Roots Equity Group

Private Equity | Lower Middle Market | Los Angeles

Approach

We are a private equity group focused on obtaining controlling interests in lower middle market companies. We are industry agnostic, while having a preference for companies providing business and technology enabled services.

Roots Equity Group targets US based companies with $1MM-$15MM in EBITDA. Typical companies we seek have non-capital intense growth opportunities, and EBITDA Margins that are greater than or equal to 10%.

Roots Equity Group is hands on with all of our portfolio companies. When we invest in a company, we truly partner with current ownership: obtaining strategic partners, developing new lines of revenue, optimizing supply chain, amongst a plethora of tasks tailored for that portfolio company to grow.

With our approach of holding a tight knit portfolio, the success of each portfolio company matters. We put in the time and effort to make that happen.

Investment Criteria

EBITDA of $1MM-$15MM
Acquisition of 50-100% of the business
United States based business
EBITDA Margin ≥ 10%
Industry agnostic; business and technology enabled services (preferred)

Team

Shawn Hakim: Founder & Managing Director

Shawn Hakim is a private equity executive with an operational background. Hakim has served as Founder, President, or Head of Business Development for various multi-million dollar organizations.

Amongst his accomplishments he founded and successfully exited an international venture, raised multi-million equity investment rounds, served as lead consultant in the design of a nine figure grossing technology product, and developed/executed a celebrity backed humanitarian effort aiding thousands of impoverished people.

Hakim has operational experience in the fields of business services, tech-enabled services, energy, impact, and operational consulting.

Hakim earned a MBA from UCLA Anderson School of Management. He also triple majored at California State University Northridge earning a Bachelor’s degree in Finance, Real Estate, and Business Administration with a business honors designation.

Contact

We are always looking to meet entrepreneurs, business owners, executives, and intermediaries.
Feel free to reach out to us.