Strategy

Sageview’s investment efforts are focused on leading lower middle-market tech-enabled businesses that provide valuable solutions to their end customers.

Focus On Tech-Enabled Businesses

Sageview’s investment efforts are focused on leading lower middle-market tech-enabled businesses with valuable products, substantial customers, and strong growth. Sageview looks for companies that provide innovative solutions to their end customers and that are making established industries more effective. Target companies generally have strong revenues, mostly recurring or reoccurring and high growth, creating a robust opportunity set in which attractive investment returns can be achieved without the use of excessive financial leverage. Sageview’s investment team has deep industry experience and a strong track record within this space and across the end industries these businesses serve.

Proactive and Proprietary Sourcing

Sageview focuses primarily on minority investments and other opportunities where governance or structure often fall outside the mandates of traditional private equity and venture capital funds. Sageview’s extensive global relationship network is a valuable sourcing engine, and the majority of our investments are proprietary in nature, with Sageview as the lead or only investor and a member of the Board of Directors.

Asymmetric Risk-Return

Sageview pursues a rigorous underwriting approach that prioritizes capital preservation and risk-mitigation, while maintaining attractive upside optionality.  Sources of downside protection might include recurring cash flow, tangible asset values, structural protections, hedging, or other means.  By investing in equity and equity like securities, Sageview maintains exposure to upside performance.

Active Approach to Ownership

Sageview targets a portfolio of 15-20 total investments, enabling the firm to concentrate efforts on opportunities where Sageview’s capital, expertise and active involvement can have a meaningful impact on value creation.   Sageview looks to partner with founders and management teams who have a demonstrated track record of success, a clear strategy for value creation, and incentives that are aligned with those of other shareholders.