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Strategies

Our investment teams have distinct strategies and focus on investing in mid-market companies in a variety of sectors in the US and Europe.

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Our investment teams have distinct strategies and focus on investing in mid-market companies in a variety of sectors in the US and Europe.

Flexible capital and strategic assistance for market-leading companies in high-growth sectors in North America and Europe

Equity capital for mid-sized companies in the DACH region and Italy

Growth capital and strategic assistance to software companies throughout Europe

Impact platform investing in climate and nature-based solutions

Equity capital for founder-owned companies in consumer and multi-unit, food and beverage, and business services

Private equity primaries, co-investments, and secondaries across North America and Europe

Based in New York, the group will invest globally in both LP and GP-led transactions, leveraging Bregal’s GP relationships and network of eight offices worldwide

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Contact London, UK New York, USA Munich, Germany Milan, Italy Zug, Switzerland Dallas, USA Palo Alto, USA St Helier, Jersey Strassen, Luxembourg
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ATOZ Services

Industry: Financial Services & Technology
Year invested: 2026
Status: Current
Location: Luxembourg
Investment Strategy: Flagship
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ATOZ Services is an independent Luxembourg-based fund services platform.

 

Founded in 2018 as part of the ATOZ Group, ATOZ Services provides fund-linked special purpose vehicle (“SPV”) services, fund administration, and fund governance, risk and compliance services. The Company has built long-standing relationships with leading alternative investment managers through deep technical expertise, senior-level accessibility and an understanding of complex regulatory requirements.

800+

private equity, private credit and real estate clients served

ATOZ Services has continued to broaden its capabilities as clients seek more integrated support across the fund lifecycle. In addition to its original core in fund-linked SPVs, the Company expanded its regulated fund administration capabilities, established a client-facing presence in the United Kingdom and strengthened its Fund GRC offering.

"ATOZ Services has built a differentiated position in the Luxembourg fund services market, with best-in-class retention and client advocacy that come from high-quality service. We look forward to partnering with Chafai and the team to support ATOZ Services’ expansion across new markets and service lines, and to build on the strong platform they have created."

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Gene Yoon

Managing Parter - Sagemount

"We at Sagemount are thrilled to support Chafai and the broader senior team’s ambitions of scaling into a global leader in the category, underpinned by continued superior client service and bolstered AI investment. We look forward to leveraging our platform’s resources to achieve those ambitions together as partners."

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Gurmaan Bhatia

Principal - Sagemount

Team

Our experienced global investment team seeks to create long-standing relationships and drive lasting impact within our portfolio companies, which are active across Europe and North America.

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