Trusted Advisors. Exacting Standards. Proven Results.
Boutique M&A and Financial Advisory for the Lower Middle Market
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Trusted by Founders and Shareholders of Middle-Market Businesses
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Transactions from $5M-$50M+
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Over $205M in Closed Transactions
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Team Approach to Supporting Clients
Who We Are
Sage is a boutique mergers & acquisitions and financial advisory firm serving owners and leadership teams of lower middle market companies. Our mission is simple: deliver thoughtful, disciplined, and outcome-driven guidance through the complexity of preparing for and executing a transaction.
Founded by professionals with decades of combined M&A and operational experience, Sage was established to serve business owners with clarity, integrity, and unwavering commitment to excellence. We blend strategic insight, rigorous preparation, and hands-on support to help clients navigate the business transaction process with confidence.
Montana Roots, National Reach
We're proud of our Montana origins - rooted in work ethic, practicality, integrity, and reputability - but our experience and connections span industries and regions nationwide.
What We Do
We design and execute orchestrated sale processes that create competition, protect confidentiality, and maximize value. Our focus is simple: the right buyer, the right structure, an optimized valuation, and the best possible outcome.
We help buyers pursue acquisitions with clarity and discipline—identifying the right targets, managing risk, and negotiating from a position of strength.
We provide long-term strategic advisory and financial insight that strengthens performance, optimizes value, and positions owners to be more in the driver’s seat—whether or not a transaction is imminent.
The strongest outcomes are determined long before buyer and seller connections begin.
We help owners strengthen performance, identify and address risk, and develop a trajectory that will support and enhance valuation. Then we help craft a clear narrative—so when the process begins, confidence replaces uncertainty, and leverage replaces compromise.
Our role is to manage complexity, anticipate buyer perceptions, and lead the entire process from start to finish. We take on the roughly 1,000 hours typically required to run a successful transaction, allowing our clients to stay focused on operating and growing their business.
By Design, Quality Over Quantity
We work with a limited number of clients to ensure our team delivers uncompromising execution on every engagement. Each client receives the same level of rigor, discretion, and focused attention required to achieve a successful outcome.
This selectivity allows us to be highly effective and capable of optimizing outcomes for our clients.
The Advisor You Choose Changes the Outcome
High-stakes decisions demand experience, judgment, and integrity. We work alongside business owners who value seasoned advice, careful preparation, and precise execution.
Bodhi Tripathi
Financial Analyst
Chad Dailey
Vice President
Scott Lester
President
Tanny Plemmons
Executive Assistant
Robert Heffner
Advisory Board
Begin a Confidential Discussion
We begin all discussions with our clients by providing a Non-Disclosure Agreement. We have rigorous discretion and standards as well as a well-defined process when it comes to confidentiality. No other company, organization, or individual will learn about your strategic initiatives, without first signing an NDA.