Sagard to Acquire Strategic Stake in BEX Capital

Sagard Private Equity Canada and Desjardins Capital Invest in Norbec Inc.

October 10, 2023

Building Products

Sagard Private Equity Canada has made a significant investment in Norbec Inc.'s share capital, joining Desjardins Capital, Norbec's founder and the company's management team as shareholders. The capital injection will support Norbec's continued scaling of manufacturing operations and targeted regional expansion while the company remains headquartered in Boucherville, Quebec with ~325 employees.

Sagard and Unigestion to Merge Private Equity Operations to Create $23+ Billion Platform

September 26, 2025

Financial Services

Sagard and Unigestion have announced their intention to combine their private equity operations, creating a new global platform focused on providing middle-market private equity investment solutions. The combined platform is expected to oversee more than $23 billion in private equity assets, with completion anticipated in early 2026 pending regulatory approvals.

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 Redgate Software

January 8, 2026

Software

Redgate Software announced it received a strategic growth investment from Bregal Sagemount, which will become Redgate’s majority shareholder, subject to regulatory approvals and customary closing conditions. The deal is expected to close in late Q1 2026 and financial terms were not disclosed.

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.

BDT Capital Partners Acquires Minority Stake in Exyte

March 31, 2023

Engineering Services

Funds affiliated with BDT Capital Partners acquired a significant minority interest in Exyte, a global engineering, design and construction firm for high‑tech facilities. The transaction closed after customary approvals; the Stumpf Group retains a majority stake and the capital will support Exyte’s long‑term growth plans as it pursues €10 billion in sales by 2027.