Bregal Sagemount Invests in Optima Partners

July 12, 2022

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.

Buyers
Bregal Sagemount
Targets
Optima Partners Holdings
Location
New York, United States
Transaction Type
Growth capital

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