Page 63 - TACC 2023 Program

Who We Are

Blue Sage Capital is an Austin, Texas-based private equity firm with over $450 million in capital under
management specializing in growth, recapitalization and buyout financings of lower middle-market
companies. Our investment approach is focused on partnership with founders and management teams as
we seek to invest in leading businesses as the first round of institutional capital.

Investment Criteria

Niche Market Leaders: Long-term defensible competitive advantages, high barriers to entry,
differentiated product or service offering, and quality, motivated managers.

Proven & Growing Companies: Proven business models, strong recurring cash flow, and
demonstrated growth potential.

Founder, Family and Management-Owned Businesses: We look to partner with founders
and management teams as the first round of institutional capital, providing intellectual and
financial capital to enable companies to achieve their full potential.

Company Size • EBITDA: $4 million to $15 million
• Revenue: $20 million to $125 million
• Total Enterprise Value: $20 million to $150 million

Equity Investment • $20 to $40+ million
• Investing from Blue Sage Capital III, L.P. ($300mm fund)

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
• Environmental solutions

Senior Investment Team

For Investment Opportunities: Jim McBride 2700 Via Fortuna, Suite 300
[email protected] Peter Huff Austin, TX 78746
Jonathan Pearce (512) 536-1900
For Administrative Inquiries: Eric Weiner bluesage.com
[email protected]
Jonathan Kaskow
Joe Haddad