About Us
Long-term capital and shared expertise to support sustainable growth
Deep-Rooted Experience
Sage Capital is a private equity firm formed in 2004 to make long-term investments in lower-middle market businesses in North America. The firm was founded by a core group of managing and investing partners — all current or retired executives — with a shared approach to participating in and growing successful businesses. Today the firm invests on behalf of The Sage Capital Investors Roundtable (the “Roundtable”), a committed fund whose investors include that original group and new members with similar business leadership backgrounds.
Collectively the Roundtable offers a wealth of experience across a diverse array of industries, contributing judgment in addition to capital to the firm’s activities. The Roundtable differs in this and other respects from a traditional private equity fund, endeavoring to be a partner of choice for management teams and owners of small and lower-middle market businesses. In partnership, we make both control and minority investments, typically in the form of equity and equity-like instruments, and provide long-term capital for growth, acquisitions, and recapitalizations.
Our Approach
COLLABORATION
We thrive on building meaningful connections with business owners. Learning about the journey behind their success and witnessing the passion they pour into their company and their people inspires us. Our approach goes beyond transactions—we aim to form lasting partnerships with meaningful rollover equity, focusing on owning and growing businesses together over the long term.
While not a requirement, we have a preference for investments that have the potential to last a long time — i.e. more than 10 years — and our fund does not have a termination date. Adopting the mindset of a business owner, rather than merely an asset manager, allows us to focus on what truly creates enduring value over time.
At Sage, our disciplined and thoughtful approach focuses on fostering long-term, sustainable growth. By building high-esteem relationships, establishing strong rapport, and maintaining open dialogue, we empower companies to reach their fullest potential.
At our firm, teamwork is at the heart of everything we do. With an open-door policy and a close-knit team, junior and senior colleagues alike contribute to every step of the process. From reviewing NDA language to analyzing complex data sets and enhancing Excel models, every team member’s input is valued, fostering a dynamic environment of shared expertise and growth.
Our structure sets us apart within the industry. From the investor perspective, we are exceptionally “LP-friendly.” We charge no fees on committed but uninvested capital, remain patient and conservative with our investments, and carefully select opportunities that promise outsized returns. Our team-oriented approach ensures alignment and collaboration every step of the way.
A Diverse Genus
The sage genus comprises a highly diverse array of small growing plants with many beneficial uses from aromatic to culinary to medicinal purposes.
Sage (sāj) - adjective - characterized by wisdom, prudence, and good judgment
We benefit from the sage advice of our Roundtable investors who contribute judgment in addition to capital.
S.A.G.E.
An acronym for the street addresses of some of our longstanding and original partners.
