The Pillars that Shape
Our Investment Decisions
The Pillars that Shape
Our Investment Decisions

At Bookmark Partners, our investment criteria are meticulously crafted
to identify businesses that are not just prosperous but are poised
for sustainable, growth.

At Bookmark Partners, our investment criteria are meticulously crafted to identify businesses that are not just prosperous but are poised for sustainable, growth.

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INVESTMENT CRITERIA

Investment Strategy Essentials

We focus our investment on privately-owned businesses that demonstrate a clear potential for expansion and growth. Our criteria are designed to identify opportunities where we can leverage our expertise, network, and technological capabilities to ignite change.

The businesses we partner with typically exhibit the following characteristics:

PROFITABLE OPERATIONS

Demonstrating a history of profitability and stable cash flows.

POTENTIAL FOR GROWTH

Opportunities for expansion, organically and through strategic acquisitions.

STRONG MANAGEMENT TEAM

A capable and committed management team with a clear vision for the future.

ALIGNMENT WITH OUR EXPERTISE

Working in sectors where our expertise and connections drive collaborative growth.

INVESTMENT TEAMS

Tailored Investment Across Varied Capital Needs

Our investment is tailored across varied capital needs, ensuring strategic alignment with the unique requirements and aspirations of businesses.

Our investment teams include:
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LOWER-MIDDLE MARKET TEAM

$10MM+

revenue

$2MM - $5MM

EBITDA

$10MM - $30MM

enterprise value

Targeting lower-middle market businesses that demonstrate a clear potential for growth, ensuring that our investment is strategically aligned with their growth trajectory and market potential, and that they exhibit solid financial performance.

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MIDDLE MARKET TEAM

$25MM+

revenue

$5MM - $40MM

EBITDA

$30MM - $250MM

enterprise value

Focused on middle market businesses that are poised for significant expansion and growth, with a particular emphasis on those that demonstrate robust financial performance and a clear trajectory for future success.

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ENTERPRISE SOFTWARE & TECHNOLOGY TEAM

$5MM+

ARR

$25MM - $250MM

enterprise value

Focused on enterprise software and technology businesses with a clear trajectory for exponential growth and scalability. We seek to partner with innovative companies that are at the forefront of technological advancements and are poised for significant market impact.

INDUSTRY FOCUS

Strategic Navigation Through Key Industries

Our investment lens is sharply focused on industries where we can ignite transformative change and drive exponential growth through our strategic and technological interventions.

Our primary industry focuses include:
business services

BUSINESS SERVICES

Enhancing service delivery and operational efficiency through strategic investment and technological advancements.

healthcare services

HEALTHCARE

Elevating healthcare delivery and management through transformation, ensuring enhanced care and operational efficiency.

software & technology services

SOFTWARE & TECH

Investing in platforms and businesses that are at the forefront of technological innovation and digital solutions.

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CONNECT

Embark on a Journey of Mutual Growth and Success

Our commitment goes beyond financial investment. We stand beside you, navigating through challenges, celebrating successes, and crafting a future that is reflective of shared visions, aspirations, and sustained success.

CONNECT WITH OUR TEAM