The Bregal Sagemount Team

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Alexander Acosta *
Operating Principal, M&A, Growth Factors
Nicole Alfieri
Executive Assistant
Lindsey Ascheman *
Operating Associate, Talent Leadership, Growth Factors
Harrison Boyajian
Senior Associate
William Breskman
Vice President
Harrison Brunelli
Vice President
Matt Cassel *
Operating Principal, Talent Leadership, Growth Factors
Gerald Castaldo
Vice President
Juno Cheng *
Business Development Advisor
Madison Cobb *
Operating Associate, Talent Leadership, Growth Factors
Kim D’Aversa
Operating Partner, Growth Factors
Alvar De Wolff
Managing Director, Head of ESG & Responsible Investing
Wendy Dong
Associate
Steve Dorsey **
Principal
Cameron Eskandari
Vice President
Cole Fox *
Operating Vice President, Sales Acceleration, Growth Factors
Adam Fuller
Partner
Shea Goggin
Partner, Head of Capital Formation
Ira Golub *
Operating Vice President, Offer Optimization
Renier Gonzalez *
Operating Vice President, Growth Factors
David Greenbaum
Vice President
Blair Greenberg
Partner
Stephen Griffin
Senior Associate
Nandini Hampole
Vice President, ESG & Responsible Investing
Mia Hansen
Executive Assistant
Jillian Hazelton
Head of Marketing & Communications
Jaskaran Heir
Principal
Bobby Henderson
Vice President
Michael Kang *
Operating Principal, Tech & Process, Growth Factors
Michael Kosty
Partner
Guranda Kurdgelashvili *
Operating Vice President, M&A, Growth Factors
Stephanie Li
Associate
Victoria Lukic
Finance Associate
Steve Mahedy *
Operating Senior Partner, Growth Factors
Clayton Main
Partner
Zach Month
Senior Associate
Connor Pams
Senior Associate
Harold Peck *
Operating Principal, Offer Optimization, Growth Factors
Gregory Peter *
Operating Partner, M&A, Growth Factors
Kevin Richardson
Finance Director
Michelle Riley
General Counsel and CCO
Nicki Rutishauser
Senior Associate, Capital Formation
Egle Sakalauskaite
Director, ESG & Responsible Investing
Josh Schwartz *
Sales Acceleration, Operating Principal, Growth Factors
Nihar Sheth
Associate
Scott Simpson
Partner, Head of Credit
Jon Sonnenschein
Principal, Growth Factors
Isabelle Stone
Associate
Sandeep Swaminathan
Partner, Growth Factors
Leonardo Torres *
Operating Vice President, M&A, Growth Factors
Pavan Tripathi
Partner
Cameron Vazquez
Senior Associate
Jordan Walton
Principal
Will Welte *
Operating Vice President, Growth Factors
Ben Willis *
Operating Principal, Growth Factors
Brian Wilson *
Operating Partner, Value Creation, Growth Factors
Curt Witte **
Partner, Head of Growth Factors
Phil Yates
Partner
Wesley Yim*
Business Development Advisor
Gene Yoon
Managing Partner
Josh Zirman
Associate

Gerald Castaldo

Vice President

Phone: 212-704-5394
Email: gerald.castaldo@sagemount.com

Profile
Investment Experience
Associations

Gerald Castaldo is a Vice President at Bregal Sagemount and is responsible for originating and underwriting investments in the software, healthcare, financial technology, business services, and consumer services sectors. Prior to joining Bregal Sagemount, he was an investment banking analyst in the Mergers & Acquisitions Group at Greenhill & Co. Gerald received a BS in Finance and Accounting from the Leonard N. Stern School of Business at New York University.

Portfolio investments

Current Investments

Advanced Solutions, Bite Squad, Connectria, Information Builders, Procure Analytics, Truckstop.com

Current Investments

Previous Investments