Investment Criteria

We specialize in oil and gas producer finance with a primary focus on the acquisition, exploitation and development of proven reserves and a secondary focus on niche midstream opportunities.  Our investment criteria include:

  • Experienced management teams with a proven operating history.
  • Assets and team located in North America.
  • Investments requiring $20-$50 million, with the ability to assemble substantially more capital through co-investment.
  • Opportunities with either existing production or identified capital needs, linking management to assets from the outset.
  • A preference for equity investments, but open to alternative structures.
  • Standard corporate governance provisions consistent with investment structure.
Sage Road Capital | 2121 Sage Road, Suite 325 • Houston, TX 77056 • 713.364.1400