Realized Investments

Based in Syracuse, New York, Roth Steel is a metal recycling business with more than 100 years of operating history. Sand Oak exited this investment in June 2011.

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Transaction

Operated business in partnership with family owners.

Opportunity

Roth Steel was a family business that lacked strategic direction and suffered from underinvestment because of dividends to passive owners. The company was focused on legacy product offerings and was missing opportunities to capture additional margin through expanded business lines.

Strategy

Successfully rationalized overhead and brought cost structure in-line with industry standards and competitors. Created a reorganization plan designed around capital investment with immediate term payback. New markets were established for Roth Steel’s products and alternative and cost-efficient transportation strategies were implemented.