Foundation Holdings acquires, manages and builds exceptional software companies in niche verticals. Our favorite acquisitions are businesses we buy from founders.  As entrepreneurs ourselves, our respect for founders runs deep. Founders often invest the better part of a lifetime building a business they’ve given their heart and soul. They are visionaries who know intimately what they want out of the business and why it matters.  Often their passion and long-term focus permeate all aspects of an organization. Knowing this purpose empowers founders to connect deeply with employees, customers and partners in a special way and allows them to safe-keep the heart and soul of the business.  We resonate deeply with these values and our responsibility to build upon this Foundation. We commit to work tirelessly to honor this legacy! 

Situations We Help With

You need partners to help institutionalize and grow the business

Founder/Owner who wants eliminate risk and monetize the value they’ve created today

Management team looking to acquire the business from its current owner

You're a family business who cares about the operating legacy and succession leadership with no successor

Founder/Owner who desires a reduced or more focused role within the company

Founder/Owner who's ready to retire or for reasons of health or estate planning, the time is right to transition your business

You're a serial entrepreneur ready to pursue your next venture

What We Look For

While we are open to discussing any opportunity, we prefer to partner with profitable small and mid-sized companies operating in niche segments in stable industries. Our preferred investments typically have the following characteristics:

• $1M-5M in annual revenue and 5-50 employees

• Generally, the first or second-ranked players in their verticals and a solid track record of growth

• Recurring revenues and consistent profitability

• Scalable business model

• Attractive competitive dynamics

• Hundreds or thousands (not dozens) of customers

Our Approach

Unlike strategic buyers and traditional private equity firms, we intend to build on your company's legacy and commit 100% to its future growth. Whether you are selling for reasons of health, to enjoy well-earned retirement or a growing interest elsewhere, all owners usually share one distinct characteristic: the desire to have their businesses continue to operate with the values that made them special in the first place.  This is our commitment to you.  We know that selling a business is a difficult decision and we promise integrity, decisiveness and genuine concern for all parties involved.

We take pride in our approach

Values Led Investing

We are driven by more than monetary opportunities and commit a certain percentage of any investment gain will be donated to charity. 

Employee and relationship focus

We operate with integrity, compassion, and genuine concern for the best interests of the retiring owner, their family, their company, its customers, employees, and partners.  We believe that maintaining strong relationships is critical and will work with the seller to ensure a smooth transition for everyone involved. We will not engage in unfriendly takeovers.

Flexibility

Although we prefer majority ownership in our companies, we will buy less if a seller wishes to continue to participate in the success of their business.  We are open to any opportunity and willing to be flexible to find a deal structure that works for all parties.

True Partnership

Our approach is one of aligned interests, integrity, compassion and hard work.  We are the roll up your sleeves type willing to do whatever it takes to make a difference. We are focused on long-term success and are not interested in a quick flip.  We’ve spent years building and investing in leading software companies in Silicon Valley and would be eager to share best practices where helpful.