Partnering for Growth,
Driving Success.
WHAT WE DO
Adaptive Funding for Ambitious Businesses
Offering tailored debt and equity solutions, we work with lower middle-market companies to unlock their full potential. By partnering with driven management teams, we provide strategic support to enhance market position, achieve operational excellence, and drive long-term success. Our hands-on approach ensures that our partner companies experience lasting value and growth.
Our Investment Approach: Strategic Growth, Competitive Strength, and Embracing Challenges
At SAG Capital Partners, we provide flexible capital solutions to companies nationwide. We partner with industry visionaries ready to elevate their growth and market presence. Unafraid of complexity, we specialize in crafting tailored capital strategies that drive growth, enhance profitability, and ensure sustainable success.
Corporate Carve-outs / Divestitures
Growth Equity
Structured Equity
Leveraged Buyouts
Preferred Equity
Restructurings
Strategic Debt
Recapitalizations
Flexible direct lending solutions for the lower middle market, focusing on independent sponsors, growth-driven business owners, and entrepreneurial management teams.
DEAL PARTNERS
Independent sponsors
Business owners/management
Search funds
Family offices
Private equity funds
Other lenders
STRUCTURES
Senior debt
Unitranche debt
Subordinated debt
Debt with warrants
Preferred equity
Common equity
SITUATIONS
Leveraged buyouts
Management buyouts
Buy & build platforms
Recapitalization & refinancing
Strategic investments & growth
Co-investments
Carve-outs
PRIVATE EQUITY
Accelerating Growth with Strategic Acquisitions
Our buy-and-build strategy is focused on accelerating growth by providing the resources and expertise needed to scale through acquisitions. As value-driven investors, we partner with management teams to drive value through acquisitions, business development, and operational improvements.
We prioritize a partnership approach, ensuring alignment of interests and a shared vision for success. We target situations involving management-led buyouts, family-owned businesses seeking liquidity or retirement, and companies needing capital for growth, strategic initiatives, or restructuring. We value opportunities where sellers retain a meaningful equity stake, fostering a collaborative effort to maximize value and achieve strong returns.
PRIVATE CREDIT
Tailored Credit Solutions for Dynamic Companies
Our private credit strategy delivers flexible, solutions-oriented senior and junior credit to lower middle-market companies. With a focus on cash flows and enterprise value, we offer financing options designed to meet the specific needs of each business.
We specialize in senior and mezzanine debt investments, as well as minority equity co-investments, in privately held companies. Our approach includes direct lending to businesses and private equity sponsors for refinancing, leveraged buyouts, acquisitions, recapitalizations, and strategic growth. Our financing is backed by a proprietary network of investors and institutional partners, allowing us to provide customized credit solutions that enhance business performance.
Driven by Values, Guided by Trust.
We prioritize
PARTNERSHIPS
Some firms define success by the deals they close or the returns they generate. We measure it by the strength and longevity of the partnerships we form, focusing on creating lasting relationships that add value over time.
We stand by our
VALUES
Delivering meaningful financing solutions is about more than just expertise and deal structures. It’s about fostering genuine collaboration, alignment, and mutual trust. We believe true value comes from these principles
and guide every action we take.
We keep our
COMMITMENTS
Many firms claim they can meet the needs of clients, investors, and stakeholders, but few truly deliver. Our approach is different: we ensure that what we promise is exactly what we provide, consistently meeting and exceeding expectations.