Bregal Sagemount Makes Growth Investment in SurePrep

Thomson Reuters Acquires SurePrep, LLC

January 4, 2023

Software

Thomson Reuters Corporation completed its previously announced $500 million cash acquisition of SurePrep, a California-based leader in 1040 tax automation software and services. SurePrep—whose products (including 1040SCAN, SPbinder and TaxCaddy) are used by tens of thousands of tax professionals—will join Thomson Reuters' Tax & Accounting Professionals operations to expand cloud-based tax automation capabilities and accelerate integrated workflows for accounting customers.

Bregal Sagemount Makes Strategic Growth Investment in Solo

September 19, 2022

Cloud & SaaS

Bregal Sagemount has made a minority strategic growth investment in Solo LLC, a Lehi, Utah–based provider of cloud-based solar sales, proposal, and design software. The capital will be used to accelerate Solo's product development, expand talent, and scale go-to-market efforts across the solar industry; financial terms were not disclosed.

Bregal Sagemount Makes $80M Growth Investment in Corcentric

May 6, 2020

Cloud & SaaS

Corcentric, a provider of business spend management and revenue management software and services, received an $80 million minority growth equity investment from Bregal Sagemount. The capital will support product innovation, solution integration of recent acquisitions (SourceOne, NetSend, Determine), and Corcentric's ongoing global expansion of its Corcentric Cloud Platform.

Bregal Sagemount Makes Growth Investment in Opex Technologies

May 20, 2025

IT Services

Bregal Sagemount’s Basecamp fund made a strategic growth investment in Opex Technologies LLC, a Raleigh-based advisor that helps enterprise and mid-market clients optimize technology procurement across cloud, data center, cybersecurity, networking, AI, and CX. Terms were not disclosed; the partnership is intended to support Opex’s next phase of growth and service expansion.

Bregal Sagemount Makes Strategic Growth Investment in Spark Membership

September 2, 2025

Cloud & SaaS

Bregal Sagemount has made a strategic growth investment in Spark Membership, a Tampa-based membership management software and embedded payments platform for martial arts studios. Terms were not disclosed; Spark serves ~2,000 customers, processes over $750 million in annual payments, and will add Sagemount representatives to its board to support product and go-to-market expansion.

Bregal Sagemount Makes Strategic Growth Investment in PMWeb

November 14, 2024

Cloud & SaaS

Bregal Sagemount has made a strategic growth investment in PMWeb, a Miami-based provider of web-based construction and asset management software. The investment will support PMWeb's domestic and international expansion through organic growth and M&A; as part of the announcement founder Marc Jaude moves to Chairman and Huw Roberts is appointed CEO.