Sage Advisory Services, Ltd. Co.
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Sage Advisory Services, Ltd. Co. - overview
Established
1996
Location
Austin, TX, US
Primary Industry
Financial Services
About
Founded in 1996 and based in Texas, US, Sage Advisory Services, Ltd. Co. is a consulting firm that offers investment advisory services to institutional and private clients. In December 2023, Kudu Investment Management acquired a minority stake in Sage Advisory Services, Ltd.
Co. The firm’s clients include Callan, Evestment, Morningstar, Informa Investment Solutions, Cambridge Associates, etc. The firm’s services encompass traditional fixed-income asset management, ESG-integrated portfolios, global tactical ETF strategies, and liability-driven investment solutions. Moreover, the company provides cash management, fixed income, tactical ETF, and sustainable investment options.
Sage Advisory Services also offers insurance and retirement plans and services for investors.
Current Investors
Kudu Investment Management
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Verticals
FinTech
Company Stage
Mature - Buyout
Total Amount Raised
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Sage Advisory Services, Ltd. Co. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Buyout | Completed | Sage Advisory Services, Ltd. Co. | - |
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