Bregal Sagemount Overview and Investment Strategy

Bregal Sagemount is a private equity firm that focuses on investing in middle-market companies. They have a strong track record of success, with over $4.5 billion in committed capital.

Bregal Sagemount invests in a variety of industries, including business services, consumer products, and industrials. Their investment strategy is centered around partnering with experienced management teams to drive growth and value creation.

The firm's investment approach is characterized by a focus on operational improvement, strategic initiatives, and add-on acquisitions. This approach has enabled Bregal Sagemount to deliver strong returns for their investors.

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Bregal Sagemount invests in middle-market companies across various technology sectors, including software, tech-enabled business and consumer services, digital infrastructure, healthcare services and technology, financial technology, and specialty finance.

The firm typically invests between $15 million and $400 million in growth-oriented companies with greater than $15 million in revenue.

Bregal Sagemount provides capital for various situations, including funding organic growth, facilitating mergers and acquisitions, providing shareholder liquidity, and buyouts.

Here are some key investment details about Bregal Sagemount:

Bregal Sagemount invests in middle-market companies across a variety of technology sectors. These sectors include software, tech-enabled business and consumer services, digital infrastructure, healthcare services and technology, financial technology, and specialty finance.

The firm typically invests between $15 million and $400 million in growth-oriented companies with greater than $15 million in revenue. This indicates that Bregal Sagemount is looking for companies that have a solid foundation and are ready to take their growth to the next level.

Bregal Sagemount provides capital for various situations, including funding organic growth, facilitating mergers and acquisitions, providing shareholder liquidity, and buyouts. This suggests that the firm is versatile and can adapt to different needs of its clients.

Here are some key characteristics of the companies that Bregal Sagemount invests in:

CGE Partners has enjoyed a highly successful partnership with Enhesa since acquiring the Company in 2020.

Under CGE's ownership, Enhesa has meaningfully scaled its business, expanded its industry-leading regulatory compliance content set from EHS to also include Product Compliance and Sustainability Intelligence, and completed five strategic add-on acquisitions.

Enhesa has an impressive track record of consistently retaining and growing its customer relationships as well as expanding new content offerings and jurisdictional coverage through both organic and inorganic growth initiatives.

Peter Schramme, CEO of Enhesa, believes that the company is well-positioned to further invest in its current offerings as well as accelerate new content coverage, use cases, and customer verticals.

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Bregal Sagemount is a private equity firm that has a significant presence in the financial sector. They have invested in several companies, including a majority stake in a leading provider of commercial insurance.

Their financial approach focuses on partnering with companies to drive growth and profitability. Bregal Sagemount's investment strategy is centered around providing capital and expertise to help their portfolio companies achieve their full potential.

With a focus on long-term value creation, Bregal Sagemount takes a patient and collaborative approach to investing, working closely with management teams to identify and capitalize on opportunities for growth and improvement.

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Bregal Sagemount has successfully raised significant funds over the years, with a total of over $5 billion in assets under management.

The firm's largest fund, Bregal Sagemount IV L.P., raised $2.65 billion in 2022, making it one of the largest private equity funds of its kind.

The company has a strong track record of raising funds, with each subsequent fund exceeding the previous one in terms of size.

Here's a breakdown of the funds raised by Bregal Sagemount:

Bregal Sagemount's ability to raise large funds has allowed the firm to invest in a wide range of opportunities, from private equity to credit investments.

The firm's largest private equity fund, Bregal Sagemount IV L.P., raised a significant amount of money in 2022, exceeding the size of the previous fund by over $1 billion.

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Bregal Investments Inc. and Bregal Sagemount recognize the impact of private equity investments on the environment and society, and are committed to investing responsibly, considering ESG issues throughout the lifecycle of their investments.

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They engage with portfolio companies throughout the investment lifecycle to ensure improvements to ESG performance and alignment with the Sagemount Standard by the point of exit.

Material ESG risks and opportunities are assessed during pre-investment due diligence and ESG screening, and are subsequently raised and discussed during the Investment Committee meetings.

A mandatory ESG section is included in the Investment Committee memos, addressing relevant ESG risks and opportunities.

Bregal's Head of ESG & Responsible Investing participates in the Investment Committee meetings to ensure that ESG aspects are considered during the investment decision-making process.

The Firm supports its management teams to strive for continuous improvements in ESG performance, moving beyond compliance and embedding ESG considerations in each company's strategy.

Sagemount routinely assesses the ESG performance and progress of portfolio companies and partners with them to achieve the Sagemount ESG Standard, a proprietary framework based on leading industry and regulatory frameworks.

The ESG Standard underpins Sagemount's ESG program and is often a component of the value enhancement plan or the Alpha Plan prepared by the deal team and Growth Factors team.

Growth Factors Associates is an independent third-party consulting firm that contracts with individual portfolio companies to provide its services.

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