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Approach

• We partner with management based on our experience that success is driven by shared values, shared objectives and shared results. We look to build long-term partnerships among our portfolio company’s management, employees, customers and stakeholders where our role is to support and facilitate actions that increase value. Sagamore has an operationally driven returns perspective where leverage is employed at prudent levels to support organic growth and add-on acquisitions.

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Criteria

• As a direct investor of private capital, we have the flexibility to creatively address each individual opportunity we evaluate. We focus on specific industries and markets where the operating, executive and financial experience of our team create a differentiated investment advantage. We are open to investing in corporate carve-outs, special situations and operational turnarounds as well as assisting private owners seeking liquidity.

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Process

• Our industry expertise and transactional knowledge enable us to quickly and thoughtfully respond to all investment opportunities. Our evaluation is a collaborative process encompassing significant upfront analysis of the opportunity based on a thorough due diligence process and the development of operating and strategic plans to align interests, share objectives and measure our shared success.

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