SAGE CAPITAL LLC
SAGE CAPITAL LLC is a Series C+, buyout, debt and other fund in the US writing $5M–$30M checks into differentiated-manufacturers, recurring-revenue-service-businesses, professional-services and value-added-distribution.
- Stages
- Series C+, buyout, debt, other
- Sectors
- differentiated-manufacturers, recurring-revenue-service-businesses, professional-services, value-added-distribution
- Check size
- $5M–$30M
- Invests in
- US-wide
- Round role
- Leads rounds
- Actively investing
- Yes
- Founded
- 2004
- Assets under management
- $431.17M
- Website
- sagecapitalllc.com
Thesis
Sage Capital LLC is a private equity firm founded in 2004, specializing in long-term investments within the lower-middle market of North America. Their strategy involves partnering with management teams to foster sustainable growth and enduring value, focusing on companies with EBITDA between $3 million and $10 million, though they will co-invest in larger opportunities. The typical investment size ranges from $5 million to $30 million, with potential for larger amounts through co-investment. Sage Capital prioritizes businesses with proven customer adoption, sustainable competitive advantages, scalability, strong management, and high returns on invested capital. They avoid commodity processors, job shops, trucking, real estate, and gaming. The firm engages in acquisitions (controlling interests), co-investments, and minority investments for recapitalizations or growth capital. They also offer subordinated debt or preferred equity with minimal covenants and upside participation. Geographically, they focus on North America, particularly between the Appalachian and Rocky Mountains. While specific AUM for Sage Capital LLC is not stated, a related entity reported a 13F portfolio value of $431.17 million as of March 31, 2026.
Common questions
Does SAGE CAPITAL LLC invest at the Series C+ stage?
Yes. SAGE CAPITAL LLC lists Series C+, buyout, debt and other among the stages it invests in.
What check size does SAGE CAPITAL LLC write?
SAGE CAPITAL LLC writes $5M–$30M checks.
Where does SAGE CAPITAL LLC invest?
SAGE CAPITAL LLC invests in the US.