Expertise, reliability and true dedication – Entrepreneurs empowering Entrepreneurs
Based in Frankfurt, the heart of Europe’s financial sector, we have been a trusted partner to mid-sized companies, internatioal corporations, family offices, and financial investors since 2016. As an independent advisory house, we deliver more than results – we create value. Our strength lies in entrepreneurial spirit, deep sector expertise, and interdisciplinary know-how.
Trust build on competence.
Our team combines many years of experience in investment banking, industry, and transaction advisory. With methodological expertise and interdisciplinary knowledge, we ensure that every transaction is approached holistically, strategically planned and effectively executed. We draw on the expertise of our advisory board, comprising distinguished leaders from the financial and industrial sectors.
Our approach:
Excellence in advisory - grounded in depth and clarity.
ROOTS Advisory guides companies and investors in all key financial and strategic decisions. Our services include M&A advisory, succession planning, and support in special situations and restructuring. We also assist with real estate transactions as well as equity and debt financing.
With a holistic advisory approach and strong team collaboration, we deliver tailored solutions to create sustainable value.
Partnered globally with leading corporate finance advisors across strategic markets.
International partner network:
Our partners aren’t merely names on a list — they’re trusted experts with direct lines to key decision-makers. We intentionally operate independently of formalized networks, choosing instead and to collaborate flexibly with partners who truly understand businesses and actively shape markets.
Our clients benefit from:
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Global reach with local insight
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Personal entrusted relationships
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Entrepreneurial mindset that delivers results
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Strong focus on execution and transaction certanity.
Our Culture: Rooted in our values
Our base: Diversity
Lasting success is built on diverse perspectives, rich experiences, and vibrant cultures.
Our spirit: Achieving more together.
True strength emerges through connection. In a culture where every voice matters and every idea is valued, we harness the unique strengths of each individual to achieve exceptional outcomes.
Our aspiration: Integrity & Excellence.
We lead with integrity and strive for excellence - anticipating what lies ahead while mastering every detail. We deliver on our promises and uphold the highest ethical standards. 'Client First' isn't just a principle — it defines how we work, every single day.
Our commitment: Shaping society & the future.
We champion education, foster entrepreneurship and embrace ecological responsibility through our own work and by supporting non-profit initiatives to create lasting social impact.
