ 15%

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Transaction

  • Leveraged Buyouts

  • Majority Recapitalizations

  • Growth Equity Investments

  • Management Buyouts

  • Creative Structures

Portfolio

The combined portfolio of Roots Equity Group and its associated Family Office financial backer:

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