Blue Sage Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Blue Sage Capital has acquired 2 companies. It has also invested in 4 others.

Blue Sage Capital’s most common sectors for investment aremachinery (18%) and business services (11%) . The Firm’s most common investment types include growth capital (40%) and buyout (lbo, mbo, mbi) (29%). In total, Blue Sage Capital has invested in 16 US states and 2 different countries.

In the last 3 years, Blue Sage Capital has exited 6 companies. The Firm’s most common exit type is trade sale (60%). 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 Activity50
    • M&A Buy Activity28
    • M&A Sell Activity22
  • Total Sectors Invested 16
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 18
  • M&A Advisors 9

Blue Sage Capital

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 15
Investment Size 10 20
Enterprise Value 20 150
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.4/yr) # 21 1 2 1 3 - 28
Sell (1.2/yr) # 16 - 1 4 1 - 22
vol $1.7B $1.7B
  50

Most Recent M&A

Company Date Value Type
Geo-Solutions, Inc. 2023-11-14 - Secondary Buyout
New Kensington, Pennsylvania · www.geo-solutions.com
NexGen Financial 2023-04-21 - Growth Capital
Malibu, California · www.nexgenfi.com
Clearly Clean Products LLC 2023-03-07 - Growth Capital
Orwigsburg, Pennsylvania · www.clearlyclean.com
Magnum Systems, Inc. 2023-02-08 - Secondary Sale
Lenexa, Kansas · www.magnumsystems.com
Frontier Waste Solutions 2022-11-29 - Secondary Sale
Dallas, Texas · www.frontierwaste.com
Ligchine International Corp. 2022-07-13 - Secondary Sale
Darien, Wisconsin · www.ligchine.com
Baker Manufacturing Co. 2022-07-12 - Secondary Buyout
Evansville, Wisconsin · www.bakermfg.com
Timber Automation LLC 2022-07-07 - Trade Sale
Hot Springs, Arizona · www.timberna.com
Americo Manufacturing Co., Inc. 2022-02-07 - Trade Sale
Acworth, Georgia · www.americomfg.com
Broken Arrow Communications, Inc. 2021-08-09 - Trade Sale
Albuquerque, New Mexico · www.bacom-inc.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Machinery - - 5 (18%) -
Business Services 2 (22%) - 3 (11%) -
Manufacturing 3 (33%) - 3 (11%) -
Consumer Products - - 2 (7%) -
Energy Services and Equipment - - 2 (7%) -
Environmental - - 2 (7%) -
Packaging 1 (11%) - 2 (7%) -
Building Materials 1 (11%) - 1 (4%) -
Communications - - 1 (4%) -
Construction 1 (11%) - 1 (4%) -
Financial Services 1 (11%) - 1 (4%) -
Furniture - - 1 (4%) -
Media - - 1 (4%) -
Medical Products - - 1 (4%) -
Restaurants - - 1 (4%) -
Transportation - - 1 (4%) -
Total 9 - 28 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 27 (96%) -
  Texas 3 (33%) - 9 (32%) -
  Pennsylvania 2 (22%) - 2 (7%) -
  Wisconsin 1 (11%) - 2 (7%) -
  New Mexico - - 2 (7%) -
  Washington 1 (11%) - 1 (4%) -
  Iowa 1 (11%) - 1 (4%) -
  California 1 (11%) - 1 (4%) -
  Tennessee - - 1 (4%) -
  Nevada - - 1 (4%) -
  Nebraska - - 1 (4%) -
  Kansas - - 1 (4%) -
  Indiana - - 1 (4%) -
  Georgia - - 1 (4%) -
  Colorado - - 1 (4%) -
  Arizona - - 1 (4%) -
United Kingdom - - 1 (4%) -
Domestic 9 (100%) - 27 (96%) -
Cross-border - - 1 (4%) -
Total 9 - 28 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 6 (67%) - 11 (39%) -
Buyout (LBO, MBO, MBI) - - 8 (29%) -
Secondary Buyout 2 (22%) - 6 (21%) -
Recapitalization 1 (11%) - 2 (7%) -
Divestiture - - 1 (4%) -
Total 9 - 28 -

Exits by Deal Type

Type Total # Value
Trade Sale 9 (41%) -
Secondary Sale 6 (27%) 70M (4%)
Trade Sale - Public Company 3 (14%) 1.6B (96%)
Merger 2 (9%) -
Sold to Management 1 (5%) -
Stake Sale 1 (5%) -
Total 22 $1.7B

Top M&A Advisors

Financial Deals
Flieller, Kruger, Skelton & Plyler, PLLC
2
Duff & Phelps Corp.
1
CIBC Cleary Gull
1
Legal Deals
Queen Saenz + Schutz
12
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%
6 (21%)
Strategic(s)
4%
1 (4%)
Exited to
Investor(s)
27%
6 (27%)
Strategic(s)
68%
15 (68%)

FAQ

When was Blue Sage Capital founded?

Blue Sage Capital was founded in 2003.

What type of investor is Blue Sage Capital?

Blue Sage Capital is a private equity firm.

Where is Blue Sage Capital headquartered?

Blue Sage Capital is headquartered in Austin, Texas.

How much capital does Blue Sage Capital have under management?

Blue Sage Capital has 400M USD under management.

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