Blue Sage Capital, an Austin, Texas-based private investment firm, is pleased to announce the additions of David Berry and Blake Jones to the investment team. David and Blake join Blue Sage as Associates. In their roles, they will assist with evaluating, structuring, due diligence, and financial monitoring of investment opportunities.
Blue Sage Capital Grows Investment Team
David Berry joined Blue Sage in April 2018. Previously, he worked as an investment professional at ITE Management, a private equity fund based in New York City, focusing on industrial transportation assets. Prior to ITE, David was an Investment Banking Analyst at Morgan Stanley, specializing in transactions across the services industry verticals. He advised on valuation and analysis of mergers and acquisitions, initial public offerings and leveraged buyouts. David graduated from Indiana University with a Bachelor of Science degree from the Kelley School of Business in Finance and Entrepreneurship.
Blake Jones joined Blue Sage in August 2018. Previously, he worked as an Analyst in the Leveraged Finance Investment Banking group at Bank of America Merrill Lynch, where he structured and executed leveraged loans and high-yield bonds for financial sponsors and corporate clients across a variety of industries. Blake graduated with Highest Honors from the University of Texas with a Bachelor of Business Administration degree in Finance from the Business Honors Program and a minor in Accounting.
About Blue Sage
Blue Sage Capital has over $200 million in assets under management and invests in profitable, growing, lower middle-market industrial, manufacturing, service and distribution companies with revenue of $20 to $100 million. Of particular interest are opportunities to partner with founders as the first round of institutional capital in a recapitalization transaction and companies that enjoy leadership positions in niche industries.