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 III, LLC (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 (see Investors).
Sage Capital’s principals, including its co-founders Wesley Jones and John Lemkemeier, are responsible for managing the fund on behalf of its investing partners (see Team).
In a nutshell, we focus on long-term investments in excellent companies in North America with EBITDA typically between $2MM and $7MM. Usually we invest in partnership with management teams or existing owners. We make both control and minority investments, and we provide capital for growth, acquisitions and recapitalizations alike. Our investments are usually in the form of equity and equity-like instruments (see Investments).