Bregal Sagemount Bregal Sagemount 646-798-7770
  • Home
  • How We Invest
  • Value Creation
    • Overview
    • ESG
    • Case Studies & Thought Leadership
  • Team
  • Portfolio
  • Media Center
    • Case Studies & Thought Leadership
    • News
  • Contact
646-798-7770
  • Home
  • How We Invest
  • Value Creation
    • Overview
    • ESG
    • Case Studies & Thought Leadership
  • Team
  • Portfolio
  • Media Center
    • Case Studies & Thought Leadership
    • News
  • Contact
View Our Locations
Follow Us
Search Our Site
  Photo

Optima Partners

Optima Partners is a leading provider of specialized compliance advisory services to the investment management industry in the United States, United Kingdom, and Hong Kong.
Investment snapshot Industry: Business and Consumer Services
Year Invested: 2022
Status: Active
Sagemount team Gene Yoon Pavan Tripathi Curt Witte William Breskman Nihar Sheth
Company info www.optima-partners.com
New York, NY
  Photo
Optima Partners is a provider of specialized compliance advisory services to the investment management industry in the US, UK, and Hong Kong
Company news
  • Bregal Sagemount Announces Strategic Growth Investment in Optima Partners
    • Company News,  
    • Optima Partners
    Jul 12, 2022
Clear
  • Accela Accela
  • Adreima Adreima
  • Allen Media Group Allen Media Group
  • ASI ASI
  • Align Align
  • Bite Squad Bite Squad
  • BuildingLink BuildingLink
  • Buyers Edge Buyers Edge
  • Calltower Calltower
  • Conductor Conductor
  • Congruity 360 Congruity 360
  • Connectria Connectria
  • Corcentric Corcentric
  • Critical Start Critical Start
  • CyberOne CyberOne
  • DentalXChange DentalXChange
  • Dentive Dentive
  • DiscoverOrg DiscoverOrg
  • Discovery Data Discovery Data
  • ECN ECN
  • Enhesa Enhesa
  • Enprecis Enprecis
  • Fluent Home Fluent Home
  • FullStack Labs FullStack Labs
  • GPS Insight GPS Insight
  • Horizon Telecom Horizon Telecom
  • Independence Dental Independence Dental
  • Information Builders Information Builders
  • Initiative Climat International Initiative Climat International
  • Institutional Limited Partners Association Institutional Limited Partners Association
  • Interface Security Systems Interface Security Systems
  • irth Solutions irth Solutions
  • Keg Logistics Keg Logistics
  • Key Health Key Health
  • Kiteworks Kiteworks
  • LabVantage LabVantage
  • Lux Research Lux Research
  • Membersy Membersy
  • MicroEdge MicroEdge
  • MOBI Wireless MOBI Wireless
  • MRI MRI
  • National Association of Investment Companies National Association of Investment Companies
  • Network Merchants Network Merchants
  • Open Lending Open Lending
  • Optima Partners Optima Partners
  • Options Technology Options Technology
  • UN PRI Signatory UN PRI Signatory
  • PayArc PayArc
  • Printful Printful
  • Procure Analytics Procure Analytics
  • Purchasing Power Purchasing Power
  • RDX RDX
  • Recondo Technology Recondo Technology
  • Science Based Targets Science Based Targets
  • Scorpion Scorpion
  • SEO SEO
  • Seko Logistics Seko Logistics
  • Single Digits Single Digits
  • Solo Solo
  • Steele Compliance Solutions Steele Compliance Solutions
  • Sticky.io Sticky.io
  • SurePrep SurePrep
  • TradeGlobal TradeGlobal
  • Transflo Transflo
  • Trapp Technology Trapp Technology
  • Truckstop.com Truckstop.com
  • TrustArc TrustArc
  • Yapstone Yapstone
  • ZeOmega ZeOmega
  • Together Group Holdings Together Group Holdings
  • Printful Printful
  • Transflo Transflo
  • DentalXChange DentalXChange
  • Allen Media Group Allen Media Group
  • Seko Logistics Seko Logistics
  • Independence Dental Independence Dental
  • Sticky.io Sticky.io
  • MRI Software MRI Software
  • GPS Insight GPS Insight
  • Align Align
  • Congruity360 Congruity360
  • Membersy Membersy
  • LabVantage LabVantage
  • Beyond Menu Beyond Menu
  • BuildingLink BuildingLink
  • Enhesa Enhesa
  • FullStack Labs FullStack Labs
  • Horizon Telecom Horizon Telecom
  • Optima Partners Optima Partners
  • PayArc PayArc
  • Quest Software Quest Software
  • Solo Solo
  • Together Group Holdings Together Group Holdings
  • Call Tower Call Tower
  • Critical Start Critical Start
  • Fluent Home Fluent Home
  • Horizon Telecom Horizon Telecom
  • SurePrep SurePrep
Bregal Sagemount Bregal Sagemount
  • New York (Headquarters)
    200 Park Avenue,
    45th Floor

    New York, NY 10166
    Map & Directions
  • Dallas
    3879 Maple Avenue, Oaklawn Hall,
    Suite 300

    Dallas, TX 75219
    Map & Directions
  • Palo Alto
    445 Cambridge Avenue,
    Suite D

    Palo Alto, CA 94306
    Map & Directions
  • Miami Growth Factors Office
    429 Lenox Avenue
    Miami Beach, FL 33139
    Map & Directions
Contact 646-798-7770 info@sagemount.com
Media
Contact Us
    • *All Equity Deals LTM Nov 22, except Scorpion (LTM Dec 2022) and Enhesa (2022YE Revenue). Debt Deals are LTM between Sep-NOV 2022, PF for recent transactions.

Case studies included on this website are illustrative and represent portfolio companies, current or past, where Sagemount has worked with portfolio companies on value enhancement initiatives. Quotes and information provided serve to illustrate Sagemount’s expertise in working with management teams, and should not be construed as a testimonial concerning any investment advisory recommendations provided by Sagemount to its clients. These case studies are objectively representative of current and past investments and are provided for illustrative purposes only. Past investments and results are not necessarily indicative of any future investment or results. The historical results above are not intended as a representation or warranty by Sagemount as to the actual composition or performance of any future investments that would be made. The nature of, and risks associated with, any future investments may differ substantially from those prior investments. See the Disclaimers page for additional legal disclaimers.

© 2023 All Rights Reserved.