Bregal Sagemount Makes Growth Investment in Opex Technologies

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 (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 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 Growth Investment in Orange Logic

May 16, 2023

Cloud & SaaS

Bregal Sagemount (Sagemount) has made a strategic growth investment in Orange Logic, a provider of the Cortex digital asset management (DAM) platform. The capital will support product development and market expansion as Orange Logic scales its DAM technology for large enterprise customers.

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 Basecamp I Makes Minority Growth Investment in UCPM

July 24, 2024

Insurance

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.