Blue Sage Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Blue Sage Capital has acquired 1 company. It has also invested in 4 others.

Blue Sage Capital’s most common sectors for investment aremachinery (21%) and business services (13%) . The Firm’s most common investment types include growth capital (38%) and buyout (lbo, mbo, mbi) (34%). In total, Blue Sage Capital has invested in 13 US states and 2 different countries.

In the last 3 years, Blue Sage Capital has exited 5 companies. The Firm’s most common exit type is trade sale (65%). Blue Sage Capital’s largest (disclosed) exit occurred in 2012 when it sold R3 Treatment for $1.3B.

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M&A Summary

  • M&A Total Activity44
    • M&A Buy Activity24
    • M&A Sell Activity20
  • Total Sectors Invested 14
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 17
  • M&A Advisors 9

Blue Sage Capital

114 W 7th Street, Suite 820,
Austin, Texas 78701
United States
(512) 536-1900
www.bluesage.com
contact@bluesage.com

Blue Sage Capital is a private investment firm that invests in lower middle-market companies that have the potential to become market leaders. Target businesses typically generate sales of $20 to $125 million and are valued up to $125 million. Blue Sage is a generalist firm with broad industry interest. Target sectors include industrial, distribution, service, healthcare, manufacturing, energy and media. Blue Sage geographically prefers companies located in Texas and the Southwest US. Blue Sage will not invest in banks, life insurance companies, oil and gas exploration and development projects, real estate development or companies located outside of the United States. Blue Sage was formed in 2003 and is based in Austin, Texas.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Automotive, Business Services, Communications, Consumer Products, Consumer Services, Distribution, Energy Services and Equipment, Environmental, Financial Services, Furniture, Healthcare Services, Information Technology, Machinery, Manufacturing, Media, Medical Products, Oil/Gas Exploration, Packaging, Restaurants, Retail, Software, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Secondary Buyout

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 20 125
Target EBITDA 4 12
Investment Size 10 20
Enterprise Value 20 125
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (1.2/yr) # 18 1 1 1 2 1 24
Sell (1.8/yr) # 11 4 1 - 1 3 20
vol $1.7B $1.7B
  44

Most Recent M&A

Company Date Value Type
Ligchine International Corp. 2022-07-13 - Secondary Buyout
Darien, Wisconsin · www.ligchine.com
Baker Manufacturing Co. 2022-07-12 - Secondary Buyout
Evansville, Wisconsin · www.bakermfg.com
Timber Automation LLC 2022-07-07 - Add-on Acquisition
Hot Springs, Arizona · www.timberna.com
Americo Manufacturing Co., Inc. 2022-02-07 - Add-on Acquisition
Acworth, Georgia · www.americomfg.com
Broken Arrow Communications, Inc. 2021-08-09 - Add-on Acquisition
Albuquerque, New Mexico · www.bacom-inc.com
Cobra Legal Solutions 2021-04-06 - Growth Capital
Austin, Texas · www.cobralegalsolutions.com
Impact Floors of Texas L.P. 2021-01-12 - Growth Capital
Carrollton, Texas · www.impactfloors.com
Barricades Unlimited 2020-06-02 - Growth Capital
Lubbock, Texas · www.barricadesunlimited.com
Cobalt Environmental Solutions 2019-05-06 - Add-on Acquisition
, United States
All-State Industries, Inc. 2019-02-20 - Growth Capital
West Des Moines, Iowa · www.all-stateind.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Machinery - - 5 (21%) -
Business Services 2 (29%) - 3 (13%) -
Consumer Products - - 2 (8%) -
Energy Services and Equipment - - 2 (8%) -
Environmental 1 (14%) - 2 (8%) -
Manufacturing 2 (29%) - 2 (8%) -
Building Materials 1 (14%) - 1 (4%) -
Communications - - 1 (4%) -
Furniture - - 1 (4%) -
Media - - 1 (4%) -
Medical Products - - 1 (4%) -
Packaging 1 (14%) - 1 (4%) -
Restaurants - - 1 (4%) -
Transportation - - 1 (4%) -
Total 7 - 24 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) - 23 (96%) -
  Texas 4 (57%) - 9 (38%) -
  Wisconsin 1 (14%) - 2 (8%) -
  New Mexico - - 2 (8%) -
  Kansas 1 (14%) - 1 (4%) -
  Iowa 1 (14%) - 1 (4%) -
  Tennessee - - 1 (4%) -
  Nevada - - 1 (4%) -
  Nebraska - - 1 (4%) -
  Indiana - - 1 (4%) -
  Georgia - - 1 (4%) -
  Colorado - - 1 (4%) -
  Arizona - - 1 (4%) -
United Kingdom - - 1 (4%) -
Domestic 7 (100%) - 23 (96%) -
Cross-border - - 1 (4%) -
Total 7 - 24 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 4 (57%) - 9 (38%) -
Buyout (LBO, MBO, MBI) 1 (14%) - 8 (33%) -
Secondary Buyout 2 (29%) - 5 (21%) -
Divestiture - - 1 (4%) -
Recapitalization - - 1 (4%) -
Total 7 - 24 -

Exits by Deal Type

Type Total # Value
Trade Sale 9 (45%) -
Secondary Sale 4 (20%) 70M (4%)
Trade Sale - Public Company 3 (15%) 1.6B (96%)
Merger 2 (10%) -
Sold to Management 1 (5%) -
Stake Sale 1 (5%) -
Total 20 $1.7B

Top M&A Advisors

Financial Deals
Flieller, Kruger, Skelton & Plyler, PLLC
 2
MHT Partners LP
 1
Duff & Phelps Corp.
 1
Legal Deals
Queen Saenz + Schutz PLLC
 9
Graves Dougherty Hearon & Moody
 3
Perkins Coie LLP
 1

Deal Values

sell # Total
> $1B 1 $1.3B
$100M to $1B 1 $335M
< $100M 1 $70M
TOTAL $1.7B
Largest R3 Treatment, Inc.(dba R360 Environmental Solutions, Inc.)
$1.3B (2012-09-17)

M&A Connections

Deals
Acquired from
Investor(s)
21%
5 (21%)
Strategic(s)
4%
1 (4%)
Exited to
Investor(s)
20%
4 (20%)
Strategic(s)
75%
15 (75%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

300M USD

Established

2003

Specialist/Generalist

Generalist

Leadership

Jim McBride

Co-Founder & Managing Member

Peter Huff

Co-Founder & Managing Member

Eric Weiner

Principal

Jonathan Pearce

Principal

Jonathan Kaskow

Vice President

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