Blue Sage Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Blue Sage Capital has acquired 1 company. It has also invested in 5 others.

Blue Sage Capital’s most common sectors for investment are machinery (20%) and business services (10%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (39%) and growth capital (34%). In total, Blue Sage Capital has invested in 12 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 (63%). 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 Activity37
    • M&A Buy Activity21
    • M&A Sell Activity16
  • Total Sectors Invested 14
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 13
  • M&A Advisors 7

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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.4/yr) # 14 1 3 1 1 1 21
Sell (1.0/yr) # 11 - - 4 1 - 16
vol $1.7B $1.7B
  37

Most Recent M&A

Company Date Value Type
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
VIA, Inc. 2018-12-10 - Add-on Acquisition
Sparks, Nevada · www.viaseating.com
Primus Sterilizer Co. 2018-11-05 - Add-on Acquisition
Omaha, Nebraska · www.primus-sterilizer.com
Ligchine International Corp. 2018-08-01 - Growth Capital
Floyds Knobs, Indiana · www.ligchine.com
Marine Accessories Corp. 2018-06-11 - Add-on Acquisition
Maryville, Tennessee · www.marine-accessories.com
C&M Conveyor, Inc. 2018-06-04 - Secondary Buyout
Bloomington, Indiana · www.cmconveyor.com
Americo Manufacturing Co., Inc. 2017-12-31 - Growth Capital
Acworth, Georgia · www.americomfg.com
Frontier Waste Solutions 2017-05-04 - Buyout (LBO, MBO, MBI)
Plano, Texas · www.frontierwaste.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Timber Automation LLC 2015-09-04 VAB Solutions, Inc. 2018-04-04 1
Hot Springs, Arizona · www.timberna.com Levis, Quebec · www.vab-solutions.com
Frontier Waste Solutions 2017-05-04 Access Disposal Service, Inc. 2017-05-04 2
Plano, Texas · www.frontierwaste.com Hillsboro, Texas · www.accessdisposal.com
Frontier Waste Solutions 2017-05-04 K2 Waste Solutions LLC 2017-05-04 1
Plano, Texas · www.frontierwaste.com Chandler, Arizona

M&A by Sector

Sector Current # Value All-time # Value
Machinery 1 (13%) - 4 (19%) -
Business Services 1 (13%) - 2 (10%) -
Consumer Products 1 (13%) - 2 (10%) -
Energy Services and Equipment - - 2 (10%) -
Environmental 1 (13%) - 2 (10%) -
Automotive 1 (13%) - 1 (5%) -
Communications 1 (13%) - 1 (5%) -
Furniture - - 1 (5%) -
Manufacturing 1 (13%) - 1 (5%) -
Media - - 1 (5%) -
Medical Products - - 1 (5%) -
Packaging 1 (13%) - 1 (5%) -
Restaurants - - 1 (5%) -
Transportation - - 1 (5%) -
Total 8 - 21 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) - 20 (95%) -
  Texas 2 (25%) - 7 (33%) -
  New Mexico 1 (13%) - 2 (10%) -
  Indiana 1 (13%) - 2 (10%) -
  Kansas 1 (13%) - 1 (5%) -
  Iowa 1 (13%) - 1 (5%) -
  Georgia 1 (13%) - 1 (5%) -
  Arizona 1 (13%) - 1 (5%) -
  Tennessee - - 1 (5%) -
  Nevada - - 1 (5%) -
  Nebraska - - 1 (5%) -
  Colorado - - 1 (5%) -
United Kingdom - - 1 (5%) -
Domestic 8 (100%) - 20 (95%) -
Cross-border - - 1 (5%) -
Total 8 - 21 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (25%) - 8 (38%) -
Growth Capital 5 (63%) - 7 (33%) -
Secondary Buyout 1 (13%) - 4 (19%) -
Divestiture - - 1 (5%) -
Recapitalization - - 1 (5%) -
Total 8 - 21 -

Exits by Deal Type

Type Total # Value
Trade Sale 6 (38%) -
Secondary Sale 4 (25%) 70M (4%)
Trade Sale - Public Company 3 (19%) 1.6B (96%)
Merger 1 (6%) -
Sold to Management 1 (6%) -
Stake Sale 1 (6%) -
Total 16 $1.7B

Top M&A Advisors

Financial Deals
Flieller, Kruger, Skelton & Plyler, PLLC
 2
Corporate Finance Associates Worldwide, Inc.
 1
MHT Partners LP
 1
Legal Deals
Queen Saenz + Schutz PLLC
 4
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
PE Firm(s)
86%
6 86%
Strategic(s)
14%
1 14%
Exited to
PE Firm(s)
39%
7 39%
Strategic(s)
61%
11 61%

Investor Summary

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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