Blue Sage Capital and Four Point Capital Advisors Invest in NexGen Financial

Blue Sage Capital Invests in Geo-Solutions, Inc.

November 14, 2023

Industrial Services

Austin-based private equity firm Blue Sage Capital has completed a majority investment/recapitalization in Geo-Solutions, Inc., a New Kensington, Pennsylvania geotechnical and environmental remediation services provider. Blue Sage will partner with Geo-Solutions' management to expand geographic footprint, extend service lines, pursue strategic acquisitions and reinvest in the business.

Blue Sage Capital Invests in Cobra Legal Solutions

April 7, 2021

Legal Services

Blue Sage Capital completed a strategic investment in Cobra Legal Solutions, an Austin-based provider of eDiscovery technology services, managed review, contracts management and legal research. The partnership will provide capital and strategic support to accelerate Cobra's organic growth and pursue acquisitions to expand its service offering.

Blue Sage Capital Invests in Clean Scapes Landscaping

July 10, 2025

Environmental Services

Austin-based private equity firm Blue Sage Capital has completed an investment in Clean Scapes Enterprises, a commercial landscaping company headquartered in Austin, Texas. The partnership, with Crescent Capital Group serving as the financing partner, will support Clean Scapes' expansion across Texas and beyond while working alongside the company's leadership team to scale operations.

Summit Financial and Merchant Investment Management Acquire Stake in Genex Consulting

February 10, 2025

Wealth Management

Summit Financial, in collaboration with Merchant Investment Management, has acquired a minority stake in Genex Consulting, a $700 million multi-family office based in Kirkwood, Missouri. The investment gives Genex access to Summit’s advisor platform and resources (in-house attorneys, tax specialists, financial planners and investment strategists) to scale and expand its wealth management services while maintaining its independent, high-touch model.

Fourshore Partners Acquires Majority Stake in Genesis Capital Finance

March 12, 2021

Financial Services

Fourshore Partners, a Miami-based private equity firm, has acquired a majority stake in Genesis Capital Finance, a specialty lender that provides commercial truck loans to independent owner-operators. The investment is intended to fuel growth at Genesis and support its fast, personalized financing capabilities for owner-operators and small fleets; financial terms were not disclosed.

Blue Point Capital Partners Invests in Stax

November 16, 2021

Consulting

Blue Point Capital Partners has made a platform (growth) investment in Stax, a data- and analytics-driven strategy consulting firm, to accelerate the firm’s growth, expand offerings and geographies, and support talent recruitment. Stax, founded in 1994 and headquartered in Boston with 200+ employees, will work with Blue Point to enhance its Data & Digital, Human Capital, and M&A Execution capabilities.