Founders Trust brings industry-leading, high-quality, senior level attention and focus to the middle market and lower middle market.

Asset Management

Founders Trust provides high-touch, tailored, and highly effective asset management services to significantly increase the performance of your company, your real estate, or your portfolio of companies and/or real estate.

Each engagement is led by, and has the attention of, our highly experienced and proven senior team.  We believe that companies in the Middle Market and Lower Middle Market, as well as Family Businesses and Family Offices, deserve senior level attention and focus. 

Turnarounds and Stabilization of Distressed Situations

A trusted partner for companies with over $1.2 billion in collective revenue, our highly effective team is able to find and implement real solutions. 

Hospital and Healthcare Asset Management and Turnarounds

Hospitals and healthcare companies each have their own unique set of dynamics, requiring highly experienced, proven, senior-level attention, in asset management and in turnarounds or distressed situations. Our focused hospitals and healthcare group is doctor-led, and highly experienced in leading effective turnarounds with results, meeting goals, and achieving specified outcomes. 

As a part of hospital turnarounds, or healthcare company turnarounds, where desired, we are often able to provide the right capital. The right capital has alignment of interests, and is supportive of your goals. Where such capital is desired, we are able to provide patient, supportive, tailored capital. 

Post-Transition Turnarounds and Support for Members of the Next Generation

For middle market companies below $1 billion in revenue, and for small businesses and family businesses, there are a different set of challenges and opportunities. We believe that these companies deserve best-in-industry, senior attention, and a customized approach. We listen to your unique situation and are able to provide effective solutions and work as a valued and high-value-add partner to support and make them happen. 

Within the company’s ownership lifecycle, transitions present the most risk of any stage of the cycle. Some companies seek a partner to achieve growth and to take the company to the next level. Universally, owners have the critical objective of achieving asset diversification and risk diversification, so that the vast majority of their wealth is not in their business. Often, owners want to achieve this diversification while bringing in a highly effective partner who is able to continue the culture and quality of the company, and to take the next step in its growth and expansion. 

In cases where the next generation of the family has taken the reins in the business, or the next generation of managers or leaders has taken the reins in the business, great difficulties present themselves more often than not; and the company is in need of support and turnaround advisory.  We act as a loyal and highly supportive partner to the next generation in the business, providing the trellis on which to recover and grow. 

We meet you where you are, in the situation that you are currently in – with all of the unique nuances of the company’s or the family’s challenges and opportunities.

Founders Trust is able to provide highly intelligent and strategic support, along with bespoke, supportive capital where needed.

 

Management Team and Transitional Support

We support management teams, post-buyout, with turnarounds, and with crises, problems, and challenges that have occurred. We work hand in hand with management teams, on a highly confidential basis, to get companies back on track. 

We also support management teams seeking to buy out their company, and we work alongside them throughout the process, to assure that the highly challenging, typical, universally common problems and crises do not arise in the company during or after the transition. 

In addition to turnarounds and advisory, we are also able to provide bespoke, long-term, supportive capital in situations where companies feel that this will support their goals and objectives.

 

Partner to Bring the Company to the Next Level

Founders Trust is a reliable, robust, and effective partner for companies or families looking for a partner who is able to work alongside of them to bring the company to the next level. 

We are also able to provide bespoke, long-term, supportive capital in situations where companies feel that this will support their objectives.

 

Founders Trust brings industry-leading, high-quality, senior-level attention and focus to the middle market and lower middle market.

We also have the unique ability to invest supportive capital.

 

Asset Management

Turnarounds

Management Buyouts

Succession

Highly Confidential Family Advisory to family businesses and family offices

Estate Planning, and the mitigation of legal, succession, and financial risks

Mitigation of legacy and reputational risks

Building a company culture which assures success

Creation of strategic buyside acquisition strategy

Real Estate Asset Management, Turnarounds, and Advisory

Management of ground-up development in real estate

Coordination with city planning initiatives, integrated with ground-up development

Successful execution of buyside acquisitions

Creating success in culture and integrations

Planning successful transitions to the next generation

Post-transition Turnarounds and/or support with difficult or special situations

Post-transition Turnarounds and/or support for inter-generational transitions

Buildout of dimensionally stable management teams

Stabilization of Distressed Situations

Strategic re-positioning related to changes in the market

Growth strategy in complex and changing market environments

Stabilization of various situations related to transitions

In each type of advisory, our team has a depth of proven experience, and is able to provide supportive, tailored capital.  We are highly experienced in maintaining strict confidentiality, and in creating true alignment of interest between all stakeholders.

 

Connect

 

We seek to partner with private, Middle Market and Small businesses located in North America.

Reach out to us by clicking here, and we will be in touch with you shortly.

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$4 billion

In completed transactions

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$1.2 billion

Total Revenue of Turnaround Companies Advised

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83 years

Total Revenue of Turnaround Companies Advised

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Evergreen

Long-Term View, Tailored Capital and Expertise

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100%

Focus on Confidentiality and Alignment of Interests

Click here to contact us, with full confidentiality