Blue Sage Capital
TOP 50 PE Winner
2020 | 2021
Overview
Founded
2003
Locations
Austin, TX; Albuquerque, New Mexico
Market Focus
US lower middle market; operates as an SBIC
Transaction Types
Growth, recapitalization and buyout financings
Investment Criteria
• $4-15M EBITDA
• $20-40M investment with ability to scale up
• Flexible capital: Majority/minority equity, Mezzanine debt
• Founder/family-focused
Leadership
Peter Huff (Founder & Managing Member), James D. McBride III (Co-Founding Partner & Managing Member), Jonathan Pearce (Partner), Eric Weiner (Partner)
More on Blue Sage
Like its indigenous Texas wildflower namesake, Blue Sage Capital is positioned to succeed even in the toughest conditions. The company invests across a wide range of industries, offers flexible investment structures and takes a long-term approach. Although industry generalists, the investment team looks for companies with several specific criteria, including between $3M and $12M in EBITDA, current or potential market leadership, proven business models, strong reoccurring cash flow, and demonstrated growth potential. The firm also tends to favor founder-owned businesses. However, regardless of ownership- type, Blue Sage places a strong emphasis on its relationships with management, which it supports through strategic guidance, supplementary analyses, and a network of operating partners and consultants.
Contact Blue Sage
HQ
114 West 7th Street, Suite 820
Austin, TX 78701
Call 512.536.1900 → | Visit bluesage.com →