Growth Equity
Bregal Sagemount
Bregal Sagemount takes minority stakes in growing companies, usually without full control, from New York, USA. It states a focus on software & internet, healthcare & life sciences, financial services and consumer & retail.
Stated investment criteria
What Bregal Sagemount says it buys
Read from Bregal Sagemount’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
Source
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. Bregal Sagemount states that it will take either a controlling or a minority stake. Nothing here is a commitment by Bregal Sagemount to consider any particular business, and nothing on this page is represented as being for sale.
SEC filings
What Bregal Sagemount has raised
From this firm's own Form D filings. A fund files one within fifteen days of its first sale, under penalty of perjury, which makes these the hardest numbers on the page.
| Vehicles filed | 16 |
| Total capital raised | $203m |
| Largest single vehicle | $93m |
| Filing history | 2016 to 2025 |
| Smallest accepted commitment | $20m |
| Filed from | JERSEY |
Form D covers US-domiciled vehicles raised from accredited investors. It will not capture a fund raised outside the United States, separately managed accounts, or capital deployed off balance sheet, so treat these as a floor rather than a total.
Regulatory record
How Bregal Sagemount is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | Exempt reporting adviser |
| Regulatory assets under management | Not reported by an ERA |
| SEC adviser number | CRD 285882 |
An exempt reporting adviser is not required to report regulatory assets under management, so the blank above means the question was not asked rather than that the answer is unknown. Where a figure exists it is the gross asset value of the private funds the firm advises, which is a different and usually larger measure.
Recorded transactions
Buying and selling
Deals in which Bregal Sagemount is named as buyer or seller in the transaction archive. 1 recorded exit, most recently in 2022.
| Company | Side | Counterparty | Year | Consideration |
|---|---|---|---|---|
| SurePrep | Sold | Thomson Reuters | 2022 | $500m |
Compiled from a transaction archive of 10,204 recorded deals. Most private transactions are never disclosed, so this is a sample of a firm’s activity rather than a complete record of it.
Valuation context
Transaction values in Software & Internet
What companies have actually sold for in software & internet, across 2,672 recorded transactions.
The full software & internet picture - most active acquirers, recent transactions and every investor in the sector.
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Comparable investors
Similar mandates
Other growth equity investors active in software & internet.