ROOTS EQUITY GROUP
Manufacturing & Industrials | Business Services | Consumer Goods
Approach
Roots Equity Group and its Investment Partners comprise of a 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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Industry Focus
Consumer Goods
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Baby Products
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Pet Products
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Sporting Goods
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Consumables (non-food)
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Niche Products
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Manufacturing & Industrials
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Industrial Components
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Aerospace
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Medical Device
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Specialty
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Value Added Distribution
Business Services
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Repair & Maintenance
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Industrial Services
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Supply Chain Management
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Information & Document Services
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Niche Services
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 $2MM - $15MM
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EBITDA Margin ≥ 15%
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Transaction
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Leveraged Buyouts
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Majority Recapitalizations
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Growth Equity Investments
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Turnarounds/Distressed Assets
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Creative Structures