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:

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

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

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

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.

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

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

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

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

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.

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.

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.

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.