SERVICES PROVIDED


The Partners of Sage have extensive experience in a broad range of financial transactions.

 

 

Mergers, Acquisitions and Divestitures

§         Maximizing value for an entrepreneur or company is an art.  Experience has taught us how to find and motivate the optimal strategic or financial buyer while maintaining confidentiality and minimizing disruption to the business.

§         Solid strategic thinking and creative financial engineering can mean the difference between success and failure for an acquisition transaction.

§         Experience in all phases of merger and acquisition transactions as both operators of and advisors to businesses provides Sage the perspective to deliver sound advice and exceptional execution.

 

Private Placement of Equity and Debt

§         Raising capital for expansion, acquisition or balance sheet optimization can be challenging for middle market companies.

§         The principals of Sage have considerable experience in accessing private institutional sources of equity and debt. 

§         Sage maintains relationships with private equity and venture firms across the country specifically targeted at middle market companies.

§         Sage helps clients obtain the best financing / valuation for their businesses with the minimum possible distraction to operations by appropriately structuring the financing proposal and focusing the search for capital on the right targets.

 

Financial Advisory Services

§         Restructuring activities have led to resource constraints at many public and private companies.

§         Important corporate development activities often fall below the size threshold for major investment bank involvement, or in the alternative would be staffed by junior personnel from those firms.

§         Sage works with clients on these non-traditional assignments that require sustained hands-on involvement with senior Sage personnel working closely with operating executives to accomplish corporate goals.