Operator-Led Private Equity

A private equity firm built on hands-on leadership and proven operating systems.

A team working through numbers at a whiteboard

Scaling founder-led businesses through proven operating systems.

We acquire founder-led companies and work alongside their teams to scale them.

01Approach

We acquire and build founder-led businesses.

We partner closely with leadership teams to apply proven systems, establish accountability, and drive consistent execution over the long term.

01 · Approach

Hands-on leadership

We work alongside founders and management — not from a distance — embedding operating discipline into the day-to-day of every business.

02 · Approach

Proven systems

Repeatable operating playbooks replace one-off heroics, giving each company a durable engine for growth it can run without us.

03 · Approach

Long-term ownership

We hold for the long run, compounding value through disciplined execution rather than financial engineering or a quick exit.

We invest where disciplined execution drives outcomes.

02Criteria

The businesses we partner with.

We pursue durable, founder-led companies where disciplined operating systems can unlock the next stage of growth.

→ 01 Founder-led businesses

Built by operators, with real room to professionalize and scale.

→ 02 Essential, durable demand

Resilient through cycles — not dependent on a single trend.

→ 03 Systems-ready operations

Clear room to install repeatable playbooks, tooling, and KPIs.

→ 04 Long-term horizon

Partners who build enduring value over years, not quarters.

03Framework

Anchored in the STAK Framework.

A repeatable operating model, applied from underwriting through post-acquisition execution.

S · Lever 01

Software

Systems and software that make performance repeatable and measurable.

T · Lever 02

Talent

Aligned leadership in the right seats, equipped to run the model.

A · Lever 03

Acquisitions

Disciplined M&A — accretive add-ons with rigor.

K · Lever 04

KPIs

Performance managed against clear metrics across the portfolio.

Applied across
Stage 01Underwriting
Stage 02Post-Acquisition Execution
Stage 03Portfolio Management
04Portfolio

Platform investments, current and exited.

Founder-led businesses in essential, durable service markets.

Current3 companies
Automotive Repair

Checkpoint Auto Group

Tires, maintenance and mechanical repair — a growing group of independent auto service shops serving local markets.

  • Tire & Auto Repair
  • Routine Maintenance
  • Independent Shops
checkpointag.com↗
Accounting & Advisory

Haig Advisory

Bookkeeping, tax and outsourced CFO work for small and mid-sized businesses, bringing founder-led regional firms under one standard.

  • Accounting & Tax
  • Advisory
  • Outsourced CFO
haigadvisory.com↗
Engineering Services

Steinman Group

Founder-led civil, environmental and MEP engineering firms — teams and clients stay in place, with shared operations and succession planning behind them.

  • Civil & Infrastructure
  • Environmental
  • MEP & Fire Protection
steinmangroup.com↗
Exited2 companies
Acquired
Healthcare Staffing

Corratel Healthcare

Joint Commission Certified staffing, placing experienced clinicians in medical facilities nationwide.

  • JCAHO Certified
  • Nationwide
  • Clinical Staffing
corratel.com↗
Acquired
Site Services

Bravo Site Services

Portable restrooms, hand hygiene stations, temporary fencing, restroom trailers and holding tanks.

  • Portable Restrooms
  • Temporary Fencing
  • Restroom Trailers
bravositeservices.com↗
Contact

Let's talk about what's next for your business

You'll speak directly with the Bookmark team, not an intermediary. No obligation, no pressure, and we keep it confidential.

Start a conversation

Goes straight to info@bookmarkpartners.com. We never share your details.

Thanks — that's sent.

We read every inquiry directly and will come back to you shortly.