Representative Engagements

At Sagewood Advisors, we take pride in our track record of helping clients achieve their business goals and navigate complex transactions. The following representative engagements offer a glimpse into the diverse scenarios where we have provided expert assistance. Please note that while these cases showcase the breadth of our experience, they are not an exhaustive list. In some instances, we have altered certain identifying details to protect our clients’ confidentiality and honor nondisclosure agreements executed as part of successful transactions. From business turnarounds and recapitalizations to strategic mergers and acquisitions, each engagement is a testament to our commitment to delivering tailored solutions that lead to successful outcomes for our clients.



Our team successfully helped recapitalize and restructure an over-leveraged distribution company through debt-workouts, reorganizing the workforce and operations, and an equity injection.

The company’s owner was burnt out, unable to sell due excessive personal guaranteed debt, and on the brink of business and personal bankruptcy.

The end result was a more profitable and valuable company, with a balance sheet in which company value exceeded company liabilities.



We successfully helped a multi-national company divest a manufacturing facility that was no longer relevant to the core business of the company.
While the manufacturing subsidiary was quite profitable, it was located out of state and distracted the executive team from focusing their attention on more important matters.
Our team secured a buyer to acquire the business and accompanying real estate – all in all, the deal was closed within 90 days from start to finish.



We successfully assisted the founder of an indoor shooting range concept divest the established location to existing management.

The founder needed to focus on acquiring more locations and licensing proprietary range concepts to ranges nationwide, but was distracted by the day-to-day operations of his existing ranges.

Strategic Capital Raise for Expansion of professional practice

Strategic Capital Raise for Expansion

We guided a growing company in the professional practices sector to secure strategic capital for their expansion plans, propelling them to capture a larger market share.


Facilitating transaction for a Pre-Existing Seller-Buyer Connection

Business Sale with Buyer Already Identified

Our team facilitated a successful connection between a motivated seller in the B2B services sector and an interested buyer, ensuring a smooth and fruitful transaction.

Transformative Merger of Complementary Businesses

Mergers & Acquisitions Advisory

We orchestrated a transformative merger between two complementary businesses in the recreation sector, creating a stronger, more competitive entity.

Executing a Strategic Roll-Up for Market Expansion

Strategic Roll-Up

A fast-growing company in the enthusiast brands sector sought to execute a strategic roll-up strategy, acquiring several smaller related businesses to achieve synergies and accelerate growth.

Building Value for Family-Owned Legacy Business

Exit Worthy Business Assessment

We worked closely with a family-owned legacy business in the professional practices sector, conducting an in-depth exit worthy business assessment to ensure a smooth transition while preserving the business’s legacy.

Multi-Stage Exit Planning for Business Founder


We engaged in multi-stage exit planning with a business founder in the B2C services sector, helping them chart a path to their ideal post-exit life, considering their goals and optimizing business value.

Securing a Private Equity Investment Deal

Enterprise Value Consulting/Investment Banking

We assisted a private hospital secure a significant private equity investment in a turnaround situation, providing the expertise needed to prepare the company for investment, obtain approvals from nearly 20 distinct shareholders, negotiate terms, and facilitate the deal to keep the hospital from closing.