ABOUT

WORLD CLASS FINANCIAL ADVISORY FOR
BRANDED CONSUMER AND RETAIL COMPANIES

Founded in 2000, The Sage Group is an independent investment bank that provides corporate finance advice to premium branded consumer and retail companies. Sage’s clients include private companies, public companies, and private equity funds worldwide. Sage advises on a broad range of M&A, capital raising, restructurings, take-privates, fairness opinions, and other corporate finance services.

Sage prides itself on its far-reaching industry relationships with key executives, entrepreneurs, and financiers at the highest levels of international corporations, private equity firms, hedge funds, and lending institutions. The firm’s combination of M&A expertise, industry knowledge, institutional relationships, and success in creating value for its clients, has brought Sage a reputation for delivering exceptional results.

PRINCIPLES

At Sage, we have become our clients' most trusted advisor by demonstrating that their objectives are our very own. We successfully navigate each of our clients through what is often a transformational transaction. With a long-term vision and tenacious adherence to our principles, we help our clients maximize value and achieve strategic objectives.

TRUSTWORTHY

Trust is earned through knowledge, judgment, integrity, and discretion. We understand that without gaining our clients’ trust, we cannot be effective advisors.

COMMITTED

We are hands-on, committed, and attentive to every detail. We are dedicated to helping our clients achieve the optimal transaction for their company and stakeholders.

OBJECTIVE

Unbound by conflicts of interest, we are steadfast in providing objective advice to our clients. This is more important than anything as it forms the basis of our reputation.

CREATIVE

By providing tailored solutions through understanding nuances and key value drivers, we can structure transactions with creativity to achieve optimal terms for our clients.

services

  • MERGERS & ACQUISITIONS: SELL-SIDE
    • Maximize value for all stakeholders, and achieve their other goals
    • Develop effective marketing materials, including a detailed growth plan
    • Identify and evaluate strategic and financial buyers
    • Negotiate and structure transaction with the highest-level decision makers
    • Manage transaction and due diligence process through final documentation and closing
    • Continue to provide advisory support post-closing

    MERGERS & ACQUISITIONS: SELL-SIDE

    We have decades of experience in advising business owners, public companies, and private equity funds on many billions of dollars of sell-side M&A transactions. With a core knowledge base rooted in consumer and retail, Sage takes a forward-thinking approach in marketing its clients’ businesses and negotiating on their behalf.

  • MERGERS & ACQUISITIONS: BUY-SIDE
    • Identify and evaluate investment and acquisition opportunities
    • Structure and negotiate transactions
    • Manage due diligence process
    • Manage transaction process through final documentation and closing
    • Continue to provide advisory support post-closing

    MERGERS & ACQUISITIONS: BUY-SIDE

    Sage is well seasoned in advising public corporations on identifying and acquiring select, strategic assets, and on take-private transactions, as well as in advising private equity funds on high-profile and complex consumer and retail investments.

  • CAPITAL RAISES
    • Identify capital requirements and evaluate use of proceeds
    • Propose appropriate securities (equity, debt, hybrids) and market approach
    • Prepare marketing materials
    • Select, contact, and manage communications
    • Structure and negotiate transaction Assist with necessary documentation and advise through closing

    CAPITAL RAISES

    Sage advises private and public companies in raising and structuring capital to fund growth, generate liquidity, and facilitate ownership transitions. Sage has many relationships in the equity and debt capital markets, coupled with deep domain expertise, enabling it to optimize the capital structure to achieve a client’s objectives.

  • RESTRUCTURING
    • Assess condition and severity of financial pressures
    • Evaluate and develop short-term roadmap and/or reorganization plan
    • Develop 13-week cash flow and other planning tools
    • Identify and secure necessary capital
    • Negotiate, structure, and close transaction

    RESTRUCTURING

    We advise companies that are facing financial challenges and require a restructuring as part of any go-forward business plan. Sage executes distressed and bankruptcy transactions, including divestitures of distressed or non-core assets, and restructuring of existing debt/equity.

  • FAIRNESS OPINIONS / VALUATIONS
    • Render fairness opinions to boards of directors and special committees for M&A transactions, if appropriate
    • Perform valuations for a multitude of tax, estate, and corporate finance purposes

    FAIRNESS OPINIONS / VALUATIONS

    Sage provides fairness opinions and valuations in a wide range of circumstances.