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 & 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.
We focus on $2 to $10 million transaction sizes, including debt and equity growth financings, acquisition financings, and sell-side advisory.
Blue Sage offers unmatched flexibility for smaller financing opportunities that fit our investment thesis. This gives us the capability to work with early stage and start-up businesses that we find particularly compelling. 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 affordable fractional basis as required by our clients.
Through the Blue Sage Resource Collaborative, our Board of expert industry advisors, serial entrepreneurs, and sophisticated investors in the Health, Active & Sustainable Living Industry, we bring 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. As a group we believe there is excess capital chasing too few quality deals, and it is our mandate to engage high-potential, mission-driven entrepreneurs and provide them with the resources of the BSRC to attract capital needed to grow.
Blue Sage is focused on bringing promising investment opportunities to strategically-aligned investors and leveraging our extensive networks to maximize deal flow volume and quality.