Bregal Sagemount Basecamp I Makes Minority Growth Investment in UCPM
July 24, 2024
Bregal Sagemount’s Basecamp I fund has made a minority growth investment in United Commercial Program Managers, LLC (UCPM), a Gilbert, Arizona-based specialty insurance wholesaler and environmental program manager. The investment—Basecamp I’s first—will support UCPM’s product innovation and growth initiatives as the firm partners with management to accelerate its next stage of expansion.
- Buyers
- Bregal Sagemount Basecamp I (Bregal Sagemount)
- Targets
- United Commercial Program Managers, LLC (UCPM)
- Industry
- Insurance
- Location
- Arizona, United States
- Transaction Type
- Growth capital
Explore More
Related Acquisitions
-
Bregal Sagemount (Basecamp) Makes Minority Growth Investment in 360 Advanced
January 7, 2025
Cybersecurity
Bregal Sagemount's Basecamp fund has made a minority growth investment in 360 Advanced, a St. Petersburg, Florida-based cybersecurity and compliance consulting firm. Terms were not disclosed; the investment will support 360 Advanced's growth as it operates under an alternative practice structure (360 Advanced Cybersecurity, LLC for advisory/non-attest services and 360 Advanced, Inc. as an independent licensed CPA firm for attest services).
-
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 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 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 $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 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.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.