Rosemark is creating the next leader in Personalized Customer Marketing.

Rosemark’s Team brings a wealth of expertise capable of delivering differentiated value to our affiliate companies.

"We live in a society bloated with data yet starved for wisdom"

- Elizabeth Kapu'uwailani Lindsey

Moving beyond ‘what-based transactional data’ to ‘why-based’ insights about consumer motivations and preferences increases marketing effectiveness and drives differentiated value.

We partner with management teams to implement proven growth strategies honed through Rosetta Marketing

Chris Kuenne founded Rosetta Marketing and with his team, scaled it to become the largest privately held digital marketing firm

Rosemark is an operating platform that invests in and grows a group of companies focused on becoming the next leader in personalized customer marketing.

We are building, through acquisition and organic growth, a platform of interdependent companies focused on delivering the insights, services and technology needed to drive customer lifetime value through more personally relevant experiences and communications.

Our Domain & Strategic Focus: We seek to partner with management teams who have built and demonstrated measurable impact with leading marketers in 4 sub-domains:

personalization

Customer Data Management & Automation

Platforms and services that translate and deploy disparate data into a single view of the customer to create actionable insights that achieve economic impact

ecommerce

Customer Marketing Strategy and Program Management

Services companies that build customer engagement and retention strategies and develop personalized communications and programs to build customer lifetime value

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Customer Personalization and Loyalty Automation

Platforms and services that enhance the customer experience through personalization and have proven to create enduring customer value

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Customer Testing, Optimization, Reporting and Analytics

Technology-enabled approaches that have proven to test and optimize personalized customer engagement.  Customer-level analytics that measure business impact.

Growth Orientation

Because our approach to partnership is based on deep collaboration, we seek to find management teams that share our mindset toward the power of personalization and the drivers of growth.

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Personalization

A focus on translating deep consumer insights into more personally relevant products, messages and offers

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Strategic Client Partnership

The talent, credibility, and ability of the team to enhance client economic impact

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Verticalization

Expertise and focus on growth across industry verticals (e.g. Retail, Financial Services, Healthcare, Hospitality)

culture

Culture

An intense curiosity about the drivers of consumer behavior and the desire to continually improve client economic impact

Financial Criteria

Our preference is to control ownership of our operating companies. However, there are situations where we are willing to be a minority owner if we have a detailed commitment with management on the growth strategy.

$15-75M

Annual Revenues

$50-200M+

Enterprise Value

Cash Flow

Breakeven or profitable

$25-75M*

Equity Investment

*access to additional capital above $75M

Our investment approach derives from our experience as operators, where we learned that deep alignment with management can lead to extraordinary outcomes.

collaborative-partnership

Collaborative
Partnership

At the outset of our relationship, we work with management to define the growth plan and its pacing. We bring the deep operational expertise of our Growth Team and Growth Playbook to accelerate revenue growth, deepen client relationships and drive enterprise value.

CRM

Value-added IP
Quantitative Persona Method

We integrate our proprietary personalization method, Rosemark Quantitative Persona Method, to enable each Rosemark operating company to further enhance its business impact.

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Strategic
Growth Team

Throughout our investment period, our Growth Team works in partnership with management to develop and implement proven growth strategies. As experienced entrepreneurs and operators in the sector, we become valuable resources to the management teams with whom we partner.

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Flexible
Capital

Our flexible mandate allows for a number of different transaction structures and investment types. We can help fund both organic and inorganic growth opportunities, in order to generate value realization for long-time shareholders and management.

Our growth approach

WINNING NEW MARKETS

Building industry expertise and deep consumer insights to solve client business challenges.

Expanding to verticals with higher customer lifetime value like Financial Services and Healthcare in order to tap into larger client marketing budgets.

REDUCING CUSTOMER CHURN THROUGH ENHANCED SERVICES

Shifting from a product sell to a strategic partnership focused on client business impact.

Creating enterprise strategies to drive relevance with senior level marketers to protect against competitive pressures and commodification.

IMPROVING MARKET EFFECTIVENESS

Unlocking the true potential of technology and data to deliver greater relevance to consumers and increase LTV at scale.

Enhancing WHAT, WHERE, and WHEN data with WHY-based insights to provide a truly holistic understanding of the consumer.

ENHANCING A GROWTH MINDSET

Building organizational alignment, processes, and culture that enables growth.

An aligned growth mindset and culture attract and unleash the best talent for scale and impact.

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