About Us
Linking Opportunities and Solutions
Managed by the father/son team of Vincent and Anthony Micallef, Sagamore Capital Advisors was founded in 2014 by Vincent to provide consultation services to small and middle market companies within the United States and Canada. Sagamore is also supported by Melanie Choch, as legal counsel, who is able to provide Sagamore's clients with legal advice drafting and negotiation assistance in connection with transactions, commercial operations and mergers and acquisitions.
Sagamore Capital Advisors offers a broad range of services including:
Assistance with debt and equity financing
Capital structure management
Financial reporting assistance
Forensic accounting
Mergers and acquisitions
Complex financial modeling
Business valuation
Operational and systems improvement
Litigation support
Interim CFO Support
Since its founding, Sagamore has provided support within the following industries:
Quick Service Restaurants
Health Food Manufacturing and Sale
Digital Music Royalties
Adult Beverage Production and Distribution
HVAC Monitoring Technology
Broadcast Radio
Entertainment Media
Commercial Cleaning
Wholesale Distribution
Examples of Client Assignments
Operations & Financial Systems – engaged by a rapidly growing start up producing specialty pasta to review needed operational and financial systems. We revamped manufacturing, distribution and sales organizations and established processes and procedures that expanded manufacturing capacity, while improving efficiency and simultaneously expanded sales and distribution. Built a finance team from the ground up and established quality and timely reporting and supported a successful IPO effort that required three years of audited statements in just 110 days.
Complex Financial Modeling – engaged by a group of investors interested in pursuing a roll up of small market radio stations to build a complex financial model to support a capital raise for a roll up strategy for yet to be identified targets. Assisted with the capital raise and roadshow that successfully raised $17 million in debt and equity.
Financial Reporting Assistance – engaged by a cannabis producer and distributor to assist with meeting year end and quarterly reporting deadlines following the departure of several key financial personnel, which resulted in the company being in jeopardy of a suspension of trading. All deadlines were met and year end financials along with two quarters of reporting were caught up within 90 days and a suspension of trading was averted.
Litigation Support & Forensic Accounting – performed a detailed forensic accounting analysis that supported a potential claim for securities fraud on behalf of aggrieved shareholders, which lead to a satisfactory financial settlement.
M&A Support – engaged by a commercial cleaning company to support an acquisition opportunity for a strategic acquisition. With a very short timeline, financial analysis was completed and a financial model built, allowing the client to submit an offer by the required deadline.
M&A Due Diligence Support – engaged to assist with due diligence for a planned acquisition of a small chain of electronic retail stores. During the due diligence process, an underlying financial fraud was discovered that under reported expenses and over reported profits, allowing the client to terminate the acquisition and avoid a major catastrophe.