Bregal Sagemount Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Bregal Sagemount has acquired 2 companies. It has also invested in 8 others.

Bregal Sagemount’s most common sectors for investment are information technology (30%) and software (27%). The Firm’s most common investment types include growth capital (56%) and buyout (lbo, mbo, mbi) (18%). In total, Bregal Sagemount has invested in 16 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2006 when it acquired Global 360 for $200M.

In the last 3 years, Bregal Sagemount has exited 9 companies. The Firm’s most common exit type is trade sale (44%). Bregal Sagemount’s largest (disclosed) exit occurred in 2010 when it sold Nimsoft for $350M.

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M&A Summary

  • M&A Total Activity57
    • M&A Buy Activity34
    • M&A Sell Activity23
  • Total Sectors Invested 9
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 22
  • M&A Advisors 2

Bregal Sagemount

277 Park Avenue, 29th Floor,
New York, New York 10172
United States
(212) 704-5370
www.bregalsagemount.com
bregal@bregalsagemount.com

Bregal Sagemount is a growth-focused private capital firm. The Firm provides flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations. Bregal Sagemount invests $8 to $150 million per transaction in a variety of sectors including software, digital infrastructure, healthcare IT, healthcare services, business and consumer services, financial technology, and specialty finance. Bregal Sagemount was formed in 2012 and is headquartered in New York City.


Investment Criteria

Sectors of Interest: Business Services, Consumer Services, Financial Services, Healthcare Services, Information Services, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 15 250
Target EBITDA - -
Investment Size 8 150
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (3.0/yr) # 19 5 4 1 4 1 34
vol $200M $200M
Sell (2.0/yr) # 13 1 2 3 3 1 23
vol $995M $995M
  57

Most Recent M&A

Company Date Value Type
Corcentric, Inc. 2020-05-06 - Growth Capital
Cherry Hill, New Jersey · www.corcentric.com
Open Lending LLC 2020-01-06 - Stake Purchase
Austin, Texas · www.openlending.com
Recondo Technology, Inc. 2019-12-04 - Add-on Acquisition
Greenwood Village, Colorado · www.recondotech.com
SurePrep LLC 2019-11-21 - Growth Capital
Irvine, California · www.sureprep.com
TrustArc, Inc. 2019-07-10 - Venture
San Francisco, California · www.trustarc.com
Buyers Edge Platform 2019-07-08 - Growth Capital
Waltham, Massachusetts · www.buyersedgeplatform.com
Procurement Advisors LLC 2019-06-04 - Growth Capital
Atlanta, Georgia · www.procurementadvisors.com
IRTH Solutions, Inc. 2019-05-31 - Recapitalization
Columbus, Ohio · www.irthsolutions.com
Single Digits, Inc. 2019-01-03 - Secondary Buyout
Bedford, New Hampshire · www.singledigits.com
MOBI Wireless Management LLC 2018-12-05 - Add-on Acquisition
Indianapolis, Indiana · www.mobiwm.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 4 (24%) - 10 (29%) -
Software 5 (29%) - 9 (26%) 200M (100%)
Internet Software and Services 2 (12%) - 5 (15%) -
Business Services 3 (18%) - 3 (9%) -
Healthcare Services 2 (12%) - 3 (9%) -
Communications - - 1 (3%) -
Financial Services - - 1 (3%) -
Information Services - - 1 (3%) -
Transportation 1 (6%) - 1 (3%) -
Total 17 - 34 $200M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 16 (94%) - 33 (97%) 200M (100%)
  California 5 (29%) - 7 (21%) -
  New York 2 (12%) - 3 (9%) -
  Texas 1 (6%) - 3 (9%) 200M (100%)
  Colorado 1 (6%) - 3 (9%) -
  Massachusetts 2 (12%) - 2 (6%) -
  New Jersey 1 (6%) - 2 (6%) -
  Arizona 1 (6%) - 2 (6%) -
  Ohio - - 2 (6%) -
  Illinois - - 2 (6%) -
  Virginia 1 (6%) - 1 (3%) -
  Idaho 1 (6%) - 1 (3%) -
  Georgia 1 (6%) - 1 (3%) -
  Pennsylvania - - 1 (3%) -
  New Hampshire - - 1 (3%) -
  Indiana - - 1 (3%) -
  Florida - - 1 (3%) -
Canada 1 (6%) - 1 (3%) -
  Ontario 1 (6%) - 1 (3%) -
Total 17 - 34 $200M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 14 (82%) - 19 (56%) -
Buyout (LBO, MBO, MBI) 1 (6%) - 6 (18%) 200M (100%)
Secondary Buyout - - 3 (9%) -
Divestiture - - 2 (6%) -
Venture 1 (6%) - 2 (6%) -
Recapitalization 1 (6%) - 1 (3%) -
Stake Purchase - - 1 (3%) -
Total 17 - 34 $200M

Exits by Deal Type

Type Total # Value
Secondary Sale 11 (48%) 225M (23%)
Trade Sale - Public Company 6 (26%) 770M (77%)
Trade Sale 4 (17%) -
IPO 1 (4%) -
Recapitalization 1 (4%) -
Total 23 $995M

Top M&A Advisors

Legal Deals
Goodwin Procter LLP
7
Hunton & Williams LLP
1

Deal Values

buy # Total
$100M to $1B 1 $200M
TOTAL $200M
Largest Global 360, Inc.
$200M (2006-04-03)
sell # Total
$100M to $1B 4 $995M
TOTAL $995M
Largest Nimsoft, Inc.
$350M (2010-03-10)

M&A Connections

Deals %
Acquired from
PE Firm(s)
78%
7 78%
Strategic(s)
22%
2 22%
Exited to
PE Firm(s)
62%
16 62%
Strategic(s)
38%
10 38%

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