Bregal Sagemount
Bregal Sagemount is a New York-based growth private equity firm founded in 2012 that has raised $11 billion cumulatively across equity and credit, invested in 90+ founder-led companies in software, healthcare IT, fintech, and digital infrastructure, and operates a Growth Factors operating platform.
- Company typePrivate
- Founded2012
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Bregal Sagemount does
Bregal Sagemount is a growth-focused private equity firm founded in 2012 and headquartered in New York, with regional offices in Palo Alto and Dallas. The firm invests in market-leading, founder-led companies across software, healthcare IT, financial technology and services, digital infrastructure, and business and consumer services, primarily targeting businesses with at least $7M in revenue, greater than 10% growth, and recurring or re-occurring revenue. Since inception, Bregal Sagemount has raised $11 billion in cumulative capital across equity and credit strategies and invested in over 90 companies, with approximately 80% of investments made as the first institutional capital partner to bootstrapped companies.
The firm operates three principal investment strategies: a flagship equity strategy (most recently Bregal Sagemount Fund V, which closed at a $3.5 billion hard cap in March 2026 and represents a ~32% increase over Fund IV at $2.65 billion), a lower middle-market minority growth strategy under the Bregal Sagemount Basecamp fund (inaugural Basecamp I at $500 million), and a Credit Solutions strategy with transaction sizes of $15–$100 million. Equity transactions range from $20–$400 million and are deployed as control or non-control, typically as lead investor. The firm differentiates itself through the Growth Factors value-creation platform, an in-house team of 20+ operating professionals structured around five pillars: Sales Acceleration, Offer Optimization, Talent Leadership, Tech & Process Innovation, and Strategic M&A, and through the proprietary Sagemount Sustainability Standard responsible-investing methodology.
The firm is part of the broader Bregal platform, with Bregal Investments, Inc. as the parent Registered Investment Advisor, and is recognized on Inc.'s Founder-Friendly Investors list (five consecutive years) and GrowthCap's Top Growth Equity and Top Private Equity Firms of 2025. Revenue is generated through management fees and carried interest on fund commitments, with LP base concentrated in North American pension funds, insurance companies, endowments, foundations, and institutional family offices, supplemented by select institutional investors from Europe and South America.
Bregal Sagemount firmographics
Firmographics- Name
- Bregal Sagemount
- Legal name
- Bregal Sagemount Management, L.P.
- Website
- http://sagemount.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Bregal Sagemount is a New York-based growth private equity firm founded in 2012 that has raised $11 billion cumulatively across equity and credit, invested in 90+ founder-led companies in software, healthcare IT, fintech, and digital infrastructure, and operates a Growth Factors operating platform.
- Ownership category
- akta.pro rank
Bregal Sagemount industry classification
Industry- Product category
- Private Equity / Growth Equity
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Multi-Sector / Generalist Growth Equity (FSANACAO)
- akta.pro secondary industries
- Small-Cap / Micro-Buyout (FSANABAD), Venture Growth / Recurring Revenue Credit Funds (FSANAIAG)
Keywords
Where Bregal Sagemount is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Bregal Sagemount business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others, Technology or R&D, Infrastructure
Revenue model
- Private Equity Fund Management Fees & Carried Interest: Revenue is generated through management fees and performance-based carried interest on flagship equity funds (Fund IV at $2.65B, Fund V at $3.5B closed March 2026), plus co-mingled Basecamp fund vehicles (Basecamp I at $500M) and Credit Solutions strategies. AUM-based recurring revenue model with realization economics tied to exits.
- Capital Formation (LP Commitments): Cumulative $11 billion in capital commitments raised since 2012 across equity and credit strategies, with the substantial majority of each fund coming from returning limited partners, indicating high LP retention and recurring fundraise cycles.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Investment size: $20–400M for equity transactions; $15–100M for credit transactions |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels6 records
Bregal Sagemount product offering
Product offeringCore offering
Bregal Sagemount is a growth-focused private equity firm that provides flexible equity ($20–400M) and credit ($15–100M) capital to market-leading, founder-led mid-market companies, paired with an in-house Growth Factors operating platform delivering value creation across sales acceleration, offer optimization, talent leadership, tech/process innovation, and strategic M&A. The firm invests through flagship majority equity funds, the Basecamp minority growth strategy, and Credit Solutions, primarily serving as the first institutional capital partner to bootstrapped companies.
Product overview
Bregal Sagemount is a growth-focused private equity firm rather than a software vendor; its core "product" is its investment capital deployed through flagship and Basecamp funds, and its distinguishing service offering is the Growth Factors value-creation platform. The flagship equity capital is committed through Bregal Sagemount Fund V (closed at $3.5 billion in March 2026), while the lower middle-market Basecamp strategy (inaugural Basecamp I at $500 million) targets minority growth investments such as 360 Advanced and UCPM. The Growth Factors team operationalizes the firm's value-creation thesis across Sales Acceleration, Offer Optimization, Talent Leadership, Tech & Process Innovation, and Strategic M&A, and is supported by the credit strategy (Credit Solutions) and the Sagemount Sustainable Development Financing Program. Together, these funds and value-creation capabilities are the firm's unified offering to founder-led growth businesses, with growthfactors.io operating as an authorized affiliated web property for the Growth Factors service.
Differentiator
Problem solved
Functional benefit
Products and services
- Bregal Sagemount Fund V
- Bregal Sagemount Basecamp
- Bregal Sagemount Credit Solutions
- Growth Factors value-creation platform
- Sagemount Sustainable Development Financing Program
Quantifiable outcome
- Fund V closed at $3.5B hard cap in just over four months, up ~32% from Fund IV ($2.65B)
- +3 more outcomes
Companies that use Bregal Sagemount
Customer profileNamed customers16 records
Segments7 records
Ideal customer profiles4 records
Bregal Sagemount technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability1 record
Feature3 records
Bregal Sagemount partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered minor and core.
- BairdminorFinancial advisor to Vastian on its strategic growth investment from Bregal Sagemount and Silversmith Capital Partners (May 2026).
- LionTreeminorFinancial advisor to Bregal Sagemount on the strategic growth investment in Redgate Software (April 2026). DLA Piper and Shea & Company advised Redgate.
- Kirkland & Ellis LLPminorLegal advisor to Bregal Sagemount on the $3.5 billion Fund V final close.
- Goodwin Procter LLPcoreLegal counsel to Bregal Sagemount on the majority growth investment in Harbor Compliance (announced February 2026) and also advised Sagemount on the Redgate Software and LSPedia transactions. William Blair served as financial advisor to Sagemount on Harbor Compliance.
- William BlairminorFinancial advisor to Bregal Sagemount on the majority growth investment in Harbor Compliance.
- StifelminorExclusive financial advisor to Harbor Compliance on the majority growth investment from Bregal Sagemount. Royer Cooper Cohen Braunfeld LLC provided legal counsel to Harbor Compliance.
- Bregal platform (parent/affiliate)coreSagemount is part of the Bregal platform; shares certain resources and benefits from synergies with the parent Bregal Investments, Inc. (the Registered Investment Advisor), including on responsible investing and the Bregal Helps Initiative (€5M COVID-19 relief fund established in 2020).
Scale indicators9 records
Recent moves9 records
Expansion highlights8 records
Bregal Sagemount competitors and assessment
Company assessmentDirect peers
- TA Associates: Boston-based growth equity firm with a long-standing focus on software, healthcare, and financial services mid-market companies. Closely comparable to Bregal Sagemount in check size, sector focus, and founder-friendly partnership approach.
- PSG Equity: Growth equity firm investing in lower middle-market software and tech-enabled services. Highly comparable in target company profile (founder-led, recurring-revenue businesses), check size, and value-add operating model.
- Silversmith Capital Partners: Boston-based growth equity firm with $5B+ AUM that co-invested alongside Bregal Sagemount in Vastian. Highly comparable as a founder-friendly growth equity firm focused on software and tech-enabled services in the same $20-400M equity check range.
- JMI Equity: Growth equity firm focused on founder-led software and tech-enabled services companies. Directly comparable in thesis (capital plus operating partnership), check size, and sector mix to Bregal Sagemount.
- Primus Capital: Cleveland-based growth equity firm that co-invested with Bregal Sagemount in MDaudit. Directly comparable as a mid-market growth equity investor targeting software, healthcare IT, and business services with founder-friendly structures.
- Summit Partners: Global growth equity firm investing in technology, healthcare, and growth services. Comparable in mid-market growth equity focus, founder-friendly orientation, and broad sector mandate spanning software, healthcare IT, and fintech.
- Ardian Growth: European-headquartered growth equity arm of Ardian that co-invested with Bregal Sagemount in Ennov. Directly comparable in growth-stage software and tech-enabled services investing, providing a useful cross-Atlantic peer benchmark for the Bregal platform.
Broad incumbents
- Genstar Capital: Middle-market PE firm that acquired Bregal Sagemount's Procurement Advisors exit. Comparable in scale and sector breadth (software, healthcare, financial services) but typically operates with a majority-buyout orientation rather than growth-led investing.
- Insight Partners: Large-scale growth/venture investor focused on software and internet companies globally. Overlaps with Bregal Sagemount in growth-stage software investing but operates at a much larger fund size (multi-billion-dollar funds) and more venture-tilted approach.
- Vista Equity Partners: One of the largest software-focused PE firms globally, and the acquirer of Bregal Sagemount's Critical Start exit. Operates in overlapping enterprise software verticals but at a much larger fund scale and with a more operational, programmatic playbook.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Bregal Sagemount social profiles
Digital presenceBregal Sagemount compliance and trust
Trust signalCompliance3 records
Bregal Sagemount financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bregal Sagemount leadership team
Management profileNumber of profiles
Profiles17 records
Bregal Sagemount subsidiaries and ownership
Company hierarchySubsidiaries16 records
Bregal Sagemount funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bregal Sagemount M&A and investment
M&A and investmentM&A7 records
Investments105 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bregal Sagemount
What does Bregal Sagemount do?
Bregal Sagemount is a growth-focused private equity firm that provides flexible equity ($20–400M) and credit ($15–100M) capital to market-leading, founder-led mid-market companies, paired with an in-house Growth Factors operating platform delivering value creation across sales acceleration, offer optimization, talent leadership, tech/process innovation, and strategic M&A. The firm invests through flagship majority equity funds, the Basecamp minority growth strategy, and Credit Solutions, primarily serving as the first institutional capital partner to bootstrapped companies.
Is Bregal Sagemount a public or private company?
Bregal Sagemount is a private company. It is classified as corporate owned and is currently operating.
When was Bregal Sagemount founded?
Bregal Sagemount was founded in 2012. It employs 51 to 100 people.
Where is Bregal Sagemount based?
Bregal Sagemount is headquartered in New York, United States, in the North America region.
How does Bregal Sagemount make money?
Two revenue lines are on record. Private Equity Fund Management Fees & Carried Interest is the primary driver. The others are capital Formation (LP Commitments).
Who are Bregal Sagemount's main competitors?
Direct peers on record are TA Associates, PSG Equity, Silversmith Capital Partners, JMI Equity, Primus Capital, Summit Partners and Ardian Growth. Broad incumbents are Genstar Capital, Insight Partners and Vista Equity Partners.
Does Bregal Sagemount have an API?
No public API is recorded for Bregal Sagemount.
What industry is Bregal Sagemount in?
Bregal Sagemount's product category is Private Equity / Growth Equity. Its primary akta.pro industry code is FSANACAO, Multi-Sector / Generalist Growth Equity, with a secondary code of FSANABAD, Small-Cap / Micro-Buyout. Its NAICS code is 523940 and its SIC code is 6211.