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Bregal Sagemount
Bregal Sagemount is a growth equity firm based in New York, founded by Mark Neuman in 2007, investing in software and tech-enabled services.
Bregal Sagemount
Bregal Sagemount was founded in 2007 by Mark Neuman, Thomas Fallon, and Kevin Rauckman. The firm emerged from within the Caisse de dépôt et placement du Québec (CDPQ) ecosystem, where Neuman previously led private investments. It operates as an autonomous firm within the Bregal global private equity network. The firm invests in growth-stage companies across enterprise software, fintech, digital health, and industrial technology. It provides minority and majority growth equity, using a structured approach that blends equity and credit solutions to reduce risk. Portfolios include companies like Greenway Health, a healthcare IT provider, and G2, a B2B software review platform. The New York-based team has grown to over 50 professionals across investing, operations, and support. Bregal Sagemount has deployed approximately $10 billion in capital since inception, with a focus on North America. No recent operational event was publicly available. A structural differentiator is Bregal Sagemount's scalable equity-plus-credit model, which allows it to invest alongside partners with flexible terms. Its partnership with the global Bregal network gives access to a broader LP base and a diversified portfolio view.
General information
Firm type
Asset Manager
Year founded
2007
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Mark S. Neuman
Founding Partner and Chief Investment Officer
Thomas W. Fallon
Founding Partner
Kevin R. Rauckman
Founding Partner
Sector focus
Frequently asked questions
Who leads investment decisions at Bregal Sagemount?
Mark S. Neuman serves as Founding Partner and Chief Investment Officer, leading the investment team. Thomas Fallon and Kevin Rauckman are also Founding Partners, with decision-making centered at the partnership level.
What type of investments does Bregal Sagemount make?
Bregal Sagemount makes growth equity and structured equity investments in established software, tech-enabled services, and healthcare companies. It targets minority and majority positions in businesses with $20 million to $200 million in revenue.
How is Bregal Sagemount related to the Bregal network?
Bregal Sagemount is part of the Bregal network, a global private equity platform with offices in Europe and North America. The firm was founded independently but has a permanent capital relationship with the Caisse de dépôt et placement du Québec (CDPQ) and other limited partners.
What sectors does Bregal Sagemount focus on?
The firm focuses on enterprise software, fintech, digital health, and industrial technology. It avoids early-stage or venture-style investments and concentrates on proven growth models.
Does Bregal Sagemount participate in fund commitments or direct deals?
Bregal Sagemount primarily makes direct investments in individual companies, both as lead and co-investor. It may also provide structured debt-like equity solutions to portfolio companies.
What distinguishes Bregal Sagemount's investment approach?
The firm uses a flexible equity-plus-credit model that combines growth equity with structured financing. This allows it to reduce risk while offering companies capital that supports both organic growth and acquisitions.
Has Bregal Sagemount disclosed its fundraising activities?
The firm has raised multiple investment funds but does not publicly disclose fund sizes or AUM. Industry reports estimate its total capital managed at around $10 billion in cumulative deployment since inception.
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