Investment Approach

Sage Road is committed to pursuing attractive investment opportunities in the lower middle-market energy sector.  Working collaboratively with our portfolio companies, we achieve long-term value creation by providing strategic, operational and financial expertise.  Elements of our investment philosophy include the following:

  • Partner with exceptional owner-operators: people and execution drive outcomes.
  • Target assets consistent with a management team’s geographic and operational expertise.
  • Capitalize investments prudently and appropriately for the strategy, execution plan and commodity exposure.
  • Employ disciplined and consistent hedging practices to mitigate cash flow volatility.
  • Maintain a flexible investment time horizon.
  • Avoid herd mentality: many of the most compelling opportunities are overlooked and / or out of favor.
  • Exploit the benefits of being small and nimble.