Search Fund Investing
Supporting the next generation
of Canadian entrepreneurs.
We invest in talented leaders and help them become successful CEOs
We partner with search funds and talented entrepreneurs in their quest to acquire and grow Canadian-based small and medium-sized enterprises (SMEs) in the lower mid-market. Sage is a recognized leader in the Entrepreneurship Through Acquisition (ETA) community both in Canada and internationally.
Launching a search?
Sage provides not only financial support but also active mentorship at all stages of a searcher’s journey from the initial search through the acquisition phase and ultimately through the post-acquisition operation of the business and eventual exit. Our hands-on approach is unique in the space and has helped many of our CEOs confidently grow into prominent leaders of strong organizations.
If you’re launching a search in Canada we want to hear from you.
Selling a business or exploring succession?
We believe that the search fund model is highly effective in addressing the common concerns of retiring business owners exploring their succession planning options. Unlike traditional private equity investors, we seek to preserve your legacy and we see your employees and your industry knowledge as invaluable in the transition and continued growth of the business. Retire on your terms with our help and the leadership of our young CEOs looking for your mentorship and support.
If you’re selling your Canadian-based business we want to hear from you.
Interested in learning more about opportunities to invest in Sage?
A diversified fund of investments in search funds and the portfolio companies acquired under the search model provides a unique opportunity to achieve out-sized, risk-adjusted returns through investment exposure in the lower mid-market. Companies in the midst of succession planning provide great acquisition opportunities and Sage is the leading Canadian search fund investor.
We are actively investing out of Sage Fund 2 and we are currently closed to new investors.
If you’re interested in being included on our prospective investor list for Sage Fund 3 or if you have any questions about investing in Sage, we want to hear from you.
What is a search fund?
The concept was created at the Stanford Graduate School of Business as a method to give young, aspiring operators a direct path to owning and managing a company.
How does a search fund work?
Sage invests in both traditional search funds and non-traditional self-funded searches.
Why a search fund?
“Nearly 75% of small business entrepreneurs are planning to exit their businesses in the next 10 years.”