🦊/Investors

Sage Capital

Private equityActively deploying

Saint Louis · Growth–Late Stage · 14 people tracked

Also known as SAGE CAPITAL ADVISORS, LLC · SAGE CAPITAL LLC · SAGE CAPITAL MANAGEMENT LLC

Find your way into Sage Capital

891 people in our graph share verified history with the Sage Capital team — schools, employers, funds. One of them is your warm intro.

David Coatsunlockedknows John W. Lemkemeier · together at Princeton University (overlapped)
knows the team · via Princeton University
×2knows the team · via Credit Suisse First Boston
×5knows the team · via Amherst College
×2knows the team · via University of Sussex
knows the team · via Boise State University
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Investment thesis

Sage Capital is a private equity firm investing long-term capital in lower-middle market and small businesses across North America. It invests through the Sage Capital Investors Roundtable, a committed fund of current and retired executives who provide judgment alongside capital. The firm makes both control and minority investments, typically via equity and equity-like instruments, funding growth, acquisitions, and recapitalizations. It favors durable businesses that can last more than a decade and operates a fund with no termination date, adopting a business-owner mindset rather than that of an asset manager. It emphasizes collaborative, LP-friendly terms, charging no fees on uninvested capital.

Source: firm website, verified Sep 15, 2026.

Stage
Growth–Late Stage
Check
$5M – $30M
HQ
Saint Louis, US
Leads rounds
Leads
Instruments
Equity
Founded
2004
AUM
$368.6M
Tracked investments
22
Acquisitions
4

Team · 14 people

from the firm's website & curated & public directories
Denise Dunlap· General Partnerin
Kevin Learned· General Partnerin
Molly Otter· General Partner
William Harrison Junell· Executive Officer

What they invest in

from 13 of 22 portfolio companies

Advanced Manufacturing ×7Hardware ×7Logistics & Supply Chain ×5FoodTech ×3IoT ×3Consumer ×2E-commerce ×2Healthtech ×2

HQs:United States×12

Investments · 22 tracked

founders shown can be your intro path

By year:2018 · 12014 · 12 dated

Bulk Tank, Inc.bulktankinc.com

Bulk Tank manufactures and distributes parts and equipment for pneumatic tank trailer systems across North America and internationally.

Advanced ManufacturingHardwareLogistics & Supply ChainPark Hills, US

Andrew Boyer(President)

Checkcorpcheckcorp.comin

CheckCorp manufactures precision-engineered heating and ventilation systems for vehicle seats, cushions, and commercial equipment surfaces.

Advanced ManufacturingFoodTechHardwareHealthtechIoTLogistics & Supply ChainMedical DevicesTroy, US

Ditmcoditmco.comin𝕏

DIT-MCO manufactures electrical circuit analyzers and wiring harness testing equipment for aerospace, defense, and commercial aviation industries.

Advanced ManufacturingDefense TechHardwareKansas City, US

George P. Heller

Imtbrandsimtbrands.comin

Innovative Motion Technologies (IMT Brands) is an industrial technology platform that designs and supplies interface and controls solutions, including electronic controls, temperature control systems, and flexible heating systems.

Advanced ManufacturingHardwareIoT

Khallstudiokhallstudio.com

K.

ConsumerDirect to ConsumerE-commerceWellness & FitnessSt. Louis, US

Kelley Barr(Founder)

Livers Bronzeliversbronze.comin

Livers Bronze manufactures handrailing systems in the United States, designed for easy assembly and installation by a single contractor without requiring specialized trades.

Advanced ManufacturingConstruction TechHardwareNew MaterialsKansas City, US

John F. Liversin

Mohawkliftsmohawklifts.comin

Mohawk Lifts manufactures industrial lifting equipment at its factory in Amsterdam, New York, and seeks experienced welders and machinists for production roles.

Advanced ManufacturingHardwareLogistics & Supply ChainAmsterdam, US

Questfmsquestfms.comin

Quest Food Management Services is a food service provider that designs and operates customized dining programs for organizations, emphasizing fresh, chef-prepared meals and personalized experiences.

Enterprise SoftwareFoodTechHR Tech

Rcpbillingrcpbilling.com

Revenue Cycle Partners provides revenue cycle management services for behavioral health, substance use disorder, and mental health providers and facilities, including contracting and credentialing, eligibility verification, utilization review, medical billing, and claims and accounts receivable management.

Digital HealthHealthtechSaaSIrvine, US

Safe Fleetsafefleet.netinFeb 2014

SafeFleet provides onboard technology systems for fleet operations including school buses, law enforcement vehicles, and commercial transportation, focusing on safety monitoring, operational visibility, and performance optimization.

HardwareIoTLogistics & Supply ChainMobility & TransportationBelton, US

Charles Gessler(CFO)inGary Rosenthal(Officer and Director of the Issuer.)John Knox(CEO, President and Director of the Issuer.)Brian Henry(Officer and Director of the Issuer.)Greg Elliot(Officer and Director of the Issuer.)Greg Elliott(Executive Officer, Director)in

Co-investorsOak Hill Capital

Schlaflyschlafly.com𝕏

Schlafly is a craft brewery based in St.

ConsumerFoodTechSt. Louis, US

Storesupplystoresupply.comin𝕏

Store Supply Warehouse sells retail fixtures, packaging, and supplies to small businesses and online retailers, including clothing racks, hangers, display cases, and bags.

E-commerceLogistics & Supply ChainMarketplacesRetail Tech

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Genz1800 Stephenson555 Bryant StreetCheck Technology SolutionsDIT-MCO InternationalInnovative Motion TechnologiesQuest Food Management Services LLCRandall Manufacturing LLCRevenue Cycle Partners LLCThe Saint Louis Brewery LLC

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.

Exits · 4

4 acquisitions

Check Technology Solutionsacq. by Innovative Motion TechnologiesDIT-MCO Internationalacq. by Capital For Business and Sage CapitalRandall Manufacturing LLCacq. by Safe Fleet Holdings, LLCRevenue Cycle Partners LLCacq. by Avadyne Health

Frequently asked questions

How many investments has Sage Capital made?
Sage Capital has 22 tracked investments, 4 of which have exited.
What stage does Sage Capital invest at?
Sage Capital invests at the Growth, Late Stage stages.
What is Sage Capital's typical check size?
Sage Capital typically writes checks of $5M – $30M.
What sectors does Sage Capital focus on?
Sage Capital focuses on Advanced Manufacturing, Enterprise Software, SaaS, Sector Agnostic.
Where is Sage Capital located?
Sage Capital is headquartered in Saint Louis, US.
Does Sage Capital lead rounds?
Yes, Sage Capital leads investment rounds.

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