Bregal Sagemount Mergers and Acquisitions Summary

Growth Capital Firm Profile

In the last 3 years, Bregal Sagemount has acquired 1 company. It has also invested in 8 others.

Bregal Sagemount’s most common sectors for investment areinformation technology (28%) and software (28%) . The Firm’s most common investment types include growth capital (57%) and buyout (lbo, mbo, mbi) (17%). In total, Bregal Sagemount has invested in 17 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 10 companies. The Firm’s most common exit type is trade sale (47%). 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 Activity62
    • M&A Buy Activity37
    • M&A Sell Activity25
  • Total Sectors Invested 12
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 23
  • 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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (2.6/yr) # 24 4 1 4 2 2 37
vol $200M $200M
Sell (2.4/yr) # 14 2 3 3 2 2 26
vol $995M $995M
  63

Most Recent M&A

Company Date Value Type
Printful, Inc. 2021-05-24 - Growth Capital
Charlotte, North Carolina · www.printful.com
GPS Insight LLC 2021-05-19 - Secondary Buyout
Scottsdale, Arizona · www.gpsinsight.com
Scorpion Internet Marketing 2021-04-14 - Growth Capital
Valencia, California · www.scorpion.co
STEELE Compliance Solutions, Inc. 2021-02-25 - Add-on Acquisition
San Francisco, California · www.steeleglobal.com
Information Builders 2020-10-22 - Add-on Acquisition
New York, New York · www.informationbuilders.com
Corcentric, Inc. 2020-05-06 - Growth Capital
Cherry Hill, New Jersey · www.corcentric.com
Accellion USA LLC 2020-04-07 - Secondary Buyout
Palo Alto, California · www.accellion.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
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Software 5 (29%) - 10 (27%) 200M (100%)
Information Technology 3 (18%) - 10 (27%) -
Internet Software and Services 1 (6%) - 5 (14%) -
Healthcare Services 2 (12%) - 3 (8%) -
Business Services 2 (12%) - 2 (5%) -
Communications - - 1 (3%) -
Financial Services - - 1 (3%) -
Information Services - - 1 (3%) -
Marketing 1 (6%) - 1 (3%) -
Publishing 1 (6%) - 1 (3%) -
Safety/Security 1 (6%) - 1 (3%) -
Transportation 1 (6%) - 1 (3%) -
Total 17 - 37 $200M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 16 (94%) - 36 (97%) 200M (100%)
  California 6 (35%) - 9 (24%) -
  Texas 1 (6%) - 3 (8%) 200M (100%)
  Colorado 1 (6%) - 3 (8%) -
  New York 1 (6%) - 3 (8%) -
  Massachusetts 2 (12%) - 2 (5%) -
  New Jersey 1 (6%) - 2 (5%) -
  Arizona - - 2 (5%) -
  Ohio - - 2 (5%) -
  Illinois - - 2 (5%) -
  Georgia 1 (6%) - 1 (3%) -
  Virginia 1 (6%) - 1 (3%) -
  North Carolina 1 (6%) - 1 (3%) -
  Idaho 1 (6%) - 1 (3%) -
  Florida - - 1 (3%) -
  Pennsylvania - - 1 (3%) -
  New Hampshire - - 1 (3%) -
  Indiana - - 1 (3%) -
Canada 1 (6%) - 1 (3%) -
  Ontario 1 (6%) - 1 (3%) -
Total 17 - 37 $200M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 13 (76%) - 21 (57%) -
Buyout (LBO, MBO, MBI) 1 (6%) - 6 (16%) 200M (100%)
Secondary Buyout 1 (6%) - 4 (11%) -
Divestiture - - 2 (5%) -
Venture 1 (6%) - 2 (5%) -
Recapitalization 1 (6%) - 1 (3%) -
Stake Purchase - - 1 (3%) -
Total 17 - 37 $200M

Exits by Deal Type

Type Total # Value
Secondary Sale 12 (46%) 225M (23%)
Trade Sale - Public Company 6 (23%) 770M (77%)
Trade Sale 6 (23%) -
Recapitalization 1 (4%) -
SPAC 1 (4%) -
Total 26 $995M

Top M&A Advisors

Legal Deals
Goodwin Procter LLP
8
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
Investor(s)
14%
5 (14%)
Strategic(s)
5%
2 (5%)
Exited to
Investor(s)
50%
13 (50%)
Strategic(s)
42%
11 (42%)

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