FoundersMark | Investment Strategy

LONG-TERM PARTNERS

Partners for the long-term

Our mission is to partner with legacy-driven businesses to protect their foundational strengths and unlock transformative opportunities for lasting value creation

Our Strategy

Invest long-term capital in small businesses with these characteristics

Proven Performance

We look for companies with a track record of profitability and stable cash flow.
Typical candidates generate up to $2M in EBITDA and operate with discipline and resilience.

Strong Teams

We value businesses where experienced employees drive dailyoperations and are trusted by leadership.
These teams form the backbone of long-term success and continuity.

Loyal Customers

Enduring customer relationships signal trust and reliability.
We prioritize businesses with high retention and a reputation for consistent, high-quality service/products.

Investment Approach

Our Investment Approach

Our mission is simple, to provide unparalleled expertise, guidance, and support to our clients across their real estate journey.

Legacy Preservation & Cultural Continuity

People and values drive long-term success. We work with owners to ensure a respectful transition that preserves employee culture and customer trust

Long-Term Value Creation

Unlike traditional private equity, we take a long-term, hands-on approach—driving growth through strategy and operational improvements without disrupting what already works.

Hands-On, Operational Ownership

We don’t just invest — we lead. We work alongside teams to improve daily performance and invest in people, systems, and innovation for long-term growth.

Investment Strategy