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.  

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Manufacturing & Industrials

  • Full Service Manufacturing

  • Manufacturing Automation and Controls

  • Highly Engineered Industrial Components

  • Assembly and Kitting

  • Other Manufacturing & Industrials

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Healthcare

  • Medical Devices / Device Manufacturing

  • B2B Healthcare Products

  • Consumer Healthcare Products

  • Fertility Products/Services

  • Other Healthcare Products/Services

 

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 $1MM - $6MM

  • EBITDA Margin ≥ 15%

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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: