Who We Are

Founded in 2003, we are a leading Austin, Texas-based private equity firm with over $400 million in assets under management specializing in growth, recapitalization and buyout financings of small middle-market companies.

Investment Criteria

  • $4-15M EBITDA
  • $20-40M investment with ability to scale up
  • Flexible capital: Majority/minority equity, Mezzanine debt
  • Founder/family-focused

Why Blue Sage

We know businesses require more than just capital to succeed. We formed Blue Sage Capital to invest alongside management in proven, growing, small middle-market companies.


We partner with managers whom we like, trust and admire and whose interests align with our own. Through our investments, we enable current company owners to meet their needs for capital, liquidity and diversification.


We believe that private equity is a relationship business, not a transactional one. We strive to treat everyone, including our managers, intermediaries and service providers, like partners.


We know that earnings growth is the most important factor in a successful investment. We provide our partner companies with the capital, guidance, strategy, and operational support needed to create additional value.


Acting with integrity is the fundamental principle guiding all of our actions.

Reputation & Track Record

Prior to founding Blue Sage, our partners established a superior track record. Since 2003, we have continued to generate top-decile returns to our investors.

Recent News

Blue Sage Capital is pleased to announce its recently completed investment in Geo-Solutions, Inc. Founded more than 40 years ago, Geo-Solutions provides highly complex geotechnical and environmental remediation services, primarily for the infrastructure, utilities, chemical, mining, and other industrial end-markets. The company is headquartered in New...


Impact Property Solutions (“Impact”), a Dallas, TX-based portfolio company of Blue Sage Capital (“Blue Sage”), is proud to announce its acquisition of Interior Concepts, Inc., an Arizona-based provider of flooring products and installation services to multifamily and commercial properties. Interior Concepts,...


AUSTIN, TEXAS – Blue Sage Capital (“Blue Sage”) is pleased to announce its recently completed investment in NexGen Financial (“NexGen” or the “Company”) in partnership with Four Point Capital Advisors (“Four Point”). Founded in 2018, NexGen provides flexible capital solutions to debt settlement companies. The cash infusions from NexGen allow debt settlement...


AUSTIN, TEXAS – Blue Sage Capital (“Blue Sage”) is pleased to announce its recently completed investment in Clearly Clean Products, LLC (“Clearly Clean” or the “Company”) in partnership with Insight Equity (“Insight”). Founded in 2007, Clearly Clean is an Orwigsburg, PA-based manufacturer of sustainable food packaging trays made from 100% recyclable polyethylene...


AUSTIN, TX -- Blue Sage Capital (“Blue Sage”) announced today that it closed on the sale of Magnum Systems, Inc (“Magnum”) to 3 Rivers Capital, based in Pittsburgh, Pennsylvania. Patriot Capital and SharpVue Capital participated in the transaction by providing debt and equity financing. Magnum designs and manufactures mission-critical, customized systems and engineered components for automated...


Blue Sage Capital is pleased to announce its sale of Frontier Waste Solutions to a global investment group led by Concentric Equity Partners and Summer Street Capital Partners. Blue Sage helped create Frontier alongside founding CEO John Gustafson in 2017. Over the last six years, Blue Sage guided Frontier’s growth from its initial startup to one of the largest...