How We Invest

Sagemount backs market-leading companies across a range of high-growth sectors.

Industry & company focus

We focus on industries with strong secular tailwinds and companies with recurring or re-occurring revenue streams.

The Sagemount difference

We work in concert with entrepreneurs to increase the velocity of value creation.
  • A partnership approach

    We work in tandem with your management team. We work highly collaboratively, ensuring we have alignment on strategic initiatives, not pushing playbooks that don’t fit your business.

  • Speed to market

    We look to exploit Growth Factors right out of the gate.

  • A focus on growth

    We focus on driving accelerated growth, not disruptive downsizing.

  • Customized solution

    We tailor our approach to your company’s unique opportunities. We don’t believe in a one-size-fits-all playbook.

Investment criteria

We approach investing with flexibility, agnostic to a company’s capital structure. We are equally comfortable in the role of the majority or minority partner and investing in equity or debt securities.

Investment situations

  • Capital for growth: Add sales & marketing resources, fuel customer acquisition, expand partnership channels, or accelerate R&D

  • Capital for M&A: Sponsor game-changing acquisitions or industry consolidation

  • Buyouts: Traditional change-of-control buyouts, divestitures, and take-privates

  • Recapitalizations: Provide full or partial liquidity for financial, strategic, or management shareholders

Typical investment metrics

  • Investment size: $15-100 million for credit transactions; $40-400 million for equity transactions
  • Structures: Common or preferred equity; senior or subordinated debt
  • Role: Control or non-control; typically lead investor

Typical company metrics

  • Revenue size: $15+ million
  • Company growth: >10%, achievable organically or inorganically
  • Revenue model: Recurring or re-occurring (subscription, transactional, etc.)
  • Profitability: Corporate or unit-level profitability