Blue Sage Advisory

Blue Sage Advisory is a Colorado-based financial advisory firm.  We provide Private Placement, Mergers and Acquisitions, and Financial Advisory services for emerging Impact Enterprises in the Healthy, Active & Sustainable Living Industry nationally.  We define Impact Enterprises as consumer-driven businesses with solid growth & margins that have a positive social impact on human health & the environment, including:

Consumer Products & Retail: Personal care, household products, apparel, sporting goods & recreation, animal care products, retail, and local business models.

Food & Beverage: Healthy foods, functional beverages, restaurants & food service, vitamins, herbs & supplements, snacks & convenience foods, and grocery.

Health & Wellness: Fitness, active sports & recreation, wellness platforms, mental & physical health, safety & education, and services for the older adult population.

Environment & Sustainability: Conservation & efficiency, sharing economy, agricultural technology, green building technology, and environmental innovation.

Blue Sage focuses on $2+ million transaction sizes, including debt and equity growth financings, sell-side advisory, and acquisition financings.  Through our partners we can serve the role of an interim strategic CFO, overseeing everything from closing books to heading up capital formation efforts, and provide these services on an affordable fractional basis as required by our clients.

Our Blue Sage Resource Collaborative, comprised of expert industry advisors, serial entrepreneurs, and sophisticated investors in the Health, Active & Sustainable Living Industry, brings in-depth industry knowledge, strong industry relationships, an extraordinarily deep rolodex of contacts, and high quality transaction expertise to each engagement.  The Blue Sage Resource Collaborative facilitates our mission to align Impact Enterprises with key financial and business resources by actively taking part in each engagement.

We are registered representatives licensed with the SEC and FINRA.  Liberty Tree Advisors in Boston is our registered broker-dealer.