Bregal Sagemount

Growth-focused private capital firm providing flexible capital and strategic assistance to market-leading companies in high-growth sectors.

New York, USA Est. 2012

Investment Requirements

Revenue (ARR)
$15M+
Valuation
$15M - $400M
Deal Structure
Stock + cash Flexible
Target Industries
B2B Software
Geographic Focus
North America Europe

Company Overview

About Bregal Sagemount

Bregal Sagemount is a growth-focused private capital firm providing flexible capital and strategic assistance to market-leading companies in high-growth sectors. They offer flexible structures including equity or debt securities, and majority or minority stakes.

Investment Focus

  • Revenue Minimum: $15M+ revenue companies
  • Investment Range: $15M - $400M investment size
  • Structure: Flexible capital (equity or debt securities, majority or minority stakes)
  • Capital Raised: Over $7.5 billion cumulative capital raised

Investment Philosophy

Bregal Sagemount provides strategic assistance alongside flexible capital:

  • Majority or minority stake investments
  • Equity or debt securities
  • Focus on market-leading companies in high-growth sectors
  • Strategic operational support

Track Record

With over 70 companies invested and $7.5 billion in cumulative capital raised, Bregal Sagemount has established itself as a significant player in the growth capital market.

Recent Portfolio

Recent investments include:

  • Spark Membership: Membership management and engagement platform
  • Buyers Edge Platform: Procurement technology solutions
  • SurePrep: Tax preparation and compliance software
  • Critical Start: Managed cybersecurity services
  • Procure Analytics: Procurement data and analytics

Geographic Focus

Operating from New York with offices in Palo Alto and Dallas, Bregal Sagemount invests across North America and Europe, focusing on companies with strong market positions and growth potential.

Portfolio Companies

Spark Membership
Membership management platform
Buyers Edge Platform
Procurement technology
SurePrep
Tax preparation software
Critical Start
Cybersecurity services
Procure Analytics
Procurement analytics platform

Founder Testimonials

"We also want to thank the team at Bregal Sagemount for helping to enable our significant expansion over the last five years. Together, we have grown our revenue and profits by ~300% since Bregal Sagemount's initial investment in 2019. We pursued a highly value-accretive M&A strategy by integrating 21 acquisitions, while driving strong organic growth."
John Davie
Buyers Edge Platform (2024)
"Jon stood out not just for his sharp strategic thinking, but for his ability to collaborate with founders in a way that's rare in private equity. He doesn't pretend to have founder DNA, but he deeply understands how to partner with those who do. Jon is a true growth driver and knows how to scale people, process, and technology in a way that creates real, sustainable momentum."
MotivBase Founder
MotivBase (2024)