The Sage Group, LLC, is a global independent investment bank with offices in Los Angeles and New York, and partner offices in London and Paris. For over 25 years, we have advised consumer-focused companies on their most critical strategic and financial decisions, including mergers and acquisitions, capital raises, and debt restructurings. Our deep sector expertise — spanning retail, apparel and accessories, e-commerce, beauty and personal care, food and beverage, and more — is unmatched. We provide bespoke solutions tailored to the unique needs of complex businesses. With an unparalleled network of relationships and a track record of transformative results, Sage delivers clarity, conviction, and impact for the world’s most dynamic consumer brands.
About
M&A Advisory for Premium Consumer Brands and Digitally Native Companies
- Sell-Side M&A
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From the first meeting through to final legal documentation and closing, Sage’s partners and bankers are involved in every detail. In addition to knowing the numbers, our bankers are passionate industry experts and brand advocates who understand the essence of a brand’s identity and know how to communicate its potential through powerful marketing materials and robust financial models. Sage tailors its approach to every client mandate and optimizes the competitive dynamic to maximize value. Sage manages the process with a critical eye and always in the best interests of its clients and continues to provide support in the months and years that follow a transaction.
In addition to knowing the buyers and how they operate, Sage is well versed in working with various types of clients: founder-entrepreneurs, family ownership, financial sponsors, public companies, creatives, digital disruptors, visionaries, and rule-breakers.
- Growth Capital Raising
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Sage advises growth-stage companies on raising capital with unrelenting client advocacy, leveraging deep domain expertise, and calling upon its relationships with the best strategic or financial investment partners for each client. From identifying capital requirements and evaluating use of proceeds to recommending appropriate investment structure and market approach, Sage manages an efficient process to ensure that an optimal capital structure is achieved. Excellent outcomes then result in repeat engagements with clients when they are ready for the ultimate exit.
- Buy-Side M&A
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Sage advises both public companies on acquiring strategic assets and institutional investors on high-profile branded consumer and DTC investments. Leveraging its extensive industry knowledge and vast network of relationships, Sage is quick to identify appropriate and actionable M&A opportunities for its clients and implement a strategy for success.
- Strategic Advisory
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Sage advises special committees of Boards of Directors on a wide range of transactions. Sage renders fairness opinions and advises clients on valuations. We advise on special situations and/or restructurings and recapitalizations that require a holistic review of strategic alternatives, providing balanced perspective and seasoned guidance.