Driving Long-Term Value

Sagemount’s Growth Factors team works directly with our companies to create enduring value.

Creating Enterprise Value Graph

Our Results

  • “Sagemount assisted us in major changes to sales, marketing, and infrastructure and positioned us for a solid exit.”

    Bob WilhelmAdreima
  • “The Growth Factor team worked hand in hand with management on rapid M&A integration and help us grow bookings and EBITDA by 5x each – in just the first six months!”

    Bob HerrmannDiscovery Data
  • “Sagemount has been hands-on helping us to dramatically increase the velocity of our sales efforts and drive record results.”

    Buddy FlerlRDX
  •  “Sagemount helped us improve gross margin in our call center and warehouse. We had record growth and an exit to a strategic buyer.”

    Dave EckleyTradeGlobal
  •  “We implemented some of Sagemount’s ideas even before they closed their investment, which dramatically increased sales. Great way to start a relationship!”

    Paris ColeTruckstop.com

Our Approach

We work in concert with entrepreneurs to leverage an array of Growth Factors unique to each portfolio company to dramatically increase the velocity of value creation.

A CUSTOMIZED SOLUTION


Not a generic approach vs. other PE firms with a one-size-fits-all “playbook”

A FOCUS ON GROWTH


Our core area of focus is on driving accelerated growth, not disruptive downsizing

SPEED TO MARKET


We look to exploit Growth Factors immediately out of the gate

A PARTNERSHIP APPROACH


We work in tandem with management vs. forcing new initiatives on our companies without buy-in

Increasing Enterprise Value

Our team brings insights, processes, technology, and best-practices from our portfolio companies and Silicon Valley’s best operators to drive value across an array of functional areas.

SALES

Increase sales productivity, build sales metrics, enhance marketing efforts, and develop new lead channels

SERVICE

Optimize service organization to maximize customer retention and margins

TECHNOLOGY

Advise on technology infrastructure for core operations, analytics, and go-to-market initiatives

PRICING

Optimize product and services pricing and bundling to promote sell-through

OPERATIONAL PROCESSES

Improve operations, benchmark performance against peers, and enhance financial planning functions

M&A

Source, underwrite, negotiate, execute, and integrate acquisitions to increase scale, capabilities, and strategic value

PERSONNEL

Assist with recruiting, performance management, and compensation plan design

EXIT PLANNING

Provide strategic introductions, aid in banker selection, and help prepare for an IPO or other exit

Growth Factors Team

Our combined teams drive value creation together.

Management Team

  • We partner with management at our portfolio companies to develop and implement key value enhancement initiatives
  • Over 6,000 employees at 25+ portfolio companies

+

Growth Factors Team

  • Silicon Valley vets that can help increase sales pipelines 3-10x and drive dramatic top-line growth
  • Focus on growth initiatives with sales, marketing, pricing, service, technology, and operational processes

+

Sagemount Deal Team

  • Strategic, board-level guidance around industry trends, M&A, and financing strategy
  • Typically 2-4 investment professionals that work directly with each portfolio company
Case studies included on this Website are illustrative and represent portfolio companies, current or past, where Sagemount has worked with portfolio companies on value enhancement initiatives. Quotes and information provided serve to illustrate Sagemount’s expertise in working with management teams, and should not be construed as a testimonial concerning any investment advisory recommendations provided by Sagemount to its clients. These case studies are objectively representative of current and past investments and are provided for illustrative purposes only. Past investments and results are not necessarily indicative of any future investment or results. The historical results above are not intended as a representation or warranty by Sagemount as to the actual composition or performance of any future investments that would be made. The nature of, and risks associated with, any future investments may differ substantially from those prior investments. See the Disclaimers page for additional legal disclaimers.