Year in Review

Sagemount collaborates with entrepreneurs to accelerate growth and create value. We take a custom approach to every investment, combining flexible capital and value-creation solutions to address the unique needs of successful entrepreneurs. We believe our partnership can deliver outsized outcomes for our companies.

Investment profile

  • Investment situations

    Capital for growth, capital for M&A, Buyouts, Recapitalizations

  • Investment size

    $40-400 million for equity transactions; $15-100 million for credit transactions

  • Structures

    Common or preferred equity; senior or subordinated debt

  • Role

    Minority equity, majority equity, and debt investments

Invested in over 70 portfolio companies

We work in tandem with founders and management teams to build better businesses and are proud to partner with our companies as they continue to grow

Value created for our portfolio companies

Community Support & Responsible Investing

Over the last 18 months, the Bregal Helps Initiative had the privilege to assist over 30 charitable organizations, which have played a pivotal role in supporting vulnerable people during the pandemic.

2021-2022 Responsible Investment Report