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

  • Full Service Manufacturing

  • Process, Automation, and Flow Controls

  • Highly Engineered Industrial Components

  • Assembly, Kitting, and Calibration

  • Precision Metal Machining

Healthcare

  • Medical Devices

  • Urgent Care

  • Fertility

  • B2B Healthcare Products

  • Consumer Healthcare Products

 

Consumer Goods

  • Luxury Goods

  • Baby Products

  • Pet Products

  • Consumer Wellness Products

  • Health Food Products

 
Investment Criteria

Company

  • United States Based Business

  • Differentiated Products and/or Services

  • Sustainable Competitive Advantages

  • EBITDA of $1MM - $10MM

  • EBITDA Margin ≥ 10%

Transaction

  • Majority Interest Positions

  • Leveraged Buyouts

  • Growth Equity Investments

  • Management Recapitalizations

Portfolio

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