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SageLink Capital
SageLink Capital was founded as an independent sponsor, a structure that lets it move quickly on transactions without the constraints of a traditional...
SageLink Capital
SageLink Capital was founded as an independent sponsor, a structure that lets it move quickly on transactions without the constraints of a traditional closed-end fund. Led by Managing Partner Mike Robertson, the firm targets North American B2B software, tech-enabled services, and AI businesses generating between $5 million and $50 million in revenue. Robertson's background combines operating experience as the CEO of HR SaaS company EfficientHire with investment roles at Accel-KKR, Piper Jaffray, and Lehman Brothers. The firm executes buyouts, recapitalizations, and minority growth equity deals, focusing on companies with recurring revenue and predictable profits. Sellers can choose to stay on in management or exit completely. SageLink structures transactions to fit each owner's needs, often allowing founders to retain an ongoing equity stake. The firm's confirmed sector expertise includes HRTech, and its stated technology focuses are AI/ML and enterprise software. Previous investments by Mike Robertson include HR platforms like CATS Software, The Applicant Manager, ClayHR, and PageUp People, as well as LogMeIn, Ancestry.com, and Paymentus. Current portfolio companies confirmed by the firm itself are Top Echelon, Legato Security Partners, and Perfect Feast. SageLink is backed by private investors rather than a blind pool of committed capital, giving it the flexibility to provide immediate liquidity. The firm operates from a single office in Lehi, Utah and markets a total deployment figure of $3.8 billion. Its website emphasizes a long-term ownership model designed to grow companies over years rather than flip them. Robertson sits on the boards of all three named portfolio companies, and the firm actively pursues add-on acquisitions for those platforms. The firm's structural differentiator is its independent sponsor model. Without a fund clock ticking, SageLink can offer sellers a less pressurized path to liquidity and commit to a genuinely long holding period. The architecture is built around a single decision-maker — all investment activities run through Robertson — which creates a concentrated, personal underwriting process uncommon among institutionally backed private equity firms.
General information
Firm type
Private Equity
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Lehi
Corporate office
3450 North Triumph Blvd, Suite 102, Lehi, UT 84043, United States
Principals
Mike Robertson
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at SageLink Capital?
Managing Partner Mike Robertson leads all investment activities, including sourcing new platform investments and overseeing add-on acquisitions. Before SageLink, Robertson was CEO of EfficientHire and worked on technology investments at Accel-KKR, Piper Jaffray, and Lehman Brothers. He sits on the boards of portfolio companies Top Echelon, Legato Security Partners, and Perfect Feast.
How does SageLink Capital source proprietary deal flow?
SageLink operates as an independent sponsor, which means it sources transactions directly and matches them with its network of private investors rather than drawing from a committed fund. The firm targets founder-owned B2B software and service businesses and markets directly to entrepreneurs seeking liquidity. Its emphasis on confidentiality and a flexible transaction structure is designed to appeal to privately held and family-owned companies.
Is SageLink Capital structured as a single family office or does it operate more like a venture firm?
SageLink is neither. It is organized as an independent sponsor, a deal-by-deal private equity model where the firm raises capital for each acquisition from a network of private backers. This structure sits between a traditional blind-pool fund and a family office, allowing SageLink to commit to long-term holds without the pressure to exit on a fund-mandated timeline.
What investment stages does SageLink Capital typically target?
The firm focuses on mature, revenue-generating companies, targeting B2B software, tech-enabled services, and business services firms with annual revenues between $5 million and $50 million. It executes full buyouts, recapitalizations, and minority growth equity investments. There is no indication the firm participates in venture-stage or pre-revenue deals.
How is SageLink Capital related to Accel-KKR or other firms where Mike Robertson previously worked?
SageLink Capital is a separate entity founded by Robertson after his tenure at those firms. His prior investment experience — including roles at Accel-KKR, Piper Jaffray, and Lehman Brothers — informs the firm's approach to B2B technology and services deals, but SageLink operates independently. There is no disclosed ongoing structural or economic relationship with those former employers.
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