Do diligence.

We are experts at conducting, and delivering, due diligence.

ABOUT US

Sage Elk is a group of business experts with diverse backgrounds.

We are happy to share our history and references with prospective clients. As fiduciaries, we enjoy discretion as we operate. We work through referrals, and sometimes conduct targeted searches for investor clients. We are often mediating both sides of the table.

Overall, we are a collective of advisors with decades of experience in consulting, investment banking, fund management, fundraising, accounting, transaction law, estate planning, real estate, and insurance. While our transaction values reach into high dollar amounts, we take pride in some of our smaller successes. We often work alongside other professionals to complete complex transactions, and can assemble teams for nearly any situation.

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1. INTRODUCE

2. QUALIFY

3. INFORM

4. SOLICIT

5. BID

6. EVALUATE

7. COMMIT

2b. Engage Sage Elk

7b. Fund Transaction/Policy

ENGAGE US

CONTACT US

info@sageelk.com

512-379-7297

HQ Address
5900 Balcones Dr., Ste. 4313
Austin, Texas 78731

Hours
Monday - Saturday: 7:00 - 7:00
Sunday: Closed

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

Sample Work

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

Currently Seeking

FINANCE

Multi-state retail operator, buy-side acquisition of southeast multi-location operator and supplier. Sage Elk led negotiations, prepared presentations, answered diligence, and secured numerous written offers from institutional investors (Real Estate Financing and Private Debt) for up to 96% of the $40 million acquisition price within 30 days, giving our client options on capital structuring, and a high double digit IRR.

Premiere boating tourism business, sell- and buy-side acquisition. We led negotiations between both buyer and seller as intermediary, assisted with a succession plan to sell the business to key management, and secured a combination of non-bank and other asset-based loans to fully fund the purchase price. We proceeded to advise seller on launching of new lighting supply business thereafter.

CASE STUDIES

Film production company, business plan and private placement capital raise. A seasoned producer team had established themselves in the industry with distribution deals on prior work, and wanted to leverage their high net worth network to fund new film projects. They engaged Sage Elk to improve their professionalism for fundraising and after helping them raise $8 million, went on to win numerous awards and top distribution.

Top 5 gaming PC company, sell-side acquisition search and business sale. Trailing on momentum of two comparable market sales of gaming computer companies to large manufacturers, a top-5 competitor engaged us to sell their gaming computer business. We efficiently made introductions at the executive level to Dell, HP, and Compaq, and in 6 months sold to an online hardware reseller for a cash payment and seller earnout.

* Case studies generalize details to protect confidentiality of the parties involved. Please ask us for further information, and additional examples.

Buy-Side Acquisition

Acquisition

Private Placement

Sell-Side Acquisition

Multi-state convenience store operator, financing lines for new store development. Sage Elk's fast-growing client required new construction finance options beyond their normal capital sources. Within a week we tested the market for rates from institutional partners and received $50 million in commitments for short-term financing, as well as long-term reverse build to suit financing, which significantly reduced the client's required equity.

Development

REAL ESTATE

CASE STUDIES

Disposition

National real estate investor, off-market net lease portfolio disposition. Based on previous work together, an elite national brokerage team approached Sage Elk with a $24 million off-market disposition of four industrial distribution warehouse facilities on behalf of one of its investment fund clients seeking portfolio diversification. Sage Elk introduced the broker team to a qualified buyer who executed the transaction within 90 days.

National parts manufacturer, off-market sale leaseback financing. A close advisor contact sought liquidity for a long-time client's succession planning, to make shareholder distributions and re-organize the ownership structure, and wanted to do so through a sale leaseback while maintaining strict confidentiality. Despite environmental challenges, we made the necessary introductions and closed at $7.5 million within 60 days.

Regional US restaurant chain, term debt and mortgage recapitalization. After assembling a variety of real estate debt facilities to grow rapidly into two states, this operator sought to consolidate debt into a single facility with one lender. Sage Elk prepared financial statements and presentations, and secured a $15 million replacement term loan to replace 6 other notes. The restaurant has grown in popularity, now covering 6 total states.

Sale Leaseback

Recapitalization