Firm at a glance
Bregal Sagemount is a platform private equity firm headquartered in New York, NY, per its own website [S1].
What they buy
The firm’s portfolio reflects a concentration in software, financial services technology, healthcare IT, and business services companies [S1]. Observed investments include vertical software platforms, compliance technology providers, and specialized service businesses across multiple sectors [S1]. The firm closed Fund V at a $3.5 billion hard cap in March 2026 and launched a $500 million small-cap fund called Basecamp in July 2024, suggesting activity across multiple deal size tiers [S2][S3].
Portfolio
Software
PMWEB, Orange Logic, and BuildingLink [S1].
Healthcare IT & Services
MDaudit [S1].
Financial Services & Technology
UCPM and Neptune Flood [S1].
Business & Consumer Services
360 Advanced, Bradford Airport Logistics, Solo, and Optima Partners [S1].
Recent activity (last 24 months)
* July 2026: Acquired Pandion [S1]
* May 2026: Acquired LSPedia [S1]
* May 2026: Acquired Ennov [S1]
* May 2026: Acquired Vastian [S1]
* April 2026: Acquired Redgate Software [S1]
* March 2026: Closed Fund V at $3.5 billion hard cap [S2]
* February 2026: Acquired Harbor Compliance [S1]
* February 2025: Acquired 360 Advanced (minority investment) [S4]
* July 2024: Closed inaugural Basecamp small-cap fund with $500 million of commitments [S3]
How this firm fits a seller
Bregal Sagemount appears to pursue both majority platform investments and minority growth capital transactions, as evidenced by the minority stake in 360 Advanced [S4]. The firm has raised approximately $11 billion in total capital as of July 2026 [S1]. With offices in New York and Palo Alto, the firm maintains a bicoastal presence [S1]. The launch of the Basecamp fund alongside the larger flagship vehicle suggests the firm can accommodate sellers across a range of company sizes within its target sectors [S3].
Sources
[S1] https://sagemount.com (as of 2026-07-09)
[S2] https://www.businesswire.com/news/home/20260301925453/en/Bregal-Sagemount-Closes-Fund-V-at-%243.5-Billion-Hard-Cap (as of 2026-03-02)
[S3] https://www.businesswire.com/news/home/20240722659865/en/Bregal-Sagemount-Announces-the-Successful-Close-of-Its-Inaugural-Small-Cap-Fund-Basecamp-with-%24500-Million-of-Commitments (as of 2024-07-22)
[S4] https://www.dcadvisory.com/news-deals-insights/deal-announcements/dc-advisory-advises-360-advanced-on-a-minority-investment-from-bregal-sagemount/ (as of 2025-02)
Frequently asked questions
Does Bregal Sagemount buy software businesses?
Yes, software companies represent a meaningful portion of the firm’s portfolio, per public sources as of July 2026 [S1]. Current holdings include PMWEB, Orange Logic, and BuildingLink, and recent acquisitions include Redgate Software in April 2026 [S1].
What companies has Bregal Sagemount acquired recently?
Recent acquisitions include Pandion in July 2026, LSPedia and Ennov in May 2026, and Redgate Software in April 2026 [S1]. The firm also acquired Harbor Compliance in February 2026 and took a minority stake in 360 Advanced in February 2025 [S1][S4].
Where is Bregal Sagemount based and how big is the firm?
The firm is headquartered in New York with an additional office in Palo Alto, CA [S1]. Bregal Sagemount has raised approximately $11 billion in capital across its funds, including a $3.5 billion Fund V closed in March 2026 and a $500 million small-cap Basecamp fund closed in July 2024 [S1][S2][S3].
Is Bregal Sagemount still actively acquiring?
Yes, the firm completed multiple acquisitions in 2026, with the most recent being Pandion in July 2026 [S1]. The firm closed its latest flagship fund in March 2026, indicating active deployment capacity [S2].
This profile is maintained by CT Acquisitions as an independent third-party reference. CT Acquisitions is not affiliated with, endorsed by, or a representative of the firm profiled. All facts sourced from publicly available materials as of the dates cited.