Our team has a comprehensive skill set drawn from a variety of experiences at some of the world's best institutions:

Investing
We have extensive private equity investing experience at firms such as J.H. Whitney, Parthenon Capital, Austin Ventures and The LBJ Holding Company. Collectively, we have invested over $150 million and produced returns of over $450 million. These investments have earned top-decile returns for our investors and created significant wealth for many of our portfolio companies' management teams.

Operations
We have significant CEO-level operating experience at small middle-market companies. We also have management consulting experience at firms such as McKinsey & Company.

Family Businesses
We have decades of experience working with family-owned businesses and the estate, succession, tax, liquidity and diversification issues that these businesses entail.

Relationships
We have relationships with a wide variety of experts who can add value to our partner companies. These experts include lenders, executive recruiters, investment banks and consultants.

Mergers, Acquisitions & Exits
We have participated in a wide variety of exits, including at least seventeen over the past decade. Our exits include IPOs, mergers, company sales, buyouts and recapitalizations.

Many of our experiences are in the segment on which Blue Sage is focused--established, growing companies in the small middle market in the Southwest, primarily Texas and contiguous states. Indeed, each member of the team has deep roots in, and is a long-time resident of, the region.

At the same time, we also have experience with some of the world's best large companies. We believe that these experiences enable us to bring a valuable large-company perspective to our small middle-market companies.