Strategy

Sageview’s investment efforts are focused on three primary sectors: technology, financial services, and business services.

Focus on Select Growth Industries

Sageview’s investment efforts are focused on three primary sectors: technology, financial services, and business services. These industries are characterized by above-GDP growth trends and a large number of small and mid-sized companies, creating a robust opportunity set in which attractive investment returns can be achieved without the use of excessive financial leverage.  Sageview’s investment team has deep industry experience and a strong track record in these verticals.

Proactive and Proprietary Sourcing

Sageview focuses primarily on minority investments and other opportunities where governance or structure often fall outside the mandates of traditional private equity and venture capital funds. Sageview’s extensive global relationship network is a valuable sourcing engine, and the majority of our investments are proprietary in nature, with Sageview as the lead or only investor and a member of the Board of Directors.

Asymmetric Risk-Return

Sageview pursues a rigorous underwriting approach that prioritizes capital preservation and risk-mitigation, while maintaining attractive upside optionality.  Sources of downside protection might include recurring cash flow, tangible asset values, structural protections, hedging, or other means.  By investing in equity and equity like securities, Sageview maintains exposure to upside performance.

Active Approach to Ownership

Sageview targets a portfolio of 15-20 total investments, enabling the firm to concentrate efforts on opportunities where Sageview’s capital, expertise and active involvement can have a meaningful impact on value creation.   Sageview looks to partner with founders and management teams who have a demonstrated track record of success, a clear strategy for value creation, and incentives that are aligned with those of other shareholders.

Opportunistic Investing in Public Markets

Sageview opportunistically invests in public companies and special situations, consistent with the firm’s history and experience.  Our focus is primarily on situations where we can be an engaged, impactful anchor shareholder to small and mid-cap public companies.