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.  

 

Manufacturing / Industrials

  • Full Service Manufacturing

  • Manufacturing Automation and Controls

  • Highly Engineered Industrial Components

  • Assembly and Kitting

  • Other Manufacturing & Industrials

Medical Devices

  • Medical Device Manufacturing

  • Medical Device Development/Research

  • Medical Device Services

  • Medical Device Distribution

  • Other Medical Device

 

Consumer Goods

  • Luxury Goods

  • Pet Products

  • Baby Products

  • Consumer Wellness Products

  • Other Consumer Goods

 
Investment Criteria

Company

  • United States Based Business

  • Differentiated Products and/or Services

  • Sustainable Competitive Advantages

  • EBITDA of $2MM - $6MM

  • EBITDA Margin ≥ 15%

Transaction

  • Our Group Only Takes Majority Positions

  • Majority Recapitalizations

  • Growth Equity Investments

  • Management Buyouts

  • Leveraged Buyouts

Portfolio

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