Sage Capital is currently investing capital on behalf of The Sage Capital Investors Roundtable III, LLC (the “Roundtable”), a committed fund whose investors are comprised of current and retired executives, their families and the principals of Sage Capital. The Roundtable’s investing partners – all individuals – bring together a formidable track record as managers and investors in businesses across a broad array of industries in manufacturing, wholesale, retail, finance and business services.
The Roundtable differs from a traditional private equity fund in certain key respects, endeavoring to be a partner of choice for management and owners of lower-middle market businesses. Distinguishing hallmarks of the Roundtable include:
Current and retired executives who contribute judgment in addition to capital.
Active participation is enshrined in the Roundtable’s governance and economics.
The fund has no liquidation date and can own investments indefinitely.
Sage Capital’s principals provide 15% of the capital.
Firm compensation is tied to performance, not assets under management.
As individuals, the Roundtable can own single-tax entities like LLCs and S-corps.