Bregal Sagemount Makes Strategic Growth Investment in Solo

Bregal Sagemount Makes Strategic Growth Investment in BuildingLink

July 13, 2022

Cloud & SaaS

Bregal Sagemount completed a strategic growth investment in BuildingLink, a New York City–based provider of operations and resident engagement SaaS for luxury residential properties. Financial terms were not disclosed; the capital will be used to invest in product and feature development, pursue strategic M&A, and accelerate customer growth domestically and internationally.

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.

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 Invests in Optima Partners

July 12, 2022

Financial Services

Bregal Sagemount completed a strategic growth investment in Optima Partners Holdings, a New York–headquartered provider of regulatory compliance and risk management advisory services for the investment management industry. The minority growth capital will support Optima’s continued expansion of service offerings and global delivery to its ~1,000 clients across the United States, United Kingdom, and Hong Kong.

Bregal Sagemount Makes Growth Investment in SurePrep

November 20, 2020

Software

Bregal Sagemount has made a significant minority growth investment in SurePrep, a provider of 1040 tax automation software and software-powered services. The minority financing (terms undisclosed) will be used to accelerate product development, enhance customer service and expand SurePrep’s market and product offerings.