Fund Philosophy Approach Criteria Related Funds Contact Home  


The Approach

Reputable Investing

Sage has cultivated a reputation for honest, forthright investing based on fundamental analysis. Having made numerous investments in various industries worldwide, Sage has demonstrated integrity, creativity and constant support, which, collectively, provide an unusual level of comfort to its portfolio companies. Sage’s solid reputation extends to investment bankers and venture capitalists with which Sage has built strong relationships.

Global Perspective
Sage takes pride in the international nature of its portfolio. Sage has structured investments in real estate holdings and enterprises located and/or operating in many countries throughout North America, Europe and Asia. This geographic diversity provides Sage with more than a well-balanced portfolio; it promotes and sharpens Sage’s ability to constantly look for and identify undiscovered opportunities for its most valued clients – its portfolio companies. Either through synergies within its portfolio or though valuable introductions to various contacts worldwide, Sage facilitates its portfolio companies’ abilities to advance on their paths to growth and success.

Timely Responses
The viability of new technologies and creative ideas is directly related to the ability to attract and retain in a timely fashion financial support. Without timely commitments and funding, technologies and ideas wither and die. Similarly, enterprises and entrepreneurs move fast, and institutional investors must follow suit or lose their place at the altar. Sage recognizes and appreciates these cold realities and, as such, prides itself on rapidly, efficiently and responsibly sorting through opportunities, conducting due diligence and making decisions. Sage relies on its on-call bench of consultants and advisors to accelerate its decision process. Additionally, Sage’s horizontal management structure permits timely assessment of potential investments and swift commitments to the same.

Flexible Investments
Unlike many private equity firms, Sage does not approach its target companies with a pre-conceived notion of where and how it will participate in the companies’ capital structure. Sage can and does invest in all stages of companies’ life cycles and in all tiers of the cap structure. More specifically, Sage has made investments to replenish working capital, to fund capital developments, to support research and development, to fuel corporate expansion, to facilitate mergers and acquisitions and to support recapitalizations.

Contingency-free Commitments
In the spirit of forging relationships, Sage considers its commitments a bond. Thus, Sage does not customarily lace its offers with contingencies and caveats. In the same vein, Sage does not rely on the financial wherewithal of third parties as vehicles to meet its pledges. Sage has sufficient capital to meet its obligations and to bridge additional capital needs until after a close. Consequently, Sage’s portfolio companies benefit from investments completed in compressed time frames.