Private equity firm focused on founder- and family-owned companies
SagePath Capital
- HeadquartersBoston, MA S3
- Websitesagepathcapital.com
- Last verifiedNovember 5, 2026
At a glance
| EBITDA range | $2M to $15M S2 |
|---|---|
| Deal types | Platform S2 |
| Geography | United States, Canada S2 |
| Sectors | Healthcare Services, Consumer & Food |
What SagePath Capital buys
SagePath Capital is a private equity firm that works only with founder- and family-owned companies. It takes control positions, but its criteria also call for sellers who want to keep a meaningful share of ownership, so expect a partnership rather than a full buyout. It looks for companies with $2 million to $15 million of EBITDA and headquarters in the United States or Canada. Its sector focus is essential services: outsourced business services, tech-enabled services and healthcare services.
The firm wants strong market positions, stable revenue and a record of profits, and it says it will take on complexity such as building out a management team. Its first platform, made in partnership with Trident in December 2025, is The LunchMaster, a family-owned school meal provider in Hayward, California. SagePath publishes no check size and names no fund. An owner below the $2 million EBITDA line may do better to start with Beacon, SagePath's program that teaches owners how investors judge a business.
Recent deals
Announced in the 24 months before November 5, 2026.
| Date | Company | Type | Sector | Source |
|---|---|---|---|---|
| Dec 2025 | The LunchMasterFirst platform, in partnership with Trident: family-owned school meal provider in Hayward, California, making about 40,000 meals a day for about 140 schools | Platform | Consumer & Food | Source |
Portfolio by sector
From the firm's portfolio page S1.
Partner Companies
- The LunchMaster
- DealCatalyst Listed on firm site
- Mamava Listed on firm site
Greymont’s take
How SagePath Capital fits a seller
SagePath suits a founder or family that wants to sell control but stay invested and keep a real say in the next chapter. Its criteria ask for sellers who will retain meaningful ownership, so it is a less natural fit for an owner seeking a full, clean exit. It is a small team led by a former H.I.G. Capital managing director, it says it favors quality over quantity, and it will take on hard work such as building a management team.
The LunchMaster shows the pattern: a company family-owned for more than 30 years, whose CEO says SagePath acts like part of his team. Because the firm has announced only one platform, an owner should ask where the equity comes from, whether other investors sit alongside SagePath, and how much ownership the family would keep. Owners who are years from a sale can look at Beacon, its education program for owners and CEOs.
Questions owners ask
What size company does SagePath Capital look for?
It looks for companies with $2 million to $15 million of EBITDA, based in the United States or Canada, with stable revenue and a track record of profits.
Do owners keep a stake when SagePath invests?
SagePath takes control, but its criteria favor sellers who want a partner and who will retain meaningful ownership. An owner hoping to exit fully should raise this early.
Has SagePath completed any deals?
Yes. The LunchMaster is its first investment, made in partnership with Trident. Trident announced the deal in December 2025, and SagePath announced it in January 2026. The company makes about 40,000 meals a day for about 140 schools from Hayward, California.
What is SagePath's Beacon program?
Beacon is a program for business owners and CEOs, run by the SagePath team. It pairs group sessions with one-on-one board-level sessions on what investors look for and how to position a company.
Sources
- S1SagePath Capital home page (Partner Companies) Accessed November 5, 2026
- S2SagePath: Investment Strategy Accessed November 5, 2026
- S3SagePath: News (The LunchMaster announcement, January 13, 2026) Accessed November 5, 2026
- S4SagePath: Team Accessed November 5, 2026
- S5SagePath: Beacon Program Accessed November 5, 2026
- S6Trident: investment in The LunchMaster in partnership with SagePath (December 2, 2025) Accessed November 5, 2026
Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with SagePath Capital. Figures are as reported on the dates shown and may have changed. Request a correction