Your growth partner

Procure Analytics: From $5 million to $1.5 billion in member spend

From $5 million to $1.5 billion in member spend

• Sales acceleration
• Tech & process innovation
• Talent leadership

Critical Start: Net retention of 120% and 400% ARR Growth

Net retention of 120% and 400% ARR Growth

• Scaling Go To Market Functions
• Customer Experience
• Increasing Gross Margins

SurePrep: The impact of artificial intelligence and machine learning

The impact of artificial intelligence and machine learning

• Build out world-class management team
• Expanding into new segments
• Automating processes

Open Lending: From 30 employees to a $5 billion publicly traded company

From 30 employees to a $5 billion publicly traded company

• Sales acceleration
• Tech & process innovation
• Talent leadership

Truckstop.com: From 11% to 50% annual growth and a billion-dollar exit

• Sales Acceleration
• Offer Optimization
• Talent Leadership

Discovery Data: Building a market-leading platform with 3x growth

• Strategic M&A
• Talent Leadership
• Sales Acceleration

Discovery Data Case Study

The acquisitions and integrations of Discovery Data, Meridian IQ, and FMG, created a leading provider of data on investment advisors and insurance agents.

Investment Structure / Thesis

• Based on a thesis in sales intelligence, Sagemount built proprietary relationships with both management teams and ownership groups, and in 2016 combined Discovery and Meridian IQ while taking a majority equity stake to create the niche market leader
• Merger of the top two players in the space immediately created a clear market leader with recurring revenue, strong cash flow, and steady ACV growth
• Subsequent acquisition of FMG added new data sets, widening the moat and enhancing the product offering
• Drove growth by utilizing account-based marketing and B2B data consumption focused on helping sales teams be more efficient with customer prospects and leads

Value Creation by Sagemount

• Architected initial combination of Discovery Data and Meridian IQ

• Sourced and closed the acquisition of FMG, bolstering market position and ACV growth

• Interviewed and brought in an operational CFO who improved financial reporting and controls

• Built the end market’s first “Datalink” – a real-time API synchronization between the Salesforce CRM and the Company’s sales intelligence database

• Increased enterprise value 2.9x in just over two years through a strong acceleration in product and the go to market infrastructure

Steele Compliance: Meaningful organic and inorganic growth acceleration leading to strategic exit

• Four strategic M&A transactions
• Product pricing optimization
• Long term exit planning

Steele Compliance Case Study

Sagemount’s contribution to M&A sourcing, underwriting, and execution, pricing and bundling optimization, and exit planning resulted in an outsized outcome for Steele.

Steele Transaction Overview

• Steele provides a full suite of internal and external ethics and compliance solutions to enterprise clients
• In May 2016, Sagemount acquired a controlling interest in Steele
• During Sagemount’s hold, Steele focused on organic growth initiatives including refining its pricing strategy and aggressively investing in its software and data products
• Sagemount partnered with Steele’s management to pursue strategic M&A, vetting over 25 opportunities and closing four acquisitions focused on product roadmap acceleration. The acquisitions helped Steele evolve from a third party risk management specialist to a Steele as a “full suite” GRC software provider.
• In March 2021, Diligent Corporation acquired Steele Compliance for an fully-valued strategic multiple of revenue and EBITDA

RDX: Accelerating sales growth

Sagemount more than doubled sales productivity in two years with limited additional spend.

RDX Case Study

• Built scalable infrastructure (SolarWinds, ServiceNow, etc.)
• Increased top-of-the-funnel sales activity by 3x to 100 new qualified meetings per month
• Created new sales pods, implemented latest sales technology, and increased sales cycle conversion from MQL to sales

Result: More than doubled sales productivity in two years with limited additional spend

TradeGlobal: Boosting profitability

Sagemount tripled profitability and set the company up for a successful exit.

TradeGlobal Case Study

• Helped increase sales pipeline by more than 3x
• Built a comprehensive pricing strategy resulting in improved margins
• Helped identify operating cost improvements resulting in greatly increased profitability

Result: Tripled profitability and set the company up for a successful exit

Adreima: A multi-pronged strategy

Sagemount grew EBITDA run rate by 12x in less than a year.
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Adreima Case Study

• Comprehensive multi-pronged strategy and execution (sales, labor, contracting, SG&A)
• Implemented go-to-market optimization to ~2x sales pipeline in under two years
• Worked intensively with management to dramatically increase revenue and EBITDA growth

Result: Run rate EBITDA grew 12x in under one year, resulting in success strategic exit