Roots Equity Group
Overview
Roots Equity Group is a family office dedicated to acquiring controlling interests in U.S.-based companies. Their investment approach is characterized by flexibility, offering business owners tailored deal structures without set time horizons for portfolio company exits. This adaptability is facilitated by their internally funded, tight-knit team, which streamlines decision-making processes. The firm concentrates on sectors including manufacturing, industrials, medical devices, and business services. Within these industries, they target companies with differentiated products or services, sustainable competitive advantages, and an EBITDA ranging from $2 million to $15 million, with margins of 15% or higher. Their investment strategies encompass leveraged buyouts, majority recapitalizations, growth equity investments, and turnarounds or distressed assets. Roots Equity Group's portfolio reflects their strategic focus, encompassing companies in industrial components, aerospace manufacturing, niche manufacturing, niche industrials, repair and maintenance services, value-added distribution, information and document services, and other specialized services. This diverse portfolio underscores their commitment to fostering growth and operational excellence across various sectors.
Investment Focus
- Differentiated Products and/or Services
- Sustainable Competitive Advantages
- EBITDA of $2MM - $15MM
- EBITDA Margin ≥ 15%
Reach Roots Equity Group directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Roots Equity Group
What sectors does Roots Equity Group invest in?
Roots Equity Group invests in Industrials, Business Services, Manufacturing and Medical Device, and is based in California, United States. Roots Equity Group is listed as a family office in the ConnectSafely investor database.
What stage does Roots Equity Group invest at?
Roots Equity Group backs companies at Buyout, Turnaround and Distressed, writing cheques of 2M - 15M.
Which regions does Roots Equity Group invest in?
Roots Equity Group invests across United States.
Last updated · Source: ConnectSafely investor database