Roots Equity Group
- Company typePrivate
- Founded-
- HeadquartersLos Angeles, United States
- Headcount—
- GTM typeB2B
- OfferingServices
Roots Equity Group firmographics
Firmographics- Name
- Roots Equity Group
- Legal name
- Roots Equity Group LLC
- Website
- https://rootsequitygroup.com
- Company type
- Private
- Operating status
- Operating
- Ownership category
- akta.pro rank
Roots Equity Group industry classification
Industry- Product category
- Private Equity Investment
- NAICS
- Management of Companies and Enterprises (551), Offices of Other Holding Companies (551112)
- SIC
- Finance Services (6199), Miscellaneous Business Credit Institution (6159)
- akta.pro primary industry
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)
- akta.pro secondary industries
- Small-Cap / Micro-Buyout (FSANABAD), Family/Founder Succession Buyout (FSANABAK)
Keywords
Where Roots Equity Group is headquartered
LocationHeadquarters
- HQ city
- Los Angeles
- HQ country
- United States
- HQ region
- North America
Markets served
Roots Equity Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Others
Roots Equity Group product offering
Product offeringCore offering
Roots Equity Group is a family office private equity firm that acquires controlling interests in US-based companies across three sectors: Medical Device (surgical implants, instruments, equipment, coatings), Manufacturing & Industrials (industrial components, aerospace manufacturing, niche manufacturing), and Business Services (repair & maintenance, value-added distribution, document services). The firm targets companies with $2MM-$15MM EBITDA and EBITDA margins of 15% or higher, providing flexible deal structures without set exit time horizons.
Product overview
Roots Equity Group is a family office private equity firm that obtains controlling interest in US-based companies across three sectors: Medical Device (surgical implants, instruments, equipment, coatings), Manufacturing & Industrials (industrial components, aerospace manufacturing, niche manufacturing), and Business Services (repair & maintenance, value-added distribution, document services). The portfolio includes four acquired companies: Innovasis (musculoskeletal/orthopedic implants), Global Document Services, Pacific Building Systems, and Titan Manufacturing & Distribution.
Differentiator
Problem solved
Functional benefit
Products and services
- Leveraged Buyouts
Companies that use Roots Equity Group
Customer profileSegments1 record
Ideal customer profiles1 record
Roots Equity Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Roots Equity Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Innovasis MedicalcoreInnovasis Medical is a Salt Lake City-based medical device company specializing in musculoskeletal and orthopedic implants. It is part of Roots Equity Group's portfolio of companies acquired for controlling interest. Matt Stuttle was appointed as CEO following the acquisition.
Scale indicators3 records
Recent moves2 records
Expansion highlights3 records
Roots Equity Group competitors and assessment
Company assessmentDirect peers
- HealthPoint Capital: Healthcare-focused lower middle-market PE firm concentrated in the medical device and orthopedic sectors. Directly comparable to Roots Equity Group's Medical Device thesis and similar buyout / control investment approach.
- Linden Capital Partners: Healthcare-dedicated middle-market PE firm pursuing control investments in medical products, devices, and services. Comparable in its sector specialization and lower middle-market check size.
- Atlantic Street Capital: Lower middle-market PE firm targeting control investments in profitable US-based services and industrial businesses. Directly comparable in deal size, sector mix, and operational approach.
- Blackford Capital: Lower middle-market PE firm acquiring control stakes in profitable, differentiated US small businesses. Comparable in target company profile, sub-$15MM EBITDA criteria, and diversified sector approach.
- Shore Capital Partners: Lower middle-market PE firm focused on micro-cap companies across healthcare, industrial, and business services. Closely comparable in fund size, target EBITDA band, and multi-sector control investing strategy.
- Huron Capital: Lower middle-market PE firm executing control buyouts and recapitalizations of US-based businesses with EBITDA in the $2-15MM+ range. Highly comparable to Roots in deal size and transaction structures.
Broad incumbents
- Welsh, Carson, Anderson & Stowe: Healthcare- and technology-focused PE firm with significant medical device exposure. Comparable in medical device thesis, though Roots operates at a meaningfully smaller scale.
- Genstar Capital: Middle-market PE firm investing in software, financial services, healthcare, and industrial sectors. Comparable in sector breadth and control-buyout orientation, with a larger capital base than Roots.
- KKR: Global alternative asset manager with diversified buyout, growth, and infrastructure strategies. Included as a broad incumbent benchmark — operates at materially larger scale but competes in the same broad PE ecosystem.
- The Riverside Company: Large global lower middle-market PE firm investing across multiple sectors and geographies. Comparable in target EBITDA range and acquisition style, though significantly larger and more diversified than Roots.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks4 records
Key highlights5 records
Customer concentration
Roots Equity Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Roots Equity Group leadership team
Management profileNumber of profiles
Roots Equity Group subsidiaries and ownership
Company hierarchySubsidiaries1 record
Roots Equity Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Roots Equity Group M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Roots Equity Group
What does Roots Equity Group do?
Roots Equity Group is a family office private equity firm that acquires controlling interests in US-based companies across three sectors: Medical Device (surgical implants, instruments, equipment, coatings), Manufacturing & Industrials (industrial components, aerospace manufacturing, niche manufacturing), and Business Services (repair & maintenance, value-added distribution, document services). The firm targets companies with $2MM-$15MM EBITDA and EBITDA margins of 15% or higher, providing flexible deal structures without set exit time horizons.
Is Roots Equity Group a public or private company?
Roots Equity Group is a private company. It is classified as family owned and is currently operating.
When was Roots Equity Group founded?
Roots Equity Group was founded in -1.
Where is Roots Equity Group based?
Roots Equity Group is headquartered in Los Angeles, United States, in the North America region.
Who are Roots Equity Group's main competitors?
Direct peers on record are HealthPoint Capital, Linden Capital Partners, Atlantic Street Capital, Blackford Capital, Shore Capital Partners and Huron Capital. Broad incumbents are Welsh, Carson, Anderson & Stowe, Genstar Capital, KKR and The Riverside Company.
Does Roots Equity Group have an API?
No public API is recorded for Roots Equity Group.
What industry is Roots Equity Group in?
Roots Equity Group's product category is Private Equity Investment. Its primary akta.pro industry code is FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest), with a secondary code of FSANABAD, Small-Cap / Micro-Buyout. Its NAICS code is 551 and its SIC code is 6199.