Our success is built on a collaborative approach that harnesses the power of great teams to generate the best ideas and strategies.

INVESTMENT FOCUS

Our success is built on a collaborative approach that harnesses the power of great teams to generate the best ideas and strategies.

Sagepeak Capital invests in profitable businesses with defensible niche positions within their respective industries. Our transaction structures are flexible and customized for each investment opportunity that best suits the needs of the seller. Key elements that we look for in our investments are as follows:

Investment Focus

Geographic Area: United States & Canada

Size: Revenue of $5 – $40 million

  • EBITDA greater than $1 million

Ownership: Majority control preferred

Business Characteristics

  • Recurring revenue

  • EBITDA margins of 15+%

  • Defensible or unique market position

  • Growth potential (internally or through acquisitions)

  • Customer and supplier diversity

  • Moderate capital intensity

  • Proven management team

Sectors of Interest

  • Industrial products and services

  • Financial services

  • Military and defense

  • Healthcare

  • Consumer products

  • Education

Transaction Types

  • Buyout of retiring owner or majority/minority shareholder

  • Management buyout

  • Generational transfer in a family business

  • Recapitalization of existing ownership/management

  • Corporate divestitures

Although our primary investments are focused on the acquisition of privately held businesses with the above mentioned characteristics, Sagepeak Capital will take the opportunity to invest in other complex or special situations where timing and certainty to close are valued.  We look forward to discussing a transaction with you.

Please call us at: 781.990.1775 for a confidential discussion.