Platform investment
Bregal Sagemount acquired A-Rent Test Equipment
2026-09-09
Source: pehub.comPE Firm · Capital Allocator
Bregal Sagemount
MediumGrowth EquityBuyoutsMinority InvestmentsM&ASoftwareTech-enabled Business ServicesConsumer ServicesDigital InfrastructureHealthcare ServicesFinancial TechnologySpecialty FinanceNorth AmericaEurope
Last verified
11/1/2026
Firm Overview
73
Portfolio tracked
7
Sectors
2
Regions
11/1/2026
Last verified
Bregal Sagemount is an American private equity firm based in New York City that focuses on growth-oriented investments in middle-market companies.
Bregal Sagemount was founded in 2012 by former employees of Goldman Sachs and Great Hill Partners. The firm was established by Gene Yoon, who previously led Private Capital Investing at Goldman Sachs, alongside four other founding members. A significant portion of the firm's initial capital was provided by Bregal Investments, the investment arm of the Swiss-based Cofra Group owned by the Brenninkmeijer family.
The firm specializes in middle-market investments, targeting companies with more than $15 million in revenue. Since its inception, Sagemount has successfully raised multiple funds with increasing capital commitments, starting from its $500 million debut fund in 2012 to its fourth fund, which closed at $2.5 billion in 2022.
Bregal Sagemount is known for a flexible investment approach, providing capital for organic growth, acquisitions, shareholder liquidity, and buyouts. The firm engages in both control and non-control (minority) transactions across various technology-driven sectors. It maintains its headquarters in the MetLife Building at 200 Park Avenue in New York City.
Founded2012
HeadquartersNew York City, United States
AUMOver $5.5 billion
Target investment$15 million to $400 million
Employees30+
StrategiesGrowth Equity, Buyouts, Minority Investments, M&A
Sector focusSoftware, Tech-enabled Business Services, Consumer Services, Digital Infrastructure, Healthcare Services, Financial Technology, Specialty Finance
Geographic focusNorth America, Europe
Leadership
Gene Yoon
Managing Partner
Managing Partner at Bregal Sagemount and former head of Private Capital Investing at Goldman Sachs.
Daniel Kim
Founder
Phil Yates
Founder
Adam Fuller
Founder
Michael Kosty
Founder
Notable Investments
Buyers Edge Platform
Historical and current deals referenced in public sources.
Portfolio by sector
- B2B Software26 (36%)
- Consumer22 (30%)
- Healthcare13 (18%)
- Financial Services9 (12%)
- Business Services2 (3%)
- Education1 (1%)
73 of 73 tracked portfolio companies of Bregal Sagemount carry a sector label we can map; shares are of those 73. See the methodology.
Deals on record
2 on record in the indexPlatform investment
Bregal Sagemount acquired Redgate Software
Date not stated
Source: red-gate.comDeals are listed only where a public source names both sides. Submit a correction.
Portfolio on record
Portfolio by sector
- B2B Software27 of 73
- Consumer22 of 73
- Healthcare12 of 73
- Financial Services9 of 73
- Business Services3 of 73
73 portfolio companies on record in the index, grouped by sector hub.
Current and exited
Current: 62 of 73Exited: 11 of 73
Portfolio size among all firms
73 companies on record, more than 78% of the 405 firms in the index.
0885 companies (log scale)
Portfolio Companies
| Company | Sector | Status | Website |
|---|---|---|---|
| 360 Advanced | Business & Consumer Services | Current | Not on record |
| A Rent | Business Services | Current | Not on record |
 Accela | Software | Current | Not on record |
| Adreima | Healthcare IT & Services | Exited | Not on record |
| Advanced Solutions International | Software | Current | Not on record |
| Align | Financial Services & Technology | Current | Not on record |
| Allen Media Group | Business & Consumer Services | Current | Not on record |
| ATOZ Services | Financial Services & Technology | Current | Not on record |
| Beyond Menu | Software | Current | Not on record |
| Bite Squad | Business & Consumer Services | Exited | Not on record |
| BP Environmental | Business & Consumer Services | Current | Not on record |
| Bradford Airport Logistics | Business & Consumer Services | Current | Not on record |
| BuildingLink | Software | Current | Not on record |
| Buyers Edge Platform | Business & Consumer Services | Current | Not on record |
| CallTower | Digital Infrastructure | Current | Not on record |
| Conductor | Software | Current | Not on record |
| Congruity 360 | Digital Infrastructure | Current | Not on record |
| Connectria | Digital Infrastructure | Current | Not on record |
| Corcentric | Business & Consumer Services | Current | Not on record |
| Core Development & Management | Business & Consumer Services | Current | Not on record |
 Critical Start | Business & Consumer Services | Current | Not on record |
| Cyberone | Business & Consumer Services | Current | Not on record |
| DentalXChange | Healthcare IT & Services | Current | Not on record |
| Dentive | Healthcare IT & Services | Current | Not on record |
| DiscoverOrg | Software | Exited | Not on record |
| Discovery Data | Financial Services & Technology | Exited | Not on record |
 DrFirst | Healthcare IT & Services | Current | Not on record |
| ECN | Business & Consumer Services | Exited | Not on record |
| Enhesa | Software | Current | Not on record |
 Ennov | Healthcare IT & Services | Current | Not on record |
| Enprecis | Software | Exited | Not on record |
| Extra Duty Solutions | Business & Consumer Services | Exited | Not on record |
| Finthrive | Healthcare IT & Services | Current | Not on record |
| Fluent | Business & Consumer Services | Current | Not on record |
| FullStack Labs | Business & Consumer Services | Current | Not on record |
| GPS Insight | Software | Exited | Not on record |
| GTIA | Business & Consumer Services | Current | Not on record |
| Harbor Compliance | Software | Current | Not on record |
| Horizon | Digital Infrastructure | Exited | Not on record |
| Independence Dental Services | Healthcare IT & Services | Current | Not on record |
| Information Builders | Software | Exited | Not on record |
| Integrated Dermatology | Healthcare IT & Services | Current | Not on record |
| Interface | Business & Consumer Services | Current | Not on record |
| irth Solutions | Software | Exited | Not on record |
| Jitasa | Financial Services & Technology | Current | Not on record |
| Keg Logistics | Business & Consumer Services | Current | Not on record |
| Key Health | Healthcare IT & Services | Current | Not on record |
| Kiteworks | Software | Current | Not on record |
| Labvantage | Healthcare IT & Services | Current | Not on record |
| LSPedia | Healthcare IT & Services | Current | Not on record |
| Lux Research | Business & Consumer Services | Current | Not on record |
| MDaudit | Healthcare IT & Services | Current | Not on record |
| Membersy | Healthcare IT & Services | Current | Not on record |
| MicroEdge | Software | Current | Not on record |
| MOBI | Software | Current | Not on record |
 MRI Software | Software | Current | Not on record |
| Neptune Flood | Financial Services & Technology | Current | Not on record |
| Network Merchants | Financial Services & Technology | Current | Not on record |
| Open Lending | Financial Services & Technology | Current | Not on record |
| Opex Technologies | Business & Consumer Services | Current | Not on record |
| Optima Partners | Business & Consumer Services | Current | Not on record |
| Options Technology | Digital Infrastructure | Current | Not on record |
| Orange Logic | Software | Current | Not on record |
| Pandion Optimization Alliance | Business Services | Current | Not on record |
| PayArc | Financial Services & Technology | Current | Not on record |
| PMWEB | Software | Current | Not on record |
| Printful | Business & Consumer Services | Current | Not on record |
| Procure Analytics | Business & Consumer Services | Current | Not on record |
| Purchasing Power | Financial Services & Technology | Current | Not on record |
| Quest Software | Software | Current | Not on record |
| RDX | Business & Consumer Services | Current | Not on record |
| Recondo Technology | Healthcare IT & Services | Current | Not on record |
| Redgate Software | B2B Software | Current | Not on record |
In the 2027 Digital Value Creation Baseline
4 of Bregal Sagemount's 73 portfolio companies on record were measured in the 2027 Digital Value Creation Baseline (October 2026).
Firms that also back Bregal Sagemount's companies
Co-investor web
Line width shows shared portfolio companies on record in the index. Top 8 co-investors shown.
Vista Equity Partners3 shared companies
- Clearlake Capital Group2 shared companies
Accel-KKR1 shared company
Ardian1 shared company
Beech Tree Private Equity1 shared company
Berkshire Partners1 shared company
- BV Investment Partners1 shared company
Catalyst Investors1 shared company
Questions about Bregal Sagemount
- Where is Bregal Sagemount headquartered?
- Bregal Sagemount is headquartered in New York City, USA, according to the public sources this profile is built from.
- When was Bregal Sagemount founded?
- Public sources give 2012 as the year Bregal Sagemount was founded.
- How much does Bregal Sagemount manage?
- Public sources put Bregal Sagemount's assets under management at Over $5.5 billion. Firms report AUM on different dates and bases, so treat it as indicative.
- Which sectors does Bregal Sagemount invest in?
- Bregal Sagemount lists Software, Tech-enabled Business Services, Consumer Services and Digital Infrastructure among its focus areas. Of the 73 portfolio companies we can classify, the largest groups are B2B Software (26), Consumer (22) and Healthcare (13).
- How many portfolio companies does Bregal Sagemount have?
- PE Firm Index tracks 73 Bregal Sagemount portfolio companies from the firm's public portfolio page, as of 2026-11-01. The firm's own count may differ, for example where exited companies are listed.
- What deals has Bregal Sagemount done recently?
- The most recent deal on record here is: Bregal Sagemount acquired A-Rent Test Equipment (2026-09-09). This page lists 2 deals, each with its public source.
- Who leads Bregal Sagemount?
- Public sources name Gene Yoon (Managing Partner), Daniel Kim (Founder) and Phil Yates (Founder) among Bregal Sagemount's leadership.
- Which firms are similar to Bregal Sagemount?
- By overlap in portfolio sectors in this index: The Carlyle Group, Pillar VC and General Atlantic.
Sources for this profile, updated 2026-11-01
- Firm website
- Wikipedia
- Public portfolio page
- Deal reports (2), linked beside each deal
Sources
- Wikipedia Wikipedia/Wikidata · public reference
- Firm website Firm website · primary public source
This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Bregal Sagemount and does not provide investment advice.
Firms similar to Bregal Sagemount
The Carlyle Group
Both hold B2B Software and Consumer companies; 87 tracked portfolio companies.
Pillar VC
Both hold B2B Software and Consumer companies; 45 tracked portfolio companies.
General Atlantic
Both hold B2B Software and Consumer companies; 33 tracked portfolio companies.
Andreessen Horowitz
Both hold B2B Software and Consumer companies; 199 tracked portfolio companies.
Chosen from this index by overlap in portfolio sectors, then by portfolio size. Not a ranking or a recommendation.