Roots Equity Group

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.