Investment Approach
Vision and Values
We are energized by creating enterprise value at purpose-driven companies that stand the test of time
Through our portfolio companies and management approach, we seek to be on the right side of history.
We are transparent, and we do what we say we will.
We appreciate unconventional thinking as the mother of invention and breakthroughs.
We possess the humility to make decisions based on intellectual honesty, data, and facts.
We are better as a team unified by our vision and values.
Strategic Alignment
We bring intentionality to our investments through the alignment of strategy and resources. At the outset, we build consensus with our management teams on a strategic growth plan that leverages our strengths and assets, while anticipating and mitigating risks. We introduce experienced resources that will propel companies towards our strategic goals.
Empowering and Partnering with Exceptional People
The bedrock of a successful enterprise is its people. We empower the management teams we partner with to lead organizations in the pursuit of our strategic goals. The SagePath network of operating partners and specialist advisors bring subject matter and functional expertise to further sharpen our insight into value creation opportunities. We respect and value diversity of thought and voices to uncover the best ideas, and together, bring them to life.
Value Creation
Value creation is the crux of our investment strategy. Launching from a solid foundation on day one, we develop a customized value creation plan together with management. Value creation levers that we have applied with success include:
Strategy development
Revenue acceleration through new services and markets
Margin expansion
Optimizing operations
Recruiting talent
Investing in high ROI projects
Transformational acquisitions
Elevating the company narrative
Execution Excellence
An ambitious plan becomes reality through execution excellence. We progress towards long-term goals through a bias for taking action with tenacity, accountability, and a positive attitude. We develop and utilize processes that are systematic, repeatable, and scalable. Lastly, we persevere and are able to succeed in all conditions because of our commitment, patience, and resilience.
Agility to Adapt
The world is changing rapidly. To be successful, we must strike the right balance of staying true to our strategic direction, while being agile enough to adapt to a dynamic landscape. As lifelong learners, we thrive on ingesting new information to optimize our thinking, processes, and outcomes.