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Our team has a comprehensive skill set drawn from a variety of experiences at some of the world's best institutions: |
We have extensive private equity investing experience at firms
such as J.H. Whitney, TA Associates, Thomas H. Lee Partners,
Parthenon Capital, Austin Ventures and The LBJ Holding Company.
Collectively, we have invested approximately $140 million and
produced returns of approximately $440 million. Approximately
80% of this $440 million has already been realized for our investors.
These investments have earned top-decile returns for our investors
and created significant wealth for many of our portfolio companies'
management teams.
We have significant financial engineering skills and deep transactional
experience from Goldman Sachs, Morgan Stanley and Credit Suisse
First Boston. This experience includes debt financings (senior
and subordinated, long- and short-term, high-yield and investment
grade), equity financings (IPOs and secondaries), asset financings
and sales, recapitalizations and management buyouts.
We have significant CEO-level operating experience at small middle-market companies. We also have management consulting experience at McKinsey & Company and Booz Allen.
We have decades of experience working with family-owned businesses and the estate, succession, tax, liquidity and diversification issues that these businesses entail.
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.
We have participated in a wide variety of exits, including sixteen over the past five years. 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.
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