Rest assured.

We watch after critical business affairs.

We help capitalize business.

We help insure risk.

FINANCIAL SERVICES

Sage Elk is a financial services company that provides finance, real estate, and insurance advisory.

We are business advisors who serve to ensure that you are properly funded, housed, and protected. Our experience ranges across most industries and stages of growth, and our network represents the best in class for every discipline, making Sage Elk the most reliable guide during complex decisions.

We traverse tough terrain.

Capital Providers

Businesses

Developers

Insurers

Accountants

Attorneys

Brokers

Private Equity

Banks

Private Debt

Family Offices

REIT's

Manufacturing

Retail

Transportation

Construction

Corporate VC

Distribution

Agriculture

Advisors

I-Bankers

Agents

Technology

Our history spans decades, geographies, industries, and disciplines.

  • Build-To-Suit Funding Line - National Retailer's #1 Franchisee

  • Reverse Build-To-Suit Funding Line - Regional US Restaurant Chain

  • Real Estate Sale Leaseback - National Manufacturing Portfolio

  • Net Lease Acquisition - Publicly Traded Company Portfolio

  • Recapitalization - Popular Restaurant Chain

  • Private Placement - Critically Acclaimed Films; Nanotechnology

  • Buy-Side Acquisition - Premiere Tourism Business

  • Sell-Side Acquisition - Top-5 Gaming Computer Company

  • Bankruptcy Liquidation - Screenprinting Company

  • Buyer, Acquisition - C-Store Chain and Petroleum Supply, SE US

  • Seller, Acquisition - 5-10 C-Store Package(s)

  • Seller, Acquisition - 5 C-Store Package(s) w/ Gaming Machines

  • Equity & Debt, Reverse BTS Line - 3-5 Restaurants/Yr, Regional US

  • Equity, Leveraged Buyout - Undisclosed Retail; $250 million size

  • Equity or Debt - 400+ acre solar farm, Southwest US

  • Sale Leaseback, Liquidity - Heavy Manufacturing, Southwest US

  • Property and Casualty Policy - Homeowners' Association; Church

Sample Work

Currently Seeking

We specialize in creating custom solutions for businesses.

Send Us An Email About Current Opportunities:

Go live.

Finance

Real Estate

Insurance

NEWS FEEDS

Economy

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