How we invest
Industry & company focus
We focus on industries with strong secular tailwinds and companies with recurring or re-occurring revenue streams.
Digital Infrastructure
Financial Technology & Services
Healthcare IT & Services
Software
The Sagemount difference
We work in concert with entrepreneurs to increase the velocity of value creation.
Customized solutions
We tailor our approach to your company’s unique opportunities. We don’t believe in a one-size-fits-all playbook.
A focus on growth
We focus on driving accelerated growth, not disruptive downsizing.
Speed to market
We look to exploit Growth Factors right out of the gate.
A partnership approach
We work in tandem with your management team. We work highly collaboratively, ensuring we have alignment on strategic initiatives, not pushing playbooks that don’t fit your business.
Investment criteria
We approach investing with flexibility, agnostic to a company’s capital structure. We are equally comfortable in the role of the majority or minority partner and investing in equity or debt securities.
Investment situations
Capital for growth
Add sales & marketing resources, fuel customer acquisition, expand partnership channels, or accelerate R&D.
Buyouts
Traditional change-of-control buyouts, divestitures, and take-privates.
Capital for M&A
Sponsor game-changing acquisitions or industry consolidation.
Recapitalizations
Provide full or partial liquidity for financial, strategic, or management shareholders.
Typical investment metrics
Investment size
$15-100 million for credit transactions; $20-400 million for equity transactions
Structures
Common or preferred equity; senior or subordinated debt
Role
Control or non-control; typically lead investor
Typical company metrics
$7+
MILLION
Revenue size
Company growth
>10%, achievable organically or inorganically.
Revenue model
Recurring or re-occurring (subscription, transactional, etc.).
Profitability
Corporate or unit-level profitability.
