Page 69 - TACC 2023 Program

Who We Are
Who We Are
Who We Are
Blue Sage Capital is an Austin, Texas-based private equity firm with over $500 million in capital
under management specializing in growth, recapitalization and buyout financings of lower
Blue Sage Capital is an Austin, Texas-based private equity firm with over $500 million in capital
Blue Sage Capital is an Austin, Texas-based private equity firm with over $500 million in capital
middle-market companies. Our investment approach is focused on partnership with founders
under management specializing in growth, recapitalization and buyout financings of lower
and management teams as we seek to invest in leading businesses as the first round of
under management specializing in growth, recapitalization and buyout financings of lower
institutional capital.
middle-market companies. Our investment approach is focused on partnership with founders
middle-market companies. Our investment approach is focused on partnership with founders
Senior Investment Team and management teams as we seek to invest in leading businesses as the first round of
and management teams as we seek to invest in leading businesses as the first round of
institutional capital.
Peter Huff
institutional capital.
Senior Investment Team Investment Criteria
Jonathan Pearce
Senior Investment Team Niche Market Leaders: Long-term defensible competitive advantages, high barriers to entry,
Eric Weiner
Investment Criteria
Peter Huff
Jonathan Kaskow differentiated product or service offering, and quality, motivated managers.
Jonathan Pearce
Joe Haddad
Investment Criteria
Eric Weiner
Peter Huff
Niche Market Leaders: Long-term defensible competitive advantages, high barriers to entry,
Charles Branch Proven & Growing Companies: Proven business models, strong recurring cash flow, and
Jonathan Kaskow
differentiated product or service offering, and quality, motivated managers.
Jonathan Pearce demonstrated growth potential.
Michael Fletcher
Joe Haddad
Preston Arnold
Eric Weiner
Niche Market Leaders: Long-term defensible competitive advantages, high barriers to entry,
Charles Branch
Proven & Growing Companies: Proven business models, strong recurring cash flow, and
Jim McBride Founder, Family and Management-Owned Businesses: We look to partner with founders and
Michael Fletcher
demonstrated growth potential.
Jonathan Kaskow management teams as the first round of institutional capital, providing intellectual and financial
differentiated product or service offering, and quality, motivated managers.
Preston Arnold capital to enable companies to achieve their full potential.
Joe Haddad Founder, Family and Management-Owned Businesses: We look to partner with founders and
Jim McBride
Proven & Growing Companies: Proven business models, strong recurring cash flow, and
Charles Branch management teams as the first round of institutional capital, providing intellectual and financial
Michael Fletcher Company Size demonstrated growth potential.
capital to enable companies to achieve their full potential.
• EBITDA: $5 million to $20 million
Preston Arnold
For Investment Opportunities: • Revenue: $40 million to $200 million
Founder, Family and Management-Owned Businesses: We look to partner with founders and
Jim McBride
[email protected] Company Size • Total Enterprise Value: $40 million to $250 million
• EBITDA: $5 million to $20 million
management teams as the first round of institutional capital, providing intellectual and financial
• Revenue: $40 million to $200 million
Equity Investment • $20 to $50+ million
For Investment Opportunities:
For Administrative Inquiries: • Total Enterprise Value: $40 million to $250 million
[email protected] capital to enable companies to achieve their full potential.
[email protected] Transaction Types • Control buyout investments and recapitalizations
Equity Investment • Flexibility to offer solutions across the capital stack
• $20 to $50+ million
For Administrative Inquiries: • Long-term investment focus (avg. hold period is 5-8 years)
[email protected] Transaction Types • Control buyout investments and recapitalizations
Company Size
Industry Verticals • Specialty services • EBITDA: $5 million to $20 million
• Flexibility to offer solutions across the capital stack
• Niche manufacturing • Revenue: $40 million to $200 million
• Long-term investment focus (avg. hold period is 5-8 years)
For Investment Opportunities: • Environmental solutions
2700 Via Fortuna, Suite 300
Austin, TX 78746
[email protected] Industry Verticals • Specialty services • Total Enterprise Value: $40 million to $250 million
(512) 536-1900
• Niche manufacturing
2700 Via Fortuna, Suite 300 Equity Investment • $20 to $50+ million
bluesage.com
• Environmental solutions
Austin, TX 78746
For Administrative Inquiries:
(512) 536-1900
[email protected]
bluesage.com Transaction Types • Control buyout investments and recapitalizations
• Flexibility to offer solutions across the capital stack
• Long-term investment focus (avg. hold period is 5-8 years)
Industry Verticals • Specialty services
• Niche manufacturing
2700 Via Fortuna, Suite 300 • Environmental solutions
Austin, TX 78746
(512) 536-1900
bluesage.com