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M&A Advisory for Premium Consumer Brands and Digitally Native Companies

Founded in 2000, The Sage Group is an independent investment bank focused on providing merger and acquisition advisory and strategic guidance to high-growth, premium consumer brands and digitally native companies in the U.S. and internationally. With offices in Los Angeles and New York, Sage collaborates closely with founder-entrepreneurs, management teams, and their investor partners on navigating a transaction to maximize value and achieve shareholder objectives.

Sage’s partner-led teams deliver tailored advice based on deep industry knowledge, real-time market insights, and longstanding relationships with the most prominent strategic buyers and investment funds globally. Sage has proven expertise in positioning its clients’ businesses and crafting compelling growth stories and marketing materials that generate interest and drive optimal results. Sage brings unrelenting tenacity, energy, and passion to every client mandate. Through the process of helping refine their company’s vision and completing a successful transaction, Sage’s relationships with its clients often far outlast the closing date.

Sell-Side M&A

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.

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Growth Capital Raising

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.

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Buy-Side M&A

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.

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Strategic Advisory

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.

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