# Bregal Sagemount: portfolio, investments and team

> Bregal Sagemount is a private equity based in United States. 16 investments on record, latest Jul 2019. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/bregal-sagemount (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Bregal Sagemount

Filed with the SEC to raise a fund in Oct 2026, closing $81M. Last cheque observed Jul 2019.

Email

Quiet New fund $81M, Oct 2026 Private equity

Seed Series A Series B Wealthtech Regtech Bank

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Cheques on record

**0%** of best year **0** **cheques in 12 months**, 16 on record

Since the last cheque **2670** days **00** hrs **00** min **00** sec

Median round **$70M** Rounds led **1 of 16** Sole investor **10 rounds** Exits **3 from the portfolio** Mostly in **United States, 87%**

Pitch Bregal Sagemount

## Bregal Sagemount highlights

- 01 16 rounds on record
- 02 Mostly Growth and Debt: 80% of its rounds
- 03 Sole investor in 10 rounds, median $28M
- 04 3 exits from the portfolio

## What they do

> A better approach to private equity From their own website

- **Type:** Private equity (from a list, unverified)
- **Cheque size:** Not stated
- **Stages:** Seed Series A Series B Growth
- **Sectors:** Wealthtech Regtech Bank
- **Based in:** New York, United States
- **Cold pitches:** Not accepted

## The record

Every round we can evidence, newest first **16 appearances**

- **2019** 1 round
- **Jul** **[TrustArc](https://millionrounds.com/company/trustarc)** Series D · US · FinSMEs **$70M** *Led*
- **2015** 4 rounds
- **Nov** **[Keg Logistics](https://millionrounds.com/company/keg-logistics)** Growth · US **Undisclosed** Sole investor
- **Jul** **[MOBI Wireless Management](https://millionrounds.com/company/mobi-wireless-management)** Venture · US **$35M** Sole investor
- **Jul** **[Irth Solutions](https://millionrounds.com/company/irth-solutions)** Growth · US **Undisclosed** Sole investor
- **Mar** **[YapStone](https://millionrounds.com/company/yapstone)** Debt · US **$60M** With 1 other
- **2014** 1 round
- **Jun** **[Key Health Medical Solutions](https://millionrounds.com/company/key-health-medical-solutions)** Growth **Undisclosed** Sole investor
- **2013** 9 rounds
- **Oct** **[Accela](https://millionrounds.com/company/accela)** Growth · US · finsmes.com **$40M** Sole investor
- **Oct** **[TradeGlobal](https://millionrounds.com/company/tradeglobal)** Growth · US **Undisclosed** Sole investor
- **Sept** **[Network Merchants](https://millionrounds.com/company/network-merchants)** Growth · US **Undisclosed** Sole investor
- **Sept** **[Netrada](https://millionrounds.com/company/netrada)** Growth · DE **Undisclosed** Sole investor
- **Sept** **[ZeOmega](https://millionrounds.com/company/zeomega)** Growth · US · finsmes.com **$22M** With 2 others
- **Aug** **[OmniForce](https://millionrounds.com/company/omniforce)** US · finsmes.com **Undisclosed** With 1 other
- **Aug** **[Adreima](https://millionrounds.com/company/adreima)** Debt · US **Undisclosed** With 2 others
- **Jan** **[Recondo](https://millionrounds.com/company/recondo)** Growth · US · prnewswire.com **$20M** Sole investor
- **Jan** **[MicroEdge](https://millionrounds.com/company/microedge)** Growth · US · finsmes.com **Undisclosed** With 1 other
- **2012** 1 round
- **Aug** **[Vital Insights Inc.](https://millionrounds.com/company/vital-insights-inc)** Venture · CA · finsmes.com **$20M** Sole investor

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **6 named**

CD **Colin Dow** Director of the General Partner i Filing they signed

EN **Edwin Niers** Director of the General Partner i Filing they signed

EB **Elena Bubod** Director i Filing they signed

JD **John Drury** Director of the General Partner i Filing they signed

JH **John Hamill** Director of the General Partner i Filing they signed

PA **Paul Andrew Bradshaw** Director of the General Partner i Filing they signed

We also hold **35** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

Who backs their funds

## 2 LPs on record in Bregal Sagemount's funds

- **Committed:** $490M
- **Funds:** 4
- **Vintages:** 2017 to 2026

The institutions that put money into its funds, which the firm then invests in companies. Source: the pension's own report, latest Jun 2026.

- [**Regents of the University of California** 3 funds *$340M*](https://millionrounds.com/fund/regents-of-the-university-of-california) Fund Vintage Committed Bregal Sagemount IV 2022 $155M Bregal Sagemount Equity III 2019 $150M Bregal Sagemount II 2017 $35M
- [**Minnesota State Board of Investments** 1 fund *$150M*](https://millionrounds.com/fund/minnesota-state-board-of-investments) Fund Vintage Committed Bregal Sagemount V 2026 $150M

## Exits from the portfolio

Companies it backed that were later bought or listed **3 in all**

**[TradeGlobal](https://millionrounds.com/company/tradeglobal)** Bought by [Singapore Post](https://millionrounds.com/fund/singapore-post) **$169M** Oct 2015

**[MicroEdge](https://millionrounds.com/company/microedge)** Bought by Blackbaud **Undisclosed** Sept 2014

**[Netrada](https://millionrounds.com/company/netrada)** Bought by TradeGlobal **Undisclosed** Jan 2014

An exit counts when it came after the firm's first round in the company. From historical deal records.

New fund on file

**$81M**

raised in Oct 2026

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Seed Series A Series B

Median round joined **$70M** the round, not its cheque Alone, median **$28M**

Led 1 of 16 rounds **6%**

- **Sole investor:** 10 rounds
- **Last cheque:** Jul 2019
- **Exits:** 3 from the portfolio

Rounds by stage said on their site

- Growth said *10*
- Debt *2*
- Venture *2*
- Series D *1*
- Seed said *-*
- Series A said *-*
- Series B said *-*

Cheques by year Led Joined

2012 2019

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## Recently backed

The latest companies Bregal Sagemount put money into.

[**TrustArc** $70M · Jul 2019](https://millionrounds.com/company/trustarc)

## On podcasts

1 episode naming Bregal Sagemount in the title.

- [Growth Investor](https://millionrounds.com/podcasts/growth-investor) 16 Aug 2023 · 21 min Flexible Capital in High Growth Sectors: Bregal Sagemount’s Blair Greenberg With [Blair Greenberg](https://millionrounds.com/person/blair-greenberg) Mentions [Bregal Sagemount](https://millionrounds.com/fund/bregal-sagemount) Apple PodcastsShow page

## Quick answers about Bregal Sagemount

### What does Bregal Sagemount invest in?

Bregal Sagemount invests most often at Growth and Debt (80% of the rounds on record), in sectors such as Wealthtech, Regtech and Bank.

### How active is Bregal Sagemount?

16 investments on record, 0 of them in the last 12 months, and it led 1. The most recent was in Jul 2019.

### What has Bregal Sagemount invested in recently?

Its most recent investments on record: TrustArc (Series D, Jul 2019).

### How big are Bregal Sagemount's cheques?

The median round it joins is $70M.

### Does Bregal Sagemount lead rounds?

Sometimes: it led 1 of its 16 investments on record (6%).

### Where does Bregal Sagemount invest?

Most of the companies it backs are in the United States (87%), Germany (7%) and Canada (7%).

### Is Bregal Sagemount investing now?

No investments in the last 12 months; the latest was in Jul 2019.

### What kind of investor is Bregal Sagemount?

Bregal Sagemount is a private equity firm based in New York, United States.

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